Trading isn’t just about making trades. It is about building a portfolio, setting smart rules, and letting automation handle the execution so you stay consistent no matter what the market throws your way.

At Option Circle, we make this process simple, powerful, and accessible to everyone, whether you are a brand-new investor or a seasoned trader looking for more discipline.

Here’s a breakdown of how Option Circle works and why it is a smarter way to trade.

1. Pick or Build a Strategy

At the heart of Option Circle are strategies. These are structured trading plans designed to match your goals, whether that is generating income, growing wealth, or protecting capital.

You can:

• Pick a pre-built strategy from our Strategy Marketplace, crafted by expert traders and backtested across different market conditions
  

• Or create your own custom strategy using our intuitive no-code builder, setting up entry rules, exit rules, risk limits, and profit targets
  

Each strategy is a clear, actionable blueprint aligned with your personal goals​ 

2. Deploy Your Strategy

Once you have selected or built a strategy, you deploy it with a single click.

Deploying a strategy automatically sets everything into motion.

When you deploy a strategy:

• It automatically activates one or more Agents. These are smart bots that execute your trading rules behind the scenes.
  

• You manage at the strategy level, not at the bot level​ 

This keeps you focused on smart, high-level decision-making rather than micromanaging trades.

3. Let Your Strategy’s Agents Execute

Once your strategy is deployed, your Agents go to work.

They monitor markets in real time to:

• Enter trades when your strategy’s conditions are met
  

• Manage open positions by adjusting stops, rolling spreads, or balancing exposure
  

• Exit trades based on profit targets, time decay, volatility shifts, or specific risk parameters 

Your Agents execute your strategy exactly as designed, without fear, greed, or second-guessing.

4. Track Your Portfolio and Optimize

Using your Option Circle dashboard, you can view all your:

• Active strategies
  

• Deployed Agents
  

• Open and closed positions
  

• Real-time profit and loss
  

• Risk metrics across all connected brokers​How It Works​OptionCircle Investment…
  

You can fine-tune allocations, add new strategies, or adjust risk settings as your goals evolve.
Option Circle's AI insights also help you optimize over time without needing to babysit every market move.

Why It Works: Strategy First, Automation Always

✅ Strategy-Centric Approach: Focus on building smart plans, not emotional reactions
✅ Automatic Execution: Agents carry out your plan consistently
✅ Smarter Portfolio Construction: Combine multiple strategies to diversify across different goals and market conditions​ 

 ✅ Unified Control: Manage everything easily from one dashboard

Option Circle transforms trading into a professional, structured process that improves discipline, consistency, and performance.

What a Portfolio Looks Like on Option Circle

Imagine building a portfolio like this:

Each strategy is powered by one or more Agents. Together, they help create a diversified, dynamic portfolio that evolves with the market and with you.

You are not chasing trades. You are building a real, strategic trading system.