EFFECTIVE JANUARY 1, 2015 SPREADSHEETS WILL NO LONGER BE SUPPORTED
- New Subscribers: Completing this form enables me to assess whether your existing holdings may be used in the income generating strategy and customize recommendations (complete this at the time of initial subscription)
- Existing Subscribers: Completing this enables me to assess change to your portfolio, particularly as result of buy recommendations or assignment of put contracts sold (complete this at the close of weekly trading)
On occasion Option to Profit will post Excel compatible spreadsheets that may be used to track various parameters of financial performance.
The spreadsheets that will be offered are relatively simplistic and can easily be suited for each individual’s level of programming and financial analysis expertise. Beyond on screen instructions and prompts no support is offered for the spreadsheets tools.
You can view the spreadsheets by simply clicking on the link. To download and save on your computer, right mouse click on the link and Choose the “Save as…” option
- Strategic Tax Loss Worksheet (NEW) – should you consider selling a stock to take advantage of tax regulations and offset capital gains?
- Individual Stock Performance
- Retirement Calculator for the Covered Option Writer
- OTP Profit Tracker (Compare each trade to the ROI of the S&P 500 for the trade’s holding period)
- ROI Tracker (Trade by trade net performance)
- Sample Retirement Portfolio Template
- Weekend Update ROI Template
- Future Portfolio Value Calculator – how much can you expect based on ROI and term)
- OTP Tally UPDATE for 2016 will be available 12/1/15 – compare overall portfolio performance to Index and account for in-flows and out-flows of capital)
- OTP Sector and Risk Diversification
Existing Spreadsheets will be updated for users of Google Docs and will allow automatic updating of stock prices. These files should first be downloaded to your PC and then uploaded to your “My Drive” in Google Docs.
- OTP Sector and Risk Diversification
