Options Academy Elevate is the foundation of Simon Ree's options trading system — 60+ video lessons across 12 modules, self-paced with no expiry. View full details →

Core curriculum:

• Options 101 — how options work, the terminology, puts, calls, pricing, implied volatility, and the Greeks
• Risk Management — professional techniques for controlling risk and protecting your account long-term
• Technical Analysis — reading price, identifying trends, and applying Simon's indicators
• Trading Psychology & Mindset — building the consistency and emotional discipline that separates traders who last from those who don't
• The Bounce 2.0 Setup — Simon's trend-following strategy for high-probability entries
• Volatility Expansion Setup — identifying stocks storing up energy for major moves
• Run Into Earnings Setup — capitalising on quarterly earnings announcements
• Countertrend Setups — spotting tops and bottoms for trend reversals
• How to Hedge — cost-efficient strategies for protecting your portfolio when markets turn
• Trade Blueprints — quick-reference cheat sheets for each trading method

Bonus modules (included):

• Ultimate Guide to Debit Spreads — a framework for consistent returns with controlled risk
• Field Guide to Diagonal Spreads — maximising earnings trades at lower cost
• How to Set Up Your Charts — step-by-step TradingView configuration with Simon's indicators
• Options Calculators — which includes the following: Intrinsic vs Extrinsic Value of an Option, Long Call calculator, Long Put calculator, Call Debit Spread calculator, and Put Debit Spread calculator
• Digital certificate — issued on completion with audit verification
• Monthly client success calls — monthly live group client success calls with recordings available

Options Academy Edge membership (included):

• Tao Dashboard & Scanner — Simon's proprietary trade finder. Surfaces high-probability setups so you spend minutes on research, not hours. Access at dashboard.taooftrading.com
• 6 exclusive TradingView indicators plus layouts — Magic Bars, Momentum Bars, Divergence Blueprint, Squeeze, Countertrend Arrows, and Rainbow Logic. Invite-only, accessible under Indicators > Invite-only once access is granted
• Monthly live coaching calls — with Simon Ree
• Private LinkedIn community — members-only group for questions, discussion, and accountability
• Helpdesk support — dedicated support for members

Accelerate is Simon's ongoing live trading mentorship — the place where members follow his thinking, his trades, and his read on the market in real time. Not just what he's trading, but why. View full details →

What's included:

• Daily Market Mastery Videos — delivered before the US market opens each day, covering Simon's read on the market and what he's watching
• Simon's Trade Diary — every position, entry point, and how he's managing it. Follow his trades directly or use them to inform your own decisions. This is released 8-10 hours before the NY market opens.
• Weekly live coaching calls — every Tuesday at 8am EST via Zoom. Submit questions in advance, watch live, or catch the recording within an hour after the call
• Complete recordings library — access to over a year of past weekly live sessions, all available on demand inside the members portal
• Monthly Market Barometer — a structured review of market metrics, sector trends, and seasonality to frame the month ahead
• Options Academy Edge — Tao Dashboard & Scanner, all 6 exclusive TradingView indicators (Magic Bars, Momentum Bars, Divergence Blueprint, Squeeze, Countertrend Arrows, Rainbow Logic), chart layouts, private LinkedIn community, and priority helpdesk support

The Mastery Programs are 9 advanced options strategy modules, each covering a specific technique in depth. View all Mastery Programs →

• The Fibs Never Lie (+ Andrew's Pitchfork) — Fibonacci support/resistance levels and profit targets for US markets, applicable across any asset class
• Credit Spreads Mastery — generate income by leveraging market trends with defined, controlled risk
• Multiple Timeframe Analysis — analyse trends across timeframes. Includes 3 exclusive lifetime TradingView indicators.
• Mastering Butterfly Trades — profit in various market conditions including earnings events, with low-risk positioning
• Conquering Calendar Spreads — earn from time decay and price stability across stocks, ETFs, and index options
• Iron Condor Mastery — capitalise on sideways markets through time decay. Includes 1 exclusive lifetime TradingView indicator.
• Wheel Strategy & Writing Puts — generate consistent cash flow from stock and ETF positions
• Market Structure & Liquidity — identify liquidity pools and institutional trading patterns across any asset class
• Breaking Through Trading Plateaus — advanced techniques for overcoming stagnant results. Includes an Expectancy Calculator template.

