Stock Option Trading - Stock Options Investing
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My Portfolio

Track, analyze, and manage your options & stock positions across multiple portfolios
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Overview

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  • To begin, click Setup and create a starting basis and cash available.
  • Record trades automatically from the search tools using More Info buttons or enter them manually.
  • Create multiple portfolios to track various accounts or strategies. Maybe a different portfolio for each strategy.
  • Multi-legged strategies appear as linked positions for easy analysis.
  • See portfolio-wide statistics on your closed positions like Sharpe Ratio, Kelly Criteria, and more.
  • Quick links allow position management and adjustment, as well as detailed analysis for your trades.
  • Closed positions are recorded in Transactions.
  • Overview all positions using Analysis, Allocation and Snapshot.
  • For more information, view the Using the Position Portfolio tipsheet.

Portfolio Tools

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Profit/Loss Portfolios Enter and view your open equity, index, and option positions.
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Transactions View all realized and/or unrealized gains/losses for your positions.
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Analysis By Symbol Analyze your open/closed positions grouped by symbol.
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Analysis By Position Analyze your open/closed positions grouped by position.
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Snapshots View today's gains/losses from your position portfolio.
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Sector/Industry Allocations Analyze your current asset allocation by sector and industry.
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Performance Summary View detailed performance metrics and statistics for your trading.
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Alerts Manager View any triggered alerts across all portfolios.
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Cash Report View cash deposits or withdrawals entered into your portfolios.
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Notes Report View all notes and trading logs/diary of your portfolio transactions.
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Valuations View a graph of your portfolio total values updated each trading session.
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Setup Create, adjust cash or names, and delete position portfolios.
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Import Import positions, transactions, cash from CSV or Excel into portfolios.

Learning Center

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💡 PowerTip #10 View Related Tips →
Reviewing your returns on an individual position
From the Profit/Loss Portfolio you can analyze one position at a time. Just link your position into the Position Analysis tool using the "More Info" buttons. This will calculate your original position, current liquidation value, and possible future expiration value. And then show potential Roll Out opportunities for most strategies.
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Quick Start

  1. Create a portfolio with a starting basis and cash available.
  2. Enter trades from search results via More Info or add them manually.
  3. Track open positions in Profit/Loss and review today's changes in Snapshots.
  4. Analyze performance with Performance Summary and Allocation.
  5. Review closed trades in Transactions and portfolio value over time in Valuations.

Quick Links

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