TRADE MATH GUIDE

Understand the inputs before calculating

The guide collects Trade Math’s shared rules and explains concepts used across Stocks, ETFs, Options and Futures.

01

How to enter numbers and decimals

Number formats, percentages, quantities, contracts and optional fields.

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02

Prices and commissions

How to separate instrument prices from costs, use expected or actual commissions and read results correctly.

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03

Stocks guide

Purchase analysis, position result, stops, risk/reward, averaging and dividends.

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04

Options guide

BUY/SELL Calls and Puts, premium, strike, assignment, hedges and Vertical Spreads.

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05

ETF Guide

ETF costs, savings plans, accumulation and distribution, currency, rebalancing, returns and replication.

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06

Futures guide

Long/Short, tick, multiplier, notional, margin, spreads, rollover, hedging and basis.

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07

Glossary

Quick definitions for terms used in screens and results.

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Rules shared by all tools

Pure instrument prices

Entered prices and premiums represent the instrument value without adding normal broker commissions.

Explicit commissions

Trade Math uses commissions entered in the form. Before a trade they may be expected costs; after execution, replace them with actual costs when available.

Special costs kept separate

Exercise, assignment, settlement and other special costs stay separate from ordinary commissions when the model treats them differently.

Margin is not a cost

Margin is collateral required for a position. It is not a commission and does not automatically cap losses.

Simplified tax

Where shown, tax is a simplified simulation and does not replace actual tax calculation.