Model a position and save it

Desk models an entry, adjustment, hedge, roll, exit or multi-step strategy, compares candidates against the limits you state, and proposes adjustments from the app’s own rules.

• Save as draft on a model card creates a draft trade with a scenario per step. For an existing trade the button is Add as scenarios, which adds them to it. You can also ask Desk to save.
• Show in builder opens the model in the builder.
• Refresh revalues the model at current quotes.

Note

Saving is all Desk writes. It cannot place, change or cancel an order, edit a position, commit a draft, delete anything, or change a strategy.

Check what Desk models in the builder before you rely on it.