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Pricing options

Questions about updating prices or transactions in Fund Manager

Postby drmac » Sat Jan 08, 2011 12:36 pm

I sell covered calls quite frequently, and am having trouble with pricing. I've been able to get prices from Yahoo and Google, but the prices are for the underlying security, not the option price.

Suggestions? thanks
drmac
 
Posts: 3
Joined: Fri Dec 31, 2010 3:38 pm

Postby Mark » Sat Jan 08, 2011 12:42 pm

Hi drmac,

Please make sure you have the symbol recorded as the option symbol is shown on Yahoo, and then set your option investment's property to retrieve from "Yahoo (Options)". See "Investment Properties... / Internet Retrieve".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11709
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby drmac » Sun Jan 09, 2011 12:07 am

OK, that works for current price, but I can't get it to work for historical with any server.

Is there a way perhaps that I can have options positions not be included in portfolio graphs, but still included in current report?
drmac
 
Posts: 3
Joined: Fri Dec 31, 2010 3:38 pm

Postby Mark » Mon Jan 10, 2011 9:12 am

Hi drmac,

Sorry, I don't think there is a way to do this currently. You can put your options in a different sub-portfolio, but that will affect both graphing and reporting functions.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11709
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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