In the Portfolio page you can carry out the following tasks:
Pricing a One or More Instruments in the Portfolio Page
Using the Single Option Data Window
Defining a Portfolio’s Currency
Open multiple windows simultaneously. For more information see Accessing Other SD Pricers & Windows
Change the current view to horizontal or vertical. For more information, see Changing the Portfolio’s Orientation Between Vertical and Horizontal
Editing the Market Data Used to Price Options
Changing the Market Data Source in the Portfolio Page
Use Excel-like formulas (for more information see Using Excel-like Formulas)
View and edit the market data used to price the portfolio. This includes the volatility surface, the forward rates and the various curves (including the yield curve, inflation curve, OIS curve or the BMA curve) as relevant. You do this by using the tabs on the left-hand side of the window. See Accessing Other SD Pricers & Windows.
For more information on the various market data pages, see .
Refreshing the Data in the Portfolio Page
Changing an Options’s Volatility
Restoring default market conventions for edited fields. For more information, see Understanding the Market Conventions Used in SDX Interest Rates.
Defining which collateralization method to use for each instrument in the portfolio. For more information, see Using Collateralization .
Viewing and editing the volatility skew for individual swaptions & swaption strategies. See Viewing & Editing the Swaption Volatility Skew for Individual Instruments .
Viewing and editing the volatility skew for an individual cap/floor, general cap/floor or any of the supported cap/floor strategies. See Viewing & Editing the Cap/Floor Volatility Skew for Individual Instruments.
Changing an Options’s Volatility.
Saving a Portfolio in the Portfolio Page
Opening a portfolio in the Portfolio page. See Overview of Opening a Portfolio in the Portfolio Page.
Accessing the Favorites list in the Portfolio page.
Accessing the Recent list in the Portfolio page.
Adding a Note to an Instrument in a Portfolio
Working with an instrument’s underlying coupons. For more information, see Working With the Cash Flow Dates Window.
Changing an Options’s Volatility
Using the Solver in the Portfolio Page
Copying and Pasting Instruments in the Portfolio Page
Deleting Instruments from the Portfolio Page
Inserting an Instrument Column
Locking Fields in an Instrument in a Portfolio
Linking Fields Between Instruments in a Portfolio
Select and deselect instruments (for deletion or copying), see Selecting Instruments in the Portfolio Page.
Sending an Instrument or Portfolio to Other Users
Accessing portfolios sent to your inbox. See Working with the Inbox.
Sharing Portfolios with Other Users
Export a portfolio to an Excel spreadsheet. For more information, see Exporting a Portfolio to an Excel Spreadsheet.
Open a single instrument into a Single Option page. For more information, see Opening a Single Instrument into the Single Option Page.
Open the SD-IR Explorer window. See Working With the SD-IR Explorer Window.
Manage your risk. You can do this by working with the Risk Matrix tool. For more information, see Risk Matrix Window.
Access the sales tools. See Using the Sales Tools.
Create a term sheet via the Term Sheet Generator. For more information, see Working With the Term Sheet Generator.
Access the Looking for Strategy feature. For more information, see Using the Look for Strategy Tool .
Save a portfolio to SuperDerivatives’ risk system or your own third-party risk management system. For more information, see Working with a Risk Management System .
Request a quote for the current instrument.Requesting a Quote .