How do you guys track options trades that get rolled? or even in general track positions?
I want to get the whole stock position "story" known for me in a single view, all I tried so far is just too much different sheets or unnecessary clutter in tools
I mean, at least whether the whole thing made money so far and how its going is enough, how efficient am I (kinda got that working) but to do that in sheets is a mess even when I tried with claude.
The ideal thing would be to just see the history of trades in like an easily interpreted way, then to be able to extract some useful insight from it + understand what to fix for future.
So, a journal with some simple performance metrics, max 3 to keep it clean + a "story" of the ticker traded with insights of some sorts.
Other less frequently needed metrics would be useful too but I can track those separately or those could be pulled out only if needed.