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Monitor Strategies and Underlyings

To gain a complete picture of the portfolio, MesoLive provides two complementary rollups:

  • Strategy/Underlying rollup: exposure grouped by strategy for a specific underlying (Strategies → Strategy Details)
  • Underlying rollup: exposure grouped only by underlying across strategies (Underlyings → Underlying Details)
MesoLive Object Hierarchy

Strategies page​

The Strategies page is optimized for monitoring strategy-level aggregated risk graphs, with filters saved in your browser. It lists all the strategies that have positions, grouped by underlying, and provides controls for filtering and cycling through them.

Strategies Page

Available actions on this page:

  • Open Strategy Details for a specific strategy + underlying
  • Use Play/Stop + Cycle to auto-cycle across strategy graphs
  • Use Visible Accounts and Visible Strategies filters to narrow the dashboard
  • If Assign Legs is blinking, repair tracking: Position Tracking → Legs

Video tutorial​

Strategy Details page​

The Strategy Details page provides a deep dive into a single strategy/underlying combination, showing aggregated risk graphs and greeks over time, along with the strategy calendar (positions + schedule windows) and the PnL accumulated over time.

A new position can be started from the page by clicking the Add Position button.

  • URL pattern: https://mesolive.io/strategies/{StrategyId}/{UnderlyingId}

Video tutorial​

Underlyings page​

Use the Underlyings page when you want a symbol-first view of portfolio exposure:

  • aggregated risk graphs by underlying
  • account filters and TV-mode cycling
  • quick jump into Underlying Details

Video tutorial​

Underlying Details​

Use Underlying Details page to:

  • inspect aggregated risk and exposure time series across all strategies for that symbol
  • open 3D Graphs (if available) for a deeper view: Risk Graphs

URL pattern: https://mesolive.io/underlyings/{UnderlyingId}

Underlying Details

Troubleshooting​

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