Position Filter

The Position Filter selects any subset or all positions across multiple accounts. The main view (report, table, graph) reflects that selection.

The Position Filter is available on:

• Underlying Exposure
• Account Exposure
• Position Exposure
• Expiry Exposure
• Expiry Profile
• Vol Scenario
• Reports
• Tables

Filter Selector

The filter selector narrows the selection by any combination of underlyings, type, side, or expiry. After choosing a filtered subset, the selection can be refined in the Position Filter panel. Modifying the selection there resets the filter selector.

The filter selector is available on:

• Reports
• Position Table
• OptionSmart
• Underlying Exposure
• Account Exposure
• Expiry Profile