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An Introduction to Options Trading: A Guide for Beginners

Explore options trading for beginners – Find opportunities to profit, manage risk, and discover proven strategies at Moneyplantfx.

What are Options?

Options are financial instruments that give the holder the right, but not the obligation, to buy or sell the underlying asset at a predetermined price, on or before a specific expiration date. As the name implies, options give a trader option value, in that contracts are only exercised if market conditions are suitable.

What is Options Trading?

Options trading is a methodical formal approach to investing where options contracts are both bought and sold. An options contract gives the buyer the right to buy (call option) or sell (put option) the underlying asset, typically a stock, index, or commodity, at a specified price, by a specified expiration date. Options may be used for:

  • Hedging against unforeseen future risks
  • Speculating on price movements
  • Generating income

When correctly administered, options add significant flexibility, dynamism, and versatility to any investors’ toolbox.

Is It Superior to Stocks?

Options trading has its own unique advantages relative to traditional stock trading:

  • Limited risk for buyers
  • Less capital required
  • Potential for profits when markets increase, decrease, or go sideways
  • More flexible with customizable strategies

Nevertheless, options trading is more complex and riskier, especially for beginners. It requires education, discipline, and strategy. Understanding these is what will help you make better, more informed choices.

How to Get Started Trading in Options 

Getting started trading options is going to require some setup, but we will develop an actionable step by step guide to introduce you to trading options.

1. Get a Trading Account Opened

The first step in trading options is getting a trading account opened with a brokerage that offers options trading. Most, if not all, brokerages will require you to:

  • Disclose some financial information
  • State your investment goals
  • State your skill level or experience

This is done to ensure that brokers assign you an appropriate trading level so you will only have to choose from trading options strategies that are appropriate for your trading level.

2. Choosing Options and Hitting the Strike Price

Next, you’ll have to choose your options contract by:

  • Choosing whether to go with calls and puts
  • Choosing the strike price or the price at which you can exercise the contract

That means you want to know if a market move has happened, what the volatility is, and how much risk you want to take on. 

Make sure that you are looking to data back up your decisions. Use charts, news and your own analysis tools or cures to help back up your decisions.

3. Picking the Option’s Time Frame

Every option offers an expiration date. To choose the duration, you’ll have to consider two things: 

  • Your trading style: do you prefer to trade on a short-term basis (weekly or monthly expirations) or would you prefer to invest in the long-term (LEAPS)?
  • How long do you think the market needs to move in your favor?

Essential Elements of Options Trading

Buying Calls –  A call option provides the right to buy an asset at a defined price. 

Buying Puts –  A put option offers the right to sell an asset at a defined price. 

Protective Puts – This is an investing strategy for investors who own a stock currently but want ‘blue sky’ upside with a hedge against a downside move.

Long Straddles – With a long straddle, an investor buys both a call and a put with the same strike price and expiration. This strategy will benefit from high volatility. If the stock moves up or down by a specified amount, you make money. It can be a good strategy for uncertain or newsworthy markets.

The Four Options Trading Levels

Brokers classify options trading into four different levels of approval based on the client’s experience and risk appetite.

  • Level 1: Buying puts and calls (risk is lowest)
  • Level 2: Covered calls and covered puts (moderate risk)
  • Level 3: Vertical spreads, debit/credit spreads (more advanced hedging strategies). 
  • Level 4: Iron condors, straddles, strangles, and uncovered positions (risk is highest)

Read More

Conclusion 

Options trading can be a lucrative endeavor if you approach it with the correct mindset, strategy, and platform. Although the learning curve seems challenging at first, the ability to manage risk and diversify your trading strategy offers a valuable angle to your financial journey. 

Let Moneyplantfx provide you guidance into this exciting opportunity, it is a great feeling to trade options with confidence and clarity, working with the right support and insights.