Portfolio Analysis

Click any of the blue links for a break down of each report.

1. Account Net Report
2. Slide Reports Click the drop-down to choose a Slide Report.
3. Acct Inventory and Vertical Greek Reports Click the drop-down to choose between Inventory and Vertical Greek Report.
4. Trades Report
5. 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

1. Portfolio Analysis 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.
2. Expand/Collapse Toolbar Shows or hides extra tools, such as the print and views buttons.
3. 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.
4. 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.
5. 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.
6. 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.
7. 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.
8. 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.
9. 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.
10. 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.