Covered call security type???

JF73
JF73 Quicken Windows Subscription Member ✭✭
edited September 2023 in Investing (Windows)

When downloading a Covered Call from my TD Ameritrade account, Quicken correctly classifies it as a ShtSell. It fills in most fields properly, except the Security Name.

I have the option to enter it manually via "Add Security", however my question is: what do I use as Security Type? Is it Stock, or Option, or something else?

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Answers

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭

    It's an Option for your eyes. Quicken doesn't know or care about exchange-traded options.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

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