The CBOE publishes a guide titled “Taxes and Investing” targeted the individual investor. It addresses some of the finer points of tax law regarding dividends, options, and other securities. See below for the table of contents.
If you want to backtest various volatility products like VXX, VXZ, XIV, CVOL, IVOP (see volatility tickers for my complete list) I offer a set of spreadsheets that give the underlying rolling index values from March 2004. See this post for details. Bloomberg offers charts that go back 5 years for the related indexes. My thanks to “~” from Volatility Futures and Options for …
Apparently Vanguard likes to keep their ETF ex-dividend and distribution dates a secret until just a couple days before the event. It has that old mutual fund feel to it—”we’ll give you a quote after-market and allow you to buy or sell our stuff at the end of the day, otherwise go away…” As a result, the dates below are just guesses, based on previous year’s …
Sign up here to be a “SmartStreet Edge insider”. It might only amount to email updates of when it will be released, but it could provide some early access.
My observations on Fidelity’s Active Trader Pro® (10.7) The comments below related to the downloaded version of Active Trader Pro. Highlighted Functionality Active Trader Pro’s ability to export charts (including intraday data) for both regular securities and options is very helpful for doing analysis Quotes/Tracking for various volatility indexes (e.g., .VIX9D, .VIX3M, .VVIX, .VIF, etc.) has been added Greeks on VIX options are much better. …
