SOFI name in drop down

Q&A
1

Previously when I trade SOFI it will show SOFI Inc. Today I roll my options trade and SOFI came out as SOFI Inc Common. I now have 2 lines in my options transaction / overview page. How do I consolidate both? Previously from IPOE it auto changed to SOFI.

2

If only the name change then it does not matter. Is the ticker still the same?

3

The ticker same, SOFI, but now I have two lines/entries in my options overview, one for sofi inc, one for sofi inc common stock. Overall P&L doesn’t matter but when I want to calculate how much p&l for SOFI I have to add both lines.

4

I took at look at your options transactions. I think I understand the situation now.

We have two options based on current status of StocksCafe.

  1. Do nothing but you will have two lines of P&L as you have mentioned. From StocksCafe perspective, different tickers means different stocks.

  2. Change all your previous IPOE transactions to SOFI to consolidate the P&L.

Cheers,
Evan

5

Thanks Evan for the suggestion, will do that. Cheers.

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