Risk Navigator Trader Personalities

To help make the default report fields more relevant for traders, Risk Navigator provides a "personality" selector to drive the selection of fields on each report. You can add or remove fields from reports at any time. To modify a single report, work directly in that report. To configure multiple reports, use the Report Designer.

To choose a personality, please take the steps outlined below.

  1. Select the Report button across the top of the Risk Navigator window.

  2. Select Personality.

  3. Select one of the following Personalities

    • Derivatives (current)

    • Equity Hedged

    • Equity Long/Short

  4. Press Change and Reset Report.

  5. You can then modify the field layout on a report-by-report basis using the Reset Report command on the Report menu.

You can select a personality and have all reports changed by clicking Change and Reset Reports. To keep your reports set up as is, select a personality and click Change. You can then modify the field layout on a report-by-report basis using the Reset Report command on the Report menu.

To see the fields that are included by default in each personality, see the Fields per Report for Trader Personalities topic.