ApexVol

Portfolio Risk Manager

See your entire portfolio's risk profile at a glance. Track aggregate Greeks, understand correlations, and manage your total market exposure.

Portfolio Greeks
Correlation Matrix
Risk Metrics

What is Portfolio Risk Manager?

Portfolio Risk Manager The Risk Manager aggregates all your options positions to calculate portfolio-level Greeks, helping you understand your total directional, volatility, and time decay exposure.

Instead of managing positions in isolation, see how they interact and identify if you're overexposed to any single risk factor.

Key Features

Aggregate Greeks

See total portfolio delta, gamma, theta, and vega

Sector Exposure

Understand concentration by sector and correlation

Stress Testing

Model portfolio impact under different market scenarios

Position Sizing

Calculate appropriate position size based on risk tolerance

How It Works

1

Position Entry

Import or manually enter your options positions

2

Greeks Aggregation

Calculate and sum Greeks across all positions

3

Correlation Analysis

Analyze how positions move together

4

Risk Reporting

Generate reports on risk concentration and exposure

Use Cases

Portfolio Management

Monitor aggregate Greeks to maintain delta-neutral portfolios

Risk Limits

Set and monitor limits on total vega, theta, or delta exposure

Trade Evaluation

Understand how a new trade affects portfolio risk before entry

Hedging

Identify what hedges would reduce portfolio risk most efficiently

Frequently Asked Questions

What are portfolio Greeks?

Portfolio Greeks are the aggregate sensitivities of your entire options portfolio. For example, if you have +100 delta in AAPL and +50 delta in MSFT, your portfolio delta is approximately +150 SPY-equivalent deltas (adjusted for beta).

How do I manage portfolio theta?

Track your total theta (time decay) to understand your daily P/L from time passing. Premium sellers want positive theta (earning as time passes), while premium buyers want to manage negative theta exposure.

Ready to Try Portfolio Risk Manager?

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