Guides
10 articlesStep-by-step help for setup, broker sync, portfolios, and trade actions.
Getting Started
Core actions every user needs3 min
How to Open a Trade
Record a brand-new options trade in Premium Tracker.
5 steps·Beginner
Read guide4 min
Connect and Sync Your Broker
Connect a supported brokerage, select an account, and understand what sync updates.
4 steps·Beginner
Read guide3 min
Create and Manage Portfolios
Organize trades into separate portfolios and switch the active view.
4 steps·Beginner
Read guideTrade Lifecycle
Actions that change a trade's outcome4 min
How to Roll a Trade
Close your current contract and open a replacement in one step.
5 steps·Beginner
Read guide3 min
How to Expire a Trade
Mark a trade as expired when the contract expires worthless.
4 steps·Beginner
Read guide4 min
How to Assign a Trade
Record what happens when you get assigned on a Cash Secured Put.
4 steps·Beginner
Read guide3 min
How to Buy to Close a Trade
Close a trade early by buying back the option contract.
4 steps·Beginner
Read guide3 min
How to Record a Called-Away Covered Call
Record the stock sale when your covered call is exercised.
4 steps·Intermediate
Read guideManaging Trades
Organize, correct, and clean up trades3 min
How to Edit a Trade
Fix incorrect details on a trade that is already in your account.
4 steps·Beginner
Read guide2 min
How to Delete a Trade
Permanently remove a trade that should not exist in your account.
3 steps·Beginner
Read guide