Analysis Widgets Instruction
Last updated
Last updated
Analysis Widgets with SignalPlus Dashboard can help you to better assess your PnL and Risk in customized views. There are 7 different widgets within analysis section - we will go over each of them one by one below.
This may be one the most popular widgets within SignalPlus platform among professional traders. It allows you to review your PnL and Risk in a very granular view - into different Greeks and specific instruments.
To be specific, you can first select the date you would like to review (current date is the default date), and then you can expand each Greeks and expiry to see details. In the data part, you can see corresponding risk and PnL for each line. In addition, all the data can be exported into excel for your further study as well.
Once you press on Greeks Settings, there are more configuration you can choose. The first one is how you would like your data is being calculated. There are 3 different selections, first is exchange convention, where data follows how exchange is presented; second is Professional Crypto Base, where data is presented in crypto denominated; third is Professioanl USD Base, where data is shown in USD denominated. Other settings include Delta & Gamma display and weighted vega is adjustable as well.
PnL Attribution is a place where you can visualize your PnL during a period of time. The yellow line represents total PnL, whereas the bar in different colors represent different components within the PnL breakdown. You can also choose to view the PnL on a daily or accumulative format.
Break Even is showing the potential PnL under different underlying price for the current portfolio as of now.
There are 2 widgets that are related to theta - 7 Day Theta and Running Theta on the day. Both will provide you more details to manage your theta throughout the day or in the subsequent days.
Strike Analysis helps you to review how concentrated you are under different expiries and strikes, so you can manage your concentration risk more efficiently.