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Fidelity
fidelity.com › options-trading › tools
Options Trading Tools | Fidelity
Step by step, our tool will help you confidently place your next options trade. ... We’ll help guide you on how to research ideas and place your first trade. ... Model the profit and loss for single- and multi-leg strategies.
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Fidelity Investments
researchtools.fidelity.com › ftgw › mloptions › goto › optionEvaluator
Options Strategy Evaluator - Log in - Fidelity Investments
Fidelity provides analysis tools for evaluating single- and multi-leg option strategies as well as other essential research tools and resources for new and experienced option traders.
Discussions

Where is the Options Trade Builder?
Hello there, u/mikeblas . Thanks for stopping in today. I checked, and the link embedded in the article is not working. I'll pass this along to our respective teams. In the meantime, this tool is available on Fidelity.com (login required): If you are on the Classic view of the page: Select "Options" from the "News & Research" drop-down menu On the next page, select the "Options Trade Builder" button to begin If you are on the new experience page, click the "Option Strategy Builder" tab at the top of the page. Thank you for sharing the issue with us. If you have any more questions, feel free to let us know. We'll be here to help. Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read the Characteristics and Risks of Standardized Options . Supporting documentation for any claims, if applicable, will be furnished upon request. More on reddit.com
🌐 r/fidelityinvestments
1
0
June 14, 2024
Strategy Evaluator for Sell-side on Options
Thanks for joining us over the long weekend here on our sub, u/Great-Pick-6411 . Welcome to Fidelity! While we're unable to intrept the results of any of our tools, we can certainly provide some information that may help you to do so. First, while you're not brand spanking new to options, it does sound as though you are still learning, and of course, you're new to options here at Fidelity. Please be sure to take a look at our Learning Center. I've linked the Options section specifically for you, but this library contains a robust assortment of financial education. Trading options We also have free classes you can attend to ask your questions and learn more. Use the link below to find a session. Coaching sessions with the Trading Strategy Desk Additionally. the NEW options view on Fidelity.com offers the "options strategy builder" that you may find more intuitive. If you are using the classic view, simply select the prompt at the top of the screen "New! Check out Trade Analyzer and Option Strategy Builder in the new Option Chain experience and explore OptionsPlay Strategies — Click here to try it today" to be rerouted. Once you've had a chance to look around, let us know what questions may linger! Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read the Characteristics and Risks of Standardized Options . Supporting documentation for any claims, if applicable, will be furnished upon request. More on reddit.com
🌐 r/fidelityinvestments
7
1
May 26, 2024
Switched from Robinhood to Fidelity for options~ 6 month impression
Robinhood's business model is essentially built on order flow, so yes, you would never have gotten price improvement. How do you feel about the user experience of change in apps? More on reddit.com
🌐 r/fidelityinvestments
29
46
June 26, 2025
Fidelity Options Tier One
While those strategies you mentioned are used to mitigate risk, it also entails more complexity. If not done correctly, I’d imagine it would enhance your risk. Moreover, you’d need to have a margin account. Taking positions in some of those elements of the strategy can have undefined risks/costs. With lvl1, I think you can basically just do long calls and puts. If I remember correctly those are defined risks — your downside costs are known/limited. More on reddit.com
🌐 r/fidelityinvestments
6
1
May 14, 2025
People also ask

