IB Risk NavigatorSM Portfolio Statistics Report

The Portfolio Statistics report shows two summary tables: one for all Stock and Futures positions, and one for all Options positions.

The Stock/Future summary shows all long positions, all short positions, the net and gross units, and their corresponding total value.

The Options summary shows all long calls, long puts, the sum of both calls and puts, and the total value; all short calls, short puts, the sum of both calls and puts, and the total value; the net units for calls, puts, the sum of both and the total net value; and gross units for calls, puts the sum of both, and the corresponding net value.

To view the Portfolio Statistics report

1. On the Analytics menu, select IB Risk NavigatorSM.

2. In the Report Viewer, select Portfolio Statistics in the Report dropdown.

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