OptionForge desktop module

Portfolio — Scope, Beta-weighting & Hedging

Portfolio grouping, benchmark-relative exposure, scope operations, hedge-book controls, and beta-aware review.

What this module does

Portfolio is where isolated trades become a book. Its two principal workspaces are Portfolio, for holdings, exposure and valuation context, and Charts & Visualizations, for combined portfolio-level visual analysis rather than repeated single-position charts.

Data and model boundary

Results are analytical software outputs based on selected inputs, data quality, model assumptions, and scenario settings. They are not brokerage instructions, guarantees, or financial advice.