Risk Navigator Trader Personalities
Instructions
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.
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Select the Report button across the top of the Risk Navigator window.
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Select Personality.
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Select one of the following Personalities
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Derivatives (current)
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Equity Hedged
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Equity Long/Short
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Press Change and Reset Report.
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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.
Additional Resources
Learn About Risk Navigator Tool in Trader Workstation at IBKR Campus