PLASMA allows you to make changes to specifc option legs within an option portfolio. There are 3 places where you can manage specific option legs:
Option Model Page - To modify a leg across all accounts
User Generated Alerts - To modify a leg across all accounts
Sleeve View within an Account - To modify a leg within a specific account
Option Model Page
From the top menu select the Strategies tab
The model page will show you a list of all your models. Select the model of interest by clicking on the model name.
On the model option page, you'll see the ability to Roll/Close on live option legs. Click on Roll/Close to continue
This will bring up the option leg page, where you can see metrics on the option leg. The last button, Actions, allows you to modify the leg.
User Generated Alerts
User Generated Alerts allow you to setup an alert based on an option or underlier. More information to setup alerts can be found here.
Within an alert, PLASMA allows you to modify an option leg. Select the Review button to bring up the option leg view.
Account View
From the top menu select the Clients tab
Select the Account you would like to manage:
On the Account page, select Sleeve View
The Sleeve View will provide information on the Underlier and its associated option based on the option model rules. Scroll to the far right and select view to modify the leg.
Please reach out to your partner success manager, chat with us via the support bubble in the bottom right corner of your UI, or send an email to [email protected] with any questions or feedback.