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--- en:portfolio [2016/09/15 15:40]
playoptions [Video Tutorial]
+++ en:portfolio [2018/01/10 16:16] (versione attuale)
playoptions [History]
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 The Iceberg's portfolio has been conceived and designed to give you the overview of your strategies. The user can create different portfolios and he can include diffent strategies . The portfolio allows to know various information in real-time like the net exposure at market. Portfolio is divided into several tabs that we analyze below.\\
-|The upper section and the left section with a list of strategies are always visible. You can add or remove properties (at this link [[http://manuals.playoptions.it/beeTrader/doku.php?id=choose_properties|link]] is available the list of properties )|
+|The upper section and the left section with a list of strategies are always visible. You can add or remove properties (at this link [[choose_properties|link]] is available the list of properties )|
 \\
 In the example that we are going to analyze the portfolio is composed of the four strategies (Salvatore Ferragamo, Mediaset, STMicroelectronics e Tenaris) reported below .
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-====Legs Payoff====
+====Vertical====
+{{ :portfolio_vertical.png?direct&600 |}}
+The Vertical section allows the display of all strategies contained in the Portfolio. The display is made with the historical graph of the underlying and the payoff cross. This way you can have an immediate view of your position. \\
+  * Red Line: is the underlying's price;
+  * Yellow Lines: are the Breakeven Points;
+  * Green Line: are the Standard Deviations as setted in Strategy on [[en:charts#the_menu_with_the_right_mouse_button_on_the_graphic_payoff|Charts]] tab.
+----
+====Legs====
 {{ :portfolio_legs.png?direct&600 |}}
@@ Linea 60: / Linea 72: @@
 In the lower part of the chart you can choose according on which parameters you see the legs : P/L at expire, P/L at now, P/L at now %, Bep %.\\
 These choices allow the user to see the portfolio in graphical form according to the most important parameters.
+----
+====History====
+{{ :portfolio_history_01.png?direct&600 |}}
+The History section consists of two views: Portfolio and Strategies. The first one allows to monitor the historical trend of the entire Portfolio, while the second one shows the historical trend strategy by strategy.
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 For more information on linear correlation click [[https://en.wikipedia.org/wiki/Correlation_and_dependence#Pearson.27s_product-moment_coefficient|here]].
+----
+====Quick Alerts====
+The Quick Alerts applied to the strategy can be viewed and edited from the Portfolio. The strategies to which Quick Alerts are applied are highlighted in orange and become green when a Quick Alert is activated. Using the right-hand menu, you can edit, add or delete Quick Alerts related to your strategy.
+{{ :portfolio_quick_alerts.png?direct&600 |}}
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 Those coincide at the begin.
+Example:
+when the strategy is at market you can verify the deviation occurs, we suppose 350%, now you know that the difference between broker margin and theoretical margin is 350% So it is adjusted and that remains for the life of the strategy.
+We used the Margine Naked ss the margin with defined risk strategies coincides with the maximum risk and does not need to be calculated, so you can, in spread case, If you first close the purchased part which will be the required margin.
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 In the pie chart you can see that the Value at Risk (remember that being the standard measure for assessing the risk of an investment) is greater on Unicredit, while the margin required by the broker is greater for Eni, this is a sign about how the exposure of the broker towards the Clearing House is greater for Eni\\
+----
+====Calendar Strategies Payoff - Deepening====
+The display of the payoff of portfolio with calendar strategies is on the last date those in the strategy. \\
+As you can see from the image below there are two strategies calendar included in a portfolio with its payoff: payoff 1 (It is flat because the strategy includes the same strike of different expiries)
+and payoff 2.\\
+\\
+The payoff 3 represents the sum of the payoffs of the strategies including in the portfolio at the farther expiry  accounting the result of the closed leg to the short maturity.
+|{{ :portfolio_payoff_calendar_3.png?direct&600 |}}|{{ :portfolio_payoff_calendar_1.png?direct&600 |}}|{{ :portfolio_payoff_calendar_2.png?direct&600 |}}|
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