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TS 交易台 Trade Desk Analysis

Portfolio Book Analysis

Trading Orders1 Exec3

Operations Recon History Brokers

Admin Risk

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PORTFOLIO

Portfolio analysis

Performance

Exposure

Insight

Section

SERIES NAV

NAV curve

NAV series appear after the first EOD

P&L attribution

Today Month to date Year to date

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Holdings by sector, region and asset class

Market value Delta-adjusted

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Return, risk and style

Year to date Past year Since inception

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Asset kinds, currencies and options

Today Month to date Year to date

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Holdings watch

Companies Portfolio

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AI portfolio review

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Trade review

Year to date Past year Since inception

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Weekly review · sandbox

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Personal settings

Profile

Display name Login username

This name appears on tickets, fills, and recent orders.

Display

Default language

中文 English

Font size

One size smaller Default One size larger

Table density

Comfortable Compact

Theme

Light Dark Follow system

Idle lock

Idle lock

30s 1 min 2 min

Each password has its own button; the Save at the bottom does not touch them.

Lock password

Current lock password

Username Account password

New lock password Confirm lock password

Account password

This is the password used to sign in to Trade, Research, and OA.

Current account password

New account password Confirm account password

Every AI feature on the desk (AI 分析 and later ones) runs on this choice.

—

Which API Company default— My own APIAny OpenAI-compatible endpoint; the key is encrypted on the server and never shown again.

API address Model API key

Font size, density, theme and the bar colour show at once; Save keeps them.

You have unsaved changes.

Something typed under Security or AI API has not been saved with its own button; closing drops it.

TS 交易台 Trade Desk

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Username Account password New lock password Confirm lock password

Enter your lock password to show AUM and P&L.

Lock password

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Override code