Options Portfolio Tracker

Track open Fidelity options, view profit/loss, and compare sold-put reserves with your budget.

A lightweight options tracker for Fidelity. Set your options cash budget, scan your portfolio, and compare it with the estimated assignment reserve needed for your open sold puts. View options by account, including expiration dates, days to expiration (DTE), out-of-the-money percentage (OTM %), quantity, gain/loss, current value, and cost basis. Sort columns, collapse accounts, and choose which accounts contribute to your budget and credit totals. Your portfolio data is encrypted at rest and stored locally in your browser; it is NOT uploaded to any server. Optional stock-price lookups send ticker symbols to Google via your browser, which also receives your IP address and normal request metadata. Calculations in this extension are ran on your local computer. Enable optional PIN to require a four-digit number whenever you open the popup. You have the ability to delete saved data at any time. Options Portfolio Tracker is an independent extension. It is not affiliated with or endorsed by Fidelity Investments or Google.