Rolling Covered Calls Automatically with the thinkorswim Platform's "Strategy Roller" Tool

Trading Covered Calls & Short Puts | Cameron May | 7-21-25
Characteristics and Risks of Standardized Options. https://bit.ly/2v9tH6D

In this video, Schwab Education Senior Manager Cameron May explores the thinkorswim Desktop platform's powerful yet often overlooked tool—Strategy Roller—that allows a trader to automatically roll covered call positions based on their own custom settings. You’ll learn step-by-step how to set up Strategy Roller on the thinkorswim desktop platform and how to configure roll criteria like strike selection, expiration dates, and order initiation timeframes. This tool can help a trader streamline trade management, reduce decision fatigue, and stay consistent with their strategy—especially if they're managing multiple positions.

Cameron will demonstrate how Strategy Roller works using live examples on the thinkorswim platform, so you can see how a trader might use it in real time. Whether looking to enhance income generation, maintain downside protection, or simply reduce the need for constant monitoring, this tutorial will help the viewer understand the risks and potential benefits of automating covered call trades.

Looking for income, ideas beyond dividend and interest? Your education coach will discuss how and when stock investors might employ covered calls in their income strategies. Expect a balanced education on the returns and risks of this popular strategy, and on the tools that can potentially help you implement it.
0823-3902

0:00 - Intro and Current Trades
30:05 - Strategy Roller Demo

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.

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Видео Rolling Covered Calls Automatically with the thinkorswim Platform's "Strategy Roller" Tool канала Trader Talks: Schwab Coaching Webcasts