See the Pricing section below for individual and bundle costs.

The Mastermind is our highest-tier group for serious, committed traders — a smaller, more intensive community with direct access to Simon and the team in-person over 2 full days. Full replays of our latest Mastermind held in Singapore are available for purchase at Tao of Trading Mastermind →

Yes. Options Academy Elevate is built from the ground up for complete beginners — no prior knowledge of financial markets, options, or trading is assumed. Simon starts with Options 101 and builds a solid foundation before introducing any live trading concepts.

We also recommend paper trading (using a practice account with no real capital) while working through the curriculum, so you can apply what you learn without risk. Both Interactive Brokers (IBKR) and Charles Schwab's thinkorswim platform offer free paper trading accounts for this purpose.

Yes — and experienced traders typically get up to speed the fastest. The question most experienced traders find themselves asking is whether their current approach has the right structural foundation.

Simon's core advantage is asymmetric payoff. Options are the only financial instrument that offer leverage with a capped downside and uncapped upside. If you've been trading primarily Short Options strategies, Forex, Futures, equities or ETFs, that structural upgrade is often the most immediately valuable thing you'll take from the program. Reach out and we'll help you identify the best starting point.

Forex and Futures both offer leverage — but that leverage cuts both ways. There is no built-in cap on your losses. Options are different by design: when you buy an option, your maximum loss is limited to the premium you paid, while your upside remains uncapped. That asymmetry is not available in any other financial instrument.

We have many members from Forex and Futures backgrounds. The transition is not a step backwards. It's a structural upgrade in how you approach and manage risk.

The reputation options have for complexity usually comes from exposure to multi-leg exotic strategies — straddles, strangles, and similar constructions. Simon doesn't trade that way.

His framework is deliberately simple: defined risk, defined entry, clear exit. Most setups involve a single decision per trade. Members regularly describe it as "cleaner than what I was doing before." If you can follow a clear, repeatable process with discipline, you can learn this system.

We recommend a minimum of $5,000 in your trading account to implement Simon's strategies effectively. This allows for proper position sizing and risk management across his setups without overexposing any single trade.

If you're not yet at that level, paper trading is a great way to learn the system and build confidence while you build your capital base. Interactive Brokers (IBKR) and Charles Schwab's thinkorswim both offer free paper trading accounts.

Yes, and we actively encourage it. Both Interactive Brokers (IBKR) and Charles Schwab's thinkorswim (ToS) platform offer free paper trading accounts that simulate real market conditions with no capital at risk. Thinkorswim is especially familiar to members who previously used ThinkOrSwim before the Schwab rebrand.

We recommend completing the Elevate curriculum and building confidence on a paper account before trading with real capital.

Yes, a number of our members are non-native English speakers, and there are several ways to get translated subtitles or captions depending on what you're watching.

• For Windows & Mac users: the free Chrome browser extension "Subtitle Anything!" delivers instant on-screen subtitles and translation across most major languages
• For Windows 11 users: the built-in "Windows Translator" feature generates subtitles and live language conversion at the system level
• For our live coaching calls on Zoom: Zoom's AI Companion provides real-time translated captions and language interpretation across 35+ languages as of 2026

The US options market is the largest and most liquid options market in the world — by a significant margin. There are several reasons Simon trades it exclusively and teaches exclusively within it:

• Volume and liquidity — The US market handles hundreds of millions of options contracts daily, far exceeding any other market. This means tighter bid-ask spreads and better execution.
• Breadth of opportunity — Thousands of US-listed stocks have active, tradeable options chains. The selection of setups at any given time is far greater than in other markets.
• Well-regulated and transparent — Governed by the SEC and traded on regulated exchanges like the CBOE, the US market provides a level of transparency and structural integrity that is difficult to match.
• Options infrastructure — The US has the most developed options ecosystem in the world: deep liquidity in weeklies, monthlies, and LEAPS; robust tools and data; and the world's largest retail options trading community.
• Proven track record — Simon's strategy has been developed, tested, and refined over 30+ years specifically within the US market. It has not been tested in other markets, and we don't teach what we can't stand behind.

