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Portfolio Management

Margin Call Alert (Cash Account Notice)

If there is an exclamation point next to your POP as depicted below, your account may be facing a margin call: To determine why the exclamation point is there, you can click on it and a description will appe...

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Overall POP Value

The total portfolio POP is based on the beta weighted graph to SPY. The green area reflected on the graph indicates the portfolios profit zone at expiration based on the price of SPY on the X-Axis. The area bet...

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Portfolio Page Overview

Check out the links below to learn more about the portfolio page!   Part 1: Viewing Your Positions   Part 2: The Portfolio Graph

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ITM Indicators

The in the money (ITM) indicators you see on the portfolio page tell you different things based on the colors you see. Check out the infographic below that explains them all:

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How Do I Group a Position?

If you like to place a lot of positions in the same underlying, you're going to love this article! One of the newer features of tastyworks allows you to group these positions separately, so you can easily trac...

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Extrinsic Value (EXT)

On the portfolio and trade page, you will see a value known as extrinsic value, or EXT. To put it simply, extrinsic value is the time & volatility value of an option. Regardless of whether your option is in...

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Portfolio Dashboard View

The portfolio dashboard view is a great tool for everyone out there that loves graphical representations of their portfolio. This view shows you just that! Check out this great video that explains the page:

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What is the graph on the Portfolio page?

On the portfolio page in tastyworks, you will see a large graph near the top: This is a graphical representation of your portfolio beta weighted to SPY. I know, that sentence was rough but bear with me! It is ...

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