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.
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.
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