How To Generate A Trade Preview

Learn how to generate a trade preview for your options bot with this simple step-by-step guide.

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.