Use Our Online Portfolio Monitor

Portfolio Monitor provides a major improvement for investors using options (you need to be logged in to access it). First of all, in addition to provisions for entry of bond, trust and other investments, the Monitor allows the entry of both stock positions and option positions so that they show up adjacent to one another. In this way the investor can instantly see if a stock position is related to an option position.

WHEN ALL THE PREMIUM IS "SUCKED OUT" OF A SHORT POSITION, IT TURNS GREEN, WHICH ALERTS YOU TO THE FACT THAT YOU PROBABLY SHOULD BUY BACK THE SHORT POSITION AND SELL A NEW CALL. WHEN THE POSITION IS ABOUT TO EXPIRE IT TURNS RED. AND IF A POSITION GOES IN THE MONEY, IT TURNS ORANGE. This color coding makes option writing much easier to track.

Portfolio Monitor automatically finds the prices of both stock and option positions and computes gains or losses on each separately so the investor can make a decision about selling or holding either or both positions. One small item that is of great value is that each option position also shows the price of the underlying stock position, a necessary piece of information not available in brokerage statements.

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