Portfolio is not only a position list. Tradient groups option legs into recognizable multi-leg structures, surfaces combined Greeks and P&L, and (on higher tiers) highlights suggested actions — profit-takes, time stops, and risk flags — so you spend less time reconstructing what you already own.
Multi-leg detection
Raw broker positions often arrive as individual OCC legs. Tradient matches common packages — iron condors, butterflies, calendars, diagonals, collars, credit/debit spreads, and more — so the Positions view can show a strategy name and roll-up metrics instead of four unrelated lines.
What you see on a structure
- Net credit / debit and open P&L
- Approximate net Greeks
- Days to the nearest expiration
- Links back into Focus / Radar when useful
Action queue
Suggestions may include taking partial profits (for example around 50% of max), rolling or closing into the final ~21 DTE, cutting losers, or watching assignment risk on short options. You can accept, dismiss, or snooze items — they are prompts, not auto-orders.