The investment objective you select is the investment objective for the account you are opening right now. Although your selection here is the objective for this account you are opening, it can tie in to a broader plan across your portfolio. The objectives you select should be in line with your goal for this investment account.
Generally speaking, options trading is compatible with a variety of investment objectives, but is most typically associated with Speculation. Gatsby currently support Level 2 options trading, which allows you to go long (or ‘purchase’) either call or put contracts. Selling contracts can be associated with an income strategy, but it is not currently supported on Gatsby.
Investment Objective Options
- Capital preservation