Option Track
  • 👋Welcome to Option Track
  • Overview
    • 💡What we do
    • ✨Our Features
  • Product Guides
    • ↗️Opening A New Position
    • 🔄Rolling A Position
    • ↘️Closing A Position
    • ↪️Starting From An Existing Position
    • ➕Trading a New Ticker
  • Fundamentals
    • 🛠️Getting set up
      • 🏡Creating An Account
      • 🧑Inviting Members
      • ❓Getting Support
    • 🛫First Steps
      • 📖How To Get Started Using Option Track
      • 💻Dashboard UI
    • 🫂Community
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On this page
  • Step 1 - Adding a New Position
  • Step 2 - Filling Out Details
  • Step 3 - Saving your position
  1. Product Guides

Opening A New Position

How to open a new position in Option Track.

Last updated 1 year ago

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.

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2 PUT option contracts for SNAP that expire on December 8th, 2023. Strike price of $12.00. Premium of $0.14/share. $1.32 in fees.