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Monitor Strategies and Underlyings

Video tutorials​

Steps​

To gain a complete picture of the portfolio MesoLive provides Strategy/Underlying and Underlying level roll-ups. The Strategy/Underlying rollup contains all the positions related to a given Strategy for a specific Underlying. The Underlying rollup contains all Positions for all Strategies for a given Underlying.

MesoLive Object Hierarchy

The layout of Strategies, Strategy Details, Underlyings and Underlying Details are matching the Position and Position Details pages’ layout.

Strategies Page
Underlying Details