Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
| desktop:acct_inventory_and_vertical_greek_reports [2025/07/31 14:27] – grant | desktop:acct_inventory_and_vertical_greek_reports [2025/07/31 14:29] (current) – grant | ||
|---|---|---|---|
| Line 2: | Line 2: | ||
| 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. Image | 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. Image | ||
| - | {{: | + | {{: |
| 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. | 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. | ||
| - | {{: | + | {{: |
| **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. | **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. | ||
| Line 24: | Line 24: | ||
| 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 | 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 | ||
| - | Image | + | {{: |
| + | |||
| + | <WRAP center round info 100%> | ||
| + | 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. | ||
| + | </ | ||
| - | 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. | ||