SDX Commodities Help > Pages & Windows > Portfolio Page > What can be Done in the Portfolio Page?

What can be Done in the Portfolio Page?

In the Portfolio page you can:

Navigate to other SD pricing products or to other open pricing pages

Price a deal

Enter a deal into a risk management system

Change the commodity's default base currency

Save a portfolio

Open a saved portfolio

View the current market data for a commodity

Update market rates seen in the page

Edit the market data used to price the current option only

View the volatility surface used for options in the current currency pair

See the total results distributed over the relevant time buckets

Use the risk chart tool to graphically view how the risks in the current option respond to simultaneous changes in both the underlying asset price and implied volatility

Use the risk matrix tool to see the effect of underlying changes on a position

Switch the display of the results

Open multiple windows simultaneously

Load a new page in the current window

Change a vanilla option's market volatility

Change an instrument's fixing details

Use the Solver to see which strike will give a specified total market premium

Use a shortcut schedule to enter a strategy's life span

Enter a specific strike

Print the current portfolio

Export a portfolio and term structure data to Excel

Decompose a strip instrument into its underlying instruments

Work with options in the portfolio

Modify the individual options in a strip

For an Asian-based option:

Modify the individual Asian options in an Asian strip

Shift an Asian-based option's volatility surface

Shift the underlying swap

For a swap and swap-based options:

Edit individual legs in a swap

Change the swap's fixed rate

Change the swap's floating rate

Toggle between single volume and daily volume

Display the total volume of strip instruments

For a multi-asset instrument, define the conversion factor if required