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After that, a strategy chart window will open (Fig. 2).

Fig. 2 – a strategy chart window

Initially, it shows charts of profilt/loss, Delta, Gamma and Vega, but you may select which charts should be displayed using the buttons PnLDeltaGammaLVegaL and Theta on the bottom toolbar.

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Initially, the strategy chart shows only market chart lines, but you may add more chart lines using what-if scenariosscenarios (Fig. 3). Expand What-if scenarios selector in the top toolbar and select the what-if scenarios you want to display. Note that there is market scenario, which represents the current market situation. If no user scenarios are selected, then market scenario will be selected automatically. After you make your selections, click  on the top toolbar or click the pop-up button labeled Click to apply changeschanges (Fig. 4 and 5).

Fig. 3 – the chart chart lines                                                                                Fig. 4 – appling changes                                                                         Fig Fig. 5 – a result – result of appling

Read more about what-if scenarios

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  • You can select the X-axis range using drop-down lists in the top toolbar;
  • You can refresh the charts manually by clicking  on the top toolbar;
  • Otherwise, you can set up the charts window to refresh automatically by timer. In order to achieve that, you should select refresh interval from the drop-down list on the bottom toolbar and check the Update every checkbox nearby;
  • If you're working with lots of strategies simultaneously, you may set different chart line parameters for each of them. Click the Line colors button on the bottom toolbar and the following dialog will pop-upup (Fig. 3).

Fig. 6 – strategy lines setup

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Basic chart settings, such as charts' visibility and X-axis range, are saved so you don't need to set them each time you open a strategy chart. Any other chart settings (selected what-if scenarios, chart line parameters, auto-refresh mode, charts' zooming and positioning) are reset when a strategy chart window is opened.

Note

Note that if you have added or removed positions in selected strategies or edited their properties or edited what-if scenarios (even if they are currently selected), then refreshing charts will reflect those changes. So you don't need to reopen the strategy charts window every time you make any changes.