Site Events and Notices...

March 27, 2025

You may not need it often, but when you do... The interface for editing a portfolio position now allows for moving the position to another existing portfolio.

March 20, 2025

We've added expiration value, expiration profit/loss and expiration % profit/loss to the custom option positions in the portfolio tool. If your position includes legs of multiple expiration dates, the expiration values will be assumed for the nearest expiration date.

March 17, 2025

We've added option midpoint prices and option deltas to the option selection tables on the custom option position builder tool. This might make it easier for some users to quickly pick the options they'd like to add to an analysis.

February 18, 2025

In the main Portfolio views, we added an icon to alert you when your stock or option has an expiration date or earnings announcement date or ex-dividend date coming up in less than 7 days. The lightning bolt icon pays homage to our "Power" branding.

January 30, 2025

Added a Portfolio Valuation chart that shows total cash value, position value and total value on a daily basis to view portfolio values over time in a chart format. Also added search and filtering capability to the Portfolio Notes Report to make it easier to find notes where you've entered custom trading diary note entries.

December 30, 2024

Added support in the portfolio tools for the Long Risk Reversal (Long Combination) options strategy.

December 26, 2024

Added a new report in the portfolio tools to see all trading notes for one or all portfolios, like a trading diary. Updated the Events/Notes column in the main portfolio view to show a yellow field background to indicate a position where you've made custom notes.

December 21, 2024

Added the ability to track Double Calendar/Double Diagonal spread option strategy in the portfolio tools, by name. Added a cash deposit/withdrawal tracking feature in the portfolio tools and reporting to show past cash changes that you've made to your cash levels. Extended all of the charts and analysis tools to work with higher max profit and max loss levels.