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.

Start form

  • 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

Done

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