Yes — and 45% of our members are based outside the United States, trading the US options market through internationally accessible brokers like TastyTrade and Interactive Brokers (IBKR). Access to the US market is not restricted to US residents.

There are a few reasons international members specifically choose to trade US options rather than their local market:

• The US market offers far superior liquidity and a larger universe of tradeable options than most domestic markets.
• Simon's setups, signals, and daily trade diary are all US-market based — following along is seamless.
• Most local markets simply don't have the options infrastructure — volume, strike availability, liquidity — needed to implement Simon's strategy effectively.

Your location doesn't change how the strategy works. What changes is which broker you use to access the market — see the Tools & Setup section below for our recommendations by region.

Yes — for learning, charting, and pre-market analysis, a computer (desktop or laptop) with a reliable internet connection is essential. The membership portal, TradingView, and the Tao Dashboard all work best on a full-size screen.

Once you're set up and comfortable with the system, you can execute trades directly from your phone. Both TastyTrade and IBKR have mobile apps for placing and managing trades on the go. Most members find a simple rhythm: analysis on the computer in the evening, execution on the app when the US market opens.

Yes. Both TastyTrade and Interactive Brokers (IBKR) have mobile apps where you can place and manage options trades directly from your phone. Pre-market analysis is best done on a computer with your charts open — but executing the trade itself is just a few taps on the app.

You'll need a brokerage account that supports options trading on US-listed stocks. Our recommendations depend on where you're based:

• United States — TastyTrade is our top pick. Purpose-built for options
• Europe (excluding UK) — Interactive Brokers (IBKR) is our primary recommendation. If the referral link doesn't work in your specific country (e.g. Denmark), use the IBKR universal application link instead.
• All other international markets — TastyTrade is our default recommendation outside of Europe.
• Singapore, Malaysia, Thailand, Hong Kong, UAE, Saudi Arabia, Qatar, Switzerland, UK, Australia — Saxo Bank offers up to $400 in trading credits via our link. Select your country of residence on the Saxo page to confirm your welcome offer and open your account. TastyTrade is also available for most of these countries (which we highly recommend too).

If you're unsure which broker is available or best suited for your specific country, drop us a helpdesk ticket and we'll confirm.

Yes — we use TradingView for all charting. A paid TradingView subscription is required and is separate from your TOT membership fee.

We recommend the Plus Plan to start, followed by upgrading to their Premium Plan during Black Friday — TradingView offers its biggest annual discount then, and it's the best time to upgrade. You can sign up through our affiliate link for a small discount to start. Please reach out to us for this affiliate link.

Full chart setup instructions and layouts are included in the membership area. Simon's 6 proprietary indicators appear under Indicators > Invite-only in TradingView once we've granted you access.

No as this is provided as part of your membership. The Tao Dashboard & Scanner is included with both Options Academy Elevate and Options Academy Accelerate. It surfaces Simon's high-probability trade candidates so you're not spending hours searching for setups yourself. No third-party scanner subscription is required.

Real-time data is not essential for implementing Simon's options trading strategy. His approach is based on end-of-day analysis and swing-style positioning, so delayed data is sufficient for most of what you'll be doing in Elevate.

Included with Options Academy Elevate:

• 60+ video lessons across 7 core modules — Options 101, Risk Management, Technical Analysis, Trading Psychology & Mindset, The Bounce 2.0 Setup, Volatility Expansion Setup, and Run Into Earnings Setup
• Bonus courses — How to Hedge, Ultimate Guide to Debit Spreads, Field Guide to Diagonal Spreads, Countertrend Setups, and Trade Blueprints (quick-reference cheat sheets for each method)
• Tao Dashboard & Scanner — Simon's proprietary trade finder. Surfaces high-probability setups so you spend minutes on research, not hours
• 6 exclusive invite-only TradingView indicators and chart layouts — Magic Bars, Momentum Bars, Divergence Blueprint, TOT Squeeze, Countertrend Arrows, and Rainbow Logic
• Monthly live coaching calls — held on the second Tuesday of each month at 8am EST with Simon Ree
• Private LinkedIn community — members-only, lifetime access
• Helpdesk support — dedicated support for members, no chatbots
• Digital certificate — issued on completion with audit verification
• 14-day full money-back guarantee

