What is an Options Strategy Builder?

Options Strategy Builder is a tool that allows you to combine and build multiple options trades before placing the order. You can utilise the pre-built strategies to make pre-defined profits, limit losses and manage overall risk.

Options Strategy Builder and Strategy Store is now Live on your Flow App.

Here’s how you can trade using the feature:

Strategy Builder

The Strategy Builder takes predictions from users and suggests strategies.

Some strategies work well in bullish markets, some in bearish markets and some in neutral markets. The Strategy Builder suggests strategies based on where you anticipate the market will move in the future.

How to Create Options Strategy?

  • Login to your app and go to tools.

  • Go to strategy section, select Strategy Builder

  • In the Search bar, type & select underlying security or index.

  • Select expiry date, prediction and enter predicted values. Press Continue.

  • Scroll and select from the suggested strategies appearing on the screen.

  • Default value of the multiplier is 1. You can increase the multiplier (by clicking on “+”) in case you want to increase the number of lots in the same ratio.

  • On this screen, you can view the strategy's break even point, required margin 

available margin.

  • At the bottom of the screen you can view Maximum Profit and Loss for your strategy. Use these values to select the strategy, according to your risk appetite. 

Pay Off Graph

  • Click on ‘Analyse’ to view the Payoff Graph for the strategy.


  • Here you will see the breakeven points, maximum profit and loss, and Strategy greeks.

  • The graph and greeks help you assess the risk-return equation and make a decision.

Strategy Basket

  • Click on “Continue” to move to the strategy basket screen. Here, you can add more orders to the strategy, reorder, delete and modify the existing orders, if required.

  • Click on “Execute” to execute all orders in one go.


  • Use the reorder option to place buy orders ahead of sell for lower margin.

  • Click on Execute.

  • In case the orders don’t go through, swipe down to refresh.

  • The top menu bar checks orders in Pending/Executed/Rejected/GTT status.

How to trade with strategies from the Strategy Store:

Strategy Store is a list of proven strategies traders deploy to minimise their loss.  

You can select from the list of pre-defined strategies.

  • Go to the tools section on the bottom navigation of your app, select Strategy Store.

  • Select stock in the search bar.

  • Here you can view a list of predefined strategies.

  • Select the expiry date and select a strategy 

  • On the next screen, you can view the Buy and Sell orders with price, breakeven points and the net required margin. 

  • You can view the Max Profit or Loss for the selected strategy 

Click on Analyse to view the Payoff Graph for the strategy

Here you will see the Breakeven points, maximum profit and loss, and Strategy Greeks. Click on continue to move to the strategy basket screen. Here you can:

  • Use the reorder button to change the order sequence. You can bring the margin to minimum by placing Buy Orders first in the sequence.

  • To go ahead with the order, click Execute.

  • In case the orders don’t go through, swipe down to refresh.

  • In the top menu bar, check orders in Pending/Executed/Rejected/GTT status.