Options Education7 min
How to Use Options for Tax Loss Harvesting
Tax loss harvesting means deliberately selling a losing position to realize a loss that offsets taxable gains elsewhere in your portfolio. Options can…
Bernardo Rocha
Tradematic Blog
Options strategies, automated trading insights, and market education.
Options Education6 min
Options Trading in Tax-Advantaged Accounts: What's Allowed
You can trade options in an IRA — but not all strategies are allowed. The IRS and most brokers restrict riskier options positions in retirement accounts while…
Bernardo Rocha
Options Education6 min
Dollar-Cost Averaging Applied to Options Income
Dollar-cost averaging (DCA) in stock investing means buying a fixed dollar amount of shares on a regular schedule, regardless of price. Applied to options…
Bernardo Rocha
Speculation vs Income6 min
How to Build a Monthly Income Stream from Options
Building a monthly income stream from options is achievable, but it requires a systematic approach. The traders who succeed treat it like running a small…
Bernardo Rocha
Speculation vs Income6 min
Options Income vs Bond Yields: Which Is Better for Regular Income?
Both bonds and options income strategies target investors who want regular cash flow. Bonds offer defined, predictable yields with minimal active involvement.…
Bernardo Rocha
Iron Condor Strategy7 min
Iron Condor vs the Wheel Strategy: Which Generates More Monthly Income?
The iron condor and the wheel strategy are both options income approaches, but they work in fundamentally different ways. Iron condors are pure premium plays…
Bernardo Rocha
Options Education6 min
Best Options Strategies for Fall Markets 2025
Fall is consistently one of the most active periods for options traders. Volume picks up after Labor Day, earnings season begins in October, and the VIX tends…
Bernardo Rocha
Broker Specific7 min
Best Broker for Automated Options Trading in 2025
The best broker for automated options trading in 2025 depends on how you are automating. For investors using Tradematic to run automated iron condors, the two…
Bernardo Rocha
Risk Management7 min
How to Rebalance an Options Income Portfolio
An options income portfolio — particularly one running multiple iron condors — drifts from its intended risk profile over time. A winning month increases the…
Bernardo Rocha
Options Education7 min
What Is a Portfolio Greeks Analysis?
A portfolio Greeks analysis is the aggregation of individual position Greeks — delta, gamma, theta, vega — across all open options positions simultaneously.…
Bernardo Rocha
Iron Condor Strategy7 min
Iron Condor Position Limits: How Many Is Too Many?
Running more iron condors simultaneously does not automatically improve results. Beyond a certain point, adding positions creates correlation risk rather than…
Bernardo Rocha
Risk Management8 min
How to Avoid Over-Leveraging in Options Trading
Over-leveraging in options trading means deploying more buying power per trade than your account can safely absorb a loss from. It is the most common…
Bernardo Rocha