Theta in Sum Portfolio View in IB

Discussion in 'Trading Software' started by Trader_Sweden, Jan 11, 2014.

  1. Hi all,

    I am a Swedish trader new to this forum, been registered but hardly used it. I have a background as a trader but am going to start my own book and managed accounts now using IB.

    I am trying to learn the IB platform but am quite confused. First of all I am trying to find out where I can setup an aggregate sum portfolio view. Do you use the risk manager My portfolio for that?

    Then my next question is what do the actual theta column show in terms of definition. I need theta as USD/Day or dynamic theta over the day on an aggregate level for each underlying. Where are the settings if any for this?

    Thank you for your help!

    Jim
     
  2. lexia

    lexia

  3. Thank you for a prompt response. I'll check it out now
     
  4. Great clip but it did not answer my question about what the theta actually show in the risk navigator. Anyone who can explain?

    Jim
     
  5. lexia

    lexia

  6. Thx, however there is no explanation of the various alternatives one can use in defining the greeks, units, thousands etc. It would be nice with examples explaining them in the risk navigator. I like to get theta in agg cash for each underlying.

    thx anyway