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tutorial July 17, 2026 8 min read

How to Use The Options Cartel 2026 — Step-by-Step

The Options Cartel bills itself as a professional options trading community, but if you're used to platforms with slick onboarding flows and tutorial videos, you're in for a reality check. This is a Discord-based operation — alerts drop in real time, the team posts plays across multiple channels, and if you don't know how to navigate Discord or read an options chain quickly, you'll spend your first week just figuring out where to look.

I've spent the last three years reviewing options communities, and I can tell you this much: The Options Cartel isn't structured like Stock Level University with its organized lesson library, and it's not as beginner-friendly as Jdub Trades with daily recaps and educational breakdowns. It's a live trading environment first, education second. That doesn't make it bad — it makes it specific. You need to know what you're walking into.

If you're comparing this to other communities or still deciding whether it's worth the price, our full pricing breakdown here covers the membership tiers in detail. This guide assumes you've already joined and need to know how to actually use the platform without wasting time or missing plays.

What You Get Access to After Joining

Once you pay and join The Options Cartel, you'll receive a Discord invite link via email. Click it, verify your account if needed, and you'll land in the server. The layout isn't intuitive if you've never used a trading Discord before.

You'll see multiple channels organized by category: alerts, education, chat, and team-specific rooms. The alerts channels are where real-time trade ideas get posted — these aren't tutorials, they're live plays. The education section includes recorded videos, PDFs, and occasional live sessions, but it's not a structured curriculum. The chat channels are for member discussion, which can be helpful or distracting depending on your tolerance for noise.

Understanding the Channel Structure

The Options Cartel splits alerts by strategy and risk level. You'll typically see channels for day trades, swing trades, earnings plays, and sometimes separate channels for high-conviction versus speculative ideas. Each alert includes the ticker, strike, expiration, entry price, and sometimes a target exit or stop loss.

Here's the part most beginners miss: alerts don't come with full explanations every time. The team assumes you understand why a 0DTE SPY call makes sense given the setup, or why they're buying puts on a stock ahead of earnings. If you don't have that foundation yet, you'll either need to ask questions in the chat (which can feel intimidating) or spend time in the education section first.

How to Set Up Notifications Without Getting Overwhelmed

Discord notifications will destroy your focus if you leave them on default. The Options Cartel can post 10-20 alerts a day across all channels, and if every ping interrupts you, you won't get anything else done.

Right-click the server name, select Notification Settings, and choose "Only @mentions." Then go into each alerts channel you actually want to follow, right-click the channel name, and set custom notifications to "All Messages" for just those specific channels. Mute everything else.

I recommend starting with just one or two alert channels — maybe day trades and swing trades if those match your style. Don't try to follow every play the team posts. You'll burn out, overtrade, and probably blow up your account faster than if you'd never joined at all.

Mobile Setup for Real-Time Alerts

Download the Discord mobile app and log in with the same account. Go to Settings > Notifications and enable push notifications for the channels you've prioritized. Test it by having someone post in a channel or waiting for the next alert.

Keep your phone on you during market hours if you're following day trade alerts. Options move fast — a play posted at 10:32 a.m. might be filled by 10:34 a.m., and if you're not watching, you'll miss the entry entirely.

How to Actually Use the Alerts (Without Blindly Copying)

This is where most people screw up. They see an alert, copy the exact strike and expiration, throw money at it, and then wonder why they lost when the play didn't work out. The Options Cartel posts ideas, not instructions. You're responsible for your own risk management, position sizing, and exit strategy.

When an alert drops, here's what I do: check the ticker and current price, pull up the options chain, verify the strike and expiration match what was posted, and then decide if the risk-reward makes sense for my account size. If the alert says "SPY 450C 0DTE @ $1.20," I'm not buying 10 contracts just because someone else might. I'm calculating how much I'm willing to lose if it goes to zero, and sizing accordingly.

Stop losses and profit targets aren't always posted. Sometimes the team updates exits in the chat, sometimes they don't. You need to have your own plan before you enter. If you don't know how to set a mental stop or use a trailing stop on options, you're not ready to trade live alerts from any community — not just this one.

