Last modified 14:11, 9 Jul 2013

Strategy Tabbed Page

Your SOFTWARE allows a maximum of six strategies to be created and compared in each Analysis page.

Each Strategy has its own Strategy tabbed worksheet.

Strategy Worksheet Components

Strategy worksheets have two principle parts - the options series table and the strategy's positions details table.

  • The options series table contains all the put and call contracts for the underlying security. The amount of data that is displayed can be controlled by the user, as can the layout of the table.
  • The strategy's positions details table has two parts. The first contains details of the underlying security and any details of any trades regarding it that are entered into as part of the strategy. The second part contains details of each transaction forming part of the strategy.

The following is an example of an analysis of IBM stock options, with four named strategies.


Strategy page function bar

Strategy page function bars provide details of the underlying symbol as well as controls for the display of the options related to that symbol:


Symbol Details

The strategy page’s symbol details display uses the standard Software symbol details utility including the DoD Refresh button butn_go-off.gif to update the symbol’s data, the symbol’s code, the index it trades on, as well as the symbol’s full name with link to search function.

Details of the underlying security including its symbol, exchange and description are displayed to the right of the Refresh button.

Strategy Page tools

The following tools specific to the current option strategy are found to the right of the symbol details on the strategy page’s function bar.




Access additional features using the underlying security you have selected.

In most cases, you can access the Action menu’s commands in a pop-up menu by right mouse clicking on the main feature pane.

Streaming Data


Turns on the streaming data function.

Note : Only works if streaming data services are available.




Saves changes to the current Analysis.

Until changes are made, it is disabled (gray).

At the first save, you will be prompted to enter a name for the Analysis.

Add Strategy





Click to add a new tabbed strategy page in to the work area.

You can add up to six strategy pages.

When six strategies are reached, the button becomes disabled (gray).When strategy pages are added, they are given a sequential number. To give the tab a meaningful name, click on the tab and select Rename. Type the preferred name into the text box and click OK.

Remove Strategy


Select a strategy’s tab and click this button to delete the tabbed page, along with all of its contents.



Click the Transactions button to view details of all the legs of the strategy in a table below the option chain. Consolidated Strategies row at the bottom of the Strategies page.






Create and save filters to refine the amount of data that displays in the options series tables.

The filters you create will appear in the button’s drop down list, along with the system default, No Filter Set, i.e. show all.

Drop down the list and select a filter to apply it to your current option series table.

For more information, go to the Options Filters topic.

Put / Call Table Display




You can switch between showing only puts or calls or showing both in a split screen (see next). When the table of only one type of option is displayed, the hidden type’s button outline will be removed.

When both types are displayed, both buttons will have an outline.

Note : when both are displayed, the border between them can be dragged using the mouse.

Horiz / Vert Display




Whenever both call and put tables are displayed, they can be arranged either vertically (the default) or horizontally.

The two buttons toggle between either setting.



View Selector






The user can define which fields are to display in the table. The number of columns for each series can be selected, and tables can be configured to have more than one row for each series.

Once defined, the configuration is saved.

The user defined view configurations, as well as the system’s Default View, can be selected and applied to the option series tables from the button’s drop down list.

For more information, go to the Strategy Custom Views topic.




Single left-mouse click on the Headline to view it in the News Article window of the News work page.The work page also includes a list of other Breaking News and a Search News facility containing search and news filter tools.

For more information, go to the Headline News help topic.


The user can name the tabs.

Right mouse click on a tab and choose Rename Strategy:


A dialog box will open, type in the new name, and click OK.

Click Clone Strategy to make a copy of the currently selected strategy. You can then rename it and make alterations to it. Using this feature you can quickly make different strategy positions that are similar to one another.

Extra Strategy tabs

Up to 6 Strategy tabbed pages can be created.

Each Strategy will have its graph displayed on the same risk Graph, see next section.

Create a new tabbed Strategy page by clicking the Add Strategy button butn_add.gif in the Strategies function bar.

Alternatively use the ‘clone’ function to create a duplicate of the current Strategy. Access the clone function by right-mouse clicking on the tab.

Select Clone Strategy and a duplicate tabbed strategy page will be inserted.


