Tracking option trades

Hi, I am trying to use “Other Assets” to keep track of my option trades performance. For every new trade, I have to:

  1. Add a new asset with unique name which consists of the ticker, expiration date and strike price.
  2. Add a transaction with the pricing info, commissions, etc.

Is there a simpler way to do it, like combining 2 steps into 1?

Thanks in advance.

Hi,

Thank you for the suggestion.

Sure. Let me queue this feature request which is to combine the two steps into one.

Cheers,
Evan

1 Like

Awesome, thank you so much!

Hi Evan,

Hopping onto this thread.

Can the options be added under portfolio instead of Other Assets? I really like the daily performance reported for my portfolio but would also like to add my options gains as part of my portfolio. Right now, the way I do it is when i close an option, I will create an buy and sell transaction and record the gain from the option trade. However, this will cause a big spike in the TWR chart in my portfolio.

I would only like to record the gains/loss from the option trade in my portfolio instead without it comparing with the underlying stock which result in my TWR chart jumping. Wonder if that is possible.

Hi,

It is difficult because if I do not have daily data for many options and warrants. But if you can find the ticker in StocksCafe then it can be supported.

Cheers,
Evan