Jeff – If you deem this is off topic, let me know and I will remove it.
Has anyone else here tried using Quicken to track options trades? Seeing some weirdness with how it downloads from my brokerage. I get an incorrect type (“Buy to Cover” when it should be “Sell”) on the Long option of a spread when I close out a trade before it expires, and it duplicates of the same transaction (I check the FITID) multiple times. I can/do correct manually, but it’s a pain. Yes, I reported to both Quicken and Broker. They are, of course, both finger pointing at the other.
I also track things with a running spreadsheet, but it would be nice to have a less manual solution.