MonitoringUnderstanding Greeks

Understanding Greeks

The “Greeks” are measurements that tell you how your options positions are affected by different market factors. You don’t need to be a math expert — here’s what each one means in practical terms.

Where Greeks Appear

You’ll see Greeks in two places:

  1. KPI Strip — A compact summary (Δ, Γ, Θ, ν)
  2. Controls Panel — A more detailed grid with directional labels

These show your portfolio-wide Greeks — the combined effect across all your open positions.

The Four Greeks

Delta (Δ) — Directional Risk

What it means: How much your portfolio gains or loses when the underlying moves $1.

DeltaDirectionWhat It Means
+50BullishYou make ~$50 if the market goes up $1, lose ~$50 if it goes down
-30BearishYou make ~$30 if the market goes down $1, lose ~$30 if it goes up
Near 0NeutralYou don’t care much which way the market moves

For iron condors and credit strategies, your delta should be close to zero. That means you’re market-neutral — you profit from time passing, not from the market moving.

What to watch for:

  • Delta drifting far from zero means you’re exposed to directional moves
  • The dashboard labels it: Bullish (above 10), Bearish (below -10), or Neutral (between -10 and +10)

💡 A delta near zero is usually what you want for premium-selling strategies. If it gets too large, the bot may adjust or you might want to review your positions.

Gamma (Γ) — Rate of Change

What it means: How fast your delta changes when the underlying moves. Think of it as the “acceleration” of your directional risk.

  • High gamma — Your delta changes quickly with market moves (more unpredictable)
  • Low gamma — Your delta is stable

For premium sellers, lower gamma is better. 0DTE options have very high gamma, which is why they can be volatile.

Theta (Θ) — Time Decay

What it means: How much money your portfolio makes (or loses) just from time passing, per day.

ThetaColorWhat It Means
Positive (e.g., $45/day)Green, labeled “Earning”Time is your friend — you earn $45 for every day that passes (with all else equal)
Negative (e.g., -$20/day)Red, labeled “Paying”Time is working against you — you lose $20 per day

For credit sellers, theta should be positive. This means you’re earning money from time decay — the foundation of premium-selling strategies.

💡 Positive theta is your best friend as a premium seller. Every day that passes and the market stays calm, you make money.

Vega (ν) — Volatility Sensitivity

What it means: How much your portfolio gains or loses when implied volatility changes by 1%.

  • Positive vega — You benefit when volatility increases
  • Negative vega — You benefit when volatility decreases

For credit sellers, vega is typically negative — you sold options, so you want volatility to drop (making the options you sold cheaper to buy back).

Practical Summary

For a typical premium-selling portfolio (iron condors, credit spreads):

GreekIdeal ValueWhy
DeltaNear 0You want to be market-neutral
GammaSmall negativeLower = more stable portfolio
ThetaPositiveYou earn money from time passing
VegaNegativeYou benefit from volatility decreasing

The Portfolio Delta Chart

Below the P&L chart, there’s a Portfolio Delta chart that tracks how your delta exposure has changed throughout the day. This helps you spot if your portfolio is becoming too directional.

  • Line above zero — Bullish exposure
  • Line below zero — Bearish exposure
  • Line near zero — Neutral (ideal for most strategies)

If you see the delta line trending far from zero, it might be time to:

  • Check if a position has moved significantly against you
  • Consider if you need to add a counter-directional position
  • Review your strategy’s delta targets

Don’t Overcomplicate It

If you remember just two things about Greeks:

  1. Theta positive = good (you’re earning money from time)
  2. Delta near zero = safe (you’re not betting on market direction)

Everything else is secondary for most dashboard monitoring.