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Metrics

The Metrics Bar sits between the navigation bar and the component area. It shows a row of metric tiles, each displaying a label and a live value aggregated across the selected accounts. The Metrics Bar automatically expands to multiple rows as the Metrics Strip font size (in Settings) increases or more metrics are added.

Metrics

Toolbar

Section titled “Toolbar”
  • View selector: switch between named metric configurations
  • Reload: reload the current view
  • Save: save the current configuration
  • View Actions (hamburger menu): Save As, Rename, and Delete the current view
  • Fields: add or remove metric tiles from a searchable list of available fields

Fields

Section titled “Fields”

Click the Fields button to open the field selector. Choose from a broad array of portfolio-level metrics including Greeks, PnL, value, notional, margin, and more. Check or uncheck fields to add or remove them from the Metrics Bar.

Metrics Fields

Drag and Drop

Section titled “Drag and Drop”

Tiles can be dragged to any position. While dragging, highlighted borders appear around surrounding tiles indicating where the dragged tile will be inserted.

Metrics Drag

A tile can be removed by clicking the X in the upper right corner of its label area.