Email: [email protected]
Phone: 1 (800) 256-8876

Live Room Login
Archive Login
Get Started Here

TheoTrade Membership Questions

Will I have access to previous classes after my membership expires?

No. Your access to TheoTrade’s resources, including all classes, is linked to a subscription service. While you maintain an active membership, you have the freedom to explore and benefit from the full library of educational content available. This includes live sessions, archived classes, chat rooms, trading alerts, and more.

However, once your membership concludes, your access to these resources ceases, similar to how streaming services operate. If you find the classes and resources valuable and wish to continue learning and engaging with the community, it would be necessary to renew or maintain your membership.

Remember, continuous learning is a critical aspect of trading and investment; markets evolve, and strategies may need to be adjusted over time. Staying engaged with educational content can be a beneficial practice for long-term success in the markets. If you have further questions or need assistance with your membership, reaching out to TheoTrade’s support team at [email protected] would be the best course of action.

No. TheoTrade provides a no-questions-asked refund policy, but it’s important to note that this is a one-time offer applicable only to our 3-month membership. This refund policy does not apply to monthly or annual memberships. If you have previously utilized this refund option, you won’t be eligible to use it again for any future purchases of any membership offered by TheoTrade.

 

They are posted by Corey Rosenbloom around 2 or so hours after the close to the “Idealized Trades” section of Corey’s Corner:

https://theotrade.com/member-home/coreys-corner/daily-idealized-trades-report/

You can find them toward the middle of the report (it’s a game plan for the next trading day).

Here is the specific commentary from Corey Rosenbloom himself on how to calculate it on your own:

‘I like to capture it as close as possible 15 min after the closing bell.  That’s just getting a clean bar close as that’s when ToS (or the platform you’re using) places the final bar for futures.  I’ve seen if I wait an hour, the /ES EM could be ridiculously large and when I check it with SPY and SPX, it’s way out of line so that would be an incorrect or ‘data error’ type reading so if it looks wrong, it’s probably wrong and we’d want to use the SPX or SPY move as opposed to what the /ES is doing.

And the other thing that produces differences is on days where there’s say a major tech stock that reports earnings and we have a big % move in that stock that creates a big move in the /NQ or /ES far beyond the closing value.  So when you calculate the up or down EM number to that AFTER the earnings, it will give a different number than had you used the closing price like SPY or SPX or even /ES in that situation.

When in doubt, go with the default of using the SPX closing price with the SPX EM and translate that to /ES terms as the SPX will be the one that matters most especially if the /ES is way out of line from it at the time you’re doing your calculation.’

If you are a member of TheoTrade, you can access the ‘Shared Charts, Scans, and Studies‘ page through the member portal. The “SPX Expected Move Chart” under Don K.’s section will provide you with the expected move for the SPX for the upcoming week. You can add this as a drawing set to your thinkorswim platform to have the expected move plotted on your SPX chart. If you need further clarification or guidance on how to use or interpret the expected move, there are coaching sessions and classes within TheoTrade that delve deeper into the topic.

To access Brandon’s Ultima Class Chatroom, which is titled “Beginner’s Guide to Ultima Trades Mastermind Chat”, simply navigate to the Member Home page and scroll down until you find it. Alternatively, you can use the Clicking Here for direct access.

Yes. We often have special promotions during the holiday season. In particular, our Black Friday deals are a big hit among our members. However, if you’re considering purchasing a membership now, go ahead! Any additional time you buy during our promotional deals will simply add on to your current membership duration. So, you’ll essentially be extending your membership at a discounted rate. 🙂

Certainly! Here’s a step-by-step guide to locate the portfolio updates:

  1. Navigate to the TheoTrade website.
  2. Go to the Main Menu.
  3. Select the ‘Portfolios’ tab.
  4. Browse through the active portfolios listed.
  5. Each portfolio will have both open and closed trades displayed in a table format for easy viewing.

To view all the trades that were sent out, follow these steps:

  1. Navigate to the Main Menu: Once you log in to your TheoTrade account, go to the main menu at the top of the page.

  2. Access Portfolios: From the drop-down options, select “Portfolios“.

  3. Choose a Portfolio: You’ll see various portfolio options. Depending on your interest, select the relevant portfolio. For instance, if you’re interested in the Ultima TheoTheta Portfolio, click on that.

