Are you having trouble determining your total exposure to equities through futures, exchange traded funds, stocks, and derivative positions? With Imagine's Equity Concentration Report App, you can easily sift through derivatives, constituent-linked securities, and the various flavors of equity to determine a given portfolio's total exposure to the underlying equities. This powerful app iterates through any portfolio you choose and recursively analyzes each position until reaching the associated baseline equity. The app then outputs a detailed concentration report, along with associated equity information, as well as errors, warnings, positions that were ignored, and a path report illustrating how each equity was determined.
Current Derivatives.com users, click here for additional information on using Equity Concentration Report.