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Author Topic:   Stock Options
Edie
Member
posted 03-30-2004 08:57 PM     Click Here to See the Profile for Edie     Edit/Delete Message
How do you post stock option/contract buys? Also, when they are exercised, how do you post?

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David
Administrator
posted 03-31-2004 01:30 PM     Click Here to See the Profile for David     Edit/Delete Message
You post option purchases and exercises much the same way as you would any security. The best instructions are in the Navigator Resource Center document Complex Investment Transactions 1. You will need to use you NRC user name and password to access the Navigator Resource Center. Contact Financial Navigator Customer Service if you do not know your password.

There is additional information in the Financial Navigator program help file:

  1. Select Help | Contents.
  2. Select the Index tab.
  3. Enter traded options in the box just under the Index tab.
  4. Select Traded Options from the list on the left.

There are many other posts in the Navigator User Forum that answer other questions about entering options data:

In the Investment Transaction Forum:

In the Chart of Accounts Forum:

In the Navigator StockWeb Forum:

And in the Investment Report Forum:

In the Transaction Entry Forum:

You should now be able to easily post option transactions with this information. Use the Post Reply button below if you have further questions on this topic.

[This message has been edited by David (edited 03-31-2004).]

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