P/L Theo Graph

The theoretical account P/L graph is a beta-weighted Black-Scholes calculation that provides a snapshot view of what the account profit or loss would be at a later date based on the movement in the symbol you are beta-weighting to. If you choose SPY as your symbol to beta-weight the account to, you will see the total account profit or loss correlated to the movement of SPY.


To open the chart, first, navigate to the positions tab and click on the P/L toggle at the top of the window. The platform will default to show the P/L Theo graph for all positions combined.  

Opening P/L Theo Graph on Desktop Platform

Once the graph populates, users can toggle between which positions to include by clicking on the toggle check mark to the left of each position.  

Toggling positions for P/L Theo Graph on Desktop Platform