Chart Panel

The Chart Panel (titled Distribution Charts in the UI) turns the rows currently shown in a Market Risk grid into a visual distribution. Use it to spot outliers, compare books, and see how a risk or PnL metric is spread across accounts or groups—without leaving the page.

Available on all Market Risk views: By Portfolio, By Symbol, By Master, and By Office.

Related: Market Risk Overview · Market Risk Views · Working with Grids

1. Open any Market Risk view and wait until the grid has loaded. 

2. In the page header toolbar, click the chart icon (tooltip: Toggle chart panel). 

3. A side panel opens on the right titled Distribution Charts. The grid narrows to make room. 

4. Click the chart icon again, or the X in the panel header, to close it.

> Screenshot: Market Risk header with the chart toggle highlighted; panel open on the right.

When the panel is open, the toggle button appears in the primary (active) style so you can see at a glance that charts are on.

Charts are built from the grid data currently on screen (the rows and columns the server has sent for this view).

- Change the hierarchy level, filters, office/category selections, or page (where paging exists), and the chart updates to match the new set of rows. 

- Aggregate / rollup labels such as +ALL, ALL, and Portfolio are excluded so firm-wide totals do not dominate the plot. 

- If there is no usable numeric data for the selected columns, the panel shows No data available for selected columns.

> Tip: Filter or drill the grid first (for example, one office or a set of symbols), then open the chart so the distribution reflects the slice you care about.

At the top of the panel:

| Control | What it does |

|---|---|

| Account / Group | Which identity column labels each point or bar (frozen hierarchy columns, or columns whose names include Account, Trading Group, or Group). Defaults to the first available. |

| Metric | Which numeric risk/PnL column to plot (for example Final MM, Vega, Net Delta). Defaults to the first numeric metric. |

| Chart Type | Scatter Plot (Best for Outliers) (default), Histogram, or Bar Chart. |

If Account/Group or Metric cannot be selected, the panel prompts you to choose both before drawing a chart.

> Screenshot: Panel with Account/Group, Metric, and Chart Type dropdowns filled in.

Scatter Plot (default)

- One point per row value: X = account/group, Y = metric. 

- Outliers are highlighted in the error/alert color using the IQR method (values outside Q1 − 1.5×IQR or Q3 + 1.5×IQR). 

- Hover a point for account name, value, and an outlier flag when applicable. 

- A legend line under the chart reports how many outliers were detected.

Best for: finding books or symbols that sit far from the pack on a single metric.

Histogram

- Shows how often metric values fall into bins (frequency on the Y-axis). 

- Binning adapts to the data (including separate outlier bins for values outside roughly the central 95%). Outlier bins use the error color. 

- Hover a bin for range, count, and the list of accounts in that bin. 

- Click a bin to filter the All Accounts Summary list to those accounts; click again or use Clear Filter to show everyone.

Best for: shape of the distribution (clustered, skewed, heavy tails).

Bar Chart

- One bar per account/group showing the average of the selected metric for that label. 

- Hover for average and count of values. 

- A zero reference line helps read positive vs negative averages.

Best for: quick rank-style comparison of average exposure or PnL by book.

Above the plot you will see:

- {Metric} Distribution (and (Zoomed) when zoomed) 

- All Accounts (N values across M accounts) 

- Min | Max | Mean for the selected metric across plotted values 

- Short zoom hints (scroll, drag, keys) 

- Outlier notes for scatter or histogram when relevant 

Below the plot, All Accounts Summary lists each account/group with Count, Mean, and Range (min–max). Use histogram bin click + Clear Filter to focus that list.

| Action | Result |

|---|---|

| Mouse wheel over the chart | Zoom toward the cursor |

| + / − buttons (or + / = / - keys when the chart is focused) | Zoom in / out |

| Drag (after zooming) | Pan the view |

| Double-click chart, Reset Zoom, or 0 / Escape | Return to the full view |

Zoom resets when you change Chart Type.

> Screenshot: Scatter plot with outliers highlighted and Reset Zoom visible.

1. Find the noisy book — Open By Office or By Portfolio → filter if needed → Chart → Metric = Final MM (or your desk’s main PnL) → Scatter Plot → inspect red outlier points. 

2. See the shape of risk — Same setup → Histogram → note outlier bins → click a tail bin → review accounts in the summary. 

3. Compare average Greek — Drill to the level you care about → Metric = Vega (or Net Delta) → Bar Chart → scan tallest / most negative bars.

| Symptom | What to try |

|---|---|

| Panel empty / “No data available” | Wait for Connected and grid load; pick a numeric Metric; expand the hierarchy so leaf rows have values. |

| Too few points | Clear filters or drill less aggressively; ensure you are not only looking at aggregate rows. |

| Wrong labels on X-axis | Change Account / Group to the frozen column that matches your view (Office, Master, Portfolio, Symbol, etc.). |

| Grid feels cramped | Close the panel with X or the chart toggle. |

| Chart looks stale | Filters and hierarchy drive the data—refresh the slice in the grid; the chart follows those rows. |

- Market Risk Overview

- Market Risk Views 

- Working with Grids 

- Creating and Managing Alerts (alert from a grid value after you spot an outlier)

## Author checklist (screenshots)

1. Header toolbar with chart toggle (closed). 

2. Panel open: Distribution Charts title, three dropdowns, scatter plot. 

3. Scatter with visible outliers + tooltip. 

4. Histogram with outlier bin and bin tooltip listing accounts. 

5. Bar chart of average metric by account. 

6. Zoomed state with Reset Zoom and (Zoomed) label.