How can I roll an option in TWS?

In TWS build 970 or newer, you can use the Roll Builder tool to roll an option to the next expiry:

  1. Right click on the option position in your Portfolio or Watchlist
  2. Left click on the Roll button to open the Roll Builder tool
  3. The Roll Builder tool opens with the current positions displayed at the top
  4. Select the contract you want to roll into from the option chains displayed above the Roll Builder. For convenience, the current position is highlighted in the Option Chains, in red for sells and blue for buys, and are marked with a filled-in circle. The new position is identified by an empty circle
  5. As you build the roll, it is shown below the current combo position in the Open section of the Roll Builder. When selecting the next expiry, we pre-select the buy/sell action to logically match your original position
  6. Check the order details before submitting. 

Additional Information

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