From the Portfolio page you can automatically export your portfolio to Excel, from where you can utilize Excel's calculation and print capabilities.
When the portfolio is exported, as long as you have calculated the results, in separate tabs you can see the Greeks per asset as well as the results across the relevant buckets.
To export a portfolio to Excel:
1. | In the Portfolio page, set the trade date, commodity and currency for your portfolio, and specify the portfolio instruments as required. |
2. | Optionally, click Calculate to calculate and display the results. Only if you click Calculate will the calculated results be displayed in the exported Excel spreadsheet. |
3. | Click Export as seen in Figure 1. |
Figure 1: | Exporting a Portfolio to Excel |