What kind of options strategies are available using OptionsPlay® Strategies in my Fidelity account?
OptionsPlay Strategies lets you choose options strategy opportunities aligned to your approved trading tier, including covered calls, short puts, long calls, long puts, bull call and bear put spreads, and bear call and bull put spreads.
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fidelity.com
fidelity.com › options-trading › optionsplay
OptionsPlay Strategies | Income Generating Strategies | Options ...
How do I get started using OptionsPlay® Strategies to evaluate and trade options?
To get started using OptionsPlay Strategies, enroll in the free 30-day trial. Once enrolled, simply log in to your Fidelity brokerage account and click the OptionsPlay tab. Choose a strategy type to see specific opportunities.
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fidelity.com
fidelity.com › options-trading › optionsplay
OptionsPlay Strategies | Income Generating Strategies | Options ...
How can I learn more about how to evaluate and trade options with OptionsPlay® Strategies?
Get started learning how to trade options using OptionsPlay Strategies in your Fidelity account by playing the videos above. Once enrolled, you'll have access to additional resources to help improve your options trading knowledge and skill.
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fidelity.com
fidelity.com › options-trading › optionsplay
OptionsPlay Strategies | Income Generating Strategies | Options ...
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Fidelity
fidelity.com › options-trading › overview
Options Trading | Fidelity
Build your first trade with Options Strategy Builder · Fidelity Trader+™ lets you take control of your options trades wherever you are—with enhanced analytics and seamless trading synced across your devices so you never miss a move. Compare platforms · View all options tools ·
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Fidelity
fidelity.com › options-trading › platforms
Options Trading Platforms | Fidelity
Options Strategy Builder · Step by step, we'll help you confidently build and place your next options trade. Options strategy ideas · Evaluate the potential of covered call and cash-covered-put strategies. Options chains · View a list of all the options and expiration dates available for ...
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Fidelity
fidelity.com › learning-center › investment-products › options › options-for-beginners
Options trading for beginners | Fidelity
Our Options Strategy Builder can help you confidently build and place an options trade―from idea, to research, to execution.
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Fidelity
digital.fidelity.com › ftgw › digital › options-research › option-strategy-builder
Log in to Fidelity
National Financial Services LLC Statement of Financial Condition Use of this site involves the electronic transmission of personal financial information. Using this product is consent to such transmission of this information; such consent is effective at all times when using this site.
Find elsewhere
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Fidelity
fidelity.com › learning-center › tools-demos › research-tools › generating-strategy-ideas-video
Using the Strategy Ideas Tool - Fidelity
The Strategy Ideas tool on Fidelity.com is designed to provide you with real-time data on specific option trading ideas based on selected criteria.
Published   October 6, 2017
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Fidelity
fidelity.com › options-trading › optionsplay
OptionsPlay Strategies | Income Generating Strategies | Options Trading
Generating income through options trading is easier with Income Strategies powered by OptionsPlay right in your Fidelity experience. Whether you’re using covered calls or short puts, find income-generating opportunities aligned with your portfolio and interests, and easily choose the right one for your goals.
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Fidelity
fidelity.com › learning-center › tools-demos › active-trader-pro-platforms › option-trade-builder
Using Fidelity Trader+ | Fidelity
March 27, 2018 - Scan, analyze, and trade options on one screen. Learn how to customize and trade with real-time charts. ... Track market activity from your phone, react on your desktop, and stay updated from any browser—in real time. ... Get quick answers in our User Guide. Sign up for a coaching session with our Trading Strategy Desk®.
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Fidelity
fidelity.com › learning-center › tools-demos › research-tools › using-the-strategy-evaluator-video
Using the Strategy Evaluator - Fidelity
Use this tool to evaluate and compare single-leg or multi-leg options strategies on an underlying symbol.
Published   March 27, 2017
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Fidelity
fidelity.com › options-trading › education
Options Trading | Education & Resources | Fidelity
Watch weekly as options trading pros deliver timely trade ideas and fresh market insights to help traders of all levels. New episodes every Thursday at 2 p.m. ET. ... Gain an edge by taking a live Trading Strategy Desk® options class with a small group of investors—or explore our on-demand ...
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Reddit
reddit.com › r/fidelityinvestments › strategy evaluator for sell-side on options
r/fidelityinvestments on Reddit: Strategy Evaluator for Sell-side on Options
May 26, 2024 -

I'm new to Fidelity, but have about 18 months of option trading experience. Moved to Fidelity from another platform for a variety of reasons, but options trading was a key factor.

