OptionSource Summary Tab

 

 

The OptionSource Summary tab displays positions and position totals for each of the other tabs in the OptionSource window.

 

The Summary tab can be displayed or hidden through the context menu available by right-clicking in the tab area of any OptionSource window.

 

 

Here is the Summary tab for an OptionSource window composed of 3 tabs: 1 for each of April, May, and June E-mini S&P 500 futures.  (Note that all of these options positions could have been placed on one tab):

 

 

Here is the 2nd tab ("ES K1") showing the May position.  Note that the Total row from this tab is the same as the ES K1 row in the Summary tab above:

 

 

 

The Summary tab can be displayed as a summary only (as shown above) or with the rows expanded show positions.  

Selecting the + to the left of the Page row will show positions for that page.  

 

Here is the above Summary tab with the row expanded and showing all positions:

 

 

 

And similar to the Position Pane, individual positions or entire Pages can be quickly excluded from the Summary Position Totals by unchecking  the checkbox to the left of the position or page.   

See below how "Page ES J1" and "Page ES M1" have been unchecked.  Notice that only "Page ES K1" is included into the Summary Position Totals.

 

 

 

Multiple Symbol Roots

 

When an OptionSource window is composed of tabs with multiple symbol roots, the Position Totals from some columns (Delta and Gamma for example) do not always provide meaningful results.  An asterisk (*) appears in the Symbol column on the bottommost line to denote this.  Here is a Summary tab for a Window with S&P 500 futures positions and crude oil positions: