Goals
- Allow Advisors who utilize Options Trading to generate income for their clients the ability to succintly report on the gains generated from these trades
Use Cases
- As an Advisor who utilizes Options Trading to actively generate income for my clients, I want the ability to succinctly report on the income generated from my activities so that I can quickly show the value I bring to my clients.
Capabilities
- Ability to select Options Trading as an Activity Type for Income & Expense Reports
- Ability to show summarized and/or detailed view of Options trading transactions that generated income.