desktop:series_tab

  1. Name: The name of the series. Click on the value to edit the name.
  2. Copy To: Allows you to copy the selected series to an existing series. Note you cannot copy to a public series if you are not enabled to be an editor. Please contact support to find out how to be enabled as an editor.
  3. Restore: Will restore a previously removed series, which includes all of its model and months configurations, can be restored. Note: Restoring a series is only applied after OK is clicked.
  4. Remove: Left click in the value area to select the series you would like to remove. Note: Removing a series is only applied after OK is clicked.
  1. Use for Analysis: Enabling this will apply the selected series to the Portfolio Analysis.
  2. Comments:

If the property is disabled (gray background) Press the apply button then the property will enable.

  1. Use for Trade: Enabling this will use the selected series for theoretical values on saved strategies, contract window, RFQs, and UDS.
  2. Comments:

If the property is disabled (gray background) Press the apply button then the property will enable.

  1. Slide Interval Type: The type of slide interval for each step on the slide reports in the Portfolio Analysis. This setting is shared by all options contracts of the same underlying contract.
    1. *Details:*
      1. Ticks
      2. Dollars
      3. Percentage
  2. Slide Interval Dollars: The amount of change in dollars for each step on the slide reports in the Portfolio Analysis. This setting is shared by all options contracts of the same underlying contract.
  3. Weighted Delta: Set the amount of weighting for the delta greeks. This setting is shared by all option contracts of the same underlying contract.
  4. Weighted Vega: Set the amount of weighting for the vega greeks. This setting is shared by all option contracts of the same underlying contract.
  1. Volatility: Position Equity Shock Matrix Volatility Per Step. The amount of shock matrix volatility to shock the position equity per step in the shock matrix. This setting is shared by all option contracts of the same underlying contract.
  1. Position Equity = PE
  2. Is Percentage of Volatility: Shock Matrix Volatility Per Step Is Percentage. Choose whether the shock matrix volatility per step is a percentage of volatility. This setting is shared by all options contracts of the same underlying contract.
    1. Unchecked = Vol = Vol Shock
    2. Checked = Vol +(Vol *Vol Shock)
  1. Underlying Change Percentage: Shock Impact Underlying Change Percentage. The shock impact amount of change in percentage for the underlying on the slide reports in the Portfolio analysis. This setting is shared by all option contracts of the same underlying contract.
  2. Volatility: Shock Impact Volatility. The amount of volatility to shock the position equity. This setting is shared by all option contracts of the same underlying contract.
  1. Position Equity = PE
  • desktop/series_tab.txt
  • Last modified: 2024/02/08 17:14
  • by rob