NEW! HedgeFinder™ Charts Risk & Builds Hedges for Your Entire Portfolio!

Ever want to see the total risk to your overall portfolio?

HedgeFinder allows you to see a graphic analysis of your total portfolio along with any index options that you might be currently using to hedge that portfolio. Movements of the various assets in your portfolio are modeled against this index. In turn, any options in your portfolio are modeled to move according to their underlyings.

To use, simply select an appropriate base index (QQQQs, SPX, DJX, etc.) and, using the Portfolio Delta as displayed by OptionVue 5, pick an appropriate quantity of index options to best hedge your portfolio. Select HedgeFinder* to check your work and see if the hedge is a suitable one.

In our next release, HedgeFinder will also be able to suggest an optimal hedge based on the user’s objectives and risk preferences.

*Requires the OptionVue 5 Portfolio Manager.