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How to Manage an Options Portfolio

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Written by Vivek Pai
Updated over 3 months ago

To manage or modify an options, click on the Strategies button on the ribbon

Select the Option Model you would like to manage:

This will bring up the option model page. Here you can run a backtest, link or unlink accounts or change the parameters of the option model.

To change option model parameters, click on the Edit Rules button:

This will allow you to change the maturity, strike, and coverage of each option leg in the model. Here you can also turn off the leg. When you're done, click Save Model.

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