Free Desk Checklists
Four one-page sheets from the Hertz Trading Books, set for printing. Each one is reproduced word for word from a book’s appendix; nothing is added. They are free to download, with no signup required.
Print one and keep it beside the screen. Each sheet is a desk reference; the book it comes from explains every line.
Entry Checklist
Trading Diagonals (Book 1), Appendix B
Safety checks to answer before committing capital, then the book’s preferred construction ranges for a diagonal.
Intern Sheet
Options Synthetics (Book 2), Appendix L
The parity identities, the packages, and the four bins to check first, on one page.
Entry and Management Checklist
Trading Calendars (Book 3), Appendix C
One calendar position, from before the order to after the close, with blanks for the numbers.
Pass List
Trading Calendars (Book 3), Appendix B
Every condition that makes a calendar candidate a pass, by stage, with the chapter that explains it.
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The books behind the sheets
- Trading Diagonals: A Practical Framework for Directional Income and Multi-Cycle Options Management (Book 1)
- Options Synthetics: Put-Call Parity and Relative-Value Trading (Book 2)
- Trading Calendars: Term Structure, Forward Volatility, and Position Management (Book 3)
Educational content only, not investment advice. These sheets are study aids reproduced from the books; they do not recommend any trade or security. Options involve risk and are not suitable for every investor.