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Help Centre

153 guides on importing trades, connecting brokers and everything else in RizeTrade.

Track rolled option positions

Rize Trade does not have a dedicated roll feature. When you roll an option, the fills import as regular executions and group under the underlying the same way other option activity does.

A rolled position: the original leg closed, the replacement still open.A rolled position: the original leg closed, the replacement still open.

How rolls show up after import

  • Option executions group by underlying, so stock and option legs on that symbol can sit on one trade.
  • If a trade on that underlying is still open, a new execution can attach to that open trade.
  • Open the trade to review every fill in the Executions section.

How grouping affects rolled activity

Set in Settings > Trading under Trade grouping:

  • Merge: merges same-day executions into as few trades as possible, which can keep roll-related fills together.
  • Split: starts a new trade when a new execution arrives while the position is flat, so a close-then-reopen can become a separate trade.

This setting applies when imports run. They do not regroup trades already in your account.

Strategy auto-tagging

On import, Rize Trade may auto-tag a detected options strategy. That label is strategy detection, not a roll marker.

Tag rolls yourself

  1. Open the trade.
  2. Open Tags (Manage).
  3. Click Add tag.
  4. Type a name, for example Roll, and save it on the trade.

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