Monthly Premium Income — Bond Holder Portfolio
Copy the totals from your Excel Tab 2, row 22 — "18 Cover Calls Revenue".
YTD Total: $0
Active Covered Call Positions
Add or update each position. These show live on the client portal.
TickerStrike $Expiry
Premium $DeltaNoteStatus
Strategy Pulse
Your weekly message to clients — 2 or 3 sentences max.
Your message
Your name
Date
This Week's KPI Summary
These numbers show on the top KPI cards of the client portal.
This Week's Premium Collected
Active Positions Count
Average Delta
Total Premiums YTD (all-time)
Authentication Status