Tables
OptionsRealTime presents data in four real-time tables. Each table has a standard component toolbar for view management and column selection. The contents reflect the accounts selected in the account selector. Most tables include a Total row at the top that sums values for metrics that support aggregation: PnL, Net Liq Value, Theta, Vega, Delta Dollars, and more.
| Table | Description |
|---|---|
| Position | Per-position detail with full Greeks and metrics |
| Underlying | Data aggregated by underlying, plus underlying-specific metrics |
| Portfolio | Account-level balances and summary metrics |
| System | Data streaming health and connection diagnostics |
Toolbar
Section titled “Toolbar”All tables share a standard 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
- Columns: open the column picker side panel
- Auto Size: auto-fit all column widths to cell contents
- Font size: controls the size of table text
The Position Table adds a Filter button that opens the Position Filter panel. The Underlying Table adds additional controls described below.
Position Table
Section titled “Position Table”The Position Table displays per-position detail for every individual security in the portfolio. Each row represents a single position with its market data, Greeks, and calculated metrics.
Position Filter
Section titled “Position Filter”This table supports the Position Filter, a right-side panel that narrows the table to a chosen subset of positions. Toggle it with the Filter button in the toolbar.
Underlying Table
Section titled “Underlying Table”The Underlying Table shows data aggregated by underlying. Metrics that can be summed (Delta, Theta, Vega, PnL, etc.) are aggregated across all positions for each underlying. The table also includes underlying-specific data such as the current quote, change, and percent change.
In addition to the standard toolbar, the Underlying Table includes:
- Underlying: filter by one or more underlying symbols
- Aggregate: toggle row aggregation across selected accounts
Portfolio Table
Section titled “Portfolio Table”The Portfolio Table contains account-level data including net liquidation value, PnL, percent change, Greeks totals, cash balance, and other portfolio summary metrics. Each row represents one account, with a Total row at the top.
System Table
Section titled “System Table”The System Table displays data for monitoring system internals and data integrity. Each row represents one account with metrics such as bytes per second, request rates, system status, and request completion status. Useful for diagnosing data flow and connection issues. The System Table has no Total row since its metrics are not summable.
Column Selection
Section titled “Column Selection”Clicking Columns in the toolbar opens a side panel listing every available column for the table with a checkbox. Checked columns appear in the table. A search box at the top filters the list by column name. Column selection is saved with the table view.
Sorting
Section titled “Sorting”Click any column header to sort the table by that column. Click again to reverse the sort order.