Keeping Track of Options with Moringstar

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PAPROS 02-17-2008, 8:08 AM | Post #2488561 | 4 Replies

Hi,

I tried to add options to my portfolio the other day and was not successful. On a brokerage site usually one uses a hyphen in front of the option to put it in a portfolio. I tried this on Moningstar and it did not work. Is ther a way to keep track of options one owns using the Morningstar porlfolio feature.

Thanks,

Paul

Related Topics brokerage Morningstar options Portfolio

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Re: Keeping Track of Options with Moringstar

hollowcave 02-17-2008, 9:45 AM | Post #2488591

Paul, I am not sure if this will work on M*, but there are 2 ways to express an option position (maybe more). One way is using the hyphen, as you mentioned, but the other way is to express it with no hyphen and put a period in front of the letters, like this:

VPM-CA or .VPMCA

Try that and let us know if it worked.

Steve

Related Topics options

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Re: Keeping Track of Options with Moringstar

PAPROS 03-04-2008, 4:55 PM | Post #2494276

Hi,

I tried the dot and the hyphen on Morningstar and neither worked. I guess that the Portfolio Manager is not set up for Options yet. Thanks for mentioning to try the dot though.

Paul

Related Topics options Morningstar Portfolio Manager

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Re: Keeping Track of Options

amorata 06-10-2008, 9:57 AM | Post #2526865

-1

I would also like to be able to track my options positions in the portfolio tracker. In particular, I would like to be able to track short options positions. I think that they reduce the volatility of my portfolio, and I would like to use the tools to see how much.

Related Topics options volatility Portfolio short portfolio tracker

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Re: Keeping Track of Options

M*_Philip 07-21-2008, 2:21 PM | Post #2541834

Hi all,

There is currently no way to track options in Morningstar portfolio, but we're working on it.

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