Maturity Chart
The Maturity chart shows how a selected metric is distributed across expiration dates. Three step charts display Total, Calls, and Puts values over time, allowing visualization of how portfolio exposure evolves through upcoming expirations.
The X-axis shows expiration dates with markers indicating days to maturity (DTM). The legend distinguishes position types: Long ITM (in the money), Long OTM (out of the money), Short ITM, and Short OTM.
Available metrics:
- Cost Basis
- Delta$
- Extrinsic Value
- Intrinsic Value
- Notional
- PnL
- Theta
- Unrealized PnL
- Value
- Vega
Chart Interaction
Section titled “Chart Interaction”Each chart supports zooming and panning:
- Ctrl+Mousewheel: Zoom the chart
- Left-click drag: Draw a zoom rectangle, release to zoom to that area
- Right-click drag: Pan the chart
- Double-click: Revert to default view
- Refresh button (upper right): Revert to default view
Display Settings
Section titled “Display Settings”In the upper right corner of the Maturity Chart is a gear icon for settings.
Display
Section titled “Display”- Font Size: Font size for axis labels
- Show Legend: Toggle visibility of the position type legend
- Show Current Values: Display the current metric total on the left Y-axis of each plot
Marker Colors
Section titled “Marker Colors”- ITM: Color for in the money position markers
- OTM: Color for out of the money position markers
Control Panel
Section titled “Control Panel”In the upper left corner of the Maturity Chart, next to its label, is a chevron which can be clicked to toggle the visibility of an additional control panel. The control panel contains:
- Metric Selector: Choose which metric to display (PnL, Delta$, Theta, etc.)
- Underlying Selector: Choose which underlying to analyze, or select Portfolio to view all positions across all underlyings
- Show Total: Toggle visibility of the Total chart
- Show Calls: Toggle visibility of the Calls chart
- Show Puts: Toggle visibility of the Puts chart