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The Book Menu

The Book Menu enables you to define option strategies. By default, the Book menu is displayed in minimized view and in P&L total mode. The minimized view is designed to display only essential information about the strategies that make up the book. P&L total mode shows the total profit and loss of the strategies in the book. The Book Menu contains the following selections:

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Selection
Function
New Strategy
Displays the New Strategy prompt.
P&L Total
Indicates the state in which Book Menu is currently displayed. Toggling this selection changes the view between P&L Total and P&L Today views.
Summary
Displays the portfolio summary dialog box.
Minimized
Indicates the state in which the Book menu is displayed. Toggling this selection changes the view between minimized and maximized views.
Commissions
Displays the Commissions dialog box.
US Dollars
Indicates which monetary unit the book employs to calculate portfolio balances. Selecting the words in this field displays the currency menu, which enables you to select an alternate currency.
Aggregate
Creates a strategy containing all the defined strategies in the book.
DELETE
This selection is protected. Double-clicking on this selection deletes the book.
Sort
Displays the Sort dialog box for this book.
Done
Returns you to the Option Books menu.

Before you begin setting up strategies, you need to define your cash position and commission schedules.