5 Things You Absolutely Must Do After Placing an Option Trade

July 25, at 9: October 15, at 4: Thank you for the spreadsheet!!! You should be able to save it to your computer as a copy, which you can then edit with your own tracked info! Past performance is not necessarily indicative of future results. January 26, at 7: I did not realize that Google have created the finance functions.

Options Tracker Spreadsheet by scott · Published October 10, · Updated October 25, If you follow Options Hunting you’ll know that I’ve been working on a spreadsheet to track options.

The Spreadsheet

Hi Jeff, Glad you are enjoying the spreadsheets. Yep, spreads and iron condors are two things that I will be working on. I first wanted to make sure that simple calls and puts worked well first.

The problem comes that if I make a change on one spreadsheet, then I also have to make that change on every version of it as well. I get enough questions about simple things on the dividend spreadsheet that I feel that adding more functionality with options may make it too complex.

Thank you for creating your deceptively simple yet elegant spreadsheet for tracking options trades; specifically covered calls. Have you any plans in the future for adding an additional level of security to your covered call spreadsheets by offering a married put or collar version? I am definitely open to creating additional versions. I was going to work on iron condors next. Thanks for your comment. Google discontinued their Template gallery and have not yet migrated the user created templates yet.

It can be accessed directly here. Love your Options Tracker Spreadsheet. How can I get a copy of this. Do you sell a program? The options tracker spreadsheet is free to use. I just created it in my free time. To use, just follow the link at the bottom of this page. Make sure you are signed into Google before clicking the link. Let me know if you have any more questions. Thank you for a great spreadsheet. However, I have a question. Also, for some reason, I do not see any action so to speak on the Summary Section.

Is there something I have to do to get it to update? Great spreadsheet, thanks for all the hard work you put into it, to make our lives that much simpler. Instead, copy, say the previous last row, and modify it.

Otherwise all the green rows for that row would end up blank as well. Since the Status column W needs to be manually edited, maybe it should be in orange as well.

Oh well, I will try to tweak it myself. There is no end to making this great product even greater. I previously used a similar sheet in Excel which, appears to have been submarined by the latest fiasco on Yahoo. I do have a few questions whenever you have the time. Mark Danner recently posted… October Income. Am I correct that I cannot use the program for buying calls and buying puts. How do I save it? I appreciate your efforts on your putting this together D.

Use your two trackers on a weekly basis, will be daily soon I am sure. Love the simplicity of use and the details it shows. It is helping me track on what strategies are working and which are not so much by having them as different accounts. My questions comes about as it is showing a value in November that is the only month I have data other than two entries in October that have yet to expire in December that does not make sense to me.

So I am confused how it calculates it and if it is correct or not. If you could help with that it would be awesome. Many Thanks as always. Look forward to your updates and you have inspired me to keep track of everything. Would you mind sharing your spreadsheet with me so I could troubleshoot it myself? You can send it to scott a t twoinvesting. If not, a screenshot to the same address would work too. Good luck and be sure to save a copy of your sheet if you decide to try any of this.

Mark Danner recently posted… Added multiple currency support to dividend portfolio spreadsheet. Can you walk me through how to use this? For instance, my line 6 says. Then, another column which references the cells in the symbol column?

Does this make sense? The spreadsheets are free to update however anyone likes. Scott,, thank you for building this. I am having an issue and I cant seem to get passed it. I enter all the info for the orange cells Options Tracker.

Hi Scott, I just downloaded your options spreadsheet and filled it in with recent trades. I had started working on an update to the options spreadsheet about a month ago but got busy with wedding planning and had to put the website and spreadsheets on the back burner. Scott, if you can find a better solution my hat will certainly be off to you.

Yahoo certainly could have monetized their service but, instead decided to destroy the value which was an utterly ridiculous business decision. What am doing wrong? The main sheet works fine, but nothing but zeros appear on the summary sheet. I am really looking forward to using the Options Tracker spreadsheet.

Is the Tracker supposed to populate the green columns automatically? If so it is not working. I tried this with your tracker and nothing happens. Any ideas how I should proceed? Your email address will not be published. Notify me of follow-up comments by email. Notify me of new posts by email.

This site uses Akismet to reduce spam. There is further discussion on ways that this worksheet can be used for projections and trading decisions.

Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results. Hypothetical performance results have many inherent limitations, some of which may described in the content on this site.

No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight.

Options Spreadsheet Tagged with option position profit graph , options price before expiration , options pricing formula , options trading spreadsheet , theoretical value change. For this trade log, I prefer to track only information that is useful in giving me a longer term perspective and that can support the various calculations I outlined above.

I also capture a short comment where I can note anything special about the trade. Because I use an Excel spreadsheet, all this can be done very simply with a set of formulas.

For me, it was easier to break the calculations down. First, I calculate total successful trades and total failed trades. To do this, I use a simple Excel formula that essentially counts the number of rows that have a positive value. While it is possible to enter all trades on one page of a spreadsheet, it starts becoming impractical when the number trades tracked gets too large.

When I first set up my trade log, I tracked my trades by quarter. I did this because I typically only made about 50 trades per quarter, which is fairly manageable on a spreadsheet. As my trading volume increases, I moved to tracking trades per month.

Excel supports the ability to have multiple worksheets accessed by tabs at the bottom of the spreadsheet. What I did then was create a worksheet for each month.

I labeled each worksheet by the name of the month it tracked. In order to keep a running total of all my important statistics, I now have a separate worksheet that collects that information. My formulas get slightly more complicated because not only do I need to specify the cell but also the worksheet. So, for example, here is how I do some of my yearly calculations.

Once I have calculated my yearly totals for total successful trades, total failed trades, average successful gain and average failed loss, I can directly calculate my ratios and expectancy from these numbers without having to reference all the worksheets of the spreadsheet.

1) Check earnings and other important data releases

Trading Journal Spreadsheet and Analysis Software for: Stocks, Options, Futures, Forex traders. Track and Analyze every move you make, with TJS! Watch your trades come to life, with the Options Trading Journal Spreadsheet. Expert Analysis and Easy to Use. Record, Analyze, Improve! My Trading Journal (Excel Spreadsheet) Posted by Blain Reinkensmeyer | Last modified on Jan 19th, | Published Jan 19th, I’ve had a few requests for a copy of the spreadsheet I use for my trading journal. I just uploaded it to the server so feel free to snag a copy if you’re interested. It’s not the most elegant spreadsheet but.