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Option Money
Description
Designed for Active Stock & Option Traders - Setup and track your complex option strategies, track cost basis, unlimited brokerage accounts and many more features designed for both active stock & option traders! If you trade options, this one is for you since it includes specific options reporting AND analysis.
Option Money is a great tool for active Stock & Option traders. Most portfolio tracking web sites only provide very basic information (amount of stock you own and the yield). Option Money goes much further by providing high level tools and performance management features ... with an easy-to-use interface!
Reports Export reports information to tab-delimited text file or send report to Microsoft Excel Sub-totals and grand totals for grouped items Add fields to your reports Set report front, character size & decimal place accuracy Dynamically produce pie and bar charts from data in your reports Customize Grouping of report entries Export reports to web page format for posting to web sites or emailing to clients or colleagues
Trade Information Track Stocks, Stock Options, Mutual Funds & Debt Instruments (T-Bonds, T-Bills, T-Note, CDs, Municipal Bonds, Savings Bonds & Corporate Bonds) Track short sells, splits, mergers, dividend earnings, reinvestments, deposits, withdrawals, interest fees and earnings, reverse splits, commissions, SEC fees and more! Import trade information from brokerage firms directly or from OIF formatted file Track Complex Option Strategies (Covered Calls, Calendar Spreads ... and 28 other strategies!) Document your entry/exit reasons for trades Attach memos to your transactions, position or company symbols Trade analysis reports that shows the success rate of your options trading activity Strategy analysis reports that shows the success rate of your complex option strategies
Options Analysis Covered call calculator that uses your portfolio information to calculate cost basis Covered call option chain for selecting best play Simulate option strategy before placing trade Easily right-click on your option strategies and produce analysis graphs View Greeks information by strategy or individual option leg Track adjust cost-basis for Covered Calls and Calendar Spreads Copy active strategies to enable what-if analysis Create your own custom strategies Attached memos and trade reasons to complex option strategies
U.S. Tax Reporting Export Schedule-D Tax Data to Turbo Tax and Tax Cut Automatic FIFO method Adjust cost basis of stocks for exercised options Adjust cost basis of stocks based on Splits and Mergers Designate Lot Sales to override FIFO method Potential wash-sale report to help avoid wash-sales
Internationalization Handles European and Australian style equity options Setup accounts based on different currencies Enter & view information based on your country formats
Account Management & Information Account information resides on your computer, not on the Internet Unlimited Accounts and Transactions Backup & Restore functions Email account information for information sharing
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