Edit position
Type:
Select type of position.
Base symbol:
Stock symbol that option is based upon
Expiration Date:
calendar
The day the option is due to expire (usually third Friday of expiration month)
Strike price:
Strike price of the option
Call/put:
Call or put
Stock Symbol:
Enter symbol for the transaction.
Position Name:
 
 
Name of a position/company. You can optionally click "Lookup Position Name" button and correct name of the position will be fetched.
Buy/Sell:
Price:
This is the cost paid or amount received per share unit. Options automatically calculate for 100 shares
Number Of Units:
Enter number of shares, units or options purchased in this transaction.
Broker fees:
Enter the fees that your broker charged for this transaction
Gross cost:

This is the total of broker fees plus the product of units times cost per unit
Value:

Current Value of holding as Current Price times units
Cost per unit:

Enter the cost per share unit. Options will automatically calculate this for 100 shares.
Annual Income:
$
Dividend Per Share
Annual Return:
$0.00
[UNITS PURCHASED]*[ANNUAL INCOME]
Yield On Cost:
0.00%
[ANNUAL RETURN]/[GROSS COST]=0.00 or
[ANNUAL DIVIDEND]/[COST PER SHARE]=0.00
Yield On Value:
0.00%
[ANNUAL RETURN]/[VALUE]=
Transaction date:
calendar
Please select the date of this transaction
Trade:
Gain/Loss

Change:
$0.01
The change in price for the day. This is the difference between the last trade and the previous day's closing price (Prev Close).
Intraday:
The change in price for the day. This is the difference between the last trade and the previous day's closing price (Prev Close).
Portfolio: