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Quick Start Guide

Here are some short videos that shows how to get started with OptionStack. The quickstart video  will show you some of the basics about your first steps with OptionStack. The video tutorial will show you step-by-step on how to create an options…
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Understanding the Different Block Types

You can create your trading strategies by dragging and dropping various blocks in the Visual Strategy Editor to compose your trading strategy.   WHEN Block – used to perform certain actions WHEN specific trading signals / market conditions occurs.  Trading signals can…
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Understanding the Strategy Block

The Strategy Block is used to define the stock and option strategies to trade.  Using the Strategy Block, you can trade a variety of supported  stock and option strategies, including but not limited to: Long / Short stock Call Option /…
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Referencing Existing Trades

When creating a new trade, there may be situations where you would like to reference specific attributes from existing positions / trades.  Trade a new option spread whose strikes overlap with the short strikes of an existing option spread Trade…
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Understanding the Backtest Results

The Backtest Results displays the Summary Statistics of your strategy.  Start Date:  Start date of your backtest End Date:  End date of your backtest Portfolio Return:  Percentage return of portfolio Max Drawdown: max loss from a peak to trough of…
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How To Tune Your Backtest

Backtests can take anywhere from a few seconds to several hours to complete.  The amount of time it takes to complete your backtest will depend on many factors such as the complexity of your strategies, the frequency of trades, the…
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How To Debug Your Strategy

Watch our tutorial video below to see how to debug / fix your  trading strategy when it is not working as expected.  Login to your account to follow along with the video! There are usually 2 reasons why your strategy may not be working as expected: Your trading…
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Understanding the Backtest Settings

The Backtest Settings is used to configure the runtime settings  of your backtests.   Start Date: Configure the start date of your backtests.  The available start date range will depend on which plan you have purchased. End Date: Configure the end date of…
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Backtesting The Option Wheel

In this tutorial, we will explain how to backtest the Option Wheel strategy using the OptionStack platform. The Option Wheel is a strategy that involves selling cash secured puts (CSP) and adjusting them into a covered call if the short…
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How To Use Your Own Custom Indicators

You can import your own custom market quotes and market indicators into your account. Custom market quotes / indicators can include stocks, indexes, currencies, crypto, foreign stocks, interest rates, bonds, as well as proprietary indicators from other platforms. There are…