How to use this app, in five minutes

I want to walk you through what to look at first. Open the app on your phone or laptop and follow along.

1. Start with the guide

If options are new to you, start with the four articles at the top of the guide page. They teach the contract, the option chain, the win-chance number, and position sizing.

Before you open the scanner, make sure you can answer three questions: what can I lose, what has to happen, and when would I close the trade?

2. Use the scanner as a study list

The scanner groups market ideas by plain-English questions. Are options expensive? Is an event priced in? Are puts and calls unevenly priced? Is there a defined-risk idea worth studying?

Good habit: open one idea at a time. Do not compare ten trades until you understand the first one.

3. The trade detail page

Click any card to open the full trade detail. The first thing you see is "Start here," which is four lines:

1. What you believe: what you think will happen.
2. Cash today: what hits your account when this fills.
3. How it wins: what has to happen for a clean win.
4. How it loses: the failure mode and a closing rule.

Below that, the payoff diagram, the leg breakdown, the exit plan, and the order ticket in your broker's format. Treat the order ticket as a checklist. Review every leg before doing anything in a real brokerage account.

4. The portfolio audit

Once you import positions on the portfolio page (CSV or JSON), the audit page runs through your holdings and flags opportunities. Stocks with no covered calls. Threatened short options. Deep ITM options near expiration. Each suggestion comes with a recommended action and a deep-link to the trade detail for the proposed structure.

5. The glossary

Anywhere in the app you see a term with a dotted underline, tap it for a plain-English definition. Many of those tooltips link deeper into this guide. Use it when the app says a word you do not know yet.

6. Settings

When you are ready to switch from demo data to live data, paste a Tradier API key into Settings. The app will use your key for market data and never log it. Until then, every chain in the app is synthetic but realistic, generated from a Black-Scholes model seeded by ticker.

That is it. Learn first, study one idea, then decide.