• How to Start
    Please submit your project request (RFI/RFQ/RFP) using contact forms or e-mail us at info@cnglobal.com.au
    We can sign a Non-Disclosure Agreement (NDA) before sharing any business sensitive information.

    Analysis
    A CN Global Consultant will contact you to clarify your project requirements.

    Proposal
    Having clarified the requirements we will provide our free non-binding bid or proposal for your review. We will be glad to provide any clarifications required and adjust the proposal through negotiation process.

Home Products Optiondesk Portfolio Manager

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.
 
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