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Open Positions Manager
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You must purchase, download and install the Finance Add-in for Excel before using the Open Positions Manager. |
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By downloading the Open Positions Manager you signify your assent to these Terms of Use. In particular note that the Open Positions Manager is for private use only. |
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The Open Positions Manager is made available to experienced Excel users who have a good understanding of how to install add-ins and use spreadsheets. Technical assistance will therefore not be provided in the use of Excel per se. |
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The Open Positions Manager is not password protected. Support will therefore not be provided in situations where an experienced Excel user could answer the questions by simply examining cell formulas or VBA code. |
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The Open Positions Manager is suitable for managing investments for one investor; it is not a multi-investor/multi-portfolio application. |
If you agree to these terms of use then register (new users) or log in (existing users) to download the Open Positions Manager. Once you have downloaded the zip file, extract the file OptionPositions.xls and read the instructions contained on the first worksheet.