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Synchronized Broker Data - Options

Options data such as expiration month, strike price, and call/put status can sometimes be missing for synchronized options. This data is required to display your option symbol correctly.

 

If we do not acquire this information, your option will initially appear with just the underlying symbol in the symbol field and a red triangle to the left of the position with the hover over message "Symbol not Recognized".

  • By clicking the symbol, the "Confirm Position" pop up will appear.
  • Enter the underlying symbol first and select the correct company from the drop down list.

 

  • Next, enter the missing data such as the expiration date, strike price and option type to save your full option symbol correctly.

 

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