You'll arrange separately:

• A brokerage account — TastyTrade, Interactive Brokers (IBKR), or Saxo Bank depending on your region. See the Tools & Setup section above for our recommendations by country.
• A TradingView paid subscription — The Plus Plan is recommended to start with, followed by upgrading to the Premium Plan during their Black Friday sales.
• A computer/laptop with a reliable internet connection — essential for charting, analysis, and the membership portal
• Trading capital — minimum $5,000 recommended for proper position sizing, or use a free paper trading account while you build confidence

Simon's approach is built around 20–30 minutes a day. You do your pre-market analysis, place your trades when the US market opens, go about your day, and review at close. There is no requirement to sit at a screen all day monitoring positions.

As an Accelerate member, Simon's daily update and trade diary are available to review at whatever time suits you — including after the session has closed.

No. Simon does not day trade and does not teach day trading. His setups are swing-style positions — trades held for days to weeks. You set your parameters, place the trade, and let it run. No constant screen monitoring required.

Yes — many members start by mirroring Simon's positions, which he shares through Accelerate along with the full reasoning behind each trade. Over time, the goal is to develop your own independent analysis capability, but there's no pressure to jump ahead of where you are.

It depends on the program. Here's a practical guide based on 30 minutes of study per day:

Options Academy Elevate — approximately 4-8 weeks and guided by our live onboarding call

Elevate contains 24 hours of content across the following modules:

• Options 101 — why options are traded, pricing mechanics, implied volatility, the Greeks, and selection criteria
• Risk Management — professional techniques for controlling exposure and protecting your account long-term
• Technical Analysis — price reading, trend identification, and unconventional applications of common indicators
• Trading Psychology & Mindset — building the emotional consistency and sustainable habits that separate traders who last from those who don't
• The Bounce 2.0 Setup — Simon's trend-following strategy with detailed breakdown
• Volatility Expansion Setup — Simon's strategy on identifying stocks storing energy ahead of significant price movement
• Run Into Earnings Setup — Simon's strategy on exploiting quarterly earnings announcement volatility
• Countertrend Setups — Simon's strategy on identifying potential trend reversals and market tops and bottoms
• How to Hedge — Simon's portfolio protection strategies and cost-efficient risk mitigation
• Ultimate Guide to Debit Spreads — a framework for consistent returns with controlled risk, particularly suited to smaller accounts
• Field Guide to Diagonal Spreads — multi-leg spread techniques for earnings-related volatility
• Trade Blueprints — quick-reference cheat sheets for each strategy

Options Academy Accelerate - ongoing daily

Accelerate contains approximately 100–150 hours of full coaching call session archives (where you'll watch what's most relevant to where you are in your trading journey - this is guided during our live onboarding call), including daily market and Simon's trade diary updates, weekly live coaching calls, and a monthly market barometer.

Options Academy Mastery Super Pass — approximately 11–12 weeks

The full Mastery Super Pass (all 9 programs) contains 40 hours of content. At 30 minutes a day, most members work through it over 11–12 weeks, though many choose to focus on one or two programs at a time alongside their live trading. This is a lifetime membership.

Both. Elevate is a structured, self-paced video curriculum which includes a live monthly coaching call with Simon on the 2nd Tuesday of each month. Accelerate includes pre-recorded daily market updates, plus access to Simon's daily trade diary (provided 8-10 hours before the market opens), and weekly live coaching calls with Simon every Tuesday (with a recording archive).

All members also have access to a live monthly group call with our Client Success Lead. New members are automatically registered. Existing members receive an invite each month and can join whenever they'd like to review progress, ask questions, or get clarity on anything live. Our client success lead is also reachable at any time via the helpdesk or at info@taooftrading.com.

• Submit a helpdesk ticket
• Email us directly at info@taooftrading.com

We're a small, hands-on team. No chatbots, no scripts. Meet the team here: taooftrading.com/about

Yes — Tao of Trading members have access to a closed, private LinkedIn community. It's not publicly listed and is restricted to approved members only. Once you join Elevate, you'll receive an email with a link to apply for access and will be approved to enter within 48-hours.

