Roll/Convert Basis Contracts

    Introduction: Managing basis contracts effectively is crucial for optimizing your sales strategy. Harvest Profit offers a streamlined process to roll or convert basis contracts. This guide will walk you through the steps to ensure you're handling these contracts efficiently. See the video below for a live walk-through. 

  1. Navigate to the Contracts Page:
    • Go to your Contracts page.
  2. Select Basis Contract:
    • Find the basis contract you wish to roll or convert.
  3. Roll the Contract:
    • Click on the Roll button next to the contract.
    • Select the new Futures Month and Futures Year.
    • Enter the new basis amount.
    • Click Roll to update the contract.
  4. Convert the Contract:
    • Click on the Convert button next to the contract.
    • Select the type (Cash or Forward).
    • Enter the price, delivery period, and delivery year.
    • Click Convert to finalize the change.

Support:

If you have any questions or encounter any issues:

  • Email Support: Reach out to support@harvestprofit.com.
  • Help Button: In the bottom right-hand corner of the screen, click the Help button and then click Ask to send an email directly from your account.

Thank you for using Harvest Profit!