Investment Account Manager Forum

General Category => Transactions => Topic started by: brbrann on May 06, 2018, 01:26:27 PM

Title: Tracking options credit/debit spreads as one transactions
Post by: brbrann on May 06, 2018, 01:26:27 PM
I occasionally like to sell credit spreads which consists of selling a put or call and then buying one.  Is it possible to link these two options trades together as one singe transactions for purpose of calculating a profit or loss?
Title: Re: Tracking options credit/debit spreads as one transactions
Post by: Matt Willms on May 07, 2018, 08:25:17 AM
You can't link these as a single transaction in the IAM3 activity ledger, however, when running the performance report, you can filter to just include these two securities to see the results for gain/loss and irr.

If you have add'l questions, you can contact our tech support team by email techsupport@investmentaccountmanager.com

Matt