  4. View Trades: Once you’re inside the chosen portfolio, you’ll find a comprehensive list of all the previous trade alerts that were sent out.

Portfolios like the “Ultima TheoTheta Portfolio” and “TheoTrade Tracker” are good examples. Depending on your TheoTrade subscription and membership level, there might be other portfolios available for you to view as well.

TheoTrade provides trade alerts through text messages (for US and Canada) and push notifications via the TheoTrade app (globally). Here’s how you can set them up:

For Text Alerts:

  1. Navigate to your My Account page. Verify that your cell phone number is provided under the ‘Phone’ section. If the number there is not your current cell number, update it and then click ‘Update My Information’.

  2. Important: Ensure you’ve completed the first step before proceeding. Without an updated cell number, you’ll miss the opportunity to opt-in for text alerts.

    From the Member portal main menu, go to Portfolios → Ultima TheoTheta Portfolio. Enter your email address to sign up.

TheoTrade offers trade alerts via text messages (available in the US and Canada only) and push notifications through the TheoTrade app (available worldwide). Here’s how to set them up:

For Text Alerts:

  1. Go to your My Account page. Ensure your cell phone number is listed under the ‘Phone’ section. If the phone number listed isn’t your cell, update the field and click ‘Update My Information’.

  2. Important Note: Ensure you’ve completed step 1 before proceeding. If your cell number isn’t updated, you won’t get another chance to opt-in for text alerts.

    Click Here to Opt into Text Alerts

  3. Within 15 minutes, you should receive a confirmation text from 602-894-8261. Respond with ‘YES’ to confirm. Alternatively, you can opt-in by texting ‘TheoTrade’ to 602-894-8261.

For Push Notifications:

  • First, download our app for your Android or iPhone. Search the App Store or Google Play for “TheoTrade Mobile”. Alternatively, if you’re reading this on your phone, click here to be redirected to your app store for downloading.
  • After downloading, set up your account (follow our setup guide for assistance) and ensure you grant permission for the app to send you push notifications when prompted.

No, however you can use Tony’s Nasdaq Futures chart setups for /ES Futures. For more details see this article.

Tony’s Nasdaq Futures chart setups are located under the Member Chat Room -> ‘Shared Charts, Scans, Studies’ and scroll down until you see Tony’s table. Additionally, there’s a dedicated resource, again under the Member Chat Room titled ‘Tony Rago’s SPOT Links – NQ Setups’.

For direct access:

To begin with, only annual members are eligible for this coaching call. Towards the end of the month, you’ll receive an invitation to register for the call. Simply click on the link to register, and you’re all set! 🙂 

Afterward, we’ll send you an email with the Zoom details. Once registered, you’ll be automatically enrolled for the monthly calls as long as your annual membership remains active. Additionally, you’ll receive a reminder to join the meeting one hour before it starts.

  •  

No, once you’ve registered for the call, you’ll be automatically enrolled for all subsequent calls as long as your annual membership remains active.

The Monthly Ultima Coaching is an exclusive Zoom session with Don Kaufman, available only to annual members. Invitations are sent out automatically to eligible members. If you are an annual member and haven’t received an invitation, or if you believe you should have, please contact us at [email protected], and we will review your account.

The Member Chat Room is usually posted an hour after each session ends, but should be expected by 4PM Eastern time at the latest. If you do not see the page with today’s sessions, please email [email protected] and let us know!

The full Member Chat Room livestream, as everything else we do at TheoTrade, is recorded and archived on the website. You can find the daily Member Chat Room recording under Archives -> Member Chat Room Archive, or by clicking here.

You can find the calendar on the Member Menu under Resources → TheoTrade Member Event Calendar, or by clicking here

All of our annual memberships have an automatic renewal for monthly membership for $99/month. The alternative is you can either renew for another year through the renewal reminder emails you will receive, or email [email protected] and request to remove the automatic renewal for you.

 

No, the 3-month memberships do not have auto-renewal and will end on the expiration date. You will receive three renewal reminder emails prior to your membership expiration date, where you can take advantage of our great deals!

