kalmen Posted May 20, 2018 Report Share Posted May 20, 2018 Can options be included in a portfolio or is it only stocks that can be used/followed? Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted May 20, 2018 Report Share Posted May 20, 2018 You can include anything in the portfolio. If the quote source you use supports them, then they will get quotes, be it stocks, options, futures, currencies, Future Options, Mutual Funds, etc. Just make sure you use the MT symbol format. And for options, MT has an option selector that you can use instead of manually typing in the symbol Quote Link to comment Share on other sites More sharing options...
kalmen Posted May 21, 2018 Author Report Share Posted May 21, 2018 What is the option symbol format and where is he option selector to insert options into a portfolio? Is there an instruction manual I can read, as I can not find it if there is one. THX Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted May 21, 2018 Report Share Posted May 21, 2018 you can add symbols to the portfolio by just starting to type them right on the portfolio. When you do, a window like this will come up: that has the link to symbol formats as well as a button for option chooser. Quote Link to comment Share on other sites More sharing options...
kalmen Posted May 21, 2018 Author Report Share Posted May 21, 2018 I was trying to enter it from the option chain and was off base as I couldn't find the link chain.THANK YOU as I am OK again!! I guess it's shame on me as I have used your system since 2008 (?) primarily to consolidate and follow all my securities from many brokers and accounts. More importantly, I use the ALERT function, which far surpasses any alert system of any brokerage I have ever used......and I have used a lot. I do realize I use but a very small percentage of the power that lies within your MT platform and would probably be amazed at what could be done with it! Only recently did I start to even use the portfolio function and it is a nice one too! I intend to stay with MT for the foreseeable and sure do appreciate your help and input on simple/stupid matters such as this one was..................... Options Prefixed by a period (.) - these should be entered in MT through the Option Chain Input - by clicking on the and choosing the right option symbol on the input dialog that pops up. Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted May 21, 2018 Report Share Posted May 21, 2018 You can use the full option chain window to get the symbols to the portfolio as well. You can just drag/drop the symbols from there to the portfolio. NOTE: since the option chain window does not show the actual option symbols, you have to drag the little area on the LEFT side of each option Quote Link to comment Share on other sites More sharing options...
kalmen Posted May 21, 2018 Author Report Share Posted May 21, 2018 I did drag ETP over but was unable to add the number of short puts or the cost, so I did it the other way and it was fine. Is it at all possible to include option vertical spreads in a portfolio? Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted May 21, 2018 Report Share Posted May 21, 2018 QTY and Paid Price can be added after dragging the options to the portfolio, by going to the portfolio Editor. As for Vertical Spreads, they cannot be quoted in the portfolio. Sorry Quote Link to comment Share on other sites More sharing options...
kalmen Posted May 21, 2018 Author Report Share Posted May 21, 2018 THX---------- Quote Link to comment Share on other sites More sharing options...
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