Option Rolling — keep adjustments connected

A roll is not a disconnected new trade. It is the next chapter of the same position.

When you roll an option, MindTrajour closes the current position, opens the adjusted position, and keeps both trades connected in one campaign. This keeps the P&L, timeline, and decision history readable after multiple adjustments.

When to use a roll

Use rolling when you intentionally replace an active option position with a new one:

moving expiration farther out
changing one or more strikes
collecting an additional credit
paying a debit to reduce risk or buy time

If the position is simply expiring, use the option expiry flow instead.

How to roll a position

Open All Trades.
Right-click an active option trade and choose Roll Position.
Enter the closing premium for the current position.
Choose the new entry date, new expiration, new strikes, and new premium.
Review the net credit or debit summary.
Click Roll Position.

MindTrajour closes the original trade, creates the new adjusted trade, and groups both trades in a bundle. If the original trade already belongs to a bundle, the rolled trade is added to the same bundle.

Roll an active option and keep the original and adjusted trade connected

What gets preserved

the original ticker and strategy
contract quantity
leg direction and option type
a shared bundle timeline for the full campaign

Credit roll or debit roll?

Credit roll: you collect additional premium on the roll — usually to defend a position and shift the break-even zone.
Debit roll: you pay to take risk off the table or buy time.

The honest question comes later, in the autopsy: did defending the position pay off — or would it have been more disciplined to accept the loss?

Reviewing the result

After rolling, open the bundle to see the original position and the new adjusted position together. This makes it easier to audit whether the roll followed your plan or became an emotional adjustment.

FAQ

Does a roll count as one trade or two? Technically two (the close + the new position) — but MindTrajour bundles them into one campaign so you see the true combined P&L, not two disconnected rows.

What if I roll multiple times? Each additional roll is added to the same bundle, so the campaign timeline stays unbroken.

Open All Trades Trade Bundles