• Grouping trades

  If you want to view all of your trades in a single row you can do this. Head to the trades page Drag any heading into the group by bar at the top This consolidates multiple rows into a single row. You can click on a row to view aggregated data about the stock or strategy 1Popular

• Add your own custom strategy

  If you're using file upload or import, scroll down. If you're using manual entry go to the add trade page: Scroll down to strategy: Type in your new strategy and click on the 'Click here to add X' box. Click save. File upload Find a trade leg and right click it, click edit trade (https://storage.crispPopular

• Breakeven

  Breakeven can be viewed by going to the trades page and then opening the 'columns' button. For trades where you have traded the stock you'll be able to see your breakeven in the table while in a group by view which indicates a value that you should sell a covered call above. Switch into the 'Grouped view' and you'll see the breakeven. You can do this by clicking and dragging any hPopular

• How to handle assignment

  This article explains how to handle assignment in Option Tracker. We start off with a PUT that I sold on AAPL at $100 strike. I've received early assignment and my broker has made me buy 100 shares of AAPL. In Option Tracker follow these steps: Click on the red 'close trade' button or right click the trade and click 'close trade' 2. Next, enter the date you were assigned, if ySome readers

• How often does the data update?

  Stock data is updated every 30 minutes during market hours. This includes pricing information. Fundamental data is updated once per 24 hours. Options data is updated once per 24 hours. Notifications are sent every 30 minutes. Please note that once you enter a trade you may not see delayed pricing information for around 30 mins to 2 hours.Few readers

• Rolling a trade

  Option Tracker does not support automated rolling of trades at this time. To simulate rolling of a trade first close the original position and open the new one. Here is an example: Close the original position Open the new position In the grouped view you can see your breakeven, cost basis and more.Few readers

• How to add dividends

  We support manually adding dividends. Go to the trades page. Click “Add trade” Enter a stock symbol Click Dividend Select an option We will try to pull a list of dividends from our database a. If data is not available you can select your own payment date b. If a date is available we will also set the prFew readers

• Annualized Return calculation

  Annualized Return At Open This is calculated by taking the credit on a sold option over the remaining days to expiry and then annualizing that number. For example; This is not compounded. This is averaged across all of your open trades. Annualized return at Close This uses the same calculation except it uses the realisedFew readers

• How to close a trade

  To close a trade you have several options. You can do all of them from the trades page (https://optiontracker.io/app/trades) In the non-grouped view You can either scroll to the right, to the actions column and click the ‘trash’ icon. This will open the close trade page. Or yoFew readers

• Example: Entering a covered call

  We're going to add a covered call manually. Head to the trades page (https://optiontracker.io/app/trades) Click 'Add trades' Search for the stock ticker You can now add your trade using either the single leg option or the multi-leg. Multileg just makes it quicker if you're trading multiple legs. Either will work and multi-leg is added primarily for people trading lots of contracts. Single Leg entry (adding 1 leg at a time) First add your stock purchase as in this animatiFew readers

• Deleting a trade

  Visit the trades page (https://optiontracker.io/app/trades) Right click the trade and click edit Or scroll to the right, hover over the 3 dots in the actions column and click edit. Click delete trade (https://storage.crisp.chat/users/helpdeFew readers

• Total Risk calculation

  How do we calculate your total risk? We taking in a list of trades. We then calculate the total risk for each of those trades and if it has the potential to reduce the risk of another contract or stock position. We do this for every type of trade. Total Risk simply is the calculation of: We then calculate how much risk can be negated by a position, the right to purcFew readers

• Trade page column definitions

  Stock Ticker Open date Stock price Strategy Strike Initial option priceFew readers

• View trades as a position

  View a ‘position’ (collection of trade legs) You have 2 options: Set the strategy or set tags. 1. Strategy On the trades page you can group trades by dragging headers into the grouping bar: You can do this many times with any columnFew readers

• Why do some options not have a price? (and how to fix it)

  We can't get option pricing for all trades. We are working on this and plan in the future to resolve the issue. For now, you can edit the option price. Find the columns Last price, bid and ask. Double click the cell, type in the new number. P&L within the row will update automatically but you'll have to refresh the page to see all other numbers update.Few readers

• Tagging trades

  Tagging can be used in addition to strategies. Where some users have the same strategy running in parallel tagging can be used to help distinguish between separate trades. Head to the trades page Click ‘Columns’ 3. Enable ‘Tags’ 4. Tags will now appear on the trades page. You may need to scroll the pFew readers

• Cost Basis

  You can view cost basis and more by clicking on 'Customize columns' on the trades page. You have the choice of cost basis (Premium). You’ll now be able to see the individual trade cost basis: You can click and drag headings into the top grouping bar to see aggregated cost basis (httFew readers

• How do I export my trades to excel?

  Visit the trades page: https://optiontracker.io/app/trades Right click any cell in the table Hover over exportFew readers

• Custom Strategies

  There are two ways Add a new trade In the “Strategy” box type the strategy and press return Add the trade Refresh the page and the strategy will be available from the filters and the strategy drop down Edit a trade Right click a trade and click edit trade b. Scroll down to strategyFew readers

• Delete all trades for a portfolio

  Click on 'manage portfolios' Click the trash icon next to the portfolio you'd like to remove all trades for Click delete all trades Your screen with refrFew readers

• How to add notes

  There are several ways to add notes. Here is an animation that’ll show you all of the options in a few seconds! When adding a trade you can type a note in the Notes box 2. On the trade detail page you can add notes below the chart. This page can be accessed by clicking on a trade row on the trades page: (https://storage.crisp.chFew readers

• Trade row actions (edit, close, delete, share, notifications)

  You can execute these actions on the trades page. There are two options: Use the ‘actions’ column You may need to scroll all the way to the right to see this 2) Right click the trade to see the same options n2Few readers

• Linking trades together (Iron condors etc)

  It's possible to link groups of trades together either by using the strategy field or using the link field. Using the link field is quick. Select the trade on the trades page, right click it and click create link Here is an example of the trades that we start with: Right click a trade (or multiple) and click create link These trades are now grouped by the "Link" column.Few readers

• Consolidating trades

  Its possible to consolidate your trades. This means where there are duplicate trades or multiple lots of purchases. For example: Buy AAPL 200x shares Buy AAPL 200x shares This would be consolidated to: Buy AAPL 400x shares with a corrected average price. There are 2 ways to do this. Go to the profile page and click "consolidate all open trades" If you decide you don't like the results, you can return to this page and click revert. Secondly, You can select multiple trades on tFew readers

• Re-size columns on the trades table

  On the trades table, if you hover your mouse over the right hand edge of the column your mouse icon will change and you can drag to resize. Some columns cannot be re-sized.Few readers

• Toggle assignment value

  Right click a trade on the trades page. If the trade is a closed option then you will be able to select "toggle assignment" This will mark a closed option as assigned or an assigned option as not assigned.Few readers