Options Academy Elevate is $1,997. This includes the full 7-module curriculum, Edge access (Tao Dashboard, Scanner, and 6 custom TradingView indicators), and monthly live coaching calls for new members.

Checkout directly at Options Academy Elevate Checkout.

Options Academy Accelerate is $2,997/year or $297/month. This includes weekly live coaching calls, Simon's daily trade diary and daily market insights, full Options Academy Edge (all trading tools) access, monthly market barometer, access to past coaching call recordings.

Checkout directly at Options Academy Accelerate Checkout.

Each Mastery Program is priced individually. The full breakdown is:

• The Fibs Never Lie (+ Andrew's Pitchfork) — $497
• Credit Spreads Mastery — $497
• Multiple Timeframe Analysis — $497
• Mastering Butterfly Trades — $397
• Conquering Calendar Spreads — $397
• Iron Condor Mastery — $397
• Wheel Strategy & Writing Puts — $397
• Market Structure & Liquidity — $397
• Breaking Through Trading Plateaus — $297

Total if purchased individually: $3,773. Or get all 9 as the Mastery Super Pass for $2,497 — a 34% saving. Mastery access is lifetime with no recurring fees.

View all programs at Options Academy Mastery Checkout.

No — Elevate and Accelerate are two separate programs built for different purposes, but go hand-in-hand if you are new to our memberships.

Options Academy Elevate gives you the full methodology — Simon's framework for trading US options, built into a structured curriculum you work through at your own pace.

Options Academy Accelerate is an ongoing coaching and mentoring membership. Weekly coaching calls, Simon's daily trade diary, daily market commentary. It's for traders who want to stay in Simon's orbit and keep sharpening their edge over time.

Whether you join both at the same time, or start with Elevate and add Accelerate later — what matters is that you understand Simon's setups and methodology for Accelerate to make full sense. The live sessions, trade diary, and commentary in Accelerate all assume you know the framework. Without that foundation, a lot of it won't land the way it should.

If you're interested in joining Accelerate, reach out to the team via the helpdesk and we'll help you figure out the right starting point.

• Options Academy Elevate — Full refund available within 14 days of purchase, no questions asked.
• Options Academy Accelerate — Non-refundable as the value of its content holds Simon's daily market analysis and personal trade diary.
• Mastery Programs — Non-refundable due to the nature of lifetime digital access.

If you have any concerns, please reach out before purchasing and we'll make sure you're making the right decision for your situation.

The Tao of Trading is a number one bestseller in options trading on Amazon, with over 700 reviews and a 4.7-star rating.

We recommend purchasing the paperback through this link — it includes options for bonuses and is delivered by DHL quickly in the US and globally. The book is also available in hardback and Kindle formats on Amazon.

Open the Kindle app on your Android phone, iPad, tablet, or computer. The book will appear in your library once your Amazon purchase is confirmed. If it doesn't show immediately, try syncing your Kindle library from within the app.

Log into your membership portal, then navigate to taooftrading.com/myorders in a new tab. Your invoices will be listed under "Show Details" and available to download.

Make sure you're logged into the membership portal first, then visit the My Orders page. Click the credit card icon next to your subscription to update your card details securely via Stripe.

Update your card via My Orders using the instructions in the "How do I update my credit card information" section. Alternatively, submit a helpdesk ticket or email us directly at info@taooftrading.com

• Try a Visa or Mastercard debit or credit card that supports international transactions.
• Contact us — in some cases we can arrange a manual payment via a personalised checkout link.
• PayPal is available as an alternative in some situations. Let us know and we'll check what's possible for your region.

Contact us via the helpdesk or at info@taooftrading.com at least 3 days before your next billing date. Your access continues until the end of your current billing cycle. Please note that if you cancel via PayPal, your access will be revoked immediately, as PayPal does not account for your paid-through period.

Keep in mind: your pricing is locked in while you're a member. If you cancel and rejoin later, you'll re-enter at the current rate, which may be higher.

Yes, we're able to pause your subscription as long as your original payment was made via Stripe (not PayPal), and your first one-year membership with us has been completed.

No — each membership is for one person only and account sharing is not permitted.

You can update your email address on the profile page of the membership portal. Once you’ve made the change, please notify us so we can also update your email address for your Tao Dashboard login. Note that your password will remain unchanged post email address updates. If you run into any issues, please contact us.

