HELP CENTER AUG. 27, 2022

Adding Equities

Click Add Equity to Open the Equity Screen

Add Equity Screen

Keep the weights adding up to less than or equal to 1 to avoid using margin or leverage. If you go over 1, for example, because you can write naked puts in your account, then you must manage for assignment situations and ensure you can cover all assigned puts.

Most things on here are used to override settings at the bot configuration level. For example, use the strike limits to prevent the bot from selling call options below the call strike or selling put options above the put strike.

You can also uncheck the boxes for writing call contracts or put contracts to have the bot limited to selling only one kind of option. This is useful if you want the bot to only run your covered call strategy for example.

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