Main Features of the Optionsdesk Portfolio Manager:
- Maintain multiple accounts and portfolios
- Record Transactions
- Stock trades
- Option trades
- Dividends
- Cash in/out
- Fees
- Stock/Option Splits
- Stock/Options Transfer in/Out
- Interest Income/Expense
- Options Expire/Exercise
- Options/Shares Strategy wizard
- Options/Shares What-If Scenarios
- Theoretical options price and options Greek Calculations
- Comprehensive Reporting module
- Update portfolios with live quotes over the Internet
- Allow Paper Trading
- Watch list facility with updated live quotes
- Options portfolio management module
Reports - Trading History reports
- Position Summary reports with calculated overall margins
- Reports on annualised and total return on different investments
- Asset Allocation reports (by account / by portfolio)
- Portfolio performance reports and charts
- Investment performance reports and charts by stock, options, option type, and strategy type etc
- Capital Gains report for tax preparations
- Reports on Plan vs. actual trades
- Statistics reports (Success rates per strategy, share, option types etc)
Below Strategies are supported in the optionsdesk.com.au Software: - Long Stock
- Short Stock
- Protective Put/ Covered Call
- Grossing up
- Long call
- Long put
- Short call
- Short put
- Long straddle
- Short Straddle
- Long Strangle
- Short Strangle
- Bull Put spread / Bull Call spread
- Long Butterfly
- Short Butterfly
- Long Condor
- Short Condor
- Long Box
- Short Box
- Call ratio Spread
- Put ratio Spread
- Call ratio back spread
- Put ratio back spread
** Each of these strategies will be supported with synthetic strategies.
Contact Us to take the first step on implementing your Optionsdesk Portfolio Manager
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