Regarding: Basis Adjustment for Exercise/Assign/Expire of Options Keywords: Schwab, Options, Call Expired Worthless - Reminder, Put Expired Worthless - Reminder, Call Assigned - Reminder, Put Assigned - Reminder, Basis Adjustment Question: The...
Regarding: Can't Delete and Auto Exercises Option Question: ================================================================ I accidentally clicked select all in the Tools/Options automatic exercise dialog and it is showing all the options I am c...
============================================================================= Subject: Closing Options Question: Have reconciled an account that contains mostly options. The account is reconciled, and the sales amounts match the 1099, but the tax...
Regarding: Closing Schwab Options when Reminder Transactions Appear Keywords: Schwab, Options, Call Expired Worthless - Reminder, Put Expired Worthless - Reminder, Call Assigned - Reminder, Put Assigned - Reminder User Question: The software i...
Regarding: Expired Worthless Keywords: Exercise, Assign, Expire Options Date Field Please see Edit/Symbol(s) Add/Modify. After sync import TA reads data provided by the clearing firm to populate the symbol table. This table keeps track of details as...
Regarding: Exercise, Assign, Expire Options - The Difference TA offers two approaches to closing options. If you want the software to track details like assigning the premium to a specific trade then use Tools/Options - Manual. With this approach T...
TAPro can expires 1,000 options at a time. That is a reason customer purchase it. The information coming from some brokers does not always clearly indicate which options are Index vs. Equity. We are adding new logic in October 2009 to address this ...
Regarding: Getting Options Setup/Importing Options From Any File Regarding Exercise/Assign/Expire. If the symbol information is complete then you can close hundreds of options at once by using Tool/Options - Automatic so TA can build closing trades ...
Regarding: Option Symbol Changes and Matching Keywords: Option Symbols, Rename Symbols, Change Name, Edit Symbols Some brokers change option symbols during the year. The display symbol is a key into the symbol table. This means that it is masked and...
Regarding: Reconciling an Option, Quantity -1 of 1 Is Incorrect Question: ========================================================= When I use Right Mouse, Exercise/Expire to close an option the number appears as -1 of 1 whereas I expected to s...
Regarding: Tools/Manual - Options...Exercise/Assign/Expire Dialogue Design Concept Question: Is the Exercise/Assign/Expire dialogue designed more for Writers of options as opposed to holders? Is the Exercise/Assign/Expire dialogue primarily intend...
Regarding: Undoing Exercise/Assign/Expire and Unexpected Groupings TA includes tools for Exercise/Assign/Expire of options. There are two different tools. One that applies adjustments one step at a time in great detail. This is found under Tools/O...
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