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Duration: 2:16

Instructor:

Contributor: Interactive Brokers

Level: Intermediate

IBKR Risk Navigator columns can easily be added or deleted depending upon what risk measures and values investors want to see. This lesson will show you how to add additional columns and how you can sort the values by ascending or descending rank.

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Study Notes:

Users can determine the default display in IB’s Risk Navigator by selecting from the Report Designer. However, clients may wish to display additional column headers. In the on-screen display, Position, Price and Value columns are common, but this video will explain where to find additional configuration choices.

Columns can be added or deleted depending upon what risk measures and values investors want to see. And users can sort the data table by left-clicking on a column header. This will resort the table by ascending or descending rank. Note the color and direction of the arrow as I shuffle through this portfolio. Click-right on a column if you want to insert or remove a column from the display. For example, clients may want to see more descriptive position detail, trade currency, P&L or need to know what percentage of net liquidation value a single position comprises.

But many investors will need to see risk at the aggregate level. To do this, set the report viewer to the ‘risk by underlying’ report. Notice the aggregate column readings even with the table contracted. In order to fully expand the table, right-click while holding the mouse over any ticker and select “expand all table’. Now you can drill down beyond the underlyings and into a detailed expiration view.

Use the Metrics dropdown menu and locate the Value selection. Here, additional risk metrics are conveniently grouped by a variety of attributes. Select from P&L, Prices, Value or worth of a position, Cost and time value or VAR. Value at risk can be added as a metric at the underlying level but can quickly be seen at the aggregate level in the dashboard view. From these Value metrics alone a lot can be added to the portfolio display, helping users drill down by position to view risk. Note also that from the same menu, investors can add values for long or short positions, can look at realized and unrealized P&L or add absolute or percentage-style values.

Disclosure: Interactive Brokers

The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Supporting documentation for any claims and statistical information will be provided upon request.

Any stock, options or futures symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

Disclosure: Options Trading

Options involve risk and are not suitable for all investors. For more information read the “Characteristics and Risks of Standardized Options” also known as the options disclosure document (ODD). To receive a copy of the ODD call 312-542-6901 or click here. Multiple leg strategies, including spreads, will incur multiple commission charges.

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