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en:portfolio [2017/10/19 09:19] playoptions |
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 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 )| |
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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 . | 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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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 %.\\ | 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. | These choices allow the user to see the portfolio in graphical form according to the most important parameters. | ||
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+ | ====History==== | ||
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+ | {{ :portfolio_history_01.png?direct&600 |}} | ||
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+ | 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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