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.
- 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.
- 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.
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.