Always looking to improve our customer experience, we've created a monthly portfolio manager to keep you on track with your investments. Some data need to be adjusted manually, while calculating your net delta, theta... for in-the-money covered calls and complex strategies is done for you. You can find the free manual on the Pricing page and the document on the 'Members' page. At the end of each month, we'll have to sit down and take a look at our portfolio (exposure, positive time value, volatility in P&L) from a non-emotional standpoint. That's why you need the portfolio manager to get an overview of your investment success.
From July onwards, we’re going to host a monthly portfolio management webinar for our premium members. The portfolio manager will be of key importance to present the most crucial information in a convenient way. We’ll be referencing to real-life portfolios that we manage for our wealth management clients to address directional exposure, time value, volatility metrics (aka portfolio analysis).
Moreover, we’re going to take a look at the returns of individual positions and regularly present new ideas that are worthwhile checking out from a risk-reward perspective. In our opinion, this is the best way of turning the theoretical applications into practice and it also takes our transparency to the highest possible level. In addition to that, we’re going to publish a summarizing document on the website to share our results from both an absolute and risk-adjusted perspective so that the Option Generator community chasing safe income becomes bigger and bigger.
Become a premium member now and reap the fruits of our options, buy-and-hold and quantitative analysis expertise!