Page History: Portfolio Analysis
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Page Revision: 2016/08/11 09:48
Click any of the blue links for a break down of each report.
- Account Net Report
- Slide Reports
- Inventory and Vertical Greek Reports
- Trades
- Steps Steps up/down are represented by positive and negative numbers at the top of each column. The blank column is the at-the-money slide that will adjust in real time to the current
- 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.
- Move left/center/right Shifts the slide report up or down relative to underlying futures. For example, instead of seeing 2 steps up and 2 steps down from the at-the-money slide, the report can be shifted so that the at-the-money slide and 4 steps up are shown. Hitting the white button between the left and right arrows will center the report on the at-the-money slide.
- Add slides The arrows pointing away from each other will add an extra step up and down for each click, up to a maximum of 8 steps.
- Subtract slides The arrows pointing toward each other will remove a step up and down for each click, down to a minimum of just showing 1 slide.