Free download
The Pre-Trade Risk Checklist
A repeatable way to examine a stock or options position before committing capital—what must go right, what can go wrong, and when passing may be the smarter position. Start fast, then go deep.
Start here
Quick Screen
A fast preliminary screen for a single decision. Not a substitute for the full checklist—it points you to it.
Download the 1-page Quick ScreenComprehensive
Use before committing capital
The full checklist: purpose, mechanics, maximum loss, sizing, liquidity, events, exits, and plain-English terms.
Download the 5-page Comprehensive ChecklistNew to options? Read the OCC’s “Characteristics and Risks of Standardized Options” (the ODD) before trading options.