Quotes

Quotes displays a tile for each underlying in the portfolio. Each tile shows aggregate metrics across all positions for that underlying, updated in real time. Tiles flow in a grid and reflow as the window is resized.

Toolbar

• View selector: switch between named quote 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 (e.g., “21 of 25”)
• Layout selector: switch between saved tile layouts
• Edit: open the Layout Editor
• Font size: controls the size of quote tiles
• Sort: sort tiles by any of 20+ metrics (PnL, Delta, Theta, Vega, and more)
• Sort direction: Low to High or High to Low
• Live: when checked, tiles are continuously re-sorted as values change, disabling manual reordering

Tile Controls

Each tile has controls in its corners.

Left corner:

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

Right corner:

• Maximize: expand tile to fill the component area (see below)
• X: hide the tile

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.

Maximized View

Click the maximize button on any tile to expand it to fill the entire component area at a large size, focusing only on that individual quote. Click the minimize button in the upper right to return to the tile layout.

Side Panel

Clicking on a tile opens a side panel showing a detailed summary of aggregate metrics for that underlying, including Greeks, PnL, Value, and more. The panel also shows a PnL breakdown by account.

Layout Editor

The Layout Editor defines what fields appear inside each tile and how they are arranged. Each layout consists of rows, and each row can have one or more columns. Any metric can be placed in any column.

• Add or remove rows with the + row and X buttons
• Adjust the number of columns per row with - and +
• Select a metric for each column from the dropdown
• To create a new layout, type a new name in the Name field and edit as needed. Remove a layout with Delete. Click Save & Exit to save changes
• Switch between saved layouts at any time using the Layout dropdown in the toolbar

Different layouts can show different levels of detail. For example, a “Minimal” layout might show only the underlying name, quote, and PnL.

Right-Click Navigation

Right-clicking any tile opens a context menu with links to related reports and charts, filtered to that underlying. Options include:

Reports: Underlying Detail, Underlying Summary, Expiry Detail, Expiry Summary

Charts: Underlying PnL Chart, Underlying Exposure, Account Exposure, Position Exposure