About the course | Learning Outcome

Options trading is the ultimate way of trading. Its core advantage is that investors can preset the risk and reward ratios based on their own market view, especially suitable for the highly liquid U.S. stock market options.

However, the books about options trading available in the market (especially Chinese books) tend to be superficial and fail to provide guidance for practical operations. Even after reading numerous books, many investors are still unable to effectively implement the knowledge and apply it to their own investment strategies.

Therefore, I hope to take this opportunity to share some practical experiences in options trading, helping everyone to better understand how to utilize options strategies.

After the course the students are able to:

• Set the optimal options trading strategy based on the trader’s viewpoint
• Perform stock picking based on financial data and technical indicators with programs automatically
• How to establish workflows and use the provided tools and programs to automatically implement algorithmic trading of related options strategies
• How to enhance the operational efficiency of options strategies using latest AI technology

Additionally, besides classroom learning, participants can choose to engage in extra practical projects, applying what they’ve learned to the real market to further enhance their practical skills.

What you’ll learn

1. Options basic

– What is Options
– Why trade options
– Options contract
– Setup IB account
– Overview of options strategy

2. Options strategies

– Objective: How to formulate and set up trading strategies based on market analysis and trader’s predictions.
– Strategies for different market views: covered calls, protective puts, straddles etc

3. Options pricing

– Objective: Explore the pricing models used in options trading.
– Topics Covered: Black-Scholes model: assumptions, applications, and limitations.
– Greeks: Delta, Gamma, Theta, Vega, and their implications on trading.

4. Volaitlity analysis of options trading

– Understanding Volatility
– Volatility Metrics
– Trading Volatility
– Implementation of Volatility trading with python
– How to calculate the IV of the underlying instrument

5. Use of python for options trading

– e.g. IB API setup
– Data processing with Python
– Sample algo trading bot of options trading

6. Stock screening based on fundamental data (e.g. balance sheet and products and news)

– Stock screening based on financial data analysis (e.g. balance sheet) in different sectors

7. Web scraping with Python

– Sentiment analysis of stock news
– Caluclation of OI of stocks or index options

8. Stock screening based on technical analysis

– Stock screening based on technical analysis
– Statistical & correlation analysis

9. Use of AI on options trading-1/2

– Overview of Machine learning solutions
– Forecasting of IV with machine learning

10. Use of AI on options trading-2/2

– Stock segmentation with financial data and AI Solutions

This course includes

Date: 2025/04/21 – 2025/06/23

Time: 19:00-22:00 (Subject to confirm before the course)

Location: Hong Kong (Subject to confirm before the course)

Total: 30 hours – offline face to face teaching

Learning Materials: Hands-on articles,  downloadable resources

Certificate of completion

Requirements