The Tao Dashboard is our proprietary options trade scanner, included at no extra cost with Elevate and Accelerate memberships. It surfaces high-probability setups from Simon's system so you can identify trades in minutes.

Log in at dashboard.taooftrading.com/login using the email address you signed up with. Your access details were included in the Welcome email sent when you joined.

Use the "Forgot Your Password" option on the dashboard login page at dashboard.taooftrading.com/login. Enter your email address and follow the reset link sent to your inbox.

Weekly coaching calls are held every Tuesday at 8am EST, except on public holidays. If a session is rescheduled, we'll let you know in advance.

A reminder email with the Zoom registration link is sent by the Friday before each call. If you're not receiving these, check your spam/promotions folder or submit a helpdesk ticket and we'll resend it.

The Zoom link is sent by email every Friday before the Tuesday session. If you're not receiving these reminder emails, check your spam folder first. If the issue persists, submit a helpdesk ticket and we'll resend the link and investigate the delivery issue.

Simon sends an email once the session recording is ready. When you receive that email, log into the membership portal to access the recording — it's uploaded there, not linked directly in the email. If you've received Simon's notification email but can't find the recording in the portal, submit a helpdesk ticket and we'll help you locate it.

Monthly coaching calls are included with Options Academy Elevate. When your initial access period ends, the natural next step is Options Academy Accelerate, which includes weekly live coaching calls, Simon's daily trade diary, and daily market insights. Reach out and we'll walk you through the upgrade options.

Submit a helpdesk ticket or email us at info@taooftrading.com with your TradingView username. We'll grant you access, and the indicators will appear under Indicators > Invite-only in your TradingView account.

The 6 indicators included with Elevate and Accelerate are:

• TOT Magic Bars
• TOT Momentum Bars
• TOT Divergence Blueprint
• TOT Squeeze
• TOT CountertrendArrows
• TOT RainbowLogic

Additional lifetime indicators are included with specific Mastery programs — Multiple Timeframe Analysis includes 3; Iron Condor Mastery includes 1.

We recommend the Plus Plan to start, followed by upgrading to their Premium Plan during Black Friday — TradingView offers its biggest annual discount then, and it's the best time to upgrade. You can sign up through our affiliate link for a small discount to start. Please reach out to us for this affiliate link.

Full chart setup instructions are in our monthly onboarding call, with a recording of the latest call sitting in the home page of your Options Academy Elevate membership area, and in the "Setting Up Your Charts" module inside your Options Academy Edge portal.

Use the Picture in Picture (PiP) feature. Right-click the video player in your browser and select "Picture in Picture" — the video will float in a small window above your other applications so you can watch and trade at the same time.

Click the "Forgot Password" link on the portal login page, enter your email address, and follow the reset instructions sent to your inbox. If the email doesn't arrive, check your spam/promotions folder.

• Confirm you're using the email address you signed up with.
• Use the "Forgot Password" link to reset your password.
• Clear your browser cache or try a different browser.
• Make sure you're at the correct portal URL.

If none of the above help, submit a helpdesk ticket and we'll get you back in.

Members who joined before February 2025 access the content through the original portal. Go to taooftrading.com/member-portal or use the first option on the far left of taooftrading.com/login to log in. Your credentials are the same as when you first joined.

If you've lost your credentials, submit a helpdesk ticket or email us and we'll resend your login details straight away.

Contact us via the helpdesk or email with the email address associated with your membership. We'll verify your account and restore your access. If your subscription is still active, access will be fully reinstated.

Our emails can sometimes land in your spam or promotions folder due to email deliverability filters. Please check there first and add us as a safe sender to ensure future emails reach your inbox. If you're still not receiving emails after checking spam, submit a helpdesk ticket and we'll investigate from our end.

Once you've completed all modules in the Elevate curriculum — including the "How to Hedge" module — submit a helpdesk ticket or email us to request your certificate. Please note that we verify all module completion records before issuing certificates, in the event of an audit.

Some brokerage platforms require evidence of trading knowledge before approving options trading on your account. If this comes up, we can provide a certificate from Tao of Trading to support your application. Just reach out via the helpdesk and we'll sort it out.