About Course

This video-based training course provides in-depth training on how to trade options using the wheel strategy.  Essential options and wheel strategy basic training is available for beginner level option traders, and additionally there are more advanced training sections providing useful insights and trading ideas for intermediate and advanced traders.  Please see the full training course syllabus below.

There is also a suite of videos on how to use our OPTIONS WHEEL STRATEGY TRADING TOOL* which comes bundled with this training course. The tool can be downloaded from the course members section after enrolling.

*Our OPTIONS WHEEL STRATEGY TRADING TOOL is a Microsoft Excel file and therefore requires a modern version of MS Excel to be installed on your computer. It can be run on any modern Windows or Mac computer with Microsoft Excel installed.

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Course Content

Welcome!
Welcome to our Options wheel strategy training course! The videos in this module set you up for the rest of the course and lists the requirements needed to trade the options wheel strategy.

  • START HERE: Intro
  • Course and Tool requirements, access and download link

Our options wheel strategy trading tool
This module looks at how to use our options wheel strategy trading tool.

Stock market and Options 101
New to options and the stock market? Or need a brush up? This section explains what options are and how they can be traded in the stock market.

Wheel strategy basics
In this course module we'll go over the basics of the wheel strategy and introduce the main concepts involved.

Your trading set up
In this module we'll look at what you need to trade options using the wheel strategy. We'll cover technology, stockbrokers, charting platforms and other useful trading resources.

How to find potential Wheel trades – creating a watchlist
Finding stocks to trade with the wheel strategy is key to successful trading. In this module we'll look at finding potential trades using screeners and recommendations.

Selecting stocks to trade with the wheel strategy: the 5 steps
In this module we'll outline the key 5 steps involved in selecting stocks to trade with the wheel strategy.

Selecting stock, STEP 1: Charts – Simple technical analysis
In this module, we'll examine the use of charts in selecting stocks for potential trades. We'll start with charting basics before moving onto simple technical analysis.

Selecting stock, STEP 2: Company data – fundamental analysis & news
The second step in the selection process is understanding a company's financial situation and finding our what news sources say about the future prospects and performance of that company. We'll look at both in this module.

Selecting stock, STEP 3: Analysts’ forecasts
Another tool we can use to help us in our stock selection process is using analysts’ price targets.

Selecting stock, STEP 4: Sector & Industry performance
It’s important to look at how the sector and industry of our potential stock is performing. This can give us an insight into what may happen to our stock’s performance and share price in the near future.

Selecting stock, STEP 5: Comparing with direct competitors
Comparing companies within the same industry provides insights into company performance. This is the final step in selecting trades.

Advanced & Misc topics
Advanced training lessons and other topics not specifically related to The Wheel strategy.