The bottom graph in the side panel has two tabs: Close Price and Difference Close Price, each providing insights into the relationship between PnL and contract price movements.
To start with creating the workspace navigate to the widgets by accessing the sidebar by clicking the Add Widgets button located at the top right corner of the page. On Clicking it we get something like this:
As we can see the widgets are classified based on the purpose into different sets. On further clicking the widget sets we can see all the options inside the widget group.
On selecting any of the widget from the set we can populate the same into the canvas.
After selecting multiple widgets of the choice we can see them being added besides each other. But the best part is we can rearrange and resize them as we want to give them custom look. We can achieve something like this:
Initial when they are added from sidebar
Initial when they are added from sidebar
The widgets in the group have been explained at these links PnL Analystwise, PnL Productwise, PnL Breakup
These charts in the group have been explained at links PnL/RT/Drawdown, PnL Streaks, PnL Scatter Plots, PnL/RT/Product/Exchange, PnL Breakup
The table is explained at link Fill Table
The table is explained at link SOD Table
The widgets are explained below:
RT Table -
RT ITM wise Chart -
RT Date wise Chart -
VAR
The widgets VAR Table and VAR Analysis are explained at link here
Correlation
The widgets are explained at link PnL Correlation and Portfolio Correlation
Meeting Exposure
The widgets are explained below:
Meeting Exposure -
Economy wise Meet Exposure -
Product wise Meet Exposure -
Cumulative Economy Meet Exposure -
Meet Exposure Chart-
Meet Sign Chart -
Since we have our desired layout generated based on our requirements we want this to save and be able to load the layout. To do so after creating it navigate to the top right corner and click on Save Layout button.
Provide the desired name for the layout in the pop up dialog box and hit ok to save the layout forever.
On successful save you can see the Layout name under the Load Layout button located at the top right.
Later when you return to this page and wish to continue your analysis from the custom dashboard we can load the layout from the top right corner by clicking on the desired layout and it will be loaded. We can also delete any layout by using the bin icon associated with the layout name.
Note that the layout that you would be having at the time before loading the stored layout will cause it to overwrite it with the saved layout.
This features helps in exporting the current layouts and all the saved layout in an excel file which can imported other places to have all the layouts restored
For the excel file receveied on exporting the chosen layout we can anytime import the same to load the said layout by simply clicking the "Import Layout" option and uploading the file