Delete a Strategy

Select a tabbed strategy page and click the Remove Strategy button butn_delete.gif in the Strategies function bar to delete strategies, this will remove the entire tabbed page. Deletions will be required for new strategies when the six-strategy limit is reached.

Asset Row

The top row of the strategy page shows details of the underlying security. These details are market data; they can be updated using the DoD Refresh button butn_go-off.gif in the Strategy Function bar.

You may use this row when Adding Stock to a Strategy.

On the far right of the row are details of any trades of the underlying security that are made as part of the strategy. Details of these trades will appear in the Strategy Leg details table at the bottom of the strategy page.

Options Series Tables

The Options Series Table displays all available data for all listed options derived from the underlying security.

The options series table is divided into Calls and Puts.

For each group of puts or calls, the options are arranged by Strike Price in ascending rows. The actual strike price is displayed in the Calls or Puts column by in bold:


The strike price rows are in turn divided into columns for each expiration date identified by the month and year in which the expiry occurs.
The expiry dates run sequentially from left to right and the number of calendar days left until expiry is displayed in brackets in bold, for example [50] for March 08.

In the table, each Option occupies an intersection of strike price and exercise date, in its appropriate group of puts or calls. An individual symbol will be assigned by the exchange to each option.

Even though it is logically easy to locate each options series, the large number quoted, and the fact that most traders do not really need to view all available series, requires the user to be able control the amount of data displayed in each table.

To achieve this control, Your SOFTWARE provides a number of user defined viewing settings for the option series table.

Viewing controls

Split Screen Puts / Calls

The most basic view control is to toggle between showing only the group of puts, or only the group of calls, or to show both in a split screen.

The default is to show both in a vertically split screen.

The C and P toggle buttons in the strategy function bar, described above, control the put/call display.

Split Screen Vertical / Horizontal

When both puts and call are displayed, their groupings can be arranged on the page either next to one another, separated vertically, or one on top of the other, separated horizontally. The type of display is controlled by the Vertical / Horizontal toggle buttons in the strategy function bar, described above.

There are two other, slightly more sophisticated, methods of controlling the option series table’s display.


Filters control the data that is displayed on the options series tables by restricting what data is retrieved from the server.

The filters employ parameters similar to those in scans to restrict the range of options series that are retrieved from the server and displayed in the table.

For example you can only show options which had trades in the last 5 days, or which had open interest of a certain level, etc. The table will appear the same, but options that do not meet the criteria will be blank.

For more information, go to the Option Filters topic.

Custom Views

Views control how the data is presented in the table; in particular it controls how many columns are displayed for each exercise date. Multiple rows can also be created to display more information.

New views can be created, saved and applied in the future.

Go to the Strategies Custom Views topic for more information.

Rankers Display

Use the Rankers function to identify up to four significant values in each table. The background color will change to highlight the data that meets the meets the user defined criteria.

For more information, go to the Rankers topic.

Strategy Positions Details Table

The data table at the bottom of the Strategies work page has two parts. The first contains details of the underlying security and any details of any trades regarding it that are entered into as part of the strategy.

The second part contains details of each option transaction, often referred to as a "leg", forming part of the strategy.

Strategy Information Row

The two rows of headings and data immediately below the Option Series Tables calculate and consolidate the combined results of all legs of the strategy, and any trades in the underlying security which may form part of the strategy, into one line of data summarizing the current, overall market position of the strategy.

The display fields in this summary are fixed, and provide an overview of the performance of the strategy.

The data can be updated at any time using the DoD Refresh button butn_go-off.gif in the strategy function bar.

Select the tab of a different Strategy work page to display its data.

This results line is also displayed in a similar location at the bottom of the Graphs tabbed page.

Strategy Summary Table

A new row is created in the Transactions table, and relevant data is inserted, each time a new leg of the strategy is added. The performance and details of each leg can be monitored independently.

Any trades in the underlying security will also be displayed in their own row in this area.

Double left-mouse click on any of the rows to edit the details of that transaction.

When you delete a transaction from the option series’ table, it will be removed from this summary table

The display fields in this table are fixed, and cannot be rearranged or customized by the user.

The data is updated using the usual DoD services.

This results line is also displayed in a similar location at the bottom of the Graphs tabbed page.

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