Support Stock Options (edited)
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.
Comments
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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.
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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.
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