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The Credit Spread Pre-Trade Checklist

Most losing credit spreads fail a check that took thirty seconds to run — the trader just never ran it. This is the 12-gate checklist our engine applies to every candidate, formatted so you can run it by hand.

What's inside

  • The vol-richness gate: IV/HV ratio and IV-rank thresholds a spread candidate must clear before direction even matters
  • Liquidity grading in practice — open interest, volume and bid-ask width minimums per leg, with a worked A–D rubric
  • Defined max risk math: credit, width, max loss and breakeven on one line, plus a worked expected-value example
  • Exit discipline before entry: profit target, time stop and invalidation level written down before the order goes in

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