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The Strategy Menu

When you create a new strategy, the Strategy menu is empty, ready for you to enter transactions. Once you have entered transactions, the Strategy menu looks more like this:

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Selection
Function
New Position
Displays the New Position prompt.
Transactions
Displays all transactions. Selecting the word in this field displays the view menu for the current strategy, i.e.,

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Transactions view displays all transactions. Aggregate view displays the net open position per instrument. Open Trades view displays all open trades. Closed Trades view displays all closed trades.
Position Mode
Indicates the Strategy menu is being displayed in Position mode. This selection toggles the view between Position Mode and Group Mode.
P&L Total
Indicates the Strategy menu is in P&L Total view. This selection toggles the view between the P&L Total and P&L Today views
Minimized
Indicates the Strategy menu is in minimized view. This selection toggles between the Minimized and Maximized views.
Sort
Displays the sort dialog box for the Strategy.
DELETE
Deletes the Strategy.
Done
Returns you to the Book menu.

The Strategy menu enables you to define the options positions that comprise a strategy. By default, the Strategy menu is displayed in position mode, as indicated by the Position Mode toggle. Position mode displays each individual transaction. Like other menus in Aspen, the Position Mode toggle indicates the current display state. You can also display the Strategy menu in group mode, which well discuss later.