How do I create options strategies on Rupeezy's TradingView Terminal?

Rupeezy's TradingView Terminal has two options-strategy tools, both under the Strategy icon in the chart's top toolbar. Strategy Builder suggests strategies based on where you think the market is heading, and Strategy Store lists ready-made strategies. With both, you can check the payoff graph and the Greeks before placing every leg in one go.

How do I open the strategy tools?

Click the Strategy icon in the chart's top toolbar. The Tools panel opens with Strategy Builder and Strategy Store.

The Tools panel on the TradingView Terminal, opened from the Strategy icon, with Strategy Builder and Strategy Store

How do I build a strategy with Strategy Builder?

1. Pick the underlying. In Strategy Builder, search for or select an index or stock.

The Strategy Builder search with top symbols such as NIFTY, BANKNIFTY, FINNIFTY and RELIANCE

2. Enter your market view. Select the expiry, choose whether you expect the price to end Above, Between or Below a level, enter the value, and click Continue.

Strategy Builder with an expiry selected, the Above, Between and Below prediction buttons and the predicted value field

3. Choose from the suggested strategies. Each suggestion shows its maximum profit and loss, its breakeven points, and the required and available margin.

Suggested strategies for a bullish view, each with its maximum profit, breakevens, maximum loss, legs and Multiplier, and Analyse and Continue buttons

  • To narrow the list, open Filters to pick specific strategies or a strategy type, or sort by maximum profit or maximum loss.
  • To trade more lots in the same ratio, raise the Multiplier with +. It starts at 1.

The Filters panel with strategy names, a strategy type and Sort by Max profit or Max loss

4. Check the payoff graph. Click Analyse to see the payoff graph, the breakeven points, the maximum profit and loss, and the option Greeks. Hover over the graph to see the expected P&L at different prices.

The Analyse screen with the payoff graph, breakeven point, maximum profit and loss, Delta, Gamma, Theta and Vega, and the Multiplier

5. Review the basket and execute. Click Continue to open the strategy basket, where you can add, reorder, modify or delete legs. Click Execute to place all the legs together.

The strategy basket listing each leg with its LTP, price and quantity, the required and available margin, and the Execute button

How do I use a ready-made strategy from Strategy Store?

Strategy Store lists common options strategies, such as bull and bear spreads and ratio spreads, ready to trade.

  1. Click the Strategy icon and select Strategy Store.
  2. Search for the stock or index, and select the expiry.
  3. Pick a strategy. You'll see each leg's buy or sell side, strike and price, the breakeven points, the maximum profit and loss, and the required margin.
  4. Click Analyse to check the payoff graph and the Greeks.
  5. Click Continue to open the basket, then Execute to place the order.

Strategy Store for NIFTY with an expiry selected and strategies such as Bull Call Spread, Bull Put Spread and Ratio Call Spread

A Bull Call Spread from Strategy Store with its maximum profit, breakevens, maximum loss and legs, and Analyse and Continue buttons

The Analyse screen for a Strategy Store strategy, with the expected P&L at a lower price on the payoff graph

Things to keep in mind