TradeStation Help

Position Search Wizard/Format Search - Underlying Asset

When using the wizard, the Underlying Asset dialog is the next step where you enter one or more Underlying Assets for the position search. Underlying Stock and Index symbols are the only valid symbol that search can analyze, do not enter specific option root symbols.

You will be able to make your selections from all the available optionable stock and index symbols. When you select the underlying asset(s), the Search automatically links each underlying asset with all its corresponding options based on your proximity settings for strike and expiration date.

You may select more than one underlying asset on which to search. For example, if three stocks are listed, the search will include the options of all three stocks. By selecting multiple assets, you may compare one asset's option positions with another.

 Access from the Position Search Wizard/Format Search - Search Method, or Format > Search and select the Underlying Asset tab.

Select an Underlying Asset  

Contains where the desired underlying asset(s) you choose are identified in the position search wizard.

• Enter the desired underlying asset for each symbol for the position search.
• Lookup - Searches for an underlying asset using the Symbol Lookup dialog.
• Add - Adds the underlying symbol into the underlying asset box.

• Insert List - Inserts symbols using a pre-defined symbol list. More than 10 symbols may take additional time and computer resources.
• Remove - Removes specific symbols from the search. Click on the symbol row and press Remove to delete a symbol from the search.
• Format - Specifies the strike and expiration proximity for the options that will be considered in the search. You can also specify the bar interval, and session settings. If you want to include LEAPS in your search, just select more expiration months to consider.

 From the wizard, click Next to proceed, Back to display the previous dialog, or Cancel to exit without changes.

 From the Format > Search menu sequence, click OK to apply changes or Cancel to exit without changes.