nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Support Stock Options (edited)

robinsta

Stock options are a distinct asset from actual shares of stock. Simplifi does not currently support options and instead (for at least some integrations) pulls in options as actual shares.

At a minimum, SImplifi should be able to track stock options in accounts. These options must have 1) A strike price 2) an expiration date. These should be displayed separately from shares of stocks.

For tracking potential value of unvested but granted options, vesting date would be a nice to have but isn't required for a first pass.

This was also mentioned in this thread.

Find more posts tagged with

Active

Investments

Feature Request

Status: Active

Comments

SimpliJSHL

I agree that this should be a straightforward add. I currently have a liability for the exercise cost of the options, then have that stock, but this is a mediocre workaround that would break in the case that the options are out of the money (i.e., they're worth 0 instead of a net negative). Would love to see this feature added and think it should be relatively straightforward to implement.

SimpliJSHL

I would like to be able to track options - both net value (i.e., current share price less exercise price multiplied by number of options), and current market value. I have some options granted to me as compensation that I'd like to track, but the platform should also be able to track options I purchase in a brokerage. The interface says "Stocks or options" but no matter what I enter, it just takes the underlying stock security (i.e., will not take into account strike price). Think this is pretty basic - not much different from the cost basis that was recently added to Beta.