Position Modeler · 1:16

Load brokerage positions into the Modeler

Name: Load brokerage positions into the Modeler
Uploaded: 2026-09-16T16:22:16.942Z
Duration: 76 s
Description: Use My positions to select connected holdings. Broker filters and bulk selection let you choose which positions to load.

Use My positions to select connected holdings. Broker filters and bulk selection let you choose which positions to load.

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Step by step

Open My positions in the Position Modeler.
Use the broker filters and selection controls to choose the holdings to inspect.
Load the selected positions and verify their quantities, expirations and strikes in the model.