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Option Traders Template

Features & Pricing

Use the table at right to determine which features you will need.  Please refer to the demos to help determine which version you want to purchase.

 

Please Note:

 

The Option Traders Template is written in 32-bit Excel 2013 VBA as a binary workbook, meaning that the files are saved with the extension filename .xlsb.  Integration with Tax Reporting is based on that format and you should NOT change the file extension, especially if you intend to use Tax Reporting.


The MTM Election template is a stand-alone product but is more efficiently saved as a binary Excel file with the .xlsb extension.

Please download Trial Version BEFORE purchasing to test for system compatibility.

Purchase the Option Traders Template/MTM Election

 
32-bit Office Recommended for most Users

A Note From ...

We [Microsoft] recommend the 32-bit version of Office for most users because it's more compatible with most other applications, especially third-party add-ins. This is why the 32-bit version of Office 2013 is installed by default, even on 64-bit Windows operating systems. On these systems, the 32-bit Office client is supported as a Windows-32-on-Windows-64 (WOW64) installation. WOW64 is the x86 emulator that enables 32-bit Windows-based applications to run seamlessly on 64-bit Windows systems. This lets users continue to use existing Microsoft ActiveX Controls and COM add-ins with 32-bit Office.

ActiveX Controls Error Messages

The Option Traders Template uses Microsoft ActiveX Controls for a number of features.  If you do not have the latest ActiveX controls loaded onto your computer of laptop.  Without that file (mscomctl.ocx) you will receive the error message to the left

You may also receive a subsequent error message (shown to the right) for the same reason.  Microsoft has updated its ActiveX Controls on a number of occasions.  There is a debate about the efficacy of using ActiveX Controls.  You can read more about them here or simply search for it with your favorite browser.

Workaround for ActiveX Control

Install a working version of mscomctl.ocx from a working client device by manually registering it. 

 

Heres how:

Download the file mscomctl.ocx into one of the following subdirectories, depending on your operating system.

The steps to register the new OCX file is: 
1. Click Start, type cmd
2. Right-click the cmd icon, and then click Run as Administrator
3. Depending on your operating system:

  • For 64-bit operating systems, type the following: 

Regsvr32 /u "C:\Windows\SysWOW64\MSCOMCTL.OCX"
Regsvr32 "C:\Windows\SysWOW64\MSCOMCTL.OCX" 

  • For 32-bit operating systems, type the following: 

Regsvr32 /u "C:\Windows\System32\MSCOMCTL.OCX"
Regsvr32 "C:\Windows\System32\MSCOMCTL.OCX"

There is a working version of mscomctl.ocx located with the Trial Version and can be downloaded here.

If you do not want to download and install the ActiveX Controls you will not be able to use the Option Traders Template.  In that case thank you for your interest in the Template and feel free to use the rest the the OptionTaxGuy website for your tax needs.

Trial Version

Features:

  • Free download

  • Ten (10) day evaluation period

  • Up to ten (10) trades can be entered

  • No historical data can be input

  • Same features as 'Deluxe' version

Please Note:  The Trial Version is for the Option Traders Template® ONLY; the MTM Election and the Tax Reporting templates have no Trial Version-Please watch the video tutorials

Please read the End User License Agreement BEFORE your purchase and

see below on how to set the Option Traders Template

as a Trusted Document

Free Download - Opens as a Google drive link

Macro Warning for Excel Templates
 
In Other Versions of Excel ...

1.  Click the File tab

2.  Click Options

3.  Click Trust Center

4.  Click Trust Center Settings...

There are no malicious macros in the Option Traders Template, the MTM Election template or the Tax Reporting template.  However, you should be careful when downloading other templates from the internet because they may now be considered Trusted Documents.

5.  Click the Macro Setting

6.  Choose Enable all macros