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How to use your Dashboard

V
Written by Vivek Pai
Updated over 3 months ago

The PLASMA Dashboard is the center of your PLASMA experience and provides a variety of information to manage option portfolios. There are 4 sections to the Dashboard: User Generated Alerts, Underlier Transaction Detected Alerts, Summary, Calendar, and Data Summary

User Generated Alerts

User Generated Alerts are alerts that you can customize based on either the option or the underlier. To configure alerts, check out the create alerts guide

Underlier Transaction Detected Alerts

Underlier Transaction related alerts are PLASMA generated alerts based on metrics within a base model. These raise awareness that an underling position is crossing an option model threshold. These alerts can not be modified

Summary

The summary section provides an overview of the models and accounts you have on the PLASMA platform. These metrics can not be modified.

Calendar

The calendar displays upcoming Corporate Actions - Earnings, Dividends, Splits for underliers within your accounts. These can be filtered for each of the Corporate Actions.

Data

This section provides details on the data availability in the platform. Specifically note the date on the custodian data. This will tell you latest the date for which position data is available within PLASMA. While custodian data is typically available by 8a Eastern, there are circumstances in which the data is delayed.

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