Reports

Reports show positions in a table grouped by a chosen dimension. Two grouping modes are available:

• Underlying: groups positions by underlying symbol
• Expiry: groups positions by expiration date

Each grouping mode supports a Details view (every individual position) and a Summary view (aggregated by the grouping dimension). Values aggregate across the accounts selected in the account selector.

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
• Group: toggle between Underlying and Expiry grouping
• View: toggle between Details and Summary
• Columns: open the column picker to choose which columns to display
• Auto Size: auto-fit all column widths to cell contents
• Font size: controls the size of report text
• Filter: toggle the Position Filter panel on the right side of the component

Underlying and Expiry Reports

The Group toggle switches between grouping by underlying symbol and grouping by expiry date. The View toggle switches between Details (every position) and Summary (aggregated by the grouping dimension).

Underlying Summary:

Expiry Details:

Expiry Summary:

Columns

Clicking Columns in the toolbar opens a side panel listing every available report column with a checkbox. Checked columns are shown in the report. Column selection is saved with the report view.

Position Filter

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

Right-Click Navigation

Right-clicking any row in the report opens a context menu with links to related reports and charts, filtered to the selected underlying and accounts.