Vertical Spread Calculator
A vertical spread is an options strategy that involves buying and selling options of the same type (calls or puts) and expiration date, but with different strike prices. This creates a position with limited risk and limited reward.
When to use this calculator:
- When you have a directional view but want to limit your risk
- When you want to reduce the cost of buying an option (bull call or bear put)
- When you want to generate income with a defined risk (bull put or bear call)
- When implied volatility is high and you want to create a more cost-effective directional trade
Vertical Spread Calculator
Analyze vertical spread strategies
Understanding Vertical Spreads
Types of Vertical Spreads
Bull Call Spread:
Buy a lower strike call, sell a higher strike call. Used when you're moderately bullish.
Bear Put Spread:
Buy a higher strike put, sell a lower strike put. Used when you're moderately bearish.
Bull Put Spread:
Sell a higher strike put, buy a lower strike put. Used when you're neutral to bullish.
Bear Call Spread:
Sell a lower strike call, buy a higher strike call. Used when you're neutral to bearish.
Calculator Fields
- Stock Price:
The current market price of the underlying security.
- Spread Type:
The type of vertical spread (bull call or bear put).
- Long Strike:
The strike price of the option you're buying.
- Short Strike:
The strike price of the option you're selling.
- Premiums:
The cost or credit per share for the option contracts.
- Contracts:
Number of spreads to create (each spread involves 2 option contracts).
Results Explained
- Max Profit:
The maximum amount you can gain from the spread. For a bull call spread, this is the difference between strikes minus the net debit.
- Max Loss:
The maximum amount you can lose from the spread, typically the net debit paid.
- Break-Even Point:
The stock price at which the spread will neither make nor lose money at expiration.
- Return on Risk:
The percentage return on your risked capital if the trade reaches maximum profit.
- Net Amount:
The net debit or credit for establishing the position (per share).
- Width:
The difference between the two strike prices, which defines the maximum potential of the spread.
Debit Spread Strategy (Bull Call / Bear Put)
- You pay a net debit to open the position
- Maximum loss is limited to the premium paid
- Bull call spreads profit when stock rises above break-even
- Bear put spreads profit when stock falls below break-even
- Provides leverage with defined risk
- Less expensive than buying a single option
Credit Spread Strategy (Bull Put / Bear Call)
- You receive a net credit to open the position
- Maximum profit is limited to the premium received
- Bull put spreads profit when stock stays above lower strike
- Bear call spreads profit when stock stays below lower strike
- Higher probability of profit but lower reward relative to risk
- Benefits from time decay (theta positive)
Important Notes
- Vertical spreads significantly reduce the impact of changes in implied volatility compared to single options.
- The wider the spread between strikes, the more expensive the spread but the greater the potential profit.
- Early assignment risk exists with credit spreads, especially when short options are in-the-money.
- This calculator shows theoretical values at expiration, not accounting for time value during the trade.