Assigned Calls not, assigning....?

Investing
1

Hi Evan, trust you are ok these days?
I have noticed recently that “In the money” sold Calls have not automatically updated the portfolio as they used to, did something change that I missed? Do we need to make a manual intervention?

Cheers/Andy R

2

Hi Andy,

Yes, assignment always have to be manually handled.

You can go to this page on desktop to handle it → https://stocks.cafe/options/closed_positions

Those expired in the money will show red “In The Money”.
You can click on the icons on the right to handle them.

Cheers,
Evan

3

Ok thanks Evan, I’ll go back and check my history of Calls that expired in the money.

Many thanks.

1 Like
4

Hi Andy,

Btw, we just released a feature to import IBKR transactions including options trading.

Would you like to try that? → https://blog.stocks.cafe/2182/ibkr-import-updates/

Do create a new portfolio to test it though as it is only very recently released.

Thanks,
Evan

5

Thanks Even, yes I have set it up and just waiting to trade.
For me most of my trades are in Schwab, that one would be a real help if you could land them.

Rgds/Andy R

6

Ah… No plans to integrate with them though. They are significantly less popular in Singapore based on my understanding.