Futures & Options Trading for Risk Management

Template

Pipefy’s Futures & Options Trading for Risk Management Free Template is specially designed for investors, farmers, and agribusiness managers that want to manage their market risks – or speculate – by trading futures and options.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Trading contract type
    • Future
    • Option
  2. Product
  3. Contract description
  4. Reason
    • Especulating
    • Hedging
  5. Comments

Inbox

  1. Assignee

Options

  1. Assignee
  2. Contract exercise settlement date
  3. Comments

Futures

  1. Assignee
  2. Contract exercise settlement date
  3. Comments

Settlement

  1. Assignee
  2. Status
    • Settled
  3. Result
    • Gain
    • Break-even
    • Loss
  4. Amount earned
  5. Comments

Finished Campaigns

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