Advanced Features

Advanced Features

Portfolio Shadow offers sophisticated features not found in most trade-tracking technology, including full options capabilities

Closeup Open Positions

  • Look at positions and orders as of any date in the past
  • Expiration processing handles auto-exercise & auto-assignment of ITM options
  • Monthly & weekly options are supported
  • Proper handling of cash-settled index options (SPX, DJX, RUT, OEX, VIX, NDX) based on CBOE settlement prices
  • Email/SMS updates can be sent or copied directly from the order ticket, including pre-built order information
  • Save internal comments, documentation, and images associated with an order