What Are Position Groups?
"Position Groups" let you organize your options positions by strategy, underlying, time horizon, or whatever matters to your trading approach. Create custom collections that reflect how you actually think about your book—not how a generic portfolio view thinks you should.
Why Options Traders Need This
If you're running multiple strategies simultaneously, you know the problem: a single portfolio view shows you every leg of every position mixed together. Good luck quickly assessing how your weekly credit spreads are performing versus your monthly iron condors.
Position Groups solves this by letting you segment your strategies so you can:
Track strategy performance independently: See exactly how your bear call spreads are doing without the noise from other positions
Monitor expiration clusters: Group positions by expiration week to manage assignment risk and roll decisions
Separate premium collection from directional plays: Keep your theta strategies distinct from your speculative options
Organize by underlying: Track all your positions on a single ticker—the shares, the covered calls, the protective puts—in one view
Real Options Trading Use Cases
Strategy Isolation: Create groups for credit spreads, iron condors, straddles, and other defined strategies. Instantly see which approaches are working and which need adjustment.
Earnings Plays: Isolate your earnings-related positions. Track your pre-earnings volatility plays separately from your core book so you can evaluate that strategy over time.
Underlying-Specific Management: Group all positions on high-conviction underlyings. When you're working multiple strategies on NVDA or TSLA, see the complete picture—your shares, your spreads, your long calls—all together.
Portfolio Risk Segmentation: Separate aggressive theta collection from conservative hedges. Keep your cash-secured puts in one group and your protective strategies in another.
Income vs. Speculation: Distinguish your steady premium collection strategies from your directional options bets. Different goals, different groups, clearer picture.