The layout of Strategist was designed to give the trader a view of different types of relevant information in order to assess the risk of their portfolio. Trade windows relating to different types of information can be toggled on/off from view. The size and number of lines can be adjusted. Column layouts can be custom-tailored to best fit the trader style and needs. All of these features are maintained in the account page window. When entering an account page for the first time, three trade windows are displayed. From the pull-down menus other trade windows can be toggled on/off to customize the page setup.

Trade Detail - is the primary screen in Strategist and it is where all trade information is maintained. Trades can be viewed in full detail or condensed mode. Trades can be edited by highlighting the trade line and clicking on the type of change desired. Multiple lines can be highlighted to modify the price sources, implied volatility or market price information. The accounting and risk analysis information is calculated from the trades listed on the Trade Detail screen.
Term Totals - summarize the Greek and accounting information by corresponding months. Term Totals can display changes in the Greeks, IV's and Equity from one day to the next (notice the -D after the Delta, Equity and AIV). Any of the Greeks can have the same measurement.
Symbol Totals - summarize the Greek and accounting information by instrument.
Page Totals - lists the selected currency of all the instruments and Greek information for the complete account page.
Pnl Totals - lists the trades in their traded currency and the profit and/or loss for each trade type in the account. Once a trade has settled, the corresponding profit or loss will be listed for the type of trade. No information will be displayed until the trades have been offset. Only the equity and balance will display any values.
Group Totals - displays a combined total for trades that have been grouped together and assigned a letter.