The Position Statement’s activity summary lists all active open positions and the bot’s position limits.
The Position Statement homepage provides a brief description of open positions, including the ticker symbol, the number of shares or contracts, the credit received or debit paid, open profit or loss, and basic information about the position’s individual options legs including the expiration date.
If there are no open positions currently active in the bot, no positions are displayed in the Position Statement.
You can select a position to access the position details page, where you can view more information and manually close or override the position.
You can manually open a new position in the Position Statement. Select the “+” icon at the top of the activity summary to choose a position type and instantly open a position.
Positions opened manually are managed by the bot’s automations, unless you manually override the position.
You can also view open position details by selecting the Positions tab in the bot dashboard.
The page lists all positions currently open inside your portfolio of bots. You can sort the positions by bot, ticker, quantity of shares or contracts, premium paid or received, and unrealized P/L.
You can view the position’s details by selecting a position.
To learn more about the bot managing a position, select the bot at the bottom of the page, and you will be redirected to the bot’s home page.