How to handle and trade Options in Quicken (edit)

Quicken Windows Subscription Member
edited June 2024 in Investing (Windows)

I am running windows Q version R56.9. I saw an answer to this question, but I can't get it to work. It's probably me but here is the question. I sold my first call and it wasn't exercised. I entered it as a short sale and it still removed the 100 shares from the portfolio. I have several of these but one was exercised. I haven't tried doing that one yet. Would someone please explain it again.

Thank you

Mike

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That Short Sale should have been for the CALL … not the underlying security. The Option is a separate security with a separate symbol.

    Then, when it isn't exercised, use a Cover Short of the CALL, again not the underlying security.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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