For the Portfolio page you can control the following:
Whether fields to manually enter the premium and counterparty should appear by default.
Whether the total volume should be displayed for strip instruments.
To control whether the premium and counterparty fields appear by default in the Portfolio page:
1. | On the ribbon bar in the Home tab click the Settings button. |
2. | In the Customize window, click the Portfolio Settings tab. |
3. | From the Display Premium and Counterparty in Portfolio dropdown list click Yes. |
4. | Click Save and then OK. Your setting is saved. |
5. | To see the new customize setting, click F5 on your keyboard. Alternatively, close the Portfolio page and then reopen it. |
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Clicking F5 on your keyboard will refresh the Portfolio page. Therefore ensure you have saved any open portfolios before carrying out this action. |
To control whether the total volume should be displayed for strip instruments in the Portfolio page:
1. | On the ribbon bar in the Home tab click the Settings button. |
2. | In the Customize window, click the Portfolio Settings tab. |
3. | From the Display Total Volume in Portfolio dropdown list click Yes. |
4. | Click Save and then OK. Your setting is saved. |
5. | To see the new customize setting, click F5 on your keyboard. Alternatively, close the Portfolio page and then reopen it. |
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Clicking F5 on your keyboard will refresh the Portfolio page. Therefore ensure you have saved any open portfolios before carrying out this action. |