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The StaxInvesting Blog

Data-driven writeups on 0DTE options, algorithmic trading, trailing stop mechanics, and how we build signal automation — from the team running it live.

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50 articles

What Is DTE (Days to Expiration)?

DTE is the variable that turns an option from a position into a deadline — and whether a contract expiring today counts as 0 or 1 sounds trivial until it gates an exit rule.

Stax Team

Call vs Put Options

Two contract types, four positions, and one distinction that determines the entire risk profile — and it is not the one most people focus on.

Stax Team

Strike Price Explained

The strike is the one term in an option contract that you choose, which makes it the one worth understanding properly — and the place an automated options strategy is most often subtly wrong.

Stax Team

Rho Explained

Rho is the Greek most often skipped, and skipping it is usually the right call — provided you know why, and know the one case where the assumption behind it can quietly distort other Greeks.

Stax Team

Vega Explained

Vega is the Greek that explains losses nobody expected — the ones where the underlying did exactly what you wanted and the position still went backwards.

Stax Team

Moneyness: ITM, ATM, OTM

Three terms that sound like jargon and encode most of what determines an option's behaviour — including the one that decides whether a short position can turn into an unexpected stock position overnight.

Stax Team

Open Interest Explained

Volume and open interest sit next to each other on every option chain and measure different things — and the fact that open interest is always a day behind is the most practical thing to know about it.

Stax Team

Alternatives to Tradier

The common mistake in this search is comparing Tradier against automation platforms. Tradier is the brokerage layer those platforms plug into — so the useful comparison is API quality, sandbox availability, and what happens when you get auth wrong.

Stax Team

Alternatives to 3Commas

3Commas built this category and its crypto feature depth is real. If credential custody is why you are leaving, Gunbot and OctoBot are the honest recommendation — and the lesson from the key leak is that trade-only scope bounds loss without preventing it.

Stax Team

Alternatives to Option Alpha

Most alternatives lists exist to redirect you to whoever paid for placement. This one starts by naming the case for staying — because if a visual options bot builder is what you want, Option Alpha does it better than anything here.

Stax Team

StaxInvesting vs TrendSpider

Comparing these as alternatives misrepresents both. TrendSpider's automated technical analysis is genuinely unmatched at retail, and StaxInvesting has no charting layer at all — which makes using both a coherent architecture rather than redundant.

Stax Team

StaxInvesting vs Collective2

Both keep your money in your own brokerage account, so custody is not the differentiator a lazy comparison would claim. The real axes are where the software runs, marketplace-first versus infrastructure-first, and breadth versus depth.

Stax Team

What Is a Trailing Drawdown?

Under intraday trailing, an unrealised high you never converted still raises your floor — which means traders fail while their realised results are positive. It is the rule most often misread, and the misreading happens during a breach.

Stax Team

What Is Slippage?

Slippage is the reason a strategy can be profitable in a backtest and unprofitable in an account — and it is largest in exactly the conditions that produce a strategy's biggest moves, which is when a fixed assumption is most wrong.

Stax Team

What Is a Prop Firm?

The detail most content glosses over is that these accounts are typically simulated and the firm's revenue comes substantially from evaluation fees. That is a structural fact, not an accusation — and it changes how a pass rate should be read.

Stax Team

Futures vs Options for Day Trading

The tax comparison is the one most articles get wrong. Futures receive 60/40 treatment, but so do broad-based index options — so the line runs between Section 1256 instruments and everything else, not between futures and options.

Stax Team

Why Futures Never Had a PDT Rule

The reason is jurisdictional rather than philosophical. For 25 years that split made futures the standard workaround for undercapitalised day traders — a role that ended in June 2026, which is worth reconsidering from first principles.

Stax Team

Futures Margin Explained

Options traders arrive with the wrong mental model. An options buyer pays a premium and owns something; a futures trader posts collateral and owes performance — and the loss is not capped by what was posted.

Stax Team

Futures Rollover Explained

Rollover has no options equivalent, and it is the futures mechanic most likely to catch an automated system written for options — starting with the fact that it generates order activity expressing no view at all.

Stax Team

E-mini vs Micro Futures

This is the most useful fact for a smaller account entering futures, and it has no options equivalent — you cannot buy a tenth of an option contract. But ten micros cost ten commissions for identical exposure.

Stax Team

How to Automate Futures Trading

The credential work takes an afternoon. The validation determines whether the setup is one you should trade — and the futures-specific part is that a process which stops overnight has stopped trading without telling you.

Stax Team

Copy Trading and Taxes

There is no distinct tax treatment for a trade because a provider suggested it. What matters is what was traded — and the gap between index options and ETF options on identical economic exposure is large enough to belong in provider comparison.

Stax Team

eToro Alternatives

Switching well means identifying what specifically did not work, because the alternatives are strong in different directions. If your complaint is that copy trading did not make money, changing platforms will not address that.

Stax Team

Best Copy Trading Platform for Options

The honest answer is that the comparison most people expect does not exist — and understanding why is more useful than a ranked list. Options break four assumptions that forex copy trading is built on, and each break is a real engineering problem.

Stax Team