I tend to stay on the sell side of the trade. I'm trying to learn the various tools on the platform and was trying out Strategy Evaluator. I've read the guide and watched the demo, but all the examples are for buy-side trades. I'm having trouble interpreting it for sell-side.

Here's my example:
Symbol: SMH
Strategy: PUT

I understand selection of Expiration Date, At/Near/Out of the Money but from there I'm a bit lost. Can anyone show me how to set up a sell-side scenario and then interpret the results?

Thanks

Top answer
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Thanks for joining us over the long weekend here on our sub, u/Great-Pick-6411 . Welcome to Fidelity! While we're unable to intrept the results of any of our tools, we can certainly provide some information that may help you to do so. First, while you're not brand spanking new to options, it does sound as though you are still learning, and of course, you're new to options here at Fidelity. Please be sure to take a look at our Learning Center. I've linked the Options section specifically for you, but this library contains a robust assortment of financial education. Trading options We also have free classes you can attend to ask your questions and learn more. Use the link below to find a session. Coaching sessions with the Trading Strategy Desk Additionally. the NEW options view on Fidelity.com offers the "options strategy builder" that you may find more intuitive. If you are using the classic view, simply select the prompt at the top of the screen "New! Check out Trade Analyzer and Option Strategy Builder in the new Option Chain experience and explore OptionsPlay Strategies — Click here to try it today" to be rerouted. Once you've had a chance to look around, let us know what questions may linger! Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read the Characteristics and Risks of Standardized Options . Supporting documentation for any claims, if applicable, will be furnished upon request.
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1
Better off using OptionStrat.com ; way more functionality than fidelity. You can save your strategies also with a login. Also has an app.
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Fidelity
fidelity.com › learning-center › investment-products › options › professional-insights-options-trading-replay
Options | Options Strategies | Fidelity
Our options panel covered common option trading questions for new and intermediate option traders including common mistakes, when you might want to get out of a trade and helpful option tools that can give you greater confidence in your option trades.
Published   March 7, 2022
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Fidelity
fidelity.com › learning-center › trading-investing › options-trading-first-steps
How to trade options | Fidelity
June 3, 2024 - It can sometimes be difficult to ... for your strategy. Moreover, during the life of an options contract, circumstances can change, impacting the probability of success. Factors like changes in volatility can have a significant impact, so it can be helpful to set up and manage your trade with these factors in mind. Helpful tools to help find the right contract for your objectives are the Options Trade Builder and Profit/Loss ...
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Fidelity
fidelity.com › options-trading › idea-generation
Options Trading | Education and ideas | Fidelity
In these 6 on-demand webinars, you will learn the fundamentals of options trading. Guided by professionals from Fidelity's Trading Strategy Desk®, we will start with the basics—what are options, key terms, risks, potential rewards, and obligations.
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Fidelity
fidelity.com › learning-center › investment-products › options › options
Learn about options trading | Fidelity
In this video, you will learn how to use the Profit and Loss calculator to model options strategies to see profit and loss potential, change assumptions such as underlying price, volatility, or days to expiration, as well as how to trade directly from the calculator.
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Fidelity
fidelity.com › learning-center › trading-investing › options-trading-for-beginners-video
Options trading for beginners: Making an options trading plan | Fidelity
Learn what it takes to start trading options by making an options trading plan and outlining your goals, outlook, time frame, and events that affect price or volatility.
Published   December 17, 2024
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Fidelity
fidelity.com › learning-center › investment-products › options › building-option-trade-replay
Building an option trade webinar
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Fidelity
fidelity.com › learning-center › investment-products › options › building-option-strategy-replay
Options webinar | Building an option strategy | Fidelity
Join us for this three-part options event designed to help you get started with building an option strategy. We will cover options basics with a focus on options pricing, review different strategy types, and hear a round table discussion featuring live demonstration of Fidelity’s options tools.
Published   January 13, 2025