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:

Selection

Function

New Position

Displays the New Position dialog.

Transactions

Enables you to adjust the field arrangement. Clicking this selection displays the view menu for the current strategy, i.e.,

Selection	Function
Transactions	Displays all transactions.
Aggregate	Displays the net open position per instrument.
Open Trades	Displays all open trades.
Closed Trades	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.

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 we'll discuss later.