Open Positions
- Marking Positions as Closed
- Definition: Initial Trade Price
- Tagging Positions
- Adjusting for Stock/Option Splits
- Manually Closing a Position
- Regrouping Legs to Different Positions
- Edit a Transaction
- Setting Profit and Loss Targets
- Grouping Covered Calls
- Assignment with Incorrect Action
- Negative Days to Expiration (DTE)
- Splitting Transactions
- Position Hierarchy (Grouping Structure)
- Delete a Transaction, Leg, or Strategy
- Regrouping Transactions to Different Positions