Yes, monthly membership at TheoTrade is a recurring membership. It will be renewed on the same date every month.

In order to cancel or remove the auto-renewal from your membership, please email [email protected] at least 3 business days prior to the renewal date and our staff will gladly take care of your request. 

Most of our memberships do have an auto-renewal – this includes the monthly and the annual. There is an exception for our 3-month membership – it ends without an auto-renewal. You can always email us [email protected] to pause your auto-renewal.

You can find your membership expiration date by clicking on My Account on TheoTrade’s main menu inside Member Portal, and scrolling down. 

TheoTrade’s annual membership only renews for a monthly at $99/month cost. You will receive renewal reminders before this happens. In order to renew for the same price for another year, you will have to either click the link in the renewal reminder email that you will receive, or contact us at [email protected] and we will gladly help you with the renewal process.

The monthly membership is $99. You can find all of the details by clicking on the link below:

http://theotrade.com/all/

Not necessarily. If you have a recurring membership, such as monthly, your payments will be automatically paused as well. However, if you have an installment payment plan, your payments will not be paused with your membership.

Yes, you can pause your TheoTrade membership at any time. In order to do so, just email [email protected] letting us know when you want your membership paused and we will take care of it for you.

In order to cancel your membership, please email our support at [email protected]. Please make sure to notify us of your cancellation a minimum of 3 days prior to the renewal date in order to make sure your membership will not renew.

We broadcast live 6 hours a day. Everything is recorded so if you miss anything you can go back watch the material at anytime.

Yes there is.
 
First, if you’re new start here: https://theotrade.com/member-home/start-here/
 
You can find your library of classes by clicking HERE.
 
Do not get overwhelmed. This is a learn at your own pace program. 
 
Here’s the recommended order for the classes:

Options 101

Options 201: Vertical and Calendar Spread Essentials

Options 301: Volatility Essentials

High Probability Trading with In/Out Spreads

Guide to Selling High Probability Spreads

Technical Analysis 101

Technical Anaysis 201

Increasing Vertical Spread Probabilities with Technical Analysis

Small Account Options Trading Workshop

Iron Up: Iron Condors for You and Me

Essential Skills for Consistency in Trading

Butterfly’s Guide to Weekly Returns Class

Covered Calls: Income Generation for Your Stocks

Guide to Getting Short and Collecting Income

Selling Premium & Managing Risk

Survive and Thrive in Extreme Volatility

The Next Big Short: Risk Twist Spreads

Pairs Trading Class

Futures 101

Day Trading Nasdaq Futures Class

RSI Unleashed

Fractal Energy Trading

Weekly Diagonal Spreads for Consistent Income

You must have multiple emails in our system. Email [email protected] all of your email addresses so we can only have one email address associated with your membership. 

Also, TotalTheo 12 Month members have everything therefore if you see an ad for TheoTrade anywhere on the Internet don’t click on it because you already have it. 🙂

Yes, we understand that you may go on vacation or need to leave on a project and won’t be trading. That is why we let all subscribers pause their membership at any time. E-mail [email protected] and let us know the date that you’d like your membership paused and the date you would like to resume.

Here’s all of Don’s scans:

Don’s Earnings Scan: http://tos.mx/lr4mAf

Don’s 80%+ IV Percentile Scan: http://tos.mx/x4M4B5

Don’s Stocks at Highs Scan: http://tos.mx/h0ufbc

Don’s Earnings Scan http://tos.mx/BaqJxl

For the full detailed schedule Click Here to Visit the Member Event Calendar under Resources in your Members Area. (link will only work for members)

Please note this is the schedule 99% of the time.  Please allow for sudden changes in schedule based on market changes or our instructor’s personal schedules. 

The schedule is the following:

1) Daily coaching

Monday – Friday 10:30 AM – 11:30 AM ET

2) Nightly /video

Monday – Thursday evening

Weekend edition every Saturday

The timing depends. These are pre-recorded videos not live.

3) Weekly Theo Evening Coaching Session

Every Wednesday from 8 PM – 9PM ET

4) Theo Chat

Monday – Friday 9:20 AM – 4 PM ET