To add options in simple mode, click the Add Position button from the Positions sub-tab.  

Note: You can not manually add options to a synchronized portfolio.  We will receive the purchased option through the synchronization process.

• First, select the portfolio to which you wish to add the option (1). 
• Under Asset Type, select Option (2).
• Enter the ticker for the Underlying Asset (3). 
• Enter the expiration date for the option (4).
• Enter the strike price (5). 
• Select the option type, call or put (6). 
• Enter the date that you purchased the option (7).
• The buy price (8) will automatically fill in with the close price from the date of purchase. Please feel free to edit this field if you need to. 
• Under quantity, enter the number of contracts (9) purchased.   
• Under Position Type (10), selecting long will signify a buy, and short will signify a sell. 
• If you would like to set an alert on this position, select an alert template (11)
• Click Save and Close (12)

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s). The pictures in our Education Center articles are taken from a TradeSmith Platinum account.