Options Tracker Spreadsheet
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Start your free 14 day trial at https: Trade Portfolio Manager Online provides users a way to track all their stock and options trades with an easy and user friendly approach. You are able to track the life of the trade from its initiation to conclusion or adjustment. Trade Portfolio Manager Online provides a full range of reports such as performance tracking, cost basis reports, exit points, profit and loss, and more!
With Trade Portfolio Manager you have the ability to track all of your trading accounts in one program. You do not have to worry about purchasing multiple licenses to manage all of your accounts. Keeping a trading journal on the stocks that you trade is very important. On each trade that you make you have the ability to keep track of the reasons why you entered the trade. You can enter your Fundamentals, Sentimental and technical reasons why you entered the trade.
The other reason to keep a trading journal is to keep track of your primary and secondary exit points. The primary and secondary exit points make sure that you are following your rules in trading.
Trade Portfolio Manager has a full calendar control to keep track of important economic dates, earnings releases any other dates that are important in your trading.
You can import and export your calendar from any of the popular formats. Strategy groups are defined as a group of stock and option trades on the same symbol. You also have the capability of adding your own strategy group so you can keep track of your performance on a custom strategy group. When you group your trades by a strategy group you are then able to see how much you have made on that strategy.
You can have as many different legs in each strategy. Trade Portfolio Manager gives you the ability to group your stock and option trades by strategies. Each strategy can have an unlimited amount of legs. Keeping track of your stock and option adjustment is a very difficult and time consuming process. Trade Portfolio Manager provides an easy to understand grid to enter all of your trades into.
The program can support stocks, calls, puts, and dividends. You can enter an unlimited amount of transactions and it will automatically calculate your cost basis and profit and loss.
To get a list of support brokers click here. You can also import trades from an OFX File download from your brokers website. Being able to automatically download your trades means that you do not have to manually enter a trade into the program. The risk profile is a chart that visually shows you where the risk and reward is before you place a trade.
Trade Portfolio Manager gives the control to the user with an interactive chart and the ability to customize values from the Black Sholes formula. The important feature of the risk profile in Trade Portfolio Manager is the ability to include your past profit and loss for the trade. With the ability to include the past profit and loss the risk profile the chart reflects the real risk and reward for the trade.
The profit and loss chart gives you the ability to see your profit and loss per symbol. It gives you a nice overview of all of your profit and loss. You can customize this report by being able to change the dates and accounts. Visit our website to sign up and for more information.