Looking for better solution than Quicken w Excel for tracking options trades/portfolio/performance. I have Deluxe 2017 - not sure if 2019 would offer any extras.
Example, I have 100 shares of AMZN which I write calls on (covered call strategy) and each Call is added into Quicken as a new security (because it is a new security) and is closed out when it expires/assigns. So for me to get a actual COST of AMZN itself (considering the underlying share price, any dividends, all premiums received) I have to track in Excel.
When tracking short puts - I am having to keep a the separate "actual" cost in Excel instead of Quicken so that the cash/investment transaction is not altered. IE. Short put for MMM @ 175 for $4.50, actual cost of underlying 3 M shares is $170.50 and not assigned price of $175. Though the transaction in my brokerage account needs to record $17,500 for the lot rather than $17,050.00 - thus tracking separately in Excel
I hate to think I am jumping through these hoops if there is a database option out there for what I am trying to do. It's not a unique strategy, so I imagine there is something out there.
I'd like to be able to track all income received from the underlying equity in a single database - does anyone know if 2019 has this ability?
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