Options

Instructions

The Options sub-tab within the Portfolio allows investors to view and manage their Options positions more easily by providing Options-centric data and information. To navigate to this tab, please take the steps outlined below.

  1. Tap The portfolio icon on the Android Phone from the tab bar.

  2. Click the Options tab.

  3. The current open options positions will populate on this screen.

    The options tab on the Android phone.

  4. Click an option position to take the following actions:

    • Option Chain

    • Quote Details

    • Roll Position

    • Exercise Option

    • Close Position

    selecting option actions on the Android phone.

  5. Click the drop-down menu in the top left corner to select the option filters. You may view positions:

    • Grouped by Strategy

    • Long & Short Positions

    • Upcoming Expirations & Dividends

    • Expiration Date Range

    The options filters on the Android phone.

  6. To edit the order of columns shown, select the The options filter icon on the Android phone. icon. Click the The reorder icon on the Android Phone icon and drag the columns to the desired order.

    The manage columns on the Android phone.

 

Additional Resources