Tools for Building Option Strategies
Build outcome-focused investment strategies in two clicks with our powerful option tools using a beautiful interface easy to understand.
Protection strategies
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiry while being long the underlying security.
A collar is usually implemented after the long position in the underlying security has appreciated. It protects from a sharp drop in the security price (loss is limited to 10% in example).
The strategy also provides an income premium regardless of how the price of the underlying security moves. This feature limits the upside potential (12% in example).
We offer access to a digital interface which is designed to help you build your own goal-based investments. You can also choose to use our pre-packaged investment strategies.
Income strategies
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.
The strategy provides an income premium (0.60% in example) regardless of how the price of the underlying security moves. This feature limits the upside potential.
If the price of the underlying security drops, the covered call strategy will suffer a slightly lower loss than the underlying security due to the income premium.
Our tools for option strategies have been adopted by major financial web sites. These include the Options Industry Council which is the reference for options education, and ETF.com which is the leading authority on exchange-traded funds