Short Put Screener
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Feature Overview

Last updated: April 11, 2026

This page explains not just what each module does, but why the workflow produces better decisions with less complexity.

Why This Workflow Is Different

  • The product is intentionally not a giant settings playground.
  • You are not expected to manage hundreds of technical knobs before seeing useful candidates.
  • The algorithm does the heavy pre-selection work, while you keep the final decision authority.
  • This creates a practical balance: automation for scale, human control for preference and risk tolerance.
  • The full flow is built to stay understandable from first shortlist to final portfolio action.

Low Risk Mode

  • Low Risk Mode supports beginners with conservative risk settings. It limits excessive risk early and makes the decision process simpler, clearer, and more reliable.
  • Note: Only experienced users should start without Low Risk Mode. Losses are still possible even in Low Risk Mode.

Cash Model Auswahl

  • You secure the full strike amount with cash. Usually simpler and more transparent for risk control.
  • Margin / Naked: You use broker buying power instead of full cash coverage. Capital use can be lower, but risk and complexity are higher. Note: This model is generally intended for advanced or professional users.

Screener

  • No configuration overload: instead of hundreds of switches, you start with a clear, curated process.
  • The algorithm is designed to pre-qualify finalists so you are not forced to engineer a scanner from zero.
  • Filtering remains in your control: you decide which finalists match your cycle, risk, and return preferences.
  • Warnings and exclusions are built into the flow, so weak candidates are reduced before manual review.
  • Outcome: less time spent in setup complexity, more time spent on actual decisions.

Analyzer Engine

  • Single-contract evaluation uses the same framework as the Screener, so shortlist logic and final checks stay aligned.
  • Signal views surface risk and quality factors fast, reducing blind spots in contract selection.
  • You can compare finalists with consistent logic instead of mixing different mental models.
  • The output is designed to support portfolio decisions, not to produce another isolated report.
  • Outcome: decision-ready contracts with a clear bridge into portfolio management.

Portfolio Planner

  • Portfolio view combines holdings, live price updates, and sector visibility in one planning surface.
  • Capital allocation and sector allocation are explicit, measurable, and adjustable.
  • Suggested additions can be reviewed and transferred into holdings with minimal friction.
  • Rebalancing support helps convert analysis into repeatable portfolio actions.
  • Especially for ETF-oriented workflows, sector allocation helps improve diversification and avoid hidden concentration.
  • Outcome: a structured portfolio process from candidate to allocation decision.

Why Planner Matters For Serious Portfolio Control

  • Planner is focused on portfolio-level control, not just contract-level analysis.
  • It makes capital and sector allocation central to the decision process.
  • That is especially important in ETF-based approaches where diversification quality drives stability.
  • Result: fewer accidental concentration risks and clearer allocation discipline.

Example: ETF Sector Mix

In Planner, SPY and TQQQ still show heavy sector overlap even though they appear diversified as two separate ETF tickers.

Example based on the current Planner view for SPY and TQQQ with $9,000 capital usage each. Sector weights change over time and should be re-checked before decisions.

SPY/TQQQ sector-mix example
  • Information Technology: 46.4%
  • Communication Services: 13.2%
  • Consumer Discretionary: 11.1%
  • Health Care: 6.2%
  • Consumer Staples: 6.1%
  • Other Sectors: 17.0%

Important:sector allocation becomes significantly harder to judge when ETF exposure is combined with individual stocks and options positions in the same portfolio.

Bundle recommendation based on workflow depth

  • Bundle Premium (search, analyze, plan): strongest setup for a complete end-to-end workflow, from candidate discovery to contract validation to portfolio-level allocation in one continuous process.
  • Screener + Planner: only this combination gives you the direct one-click handoff from new put options into Planner allocation. Without both modules, that workflow bridge is missing.
  • Screener + Analyzer: ideal if you want to pre-filter at scale and then validate selected contracts with deeper analysis before execution, including one-click data transfer from Screener to Analyzer.