Managing Option Positions

Unfortunately, some of brokers/platforms do not include data about expired options (or sometimes exercised/assigned options) in their export data, which means Tradervue has no way to know the disposition of these options. 

To resolve this, we recommend using the Execution Editor,as a tool for managing open option contracts. 

To use it, open a trade in Tradervue, and click the “Advanced” link on the right side, just above the execution list.

manage-options-link

If your trade has any open options, you’ll see a “Manage options” link. Click that, and you’ll see a summary of your open option contracts:

manage-options

If you need to adjust any of your option legs due to expiration or any other reason, click “adjust” next to that leg. The execution editor will open, pre-filled with this contract name, and pre-filled with the quantity required to close the leg. You can edit any of the data for the execution, then save it – so to expire an option, you’d enter a price of zero, perhaps edit the date, and save.

Options support is available for everyone with a silver or gold subscription.

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