Setup and Use

The modeling tool is intuitive by design and allows users to save, modify, and track trades throughout the life of the trade. Here is a video covering the basic functions.

To start, navigate to Model at the top of the site and select either Model for saved models or Create New Model.

It’s easy to create a new model. Let’s use a call debit spread with one long call and one short call. Simply left-click Mid (Buy) to add the long call leg.

Then left-click Mid (Sell) to add the short call leg.

You will see the legs added to the chain and listed on the right. To view the trade visually, click View Chart on the right or Chart at the top.

Greeks can be added at the top right. Let’s add Delta and Charm.

Users can click 3D to model in three dimensions.

Greeks are also displayed along the bottom of the screen.

If the user selects 2D, they can adjust the time, range, and IV of the model.

To save the model, click Save.

Users can change the pricing, give the model a name and description, and choose to enable sharing if they want to share the model with a friend.

Saved models will now appear under the Model page.

That’s the basics. We’ll continue adding more modeling documentation over time.