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期权交易 BMO InvestorLine 自理

Trade options with confidence using our modern and guided options trading experience, purposefully-built to help all levels of investors trade smarter. In our BMO Active Trader platform, tools like the options analyzer, options barometer, and paper trading help you analyze, validate, and test your strategies before executing.

  • Fully integrated options workflow that guides novice traders with Strategy Builder and supports advanced traders with MLO (multi-leg options) capabilities.
  • Advanced tools and capabilities like position type view, fast in-account trade adjustments (roll/open/close), screeners, and more.
  • Trades are evaluated using a real time buying power calculation so that you can maximize your trading opportunities.
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什么是期权交易?

期权是一种赋予买方于特定日期按特定价格购买或出售特定基础资产(一般为股票或 ETF)的权利但非义务的金融合同。

Options trading involves the buying or selling of these contracts and is a versatile financial strategy that can provide flexibility and may help investors manage risk in different market conditions, depending on the strategy used. Some beginner friendly trading strategies include long calls, covered calls, long put, and married puts.

适合

希望在市场波动中保持战略灵活性并把握机会的经验丰富的投资者

典型风险级别

中等至高

典型投资期限

短期至中期

期权交易的优势

无论您的目标是规避风险还是寻找新的收益机会,期权交易都是一种灵活多样的投资策略。 在 BMO,我们致力于为您提供工具和深刻洞见,助您将期权巧妙融入投资组合,满足规避风险和创造收入的双重需求。

多样化

以经济高效的方式,深入涉足更广泛的市场,为您的投资组合增添多样性。

风险缓解

利用期权对冲市场波动,以管理风险。

创收

根据市场走势进行投机,激发您的盈利潜力。

了解期权交易

期权可赋予您灵活性和掌控权,使您能够根据市场走势进行投机,或者对投资组合中的不确定因素进行对冲。

  • 期权合约: The agreement between the option buyer and seller to transact at a specific strike price on or before the expiry date. 一份合约一般代表100份标的资产。
  • 履约价格: The price at which the underlying asset can be bought or sold, as specified in the options contract.
  • 过期日期: The date when an options contract expires and is no longer valid for trading.
  • 高级账户: The cost (for buyers) and revenue (for sellers) of the options contract.
  • Buying a CALL option: Gives you the right,but not the obligation, to buy the underlying asset at the strike price on or before the expiration date.
  • 买入认沽期权:赋予您在到期日前或当日以行权价出售标的资产的权利而非义务。
  • 卖出买方期权:如果期权买方选择在到期日前或当日行权,您有义务以行权价卖出标的资产。
  • 卖出认沽期权:如果期权买方选择在到期日前或当日行权,您有义务以行权价买入标的资产。

Validate your options strategy before you trade

Take your options trading from idea to execution with tools available in BMO活跃交易者 designed to help you analyze, validate, and refine your strategies before placing a trade.

  • 期权分析工具 lets you identify and evaluate options strategies to align with your market outlook and compare potential outcomes before executing
  • Options barometer helps you to understand options market sentiment by seeing where call and put activity is concentrated on a given security
  • The paper trading environment lets you test and refine your approach in a simulated environment before you commit any capital

 

Unlock even more advanced trading capabilities

    了解更多

    交易费

    • Standard trader

      $9.95/trade + $1.25/options contract

    • 活跃交易者

      $3.95/trade + $1.25/options contract

    开始使用BMO InvestorLine Self-Directed

    通过全面的研究和旨在简化投资过程的工具,安心地交易期权、股票、 ETF等各种资产。

    • 充分利用高级交易功能和专属支持。
    • 获取行业领先的研究和实时报价。
    • 利用个性化的业绩追踪和深刻洞见,做出明智决策。

    您是经验丰富的交易者?通过BMO InvestorLine的5星计划提升您的交易技能

    我们的计划专为经验丰富的交易者量身定制,为每季度交易15笔以上或投资额超过$250,000的交易者提供独家工具、期权交易以及专属支持。

    • 专属价格,贴心支持。
    • 出色的工具和分析,助您作出更明智的决策。
    • 免费使用BMO Active Trader——我们迄今最强大的网上交易平台。

    Amplify your investment strategy with Options Greeks

    Greeks help you evaluate the risk level of an option or a portfolio of options

    • Delta shows the rate of change in an option’s price relative to the underlying asset.

    • Theta measures the impact of time decay on an option’s value over a one-day period.

    • Gamma indicates the rate of change in Delta of the underlying asset.

    • Vega measures how volatility affects an option’s value.

    • Index options are contract that use a benchmark index or a futures contract based on that index as their underlying instrument.

    相关资源

      常见问答

      • 期权交易与传统股票交易有所不同,因为它涉及购买合约,这些合约使您有权在特定日期以特定价格买入或卖出股票。与直接通过股票交易持有股票不同,期权交易具有策略灵活性,因为它需要的初始资本较少。然而,期权交易确实具有独特的复杂性和风险。

        在期权交易中,潜在的损失风险可能会超过初始投资,尤其是在某些策略下。交易者应当全面了解期权的运作机制和风险,包括可能损失购买期权合约时支付的全部权利金。

      • 热门的策略包括:

        • 买入看涨或看跌期权进行投机或对冲
        • Selling covered calls for income generation
        • Bull and bear spreads for directional bets on the price of an underlying security

        每种策略都有其独特的目标和风险特征,适用于不同的市场状况和投资者目标。

      • Yes, options can be traded on various assets including stocks, ETF(交易所买卖基金)s and indices. This allows investors to trade options strategies across a diverse range of investment opportunities.

      • 期权交易中的一些常见错误包括:

        • 不理解期权合约的具体条款
        • 忽视时间衰减对权利金价格的影响
        • 未能充分控制风险
      • 您需要拥有一个经过期权审批的账户。 如果您是新客户,在开立 BMO InvestorLine(投资优惠线)账户时可以申请开通期权交易权限。 如果您是老客户,可以 在线升级账户。

        非注册账户

        注册账户

      • 期权交易需支付佣金。有关费用和佣金的详细信息,请参阅我们的佣金和费用表

      • 我们的“投资知识中心”汇集了大量有关期权交易的文章、视频、网络研讨会和课程等资源。从新手到经验丰富的专业人士,我们为各个级别的交易者提供服务。立即访问我们的投资知识中心

      有疑问?我们随时为您效劳。

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