How To Generate A Trade Preview

Learn how to quickly generate a trade preview for your options bot. This step-by-step guide helps you verify settings, check strike prices, and ensure your bot places trades correctly before going live.

Step 1: Access Your Bot

• Go to your dashboard.

• Click on the bot you want to preview.

• Click the gear icon to open settings.

Step 2: Open Trade Preview

• Find the Trade Preview section under settings.

• This shows symbol, expiration, strike prices, and simulates the trade.

Step 3: Generate the Trade Preview

• Click Generate Trade Preview.

• Wait a few seconds; time depends on the number of options legs.

• Review the results: strike prices, expiration dates, and credit.

Step 4: Verify the Data

• Compare the preview with the options chain.

• Ensure the settings are producing the correct trade.

Step 5: Adjust Settings if Needed

• Go to Strategy Details.

• Make changes and click Save & Close.

• Rerun the trade preview to confirm the updates.

Step 6: Final Check

• Confirm the bot is picking trades correctly.

• Repeat as needed until settings are correct.