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Option Money
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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 memo's 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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