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Collar calculator
a floor under your shares, paid for by the ceiling

A collar holds shares, buys a put below for protection, and sells a call above to pay for it. It converts an open-ended stock position into one with a known floor and a known ceiling. It is the standard way to protect a large, appreciated holding without selling it and triggering tax.

Outlook: Protective — holding shares

Max profit
best case at expiry
Max loss
worst case at expiry
Breakeven
where the trade turns even
Net debit / credit
to open the position
Your collar
Per-share premiums. One contract = 100 shares.
what you paid per share
100 shares each
Profit at expiry Loss at expiry Breakeven Strikes & spot

How a collar pays

Net cost = put premium paid − call premium collected (negative means the collar pays you to put it on) Floor = put strike − net cost (worst case, per share) Ceiling = call strike − net cost (best case, per share) Breakeven = cost basis + net cost
Worth naming. Collars are often described as free protection, which is misleading. The put is paid for by capping your gains, and on a position you hold precisely because you expect it to appreciate, that cap can cost far more than the premium ever would have.

What this does not model

Every figure here is the payoff at expiry. Before then your position is marked at market prices that still carry time value, so a trade can show a loss while sitting exactly where you wanted it — falling implied volatility alone will do that.

Short legs carry assignment risk. American-style options can be exercised at any time, most commonly on in-the-money calls just before an ex-dividend date. The diagram assumes you hold every leg to expiry.

For the live version — real Greeks, current marks and what-if scenarios against actual chain data — that is what the GreeksView desk does, in your browser, on your own broker keys.

Frequently asked questions

What is a zero-cost collar?
One where the premium collected on the short call exactly offsets the premium paid for the protective put, so the position costs nothing to establish in cash. It is not free in substance — you have paid for the protection by surrendering the upside above your call strike.
How much downside protection does a collar give?
Complete protection below the put strike. Unlike a covered call, where the premium cushions only a small decline, the long put sets a hard floor: below that strike, further falls in the stock are matched by gains in the put.
When does a collar make sense?
Most often on a large, appreciated holding you do not want to sell — because selling triggers capital gains, or because it is restricted stock. A collar brackets the outcome without a disposal. It is also used ahead of a known event where you want to stay invested but limit the damage.
What happens if the stock finishes between the strikes?
Both options expire worthless and you simply keep the shares, out the net cost of the collar. That is the most common outcome, and it is why a repeatedly-rolled collar can quietly erode returns in a flat market.
Are commissions included in these numbers?
No — every figure is gross. On multi-leg positions this matters more than people expect: four legs to open and four to close is eight commissions against what may be a couple of hundred dollars of credit. Check your broker's per-contract rate against the max profit shown here before deciding a trade is worth putting on.

Run this against a live chain

GreeksView builds positions from real option chains with live Greeks, gamma exposure and what-if scenarios — in your browser, on your own broker keys.

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