How it Works?

It is important that you fully understand how Optionsmart autotrading
service works.

The service INCLUDES:
1. Optionsmart sends email alerts to your broker.
2. Optionsmart allows your broker to link their auto-trading mechanism
to your brokerage account.
3. Optionsmart provides you with monthly statements and analysis from
our Control Accounts at e-Option.

The service DOES NOT INCLUDE:
1. Actual execution of our alerts (this is a service provided by your broker).
2. Any activities within your brokerage account (they are performed by
you and your broker, we have no access to your account).
3. Any guarantees that the entry and exit prices on your account
statement will be similar to the prices from our Control Accounts.
(The execution of our alerts is done by your broker, we have no
control over it. Even if your account is also with eOption, the actual
execution prices may vary).

YOU

YOUR BROKER

Select one of your services:

Send email alerts, Research Notes, Morning Updates and publish them on the website

1. Open trading account with one of brokerages

2. Configure your autotrading settings (example):

optionsXpress

1. Log into your brokerage account.
2. Select Xecute, select OptionSmart as an Investment Publisher
3. Select a service
4. Determine Amount Type (Specific Dollar Amount, # of Contracts/Shares, % of Cash Available, % of Buying Power, % of Total Account Value)
5. Select a Trade Amount

3. Review our list of open trades along with the track record to make sure you are comfortable with our overall performance. You can opt out of membership at no cost before commiting any money to our service.

4. Prepare to fully fund our alerts and follow our recommendations sent via email and published in our web site. Read carefully all email notifications from your broker. Remember that we have no access to your brokerage account.

We authorize auto-trading and start sending trading alerts to you and your brokerage

Requests our authorization and executes our trading alerts on best-effort basis

Learn more about our products (click above) and take advantage of the Free Trial membership offer.

DISCLAIMER ABOUT OUR PUBLISHED TRACK RECORD

A trade, in relation to spreads, is a total of spreads and related roll over operations. Trade entry date: date when an initial position was opened. Trade exit date: date when all open positions were finally closed. Trade profitability is calculated as ratio of the trade’s total credits over total debits. An up-to-date list of open positions is available to all subscribers on the product pages.

Brokers often execute same auto-trading signals differently. We reserve a right to create a separate trade in our trade record in cases like these. It is also quite possible that the same broker executes the same signal differently for two different subscribers. Therefore your performance will inadvertently vary from Site’s official track record and any model portfolio that may be derived from this track record. Additionally, the performance of your individual trades will vary from site’s official track record in case you set allocations other then recommended by site; if you link site’s autotrading signals to an account that holds other securities; conduct trading activity with the account other than through site’s autotrading signals; or cancel the service before trades are closed.

Options involve risk and are not suitable for all investors. Click here to review the Characteristics and Risks of Standardized Options brochure before you begin trading options. Options investors may lose the entire amount of their investment in a relatively short period of time.

Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading.

Performance numbers shown are based on actual trades executed by brokerages: eOption, optionsXpress and thinkorswim, etc.

Content, research, tools, and stock or option symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, are not guaranteed for accuracy or completeness, do not reflect actual investment results, do not take in consideration commissions, margin interest and other costs, and are not guarantees of future results.

All investments involve risk, losses may exceed the principal invested, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. You alone are responsible for evaluating the merits and risks associated with the use of OptionSmart's & SMI’s systems, services or products.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund or ETF carefully before investing. A mutual fund/ETF's prospectus contains this and other information and can be obtained by emailing support@optionsmart.com.

Multiple leg options strategies involve additional risks and multiple commissions, and may result in complex tax treatments. Please consult a tax professional prior to implementing these strategies.

Brokers often execute same auto-trading signals differently. We reserve a right to create a separate trade in our trade record in cases like these. It is also quite possible that the same broker executes the same signal differently for two different subscribers. Therefore your performance will inadvertently vary from OptionSmart’s official track record and any model portfolio that may be derived from this track record. Additionally, the performance of your individual trades will vary from Optionsmart’s official track record in case you set allocations other then recommended by OptionSmart; if you link Optionsmart’s autotrading signals to an account that holds other securities; conduct trading activity with the account other than through Optionsmart’s autotrading signals; or cancel the service before trades are closed. SMI shall be indemnified and held harmless from any actions, claims, proceedings, or liabilities with respect to the information and its use.

Your use of the OptioSmart & SMI services is conditioned to your acceptance of OptionSmart’s Terms of Use. Any third-party content including Blogs, Trade Notes, Forum Posts, and comments, does not reflect the views of OptionSmart or SMI and may not have been reviewed by Optionsmart. Testimonials may not be representative of the experience of other clients and are not indicative of future performance or success. No consideration was paid for any testimonials displayed.