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 #9 View Related Tips →
Monitoring Stop Losses
Once you have analyzed a lower and upper stop limit for your position, record those values using the Alerts section. The Profit/Loss Portfolio will alert you when those stops have been hit. Stop orders can sometimes be unreliable consider using a married put as an alternative.
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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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