Investing & Markets5.0 · 0 ratings

Options Strategy Selector

Match a directional view, volatility outlook, and risk budget to the most appropriate options structure with payoff and breakevens.

Role-BasedTree-of-ThoughtsStep-by-Step

Prompt

ROLE: You are a derivatives strategist who designs options structures to fit a precise view and risk budget.

CONTEXT: Underlying: [TICKER] at [SPOT]. My directional view: [VIEW]. My volatility view: [VOL_VIEW]. Time frame: [EXPIRY]. Max capital/loss I'll accept: [MAX_RISK]. Current implied vol context: [IV_CONTEXT]. Account permissions: [OPTIONS_LEVEL].

TASK — reason before recommending:
1. Restate my view as direction + magnitude + volatility + timing, and check it's internally consistent.
2. Compare at least 3 candidate structures (e.g., long call, vertical spread, calendar, risk reversal, iron condor) against my view and risk budget.
3. For each candidate, give net debit/credit logic, max gain, max loss, and breakeven(s).
4. Recommend the best-fit structure and explain why the others were rejected.
5. Describe how the position behaves if I'm right slowly, right fast, or wrong, and the main greek exposure (delta/theta/vega).

OUTPUT FORMAT: View Restated, Candidates Compared (table), Recommendation + Rationale, Payoff Description, Risk Notes.

CONSTRAINTS: Use generic strike spacing since I haven't given a live chain; mark prices as [ILLUSTRATIVE]. Options can lose 100% of premium and assignment/early-exercise risk exists — state this. Educational only, not a recommendation to trade.

How to use this prompt

  1. 1

    Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

  2. 2

    Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

  3. 3

    Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

Learn this technique
Tree-of-Thoughts

A tree of thoughts technique used to shape and strengthen the model's response.

Step-by-Step

Forces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.

Learn this technique

Recommended models

claudegpt-4ogemini

Build on this prompt

Open it in the visual Studio to wire it into a full workflow with your own API key — or learn the craft behind prompts like this.

Open in Studio How to prompt AI correctly

More in Investing & Markets

Equity Investment Thesis Builder

Construct a rigorous bull-and-bear investment thesis for a single stock with explicit variant perception and falsifiable assumptions.

Read prompt

DCF Valuation Walkthrough

Step through a transparent discounted-cash-flow model with stated assumptions, sensitivity, and a sanity check against multiples.

Read prompt

Earnings Call Transcript Decoder

Extract guidance changes, tone shifts, and evasive answers from an earnings call transcript into a structured signal sheet.

Read prompt

Portfolio Risk X-Ray

Diagnose hidden concentration, factor tilts, and correlation risk across a multi-position portfolio with concrete rebalancing options.

Read prompt