Page History: Account Net
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Page Revision: 2016/08/11 07:35
Account Net Shows Shock Impact, risk numbers, and theoretical P&L and Greeks for all accounts. Each account has its own line that aggregates the entire position, and accounts can be sorted by any column to easily find the accounts with the highest number of violations, highest risk number, highest delta exposure, etc. Note that the exclusions pane, if present, will list all accounts in unsupported modes and all markets that are not risked due to a lack of analysis series.
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Each report on in the portfolio analysis window allows to easily create and toggle between multiple views. To create your views you can go to your Global Properties
Portfolio Analysis Views
TIP
Once you have created your views you can easily toggle between your views by clicking on the views tab. This is a very helpful because it allows you to create a compact view with only what you want to see while you are trading, but be able to toggle to a more advanced view with more columns on it to review when you are less busy or to just confirm something quickly while trading.