Comprehensive Options Trading Tracker Spreadsheet
Budget: $15 – $25 CAD
[Update: Please do NOT bid on this proposal UNLESS you have a financial background in stock and option markets. Knowledge of option trading is a non-negotiable MUST. Thank-you.]
I need a comprehensive spreadsheet that meticulously tracks every detail of my options trades in the stock market. Tracking information should include but not limited to:
- Trade price
- Trade date
- Trade time
- Profit and Loss
- Adjustments and rolls
- Multiple Data Analytics
The spreadsheet should be capable of tracking both call and put options, including the ability to note assignment of shares. Moreover, it should enable monitoring of various adjustments and rolls, such as:
- Option adjustments
- Position rolls
- Hedging adjustments
The ideal freelancer for this project should have proven experience in finance, specifically in creating stock market spreadsheets with a sub-specialty in option trading. Professional, expert level knowledge of Excel / Google Sheets is a must, ideally with some programming background to automate and customize the tracking process. This automation would include using Flex Query capabilities from Interactive Brokers and taking advantage of IBKR's API to automatically import all relevant trade data. A deep understanding of option trading mechanisms is also a major advantage.
I need a comprehensive spreadsheet that meticulously tracks every detail of my options trades in the stock market. Tracking information should include but not limited to:
- Trade price
- Trade date
- Trade time
- Profit and Loss
- Adjustments and rolls
- Multiple Data Analytics
The spreadsheet should be capable of tracking both call and put options, including the ability to note assignment of shares. Moreover, it should enable monitoring of various adjustments and rolls, such as:
- Option adjustments
- Position rolls
- Hedging adjustments
The ideal freelancer for this project should have proven experience in finance, specifically in creating stock market spreadsheets with a sub-specialty in option trading. Professional, expert level knowledge of Excel / Google Sheets is a must, ideally with some programming background to automate and customize the tracking process. This automation would include using Flex Query capabilities from Interactive Brokers and taking advantage of IBKR's API to automatically import all relevant trade data. A deep understanding of option trading mechanisms is also a major advantage.