I have options that I bought that were listed on the ASX and now they have expired, how do I enter this transaction in sharesight
I agree with this. I do have a v1 idea that could be easier to implement for dividend investors.
For me, I write short calls and puts against a long portfolio. From my investment returns perspective, these are “dividends” against my existing holdings.
A simple feature which would help is if there is a bulk import (similar to stock trades) for dividends that we could use as a work around and market the call/put writing income as “dividend” or “option income”.
I know there are specific tax treatments for this kind of thing, but I don’t use Sharesight for producing after-tax returns so that’s not important.
+1 to support the addition of options tracking
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I am also interested in tracking short/long calls and put options.
I would also like to track my long-dated call options. It would be really useful
Hi All…I was considering Sharesight as a benchmarking portfolio tracker but I do a mix of stock & options. I tried importing my portfolio & it doesn’t seem like it supports my covered call trades. Am I correct in this? If so, does anyone know of an alternative portfolio performance tracker for DIY investors that can benchmark option techniques?
I also would love to see support for long/short Options. Baby steps are the way to go. If it would be too costly and/or difficult to automatically track pricing, then don’t. I think it would be very helpful just to support the sale of call/put options without automatic price updates for the time-being. I guess that this would require the support of a short sell in stocks as well(?).
Looking at this thread, there has been a ton of support for this feature for three years now.
This was suggested so long ago and it’s STILL not a feature. It’s very frustrating having to enter options trades manually. Definitely easier in a spreadsheet but need to keep it in sharesight to track all investments in one platform. I would really love to see options support soon. Is it coming?
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Yes pls include options
Not tracking option trades is what is stopping me from buying a subscription to this service.
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I am so disappointed in Sharesight for NOT adding option tracking in the software package.
I will not recommend this program for anybody who regularly trades options.
Yes, I definitely . This is a must. I don’t want to have to use yet another platform just for my Options trading.
This is definitely needed in the platform - the support for long and short options. At the very least the ability to upload a csv with instrument details and trade details rather than having to do manually one by one
Does SharePoint support options?
We don’t support call or put options at the moment. But we are looking at potentially doing it.
It is a definitive for anyone trading options. Once a person discovers options it is affront in their trading style. Please enhance SharePoint with this option!
+1 for options. If you start with covered calls I suspect you will satisfy a large chunk of the customers who’ve been asking for this feature for… how long?… 5 years maybe?