Page History: Inventory and Vertical Greek Reports
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Page Revision: 2016/08/11 10:30
Account Inventory Shows the entire position for the selected account. Positions are grouped by contract and month, with puts and calls for a given strike sharing a common row. Each row also displays volatility, theoretical prices, net Greeks, and other information for the given inventory per strike.
Vertical Greek Nets Shows the net Greeks on a portfolio basis, contract basis, and contract month basis as measured against current underlying prices. Also shows days to expiration and theoretical P&L values at each level as well as aggregated.
- Properties Opens the properties for the portfolio analysis window. Note that some properties will be hidden depending upon which tab or slide is currently selected.
- Expand/Collapse Toolbar Shows or hides extra tools, such as the print and views buttons.
- New window dropdown Menu that can open a new option strategies window, strategy solver, or portfolio analysis window. If a new portfolio analysis window is chosen it will be a duplicate of the current portfolio analysis window.
- Print/Save/Copy Menu that allows the current window to be printed, saved as a PDF, copied to the computer’s clipboard, or saved to an Excel file.
- Views Menu that switches views for all tabs and slides of the portfolio analysis window. Views can be added, deleted, and customized in the main properties window under Options>Portfolio Analysis>Views.
- Account Menu that shows the account the portfolio analysis is currently analyzing as well as a list of all available accounts. Switching accounts can be done by scrolling through and clicking on the desired account or by typing the desired account directly.
- Expand/Collapse all groups The “plus” sign will expand all groups that have been collapsed, while the “minus” sign will collapse all groups. This is useful for quickly finding a particular area of an account with a large position without scrolling through each group separately. NOTE: This is not view able on the Net Slide, or the Combined Slide.