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Igor Ganapolsky
Igor Ganapolsky

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AI Trading: Lesson Learned #129: Small Account Options Strategies for 2026

Lesson Learned #129: Small Account Options Strategies for 2026

ID: LL-129
Date: January 10, 2026
Severity: HIGH
Category: strategy, options, small-account, research

Research Summary

Synthesized from top options trading sources (Jan 10, 2026 weekend research session).

Key Finding: Credit Spreads > Cash-Secured Puts for Small Accounts

Problem with CSPs for $5K account:

  • CSPs require enough cash to buy 100 shares if assigned
  • F at $10 strike needs $1,000 collateral (20% of account)
  • Limited diversification possible

Better Alternative: Credit Spreads

  • Bull put spreads require significantly less capital
  • Defined risk, similar probability of profit
  • Can do multiple positions for diversification

Recommended Strategies for $5K Account

1. Credit Spreads (Primary)

  • Vehicles: SPY, QQQ, IWM (liquid ETFs)
  • Timing: 15-30 DTE
  • Target: 30-45% probability ITM (0.30-0.45 delta short strike)
  • Premium rule: Collect minimum 33% of spread width
    • Example: $5 wide spread = collect at least $1.65

2. Iron Condors (Market Neutral)

  • Short strikes at 15 delta each side
  • ~85% probability of profit
  • Good for low-volatility environments

3. Poor Man's Covered Call (Capital Efficient)

  • Requires only 20-30% of traditional covered call capital
  • Buy deep ITM LEAP call (70-80 delta)
  • Sell short-term OTM calls against it
  • Example: Ford PMCC needs ~$400 vs $1,200 for shares

Position Sizing Rules

Rule Limit
Max risk per position 5% of account
Max portfolio delta dollars 50% of account
Per spread position size 2-3%
Per iron condor 5%

Risk Management

  • Profit target: 50% of max profit
  • Stop loss: 100% of credit received (2x risk)
  • Monthly max loss: 10% of account
  • Focus: 65%+ probability of profit trades

Action Items for Our System

  1. Shift from CSPs to credit spreads for $5K paper account
  2. Update rule_one_trader.py to use bull put spreads
  3. Add position sizing validation (5% max per trade)
  4. Target SPY/QQQ instead of individual stocks (more liquid)

Capital Tier Strategy (Updated)

Capital Strategy Max Position
$500-$1K Single credit spread on SPY $50 risk
$1K-$2K 2-3 credit spreads $100 risk each
$2K-$5K Iron condors + spreads $250 risk each
$5K+ Full wheel strategy $500 risk each

Sources

Tags

small-account, credit-spreads, iron-condors, pmcc, risk-management, 2026-research


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