Hi my name is Bernard Kruyne (
BEK per my CBOE badge ).
.Introduction. I have been trading options onand off since the turn of the century. Originally before regulatory changes made this impossible, I had an account in the US with Think or Swim. many corporate jumps lateer I ended up with my account at TD Active Trader. TD still claims theiy will EVENTUALLT bring back the ToS functionality. They won't. the RTD deal whcih ToS had struck with the data provider cannot be replicated. TD may or may not have been aware when they split with Charles Schwab.. Now I am trading stocks and options at IBKR. They have some RTD functionality, but it is tricky and only functional ( as far as it goes) during market hours.
What I am looking for. I like to "dust off" my old ToS excel spreadsheets ( including the myriad adjustment techniques taught at Options Animal) and see whether I can with EPF functionality create a spreadsheet or set of spreadsheets to
1) properly evaluate new trades i.e. showing the metrics I care about and are not always easily available on brokerage platforms ( IBKR,TDAT, and WSS)
2) Monitor my portfolio(s) and evaluate ( after market hours) possible adjustments.
Since I just stumbled over EPF I am still in the trial stage, to test whether EPF is indeed the program that meets my requirements. Hence I welcome replies from any stock and option traders who may have tried something similar, in particular, anyone here who can share a "sample excel spreadsheet showing how to enter and assess an Iron Condor in
an EPF spreadsheet?
More questions, as well as ideas /. reciprocity later