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Subject Author Date
Stock Option Accounts P Fanelli 05-03-2008
Posted by John Pollard on May 5, 2008, 8:58 pm
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 P Fanelli wrote:
> Thanks John for the information.
>
> I have found that in fact the options are in the net worth
> report (red
> face). The value just doesn't show up in the account - I
> suspect
> because of what you have mentioned - I don't really own the
> shares
> yet.

Try right-clicking in the Account Bar and see which balances you
are displaying. If you are currently displaying "current
balances", try changing to "ending balances".

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by P Fanelli on May 6, 2008, 8:14 pm
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 Hi John,

YES - the current balance reflects the value of the options. this is
great - I can have my cake and eat it too. Current balance with the option
value - and ending balance without.

Thanks again for the time and feedback.

Patrick
>P Fanelli wrote:
>> Thanks John for the information.
>>
>> I have found that in fact the options are in the net worth report (red
>> face). The value just doesn't show up in the account - I suspect
>> because of what you have mentioned - I don't really own the shares
>> yet.
>
> Try right-clicking in the Account Bar and see which balances you are
> displaying. If you are currently displaying "current balances", try
> changing to "ending balances".
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>



Posted by danbrown on May 5, 2008, 8:19 am
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In this option account, what EXACTLY do you hold? The option
contract(s) only? Or additional securities?

Also, what EXACTLY is showing on your Net Worth report? Is the
account showing at all? How have you determined that the amount is
incorrect?

If it IS showing, what amounts are there? The current value of the
options contract(s) is what I'd expect (plus any additional
securities).

I would NOT expect the value of the stock that's represented by the
options to show (which would be one interpretation of what you're
saying you expect) ... unless you actually own the stock also.

db


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