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Sizing and exit rules for options

Premium-at-risk sizing, profit targets, stops and earnings rules.

12 min · Beginner

What you'll learn

  • Calculate position size so full premium or debit at risk is at most 1% of the account
  • Apply stock-based exit rules for invalidation, targets and time stops
  • Apply an earnings rule to long options and debit spreads

Key takeaways

  • Contracts = 1% of account divided by (premium or debit x 100), always rounded down.
  • If the result is zero, change the structure or skip the trade.
  • Exit on stock signals: invalidation close, next-level target or time stop.
  • Close or reduce long premium before earnings unless the trade was planned and sized for the event.
  • Write every exit rule before entry and do not change it mid-trade.

Glossary

  • Risk budget — The most you allow yourself to lose on one trade, here 1% of the account.
  • Earnings rule — A pre-set rule for whether to close, reduce or hold an options position before an earnings report.
  • Scaling out — Selling part of a position at a first target and managing the rest separately.

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