or Create a profile
09 Jun, 2020 10:48 AM
I am interested in how others record their options trades in MD. From my experience, there are two ways I have been doing this and I'm not thrilled about either of them.
Option 1: Create a security called "Options Contract". Use this as the security for every option trade and enter the option details in the description field (e.g. SPY200619C320). This is prevents a huge amount of securities being created for all the various different option expirations and strikes, but is very manual to keep track of everything.
Option 2: Create a new security for each different expiration, strike, and type. This works, but results in a huge amount of securities that I have to dig through in every investment account.
Are there any other methods that you have used and are willing to share?
Formatting help /
(switch to plain text)
(switch to Markdown)
You can attach files up to 10MB
If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.
A conversation has been started with the Infinite Kind staff to resolve this discussion.
This discussion is private.
Only you and Infinite Kind support staff can see and reply to it.
This discussion is public. Everyone can see and reply to it.
You can use Command ⌘ instead of Control ^ on Mac
Powered by Tender™.