When to Ignore an Alert

You don't have to take every play. If an alert posts a ticker you've never heard of, or a strategy you don't understand (iron condors, butterflies, ratio spreads), skip it. If the entry price has already moved 20% by the time you see the alert, don't chase it. If your account is already at max risk for the week, sit out.

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The Options Cartel doesn't care whether you take every trade. They're posting what they're watching or trading, not managing your portfolio for you.

How to Use the Education Section (If You Actually Want to Learn)

The education channels include recorded videos on options basics, Greeks, trade setups, and platform walkthroughs. It's not organized like a course — there's no "Start here" roadmap. You'll need to scroll through, find videos that match your knowledge gaps, and watch them on your own time.

Most of the education content is solid if you already understand options fundamentals. If you're still confused about the difference between a call and a put, or you've never heard of theta decay, start with communities that teach from scratch — Scarface Trades has a more beginner-focused structure for that. The Options Cartel assumes you know the basics and want to refine execution.

Live education sessions happen occasionally but aren't on a fixed schedule. When they're announced, they're usually posted in the announcements channel. Show up if you can, but don't expect weekly hand-holding.

How to Navigate the Community Chat

The general chat channels are where members discuss trades, share wins and losses, and ask questions. The quality varies wildly. Some members are experienced and helpful. Others post screenshots of $500 wins on $50 accounts and act like they've cracked the code.

Use the chat to ask specific questions about setups, platform features, or why a certain trade was posted. Don't use it as a substitute for doing your own research. And definitely don't make trading decisions based on what random members are saying they're doing — you have no idea if they're up $10K for the year or down $40K.

What to Expect in Your First Week

Your first week will feel chaotic if you're new to live trading communities. Alerts will drop at random times, the chat will move fast, and you'll probably miss half the plays just trying to figure out where everything is.

Don't trade real money on day one. Spend the first few days paper trading the alerts or just watching how the team posts, updates, and exits. Track a few plays on paper to see if you can even execute them at the prices posted. Most beginners realize they can't — either their broker's fills are slower, or they hesitate too long, or the options spread is too wide.

After a week of observation, start small. One contract on one play. See if you can follow the process from alert to exit without panicking or deviating from your plan. Scale up only after you've proven to yourself that you can execute consistently.

Common Mistakes New Members Make

Overtrading is the biggest one. The Options Cartel posts a lot of plays, and new members feel like they need to take them all to "get their money's worth." That's how you lose money faster than if you'd never joined.

Not setting stops is the second. Options can go to zero, and they do it faster than you think. If you enter a play without knowing your max loss and when you'll exit, you're gambling, not trading.

Chasing entries is the third. If the alert posted at $1.20 and the option is now $1.80, don't buy it just because you're afraid of missing out. Wait for the next setup.

Is This the Right Community for You Right Now?

The Options Cartel works if you already understand options, manage risk properly, and want access to live trade ideas from an active team. It doesn't work if you're still learning what theta is, or if you need a structured course with modules and quizzes.

For a deeper breakdown of how the platform operates behind the scenes, check out our full guide here. If you're comparing options communities and want to see how others structure their education, our step-by-step on Elite Options Trader covers a very different approach.

At current pricing, I honestly don't know how long these Discord-based communities can sustain this model before they either raise prices or hit capacity limits. If you're serious about joining, don't wait months deciding — but also don't join until you're ready to trade with discipline.

Set up your notifications, watch for a few days, start small, and don't take every play. That's how you use The Options Cartel without losing money faster than you make it.

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Malik Jefferson
Malik Jefferson Stock Options Trading & Swing Trading Education

Malik traded options for 4 years before he was consistently profitable — and he's the first to tell you that most options "education" out there is designed to sell you hope, not teach you Greeks. After losing $22,000 on premium decay alone in his first two years, he became hyper-focused on finding communities that teach options properly: risk management first, P&L screenshots second. He now reviews options and swing trading communities with zero tolerance for BS.