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Position Filter

The Position Filter limits the active component and its metrics to a chosen subset of positions. It appears in a panel on the right side of the page and is toggled by the Filter button in the component toolbar.

The filter has two modes, Query and Select. They can be used independently or combined: Query narrows broadly by criteria, and Select refines further by individual position.

Query Mode

Section titled “Query Mode”

Query mode filters by position attributes using dropdowns:

  • Type: BOND, CALL, IND, PUT, STK, FUT
  • Expiry: any expiration date, including N/A for instruments with no expiration
  • Side: LONG, SHORT, FLAT
  • Underlying: any underlying held across the selected accounts. On some components the underlying selector sits above the component rather than inside the filter panel.

Multiple criteria combine with AND. The filtered set updates live as selections change.

Query Mode Query Mode - Expiry dropdown

Select Mode

Section titled “Select Mode”

Select mode filters by explicit position selection. Positions are organized in an accordion grouped by account. Expanding an account reveals every underlying it holds, with checkboxes for each option position and the underlying itself.

Select mode can be used on its own, or layered on top of a Query result to refine the subset further.

Select Mode

Workflow

Section titled “Workflow”
  • Query only: pick Type, Expiry, Side, or Underlying to narrow broadly.
  • Select only: expand accounts and check the specific positions of interest.
  • Query then Select: narrow with Query first, then drill into the result with Select for fine control.

Supported Components

Section titled “Supported Components”

The Position Filter is available on: