Saxo Bank’s multilevel special investment announces several updates and improvements now available at SaxopartnerConnect (SPC).
Additional “Return Return” and “P/L” Data in Portfolio Portfolio Report
The portfolio depreciation file has been expanded to include the following new columns:
- Net
- Qtd/ytd and ‘from the start’ returns
- Qtd/ytd and ‘from start’ profit/loss
Model model ux update
At Model Manager, partners will now be able to group the composition of the model model. This grouping can be done either on the basis of the underlying model or by subjects.
Improvements of Historical Views of Portfolio
In recent months, SAXO has implemented several improvements to the historical view of the portfolio at SPC. These changes will soon be reflected on end customer platforms.
- The ability to see historical positions grouped with product and currency
- Using Chevron to see individual positions
- A new grid column indicates L/s, which shows long, short and if trade was assigned through a choice of so long or short assignment
New columns on viewing transactions
SAXO introduced a coefficient aimed at increasing the Delta maximum delta exposure limit. Once the coefficient is in a game, implemented by separating the current exposure limit to two:
- Short exposure limit -> applicable to the sum of short contracts during expiry. Calls and contracts are summed up separately
- Delta Exhibition limit -> applies to contracts with the same end. Delta (Long Calls / Short Puts) and Delta negative contracts (short calls / long yields) are summed up separately
The tool allows to clarify these two limits in trading conditions. The two columns are available in bulk viewing for the SPC as well as the viewing of individual trading conditions on all platforms.
Strengthening the portfolio portfolio page
Saxo has made the following changes to the owner portfolio page:
- Remove 1 day return: To smooth out the information presented and focus on more important data, 1 day return measurement has been removed.
- Abolition of portfolio distribution: SAXO has also abolished the portfolio distribution section. This adjustment is intended to simplify the page layout and ensure that the most relevant details are easily accessible.