Version 6.2.1's new Pivot Table feature enables you to view a given portfolio as a pivot table, enabling you to create a hierarchical, “drill down” view of your portfolio.
Create a multi-level, hierarchical "tree", adding and removing aggregators on the fly by simply dragging and dropping the desired columns. For example, you can start by aggregating the portfolio view by underlying symbol, and then by underlying symbol AND security type, and then by underlying symbol AND security type AND expiration... and so on. All in seconds by simply dragging and dropping.
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