Position Columns and Settings

The StreetSmart Edge® Positions tab, found in the Account Details tool, is customizable, allowing you to choose which columns of data to display for each position in your account, as well as the order of the columns. Access the Positions tab Settings window by right-clicking in the Positions display and selecting Columns and Settings..., or access it from the Actions drop-down menu.

See Column Descriptions for details about each available column.

Option Greek Pricing Models

Greeks indicate how fast an option prices may behave given changes to pricing input models such as time, underlying stock price, volatility, etc.

Pricing Method: Select from Black-Scholes, Barone-Adesi-Whaley, or Cox-Ross-Rubinstein.
Interest Rate: Defaults to the 3-Month Treasury I-rate Index rate ($IRX), or you can define the rate as you wish.

Sorting Rows

Sort rows by clicking the header of the column on which you want to sort. An arrow next to the column name indicates the sort direction (ascending or descending).

If Auto-Sort in Real-Time is checked in Columns and Settings, changes to data in the sort column will affect the current sort order in real time.
For example, if you have your Positions sorted alphabetically by Symbol, if you add positions in your account, the new positions will be inserted into the Positions display in the correct alphabetical order.

Sorting by multiple rows can be accomplished by holding down the Shift Key while you left click on the headers of the columns which you want to sort.

For example, if sorting by quantity and the account has several positions which have a 100 share quantity, all of the 100’s would be grouped together, and within that group the rows would be arranged by the next sorting selection. If there is no second selection, the rows within the group would be arranged by their symbols from least to greatest, alphabetically.

Customizing Columns

There are several ways to rearrange the columns displayed in your Positions tab:

You can click the column headers and drag them to another spot in the Positions tab.
You can also right-click on a column header and choose a different column from the list of all available columns.

TIP: If the column you choose is not currently displayed in the Positions tab, it will completely displace the column that was there. If it is already in the display, the two columns will swap places.

You can also arrange column order from the Columns and Settings window, which is available when you right-click on the tab name. Check the columns you want to display in the Positions tab. All chosen fields display in the Column Order display on the right. Click a column name and use the Up/Down buttons to move the column into a new position.
For brief descriptions of each column, hover your mouse pointer over the column name in the Columns and Settings window. For more in depth descriptions of each column, see Positions Column Descriptions.

Expand All/Collapse All

By checking the box under Expand All/Collapse All in the Columns and Settings menu, all Positions that include multiple lots will automatically be expanded to show Lot Details.

Applying Settings to One or All Tabs

You can choose to apply the settings changes you make to either just the current Positions tab or to all current and future Positions tabs. The default is to apply the settings only to the current tab, but if you prefer the settings to apply to all, select Apply to all Positions tabs at the bottom of the Columns and Settings window before clicking OK.