The Options Write and Rollover tools make it easy for advisors who actively manage large portfolios of stock and ETFs to quickly scan across all of their accounts. Filter stock and EFT positions to write calls and puts, and to select the options that need to be rolled over. Single account holders may be able to enhance the yield on existing long stock positions by easily writing covered calls.
Filter and Create Orders in Minutes
The Options Rollover window displays the nearest dated option based on user-defined criteria and provides quick-pick functionality to seamlessly create rollover orders.
Customized Application
Choose to apply the rollover or write functionality to multiple advisor groupings, or to all accounts.
Hedge Easily with Covered Calls
The Write Options feature generates a complete list of current long or short positions that meet the user-defined expiration and strike criteria making it easy to maintain delta hedged portfolios.
Eliminate Periodic Maintenance
The Options Rollover window eliminates the need for monthly or quarterly maintenance of portfolios that contain an options overlay strategy.