Grouping and naming option strikes

[Cagalli Tiziano]

no worries. i have seen how to do it.. i added a strategy and it popped into the portfolio page. I also renamed the strategy so i can clearly see what is what amongst my trades... brilliant! i \'ll continue to explore this.

thank you!

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Brilliant!
play with and discover the many properties that will help you in professional management…

[olufemig]

no worries. i have seen how to do it.. i added a strategy and it popped into the portfolio page. I also renamed the strategy so i can clearly see what is what amongst my trades... brilliant! i \'ll continue to explore this.

thank you!

PORTF.PNG

[olufemig]

have you deeply explored the “portfolio” feature? I think it\'s just what you\'re looking for… take a look in the manual and you\'ll see it\'s what you\'re looking for and even more 😜

thanks..this does look very close to what i am looking for. i already have a live trade that is active. how do i pull it into a portfolio?
cant seem to find how to do that as when i went to the portfolio page , my trade wasnt there, even though i can see it on the general tab.

thanks

[Cagalli Tiziano]

so lets say i have 2 trades on... an SPX butterfly in the 24th of march expiry ..and an SPX debit spread in the 17th of march expiry.. in the trading tool if they are all checked then i will see them all as a bunch of strikes.... i want to see them as a butterfly and a debit spread. i could check and uncheck them to see their different payoff graphs but it one could tag each trade with a name at the point of placing it ( maybe a textbox in the order dialog box where i could put in a name for the trade), then it will automatically group the strikes on the general tab. checking and unchecking them to see what each individual trade ( and its group of strikes) are is prone to errors. my suggestion whould be very intuitive. i would then be able to clearly see trades based on how i name them eg income trades, lotto trades, 0DTE trades, covered calls eg

hope this provides a bit more clarity? thanks for this awesome piece of software!

have you deeply explored the “portfolio” feature? I think it\'s just what you\'re looking for… take a look in the manual and you\'ll see it\'s what you\'re looking for and even more 😜

[olufemig]

I don\'t understand this function you ask for: the options are grouped by strategy, not by strike.

so lets say i have 2 trades on... an SPX butterfly in the 24th of march expiry ..and an SPX debit spread in the 17th of march expiry.. in the trading tool if they are all checked then i will see them all as a bunch of strikes.... i want to see them as a butterfly and a debit spread. i could check and uncheck them to see their different payoff graphs but it one could tag each trade with a name at the point of placing it ( maybe a textbox in the order dialog box where i could put in a name for the trade), then it will automatically group the strikes on the general tab. checking and unchecking them to see what each individual trade ( and its group of strikes) are is prone to errors. my suggestion whould be very intuitive. i would then be able to clearly see trades based on how i name them eg income trades, lotto trades, 0DTE trades, covered calls eg

hope this provides a bit more clarity? thanks for this awesome piece of software!

[Cagalli Tiziano]

Hello,

is there a way one can group filled option strikes? eg if one has several trades on uner strategy they would all look like a bunch of option strikes. it will be useful if they could be grouped and managed maybe as smaller units or one can choose to merge different groups together.. maybe an option too to name the groups? this could be useful if one wants to name different trades eg income trade, lotto trade, 0DTE trade etc

is this currently possible in beetrader?


thanks

I don\'t understand this function you ask for: the options are grouped by strategy, not by strike.

[olufemig]

Hello,

is there a way one can group filled option strikes? eg if one has several trades on uner strategy they would all look like a bunch of option strikes. it will be useful if they could be grouped and managed maybe as smaller units or one can choose to merge different groups together.. maybe an option too to name the groups? this could be useful if one wants to name different trades eg income trade, lotto trade, 0DTE trade etc

is this currently possible in beetrader?

thanks