Expiry Chart

The Expiry Chart shows how a selected metric is distributed across expiration dates. Three step charts display Total, Calls, and Puts values over time, showing how portfolio exposure evolves through upcoming expirations.

The top axis shows days to expiry and the bottom axis shows expiration dates. Position markers distinguish four types: Long ITM (in the money), Long OTM (out of the money), Short ITM, and Short OTM. A “Today” marker indicates the current date.

Toolbar

• View selector: switch between named configurations
• Reload: reload the current view
• Save: save the current configuration
• View Actions (hamburger menu): Save As, Rename, and Delete the current view
• Metric: select from available metrics including PnL, Delta$, Theta, Vega, Value, Notional, Cost Basis, Intrinsic/Extrinsic Value, and Unrealized PnL
• Underlying selector: choose a specific underlying, or select Portfolio to view all positions across all underlyings
• Total: toggle visibility of the Total chart
• Calls: toggle visibility of the Calls chart
• Puts: toggle visibility of the Puts chart
• Filter: toggle the Position Filter panel on the right side of the component

Visa selected as underlying:

Position Filter

This component supports the Position Filter, a right-side panel that narrows the view to a chosen subset of positions.

Side Panel

The side panel can be opened by clicking the expand/contract tab in the center-left edge of the chart. It displays details for the selected position, including Greeks, PnL, Value, Intrinsic/Extrinsic, Cost Basis, ITM/OTM amounts, and more.

Clicking any position marker on the chart selects that position and displays its details in the side panel.

Chart Interaction

• Mousewheel: zoom in and out
• Left-click drag: draw a zoom rectangle, release to zoom to that area
• Double-click: revert to default view
• Reset button (upper right of chart): revert to default view