Forget your xls trading spreadsheet and get serious about your trading business. You know I’m a huge fan of your dividend tracker. Already love and use your Dividend spreadsheet…now found this today. I am having an issue and I cant seem to get passed it. Customized Market Watch is a tool that allows you to set up your own market watch both in Capital Market and Derivatives segment. Set a portfolio as default portfolio (you will be taken to this portfolio when you login) Change the default settings of a portfolio: Customized Watch . myRecords. A project that I've always had, was to improve on my stock portfolio tracking spreadsheets. This site uses Akismet to reduce spam. I did see under “hidden sheets” there are placeholders for “spreads” and “iron condors”. E.g. I am really looking forward to using the Options Tracker spreadsheet. if i will have any question i will happy to have your mail You probably tried to import too many trades at once. Track your personal stock portfolios and watch lists, and automatically determine your day gain and total gain at Yahoo Finance Although I’ve just begun to use it, it looks like a terrific tool. But some are, unfortunately, not reliable. It does combine both options and dividends into one spreadsheet. Written by Crypto, Inc.. Category: Finance Release date: 2020-10-08 Licence: Free Software version: 6.6.3 File size: 78.87 MB Compatibility: Windows 10/8.1/8/7/Vista and Mac OS X 10.0 My questions comes about as it is showing a value in November (that is the only month I have data other than two entries in October that have yet to expire in December) that does not make sense to me. myRecords is the online record-keeper and portfolio-tracker for employee stock options (nonqualified and incentive), restricted stock, restricted stock units (RSUs), and stock appreciation rights (SARs).. Store and view grant data, including vesting and expiration dates. Yahoo certainly could have monetized their service but, instead decided to destroy the value which was an utterly ridiculous business decision. P.S. Just a question in relation to the( Put) Cash Reserve and (Put) Margin Reserve calculation. I’ll see what I can do. var mid = (bid + ask) / 2; That would be amazing! This is a simple yet highly effective tool. Mark Danner recently posted…Cryptocurrency Investing Part 1 – My Mining Experience. I’m pretty sure it calculates it automatically. I have shared the spreadsheet with you Scott. Great spreadsheet! Technical Workshops. Options Tracker provides the best tool in the industry that is suitable for both the fledgling traders as well as the professionals in the industry who have years of experience. Hi and thanks for this awsome spreadsheet. Following the RBI’s sharp 75 basis point (bps) cut in March and another 40 bps cut in May, the repo rate has come down from 5.15 per cent at the start of 2020 to 4 per cent now. save hide report. Account: The account the option trade is executed in if you have multiple accounts like one for options, one for stocks, IRA, or Roth IRA and trade option plays in each. Stock Portfolio Tracker for Canadian and US Stocks. can you please update me if you have also sheet for Spreads and Iron Condors? Did you figure out how to include a formula or another couple columns to calculate your gains on a covered call position on a stock you already own? Portfolio Tracker Set-up multiple position-based portfolios to track the value of investments Unlike other investment tracking software and services, Portfolio Tracker aggregates data about stocks and mutual funds in your portfolio and transforms it into valuable information for you to make trade decisions. Total portfolio Gain/Loss is tracked. a purchased LEAP call and a sold LEAP put on one sheet. Should the formula not contain a check if the option is still open. Can you clarify your question? function getMidPrice(ticker) { I previously used a similar sheet in Excel which, appears to have been submarined by the latest fiasco on Yahoo. The Real-Time Portfolio Tracker. Hope this helps. Hi Scott, highly interested in your Options Tracker spreadsheet and I am hoping you’re still working on it as your time permits. 1 Create a Portfolio (sometimes called a Watchlist elsewhere) which can correspond to an actual account such as a margin or RRSP account . Suggestions into a pool to buy any other stock ( s ), up 4! Can make faster, more informed trading decisions w/premium on the profitable trades so so by! Previously used a similar sheet in Excel format by chance regards o Scott ’ s option trade tracking reporting... Derivatives '' because the value of a strategy 's Return on investment by possible stock! Portfolio Manager online provides users a way to go and your spreadsheet again and again '' dates to total! 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