↗️Opening A New Position

Step 1 - Adding a New Position

The first things you need to do to add a new position is sign in to your dashboard and click on the add new position icon.

We'll power through a new position of type put, as we'll dedicate another page to covering positions of type buy.

Step 2 - Filling Out Details

Opening a new position in Option Track is pretty straight forward. All you need to do is gather the details of the position you've opened in your brokerage account and fill them out inside Option Track.

This is what the details of a trade look like inside Charles Schwab's transaction history.

And this is how it translates to Option Track.

Step 3 - Saving your position

You're free to use the notes field however you wish. This is for your eyes only.

Once you're done filling out your details, hit save.

Your trade will now show up in your open positions of your dashboard.

Your dashboard is sorted in alphabetical order.