RISK AND INSTRUMENTS · 8 CHAPTERS
Beyond the Chart
Understand capital preservation, regulation, leverage, derivatives, event risk and the psychology surrounding chart decisions.
What you will learn
- CHAPTER 01
Risk, Position Sizing & Capital Preservation
The learner can define risk per trade, calculate position size from a stop distance, compare reward to risk, understand drawdowns and losing streaks, consider portfolio exposure, explain why capital preservation matters, use predetermined risk rules, and maintain a risk journal without treating any figure as a personal recommendation.
Read chapter → - CHAPTER 02
Regulation, Conflicts & Market Integrity
The learner can explain why market rules exist, identify conflicts and incentives, distinguish ordinary price impact from allegations of abuse, recognise common fraud warnings and identify the evidence boundary without treating the lesson as legal advice.
Read chapter → - CHAPTER 03
Short Selling, Margin & Leverage
The learner can explain what short selling is, why it involves borrowing, what short interest indicates, how margin works, what leverage does to gains and losses, what margin calls and forced liquidation are, why short squeezes occur, and how asymmetric risk separates short and leveraged positions from ordinary cash buying. The chapter remains educational and does not recommend short selling or leverage.
Read chapter → - CHAPTER 04
Options Foundations
The learner can explain what an option is, distinguish calls from puts, compare option buyers and writers, define strike price and expiration, describe premiums, classify moneyness, separate intrinsic from extrinsic value, read basic payoff diagrams, and understand exercise and assignment. The chapter remains educational and does not recommend options trading or provide strategy advice.
Read chapter → - CHAPTER 05
Options Pricing, Volatility & Greeks
The learner can explain the main factors that affect option premiums, define implied volatility, understand time decay, describe the basic Greeks—delta, gamma, theta and vega—recognise volatility crush, explain why predicting underlying direction is not enough for option trading, and treat options pricing as an educational framework rather than a recommendation or guarantee.
Read chapter → - CHAPTER 06
Futures, ETFs & Leveraged Products
The learner can explain what a futures contract is, describe expiration and settlement, understand how futures differ from spot positions, explain ETF structure, describe inverse and leveraged ETFs, recognise the effects of daily resetting and compounding, identify tracking differences, and compare instrument-specific risks. The chapter remains educational and does not recommend any product or trading approach.
Read chapter → - CHAPTER 07
Fundamentals, Catalysts & Event Risk
The learner can explain why OHLCV charts contain incomplete information, identify common scheduled and unscheduled market events, distinguish between expectations and surprises, describe how earnings, guidance, economic announcements, interest rates, dividends, stock splits and other corporate actions can affect price behaviour, recognise overnight gap risk, and treat event risk as a source of uncertainty rather than a prediction tool. The chapter remains educational and does not recommend any trading or investment action.
Read chapter → - CHAPTER 08
Psychology, Bias & Decision Discipline
The learner can identify common psychological biases that affect trading and investing, describe how hindsight, outcome bias and overconfidence distort review, explain loss aversion and revenge trading, recognise the difference between process and outcome, use journaling and predetermined decision rules to reduce emotional override, and treat psychological discipline as an ongoing practice rather than a guarantee of profitability.
Read chapter →