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Options Strategies With Technical Analysis

COURSE DESCRIPTION

The program will cover the concept of risk, the various types of risks such as Credit risk, Liquidity risk, Interest rate risk, Exchange /Currency risk etc., their measurement and how these risk can be mitigated. In this program, you would learn qualitative and quantitative techniques and tools for assessing the impact of risk. Through interactive exercises in excel and case studies, participants will be able to apply risk management theories, concepts, capital calculations and principles to Banking and Finance.

CERTIFICATION AWARDED

On successful completion of the program, you would be awarded the professional certification in “OPTIONS STRATEGIES WITH TECHNICAL ANALYSIS” by Moody’s Analytics and EduEdgePro.

COURSE COLLATERALS AND HIGHLIGHTS

  • Live charts from Equity, FX and Commodity Markets
  • Excel templates with pre-defined strategies
  • Pre-requisite material in Technical Analysis would be shared
  • Exhaustive program material with detailed framework on how to use Technical Analysis based strategies with various Option combinations

COURSE OBJECTIVES

  • Learn a generalized Framework to build and assess Options Trading Strategies
  • Understand how to use Technical Trading strategies to time Options and thus enter and exit Options Trading Strategies

WHO SHOULD ATTEND

This course is aimed at those with a solid financial background who wish to explore the more advanced aspects of Equity Research, financial modelling and valuation methodologies, including:
  • Markets Participants
  • Treasury Participants
  • Fund Houses, Brokers, Investment Banks
  • Algorithmic Traders
  • Proprietary Traders
  • Market Makers, Arbitrageurs
  • Quantitative Fund Managers
  • Buy-side Strategists

Fast Facts

  • Certified by : Moody’s Analytics and EduEdgePro
  • Broad Coverage:
  • Options Frameworks for Building Strategies
  • Introduction to Option Trading Strategies
  • Option Greek Profiles for various trading strategies

  • DETAILED CURRICULUM

    It covers the comprehensive framework of how to build Options strategies by combing various plain vanilla legs, along with identification of important strategy considerations such as breakeven, P&L analysis, reward-to-risk ratios, maximum profit and loss. This section also introduces various different kinds of option trading strategies including vertical and horizontal spreads, option combinations and others. It covers option sensitivities also known as Option Greeks in great detail, where you would understand how to build Greek profiles for various option strategies.

    Options Framework for Building Strategies
    • Framework for Option Trading Strategies
    • Combing various option legs to build strategies with desired reward-risk ratio
    • Calculating breakeven of any strategy
    • PL Analysis
    • Calculating maximum profit/loss/reward-to-risk ratios
    Introduction to Option Trading Strategies
    • Vertical Spreads
    • Horizontal Spreads
    • Conversions and Reversals
    • Straddles, Strangles and Butterflies
    • Ratio Spreads
    • Other option combinations
    Option Greeks profiles for various options trading strategies
    • Introduction to Option Greeks
    • Option Greek profiles and PL Analysis
    • How to build Greek profiles for various strategies
    • Dynamic Hedging in Option Trading

    This section introduces important aspects of Technical Analysis such as Trend Identification, Price Action based strategies and various Technical indicators such as MA, RSI, Bollinger Bands, MACD, ADX, ATR, etc. Specifically, you would understand the various important trading strategies that could be harnessed using the above Technical Analysis tools.

    Trend Identification
    • Interpreting different types of charts
    • Trends and Markets
    • Understanding different trends
    • Identification of major and intermediate Trends
    • Understanding Relative Strength
    • Understanding Inter-Market Analysis
    • Concepts : Important Resistances and Supports, Trading ranges, Identifying Tops/bottoms, Breakouts, Gaps, Fibonacci Retracements
    • Patterns : Double and Triple Tops, Heads and Shoulders, Triangles, Rectangles, Wedges, Pennants, Flags
    Price Action strategies
    • Understanding zones of importance
    • Identification of Demand and Supply zones
    • Price Action based strategies
    Technical Indicators and Strategies
    • Trading strategies based on Technical Indicators
    • Moving Averages and Strategies
    • Bollinger Bands and Strategies
    • Ichimoku System
    • Oscillators – RSI, MACD, Stochastics, ADX, ATR and strategies based on them
    • Understanding Open Interest Analysis
    • Momentum and Mean Reversion Strategies
    • Advanced Technical Analysis strategies

    This important section lays out how Technical Analysis could be used with Option Strategies to create high probability successful trade entries and exits. Specifically, you would learn how to trade Vanilla spreads, Volatility spreads and spread combinations using Technical Analysis.

    Trading Vanilla Spreads with Technical Analysis
    • Transaction Exposure
    • Operating Exposure
    Currency derivatives in forex market
    • Setting up Bull and Bear Spreads
    • Option Greeks and profiles
    • Timing Vertical Spreads using Technical Analysis
    • Greek Profiles
    • Trading Calendar Spreads
    • Managing Winning/Losing positions
    • Legging using Technical Analysis
    Trading Volatility Strategies with Technical Analysis
    • Straddle and Strangle setup
    • Timing Volatility strategies using Technical Analysis
    • Greek profiles
    • Managing Winning/Losing positions
    • Legging using Technical Analysis
    Trading Spread Combinations with Technical Analysis
    • Rationing the Spread
    • Trading Ratio Spreads and Back spreads for breakouts or breakdowns
    • Trading Butterflies using Technical Analysis
    • Butterfly Scalping using Technical Analysis
    • Trading Condors and Iron Condors
    • Broken Wing variations
    • Greek profiles
    • Managing Winning/Losing positions
    • Legging using Technical Analysis

    This comprehensive section lays out frameworks to choose amongst various option strategies in different technical setups. It shows us how to combine Open Interest data with strategies to work more effectively in the markets. It summarizes the comprehensive framework to integrate options strategies with Technical Analysis.

    Trade setups with Technical Analysis
    • Understanding Market regimes and which Option Strategies to use
    • Understanding when to use Long/Short Option Strategies
    • Risk Management and Position Management of Option Strategies using Technical Analysis
    • Position Sizing on Options Positions using Technical Analysis
    • Enhancing Risk/Reward for Option Strategies using Technical Analysis
    Other Advanced Options Concepts and Strategies
    • Choosing between Options Strategies
    • Reading Open Interest and Refining Options Strategies
    • Timing Vertical Spreads using Technical Analysis
    • Gamma Scalping
    • Hedging Option Greeks
    • Delta-Gamma Hedging
    • Dynamic Hedging
    Integrated Framework
    • Comprehensive Framework for Options Strategies using Technical Analysis
    • Case studies using integrated framework

    DETAILED CASE STUDY AND EXCEL IMPLEMENTATION

    Let us bring our classes to you! Our in-house training are ideal for groups of 10 or more people. We can provide Off-the-shelf training in the form of our classic courses, or we can provide bespoke training, tailored to your organisational goals and objectives. Please contact us for further details.