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

SPY and TQQQ can look diversified at ticker level, but their sector concentration can still overlap heavily.

Snapshot date in this example: April 30, 2026. Sector weights change continuously over time and should always be re-checked before decisions.

SPY/TQQQ sector-mix example
  • Information Technology: 31.2%
  • Financials: 12.8%
  • Health Care: 11.6%
  • Consumer Discretionary: 10.2%
  • Communication Services: 8.9%
  • Other Sectors: 25.3%

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.