Site Events and Notices...

January 30, 2025

Added a Portfolio Valuation chart that shows total cash value, position value and total value on a daily basis to view portfolio values over time in a chart format. Also added search and filtering capability to the Portfolio Notes Report to make it easier to find notes where you've entered custom trading diary note entries.

December 30, 2024

Added support in the portfolio tools for the Long Risk Reversal (Long Combination) options strategy.

December 26, 2024

Added a new report in the portfolio tools to see all trading notes for one or all portfolios, like a trading diary. Updated the Events/Notes column in the main portfolio view to show a yellow field background to indicate a position where you've made custom notes.

December 21, 2024

Added the ability to track Double Calendar/Double Diagonal spread option strategy in the portfolio tools, by name. Added a cash deposit/withdrawal tracking feature in the portfolio tools and reporting to show past cash changes that you've made to your cash levels. Extended all of the charts and analysis tools to work with higher max profit and max loss levels.

March 26, 2024

The portfolio tools have been updated to allow up to 16 related legs in any 1 position. Positions are trades in 1 underlying that associate together to form an option strategy. Each option transaction or stock transaction 'to-open' is a leg that builds a position. For example, an Iron Condor would be 4 legs, 1 BTO put option, 1 STO put option, 1 STO call option, and 1 BTO call option.