Position Exposure Chart

The Position Exposure chart shows every position for a selected underlying, in a single view. Each bar represents an account, with segments for each position. Positions are colorized by the annualized yield of theta (extrinsic value). Underlying positions, which have no yield, appear in gray. The chart provides two views: Stacked and Histogram.

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: choose which underlying to display
• Metric: select from 50+ metrics including PnL, Greeks, Value, Notional, Intrinsic/Extrinsic, and more
• Stacked / Histogram toggle: switch between stacked view and histogram view
• Bin Size (histogram only): set the histogram bin width (0.5%, 1%, 2%, 5%, 10%, 20%)
• Labels On: toggle value labels on each bar
• Filter: toggle the Position Filter panel on the right side of the component

Position Filter

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

Stacked View

In stacked view, each bar represents an account. Segments within each bar represent individual positions for the selected underlying, sized by the selected metric. The color of each segment reflects the annualized yield of theta for that position. Underlying (stock/ETF) positions appear in gray since they carry no theta yield.

Clicking anywhere in a bar selects the position at the click location and highlights it in the position list at the bottom of the side panel. Clicking a position in the list highlights its location in the bar with selector triangles, making it easy to identify where a specific position sits within the stacked bar.

Histogram View

The histogram view groups positions into bins based on annualized yield percentage. Each bin collects all positions whose yield falls within that range. Clicking any bin displays details for the clicked position in the side panel, with all positions in that bin listed at the bottom of the side panel.

The bin size is configurable from the toolbar: 0.5%, 1%, 2%, 5%, 10%, or 20%.

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, annualized yield, and more.

Below the detail metrics is a list of all positions for the selected account and underlying. Clicking a position in this list updates the detail display above and highlights the position in the chart bar.

Vol Scenario

The Vol Scenario toolbar adds a second row of buttons to switch between live IBKR market data and analytical what-if modeling. Available in both stacked and histogram views.

• IBKR: live market values from IBKR
• Mkt: model using current market implied volatility
• 10%, 25%, 50%, 75%: model using scenario implied volatility levels

A Price Shift selector follows the IV buttons, allowing a price change for the selected underlying from -20% to +20% (available steps: -20%, -10%, -5%, -1%, 0%, +1%, +5%, +10%, +20%). The chart updates to show projected metric values under both the IV scenario and the price shift.

Right-Click Navigation

Right-clicking any bar or any position in the side panel list opens a context menu with links to related reports and charts, filtered to the selected underlying and accounts. The context menu is available in both stacked and histogram views.