Options Income
How to Track Assigned Options
Assignment is one of the most important events for options income investors.
Covered call assignment
When a covered call is assigned, the stock may be sold at the strike price. Tracking should connect the collected premium, stock cost basis, strike price, and realized stock outcome.
Cash-secured put assignment
When a cash-secured put is assigned, the investor may buy shares at the strike price. The collected premium affects the effective entry price and breakeven.
Connecting option trades to stock transactions
Assignment tracking is clearest when option premium, stock movement, share count, cost basis, and closing/assignment events are reviewed together.
Why assignment tracking matters
Without assignment context, options income can look disconnected from the stock position that was sold or purchased.
YieldDock does not provide financial advice. YieldDock is for tracking, organization, reporting, and portfolio visibility only.
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