Looking for an options whiz to help with dad's portfolio

$60.00
Hourly: $60.00 - $96.00

Hey there! I'm looking for someone to help my dad better understand his portfolio of puts and calls across several accounts (Schwab, Fidelity, Chase, …). What I need help with: - Work with my Dad to get a clear picture of all the options in his various accounts. - Creating a basic model (maybe in Excel?) to see how a 10% market drop could affect these positions. - Come up with hedging strategies to mitigate some of the risk. If this sounds like you, you probably have: - Solid experience with options trading. - A knack for organizing and analyzing investment portfolios with options. - Experience building simple financial models. Please tell me about your experience with options, portfolio analysis, and risk models. Also, let me know your estimated cost and how long you think this might take. Thanks!

Keyword: Market Consultant

Price: $60.0

Financial Analysis Financial Modeling Microsoft Excel

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