TACTICAL GUIDE Beginner Friendly

Options Trading Basics

Options seem complicated, but the core concepts are simple. Here's a plain-English guide to calls, puts, and how options actually work.

What Is an Option?

An option is a contract that gives you the right (but not the obligation) to buy or sell a stock at a specific price before a specific date.

Think of it like a reservation. You pay a small fee now to lock in a price, and later you decide whether to use it.

The Two Types of Options

📈 CALL Option

The right to BUY stock at a set price

• You're betting the stock goes UP
• Profit when stock rises above strike price + premium paid
• Max loss = premium you paid
• Max gain = unlimited (stock can rise forever)

📉 PUT Option

The right to SELL stock at a set price

• You're betting the stock goes DOWN
• Profit when stock falls below strike price - premium paid
• Max loss = premium you paid
• Max gain = strike price - premium (stock can only go to $0)

Key Options Terms

Strike Price

The price at which you can buy (call) or sell (put) the stock. If Apple trades at $180 and you buy a $200 call, you're betting Apple goes above $200.

Expiration Date

The date your option expires. After this, the contract is worthless. Options can expire weekly, monthly, or even years out (LEAPS).

Premium

The price you pay for the option contract. This is your maximum loss when buying options.

Contract Size

One option contract controls 100 shares. So a $2 premium costs $200 total ($2 × 100).

Call Option Example

📊 Buying a Call: Real Numbers

The Setup
Apple stock: $180
You buy: $190 call expiring in 30 days
Premium: $3 per share ($300 total)
Scenario A: Apple = $185
Below strike. Option expires worthless.
Loss: $300 (100%)
Scenario B: Apple = $192
Above strike, but not by enough.
Loss: $100 (worth $2, paid $3)
Scenario C: Apple = $210
Way above strike = big profit!
Gain: $1,700 (worth $20, paid $3)
Breakeven: $193 (strike $190 + premium $3). Apple must rise 7% just to break even.

Put Option Example

📊 Buying a Put: Real Numbers

The Setup
Apple stock: $180
You buy: $170 put expiring in 30 days
Premium: $2 per share ($200 total)
Scenario A: Apple = $185
Stock went up. Put expires worthless.
Loss: $200 (100%)
Scenario B: Apple = $169
Below strike, but barely.
Loss: $100 (worth $1, paid $2)
Scenario C: Apple = $150
Crashed! Put is valuable.
Gain: $1,800 (worth $20, paid $2)

Why Trade Options?

Leverage

Control 100 shares for a fraction of the stock price. $300 in options can produce the same gain as $18,000 in stock—or lose everything.

Defined Risk

When buying options, your max loss is the premium paid. You can't lose more than you invested (unlike shorting stock).

Hedging

Own stock? Buy puts to protect against downside. It's like insurance for your portfolio.

Income Generation

Sell covered calls on stocks you own to collect premium income.

Options Risks

Time Decay

Options lose value every day as expiration approaches. Even if the stock doesn't move, your option loses value. This is called "theta decay."

Total Loss

Most options expire worthless. Studies suggest 60-80% of options held to expiration expire out of the money. The leverage that amplifies gains also amplifies losses.

Complexity

Options pricing involves multiple factors (stock price, time, volatility, interest rates). It's easy to get surprised.

Where to Trade Options

Options pricing varies by broker:

  • Robinhood: $0 per contract (free)
  • Webull: $0 per contract (free)
  • Public: $0 per contract + rebates
  • Fidelity: $0.65 per contract
  • Schwab: $0.65 per contract
  • Tastytrade: $1 to open, $0 to close (capped at $10/leg)

Getting Started

  1. Open a margin account (required for most options)
  2. Apply for options approval (brokers assess your experience)
  3. Start with paper trading (Webull offers this free)
  4. Begin with simple strategies (buying calls/puts)
  5. Risk only what you can lose

The Bottom Line

Options are powerful but risky. The leverage that can turn $300 into $2,000 can also turn $300 into $0. Start small, understand the mechanics, and never risk money you can't afford to lose.

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