Demos & Tutorials
Option Traders Template
File Operations
Describes how to save the File as the ticker symbol and then options to archive the file
The Protective Put
Determine your maximum risk position with the Protective Put model
The Covered Call
Convert your Quick Covered Call to a more detailed Covered Call and model the possible outcomes with different strikes and include dividends
The Collar Trade
Model your Collar Trade with various Short Call and Long Put strikes to determine your Max Profit and Max Risk
Naked (Cash-Secured) Puts
Determining the possible movement of Cash-Secured Naked Puts and examining the possible premium received per day as the primary selection criterion
Trading
Trading Tab Overview
An Overview of the Trading tab of the Option Traders Template; Track your Trades for Tax purposes
Clearing & Splitting Trades
Learn how to Clear All Trades from the Option Traders Template then learn how to Split a Trade should the opportunity arise
Linking & Rolling Trades
Using Designators to Track Trades when you Roll a Trade or when you need to Link Trades for Tax purposes
Tax Reporting
Consolidating Stock and Option trades for the year from the Option Traders Template for Year-End Tax Compliance
Mark-to-Market Overview
An overview of how to make the Mark-to-Market Election for Traders in Securities
Mark-to-Market Election and Maintenance
Learn When and How to make the Mark-to-Market Election; Use the MTM Election template to Make and Maintain your MTM Election; Examine the Pros and Cons of the MTM Election