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| desktop:acct_inventory_and_vertical_greek_reports [2025/07/31 14:29] – grant | desktop:acct_inventory_and_vertical_greek_reports [2025/07/31 14:29] (current) – grant | ||
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| 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 | ||
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| 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. | ||
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| **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. | ||