Underlying PnL Chart

The Underlying PnL Chart displays a tile for each underlying in the portfolio. Each tile plots the aggregated PnL alongside the last price of the underlying over time. PnL is shown on the left axis and last price on the right axis. A quote chip on each tile shows the last price (with last size as a subscript), change, and percent change. Values aggregate across the accounts selected in the account selector.

Tiles flow in a grid and reflow as the window is resized.

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
• Underlying selector: dropdown with checkboxes to choose which underlyings to display
• Window: select the time range to display (1m, 5m, 15m, 30m, 1h, 2h, 3h, 4h, 5h, 6h, 7h, 8h, 12h, 24h)
• Sort: sort tiles by any of several metrics including Change, Change %, Last, PnL, PnL (calculated from prev close), and Underlying name
• Sort direction: High to Low or Low to High
• Live: when checked, tiles are continuously re-sorted as values change, disabling manual reordering
• Tile size: width and height of each chart tile in pixels

Tile Controls

Each tile has controls in its corners, visible on hover.

Left corner:

• <: send tile to the beginning of the first row
• >: send tile to the end of the last row

Right corner:

• Zoom: expand the tile to full screen view (see below)
• X: hide the tile

Side Panel

The side panel can be opened by clicking the expand/contract tab in the center-left edge of the chart. It displays metrics for the selected underlying aggregated across the selected accounts, including the quote, Greeks, PnL, Value, Intrinsic/Extrinsic, and more. Below the metrics is a PnL breakdown by account.

Clicking any tile selects that underlying and updates the side panel.

Drag and Drop

When Live is unchecked, tiles can be dragged to any position. While dragging, highlighted borders appear around surrounding tiles indicating where the dragged tile will be inserted. When Live is checked, the sort order is maintained automatically and manual reordering is disabled.

Full Screen View

Clicking a tile’s maximize button expands it to fill the entire component area, focusing on a single underlying. Click the Restore button in the upper right to return to the tile layout.

Chart Interaction

In full screen view:

• 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
• Reset button (upper right of chart): revert to default view