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Options 21 - OptionVue 5 - Modules

OptionVue 5 Modules

Optional Modules for OptionVue 5

OptionVue 5 Options Analysis Software is available with three add-on modules that assist in managing your trading accounts, allow for integration with real-time data providers, and allow you to test trade using actual historical market data. Each module is priced and sold separately.

 

Portfolio Manager

Designed for options traders & complex options trades

The OptionVue 5 Portfolio Manager is a sophisticated yet user-friendly tracking system for recording and analysing your daily transactions. Designed especially for options traders, it contains powerful features not found in more general tracking systems. 
  • Displays up-to-the minute account status 
  • Tracks an unlimited number of accounts. 
  • Includes realized and unrealised gains and losses, tracks performance, and even generates tax reports. 
  • Shows how you can hedge your existing portfolio using index options to achieve a delta-neutral position.
  • Automatically recognizes spreads, straddles, and other combinational trades. 
  • Automatically expires, exercises, and assigns your options. 

Despite its sophistication, the Portfolio Manager is designed to be very 
straightforward and easy to use. It keeps you apprised of the current status of your account(s), and can generate many valuable reports. 

Capabilities
Investments Accommodated
  • Options
  • Futures
  • Equities
  • Convertible bonds, warrants
  • Mutual funds
  • Physical commodities, currencies

Functions

  • Handles any number of separate accounts
  • Monitors cash availability
  • Margin requirements
  • Time-stamped executions
  • Price level alerts
  • Portfolio Delta/Portfolio Beta
  • Option expiration alerts
  • Position grouping with strategy names (e.g. SPRD, STDL, etc.)
  • Sensitive information can be password protected
Transactions Accommodated
  • Buy/sell long
  • Sell/cover short
  • Partial sales, adding to existing positions
  • Split Adjustments
  • Interest, Dividends
  • Transfers (deposits, withdrawals, service charges, management fees)
  • Option expirations, exercises and assignments

Reports

  • Transaction Log 
  • Realized Gain/Loss 
  • List of Accounts 
  • Dividends
  • Interest and Transfers
  • Performance Graph of One Account
  • Performance Analysis Summary & Detail
  • Performance Summary of All Accounts

BackTrader

Test your trading using historical market data 

BackTrader transports you back in time to see quotes, charts, and everything in the program as it was in the past in ½ hour or daily intervals. Using actual stored option prices, users can practice trade strategies and see how they play out over time. 

Paper trading can be a valuable exercise, giving you the opportunity to learn and experiment with new ideas. With BackTrader, you can test different trading approaches and strategies without the danger of real losses.

Are you a stock trader? 
Try trading some of the broader market indices, or using them to hedge your stock portfolio. Try trading some of the different futures markets. 

Are you still fairly new to options trading? 
You can observe how premiums move, and get a feel for the effects of time decay. BackTrader is not confined to simply going far back in the past. 

Have you ever wondered how an option traded earlier that day? 
With BackTrader you can go back a few hours and see what price it was 
trading at then (as well as the contract volume and other useful information).

BackTrader is powerful, time-saving tool designed to enhance your trading 
performance and confidence as you expand your knowledge of the markets. 

Continuous Data Interface

Receive real-time streaming quotes into OptionVue 5

With the Continuous Data Interface, OptionVue 5 is able to utilize current 
prices from several continuous (real-time) data services, including:
  • AT Financial 
  • eSignal (including the old Signal receiver) 
  • S&P ComStock
  • BMI

For active traders, the CDI is a must for keeping current with the markets. Get the most from OptionVue 5 with real-time data and the Continuous Data Interface.

 

 

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