The Options Dashboard can group some open multi-leg positions automatically, but closed strategies and legs with different expiries can still appear separately. Let investors select imported or manually entered option legs, give the group a strategy name, and see its combined position and profit or loss in one row. This should cover spreads, calendars, diagonals and other strategies that cannot be identified reliably from the trades alone. The existing Performance by Ticker view totals results for an underlying, but does not show the result of each strategy.
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