Filter chips reference

Every filter the scan engine recognizes, organized by category, with defaults and notes on which strategies use it.

7 min read

After any scan runs, the chip bar above the results shows every active filter as a removable pill. This page is the reference for all of them — what they mean, what they default to, and which strategies actually consume them.

Time

FilterDefaultWhat it does
min_dtevariesMinimum days to expiration. Income strategies default to 20-25, event strategies to 1, hedges to 30+.
max_dtevariesMaximum days to expiration. Income strategies cap at 45-60, hedges go out to 90-120.
earnings_within_daysOnly return contracts on tickers reporting earnings within N trading days. Used by event scans.

Strike selection

FilterDefaultWhat it does
min_delta0.15Floor on |delta| of the strike being sold (income) or bought (long). Lower delta = further OTM = lower premium.
max_delta0.30-0.45Ceiling on |delta|. Caps how aggressive the trade can be.
wing_delta / target_delta0.20For iron condors and short strangles: the target delta of the short legs on each side.
spread_width5Width in dollars between the long and short legs of a vertical spread.
put_width5Iron condor only. Width of the put-side spread in dollars.
call_width5Iron condor only. Width of the call-side spread in dollars.

Premium & pricing

FilterDefaultWhat it does
min_credit0.30 - 1.00Floor on net credit collected. Used by all credit strategies. Iron condor default is $1.00; verticals default to $0.30.
max_debit5Ceiling on net debit paid. Used by debit spreads.
max_cost15Long straddle only. Maximum total premium paid for both legs.
min_annualized_return10-15%Floor on annualized return on collateral. Drops trades that wouldn't beat a Treasury.

Implied volatility

FilterDefaultWhat it does
min_iv10-20%Floor on raw implied volatility. Skips dead names with no premium to collect.
min_iv_rankIV rank floor (0-100). Used by short-premium strategies that want elevated IV regimes.
max_iv_rankIV rank ceiling. Used by long-premium strategies (straddles) that want cheap vol.

Liquidity

FilterDefaultWhat it does
min_volume0Floor on total option volume across the legs of the trade today. Anything below ~100 is illiquid.
min_open_interestOptional floor on open interest. Useful as a tighter filter than volume on names that didn't trade today.

Capital sizing

FilterDefaultWhat it does
capitalfrom profileTotal deployable capital in USD. Drives the contracts × collateral × % of capital column.
max_per_trade_pct0.25Maximum fraction of capital any single trade can consume. Trades whose minimum collateral exceeds this are dropped.

Underlying selection

FilterDefaultWhat it does
tickersdefault liquid universeExplicit list of tickers to scan. Overrides watchlist and universe defaults.
watchlist_idScan only the tickers in a saved watchlist.
asset_classoptionsFilter by asset class. Most strategies are options-only; equity and crypto strategies live under their own asset_class values.

Editing chips after a scan

Click any chip to edit its value inline. Click the × to remove it. The scan reruns automatically on every edit. There’s no “apply” button — Tradient assumes if you bothered to type a number, you wanted to see what it does.

Filter precedence

When the same filter is set in multiple places (e.g. a goal card’s default + a chip override), the chip wins. Watchlist scope wins over the default universe. Capital sizing is always last — it can drop a trade that passed every other filter for being too expensive per contract.