{"id":180565,"date":"2021-06-24T17:22:00","date_gmt":"2021-06-24T21:22:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/glossary-terms\/portfolio-performance-profile\/"},"modified":"2023-01-22T13:36:33","modified_gmt":"2023-01-22T18:36:33","slug":"portfolio-performance-profile","status":"publish","type":"glossary-terms","link":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/portfolio-performance-profile\/","title":{"rendered":"Portfolio Performance Profile"},"content":{"rendered":"<p>This what-if feature allows you to toggle the Mosaic Portfolio window into what-if mode and add or remove hypothetical positions to and from your existing portfolio to see how these changes will affect key portfolio metrics, including P&#038;L, Delta and the Greeks and Value at Risk. If you like the performance results from the hypothetical adding or removing of any positions, you can create and submit real orders to add these positions to your actual portfolio.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This what-if feature allows you to toggle the Mosaic Portfolio window into what-if mode and add or remove hypothetical positions to and from your existing portfolio to see how these changes will affect key portfolio metrics, including P&#038;L, Delta and the Greeks and Value at Risk. If you like the performance results from the hypothetical adding or removing of any positions, you can create and submit real orders to add these positions to your actual portfolio.<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"traders-glossary":[13257,13251],"class_list":{"0":"post-180565","1":"glossary-terms","2":"type-glossary-terms","3":"status-publish","5":"traders-glossary-trading-terms-p","6":"traders-glossary-trading-alphabet"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Archives Term | IBKR Glossary | IBKR Campus<\/title>\n<meta name=\"description\" content=\"This what-if feature allows you to toggle the Mosaic Portfolio window into what-if mode and add or remove hypothetical positions to and from your...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/glossary-terms\/180565\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Portfolio Performance Profile definition\" \/>\n<meta property=\"og:description\" content=\"This what-if feature allows you to toggle the Mosaic Portfolio window into what-if mode and add or remove hypothetical positions to and from your existing portfolio to see how these changes will affect key portfolio metrics, including P&amp;L, Delta and the Greeks and Value at Risk.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/portfolio-performance-profile\/\" \/>\n<meta property=\"og:site_name\" content=\"IBKR Campus US\" \/>\n<meta property=\"article:modified_time\" content=\"2023-01-22T18:36:33+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Portfolio Performance Profile definition\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\n\t    \"@context\": \"https:\\\/\\\/schema.org\",\n\t    \"@graph\": [\n\t        {\n\t            \"@type\": \"WebPage\",\n\t            \"@id\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/glossary-terms\\\/portfolio-performance-profile\\\/\",\n\t            \"url\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/glossary-terms\\\/portfolio-performance-profile\\\/\",\n\t            \"name\": \"Portfolio Performance Profile definition\",\n\t            \"isPartOf\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#website\"\n\t            },\n\t            \"datePublished\": \"2021-06-24T21:22:00+00:00\",\n\t            \"dateModified\": \"2023-01-22T18:36:33+00:00\",\n\t            \"description\": \"This what-if feature allows you to toggle the Mosaic Portfolio window into what-if mode and add or remove hypothetical positions to and from your existing portfolio to see how these changes will affect key portfolio metrics, including P&L, Delta and the Greeks and Value at Risk.\",\n\t            \"breadcrumb\": {\n\t                \"@id\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/glossary-terms\\\/portfolio-performance-profile\\\/#breadcrumb\"\n\t            },\n\t            \"inLanguage\": \"en-US\",\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"ReadAction\",\n\t                    \"target\": [\n\t                        \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/glossary-terms\\\/portfolio-performance-profile\\\/\"\n\t                    ]\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"BreadcrumbList\",\n\t            \"@id\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/glossary-terms\\\/portfolio-performance-profile\\\/#breadcrumb\",\n\t            \"itemListElement\": [\n\t                {\n\t                    \"@type\": \"ListItem\",\n\t                    \"position\": 1,\n\t                    \"name\": \"Glossary\",\n\t                    \"item\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/glossary-terms\\\/\"\n\t                },\n\t                {\n\t                    \"@type\": \"ListItem\",\n\t                    \"position\": 2,\n\t                    \"name\": \"Portfolio Performance Profile\"\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"WebSite\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#website\",\n\t            \"url\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/\",\n\t            \"name\": \"IBKR Campus US\",\n\t            \"description\": \"Financial Education from Interactive Brokers\",\n\t            \"publisher\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#organization\"\n\t            },\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"SearchAction\",\n\t                    \"target\": {\n\t                        \"@type\": \"EntryPoint\",\n\t                        \"urlTemplate\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/?s={search_term_string}\"\n\t                    },\n\t                    \"query-input\": {\n\t                        \"@type\": \"PropertyValueSpecification\",\n\t                        \"valueRequired\": true,\n\t                        \"valueName\": \"search_term_string\"\n\t                    }\n\t                }\n\t            ],\n\t            \"inLanguage\": \"en-US\"\n\t        },\n\t        {\n\t            \"@type\": \"Organization\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#organization\",\n\t            \"name\": \"Interactive Brokers\",\n\t            \"alternateName\": \"IBKR\",\n\t            \"url\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/\",\n\t            \"logo\": {\n\t                \"@type\": \"ImageObject\",\n\t                \"inLanguage\": \"en-US\",\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#\\\/schema\\\/logo\\\/image\\\/\",\n\t                \"url\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2024\\\/05\\\/ibkr-campus-logo.jpg\",\n\t                \"contentUrl\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2024\\\/05\\\/ibkr-campus-logo.jpg\",\n\t                \"width\": 669,\n\t                \"height\": 669,\n\t                \"caption\": \"Interactive Brokers\"\n\t            },\n\t            \"image\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#\\\/schema\\\/logo\\\/image\\\/\"\n\t            },\n\t            \"publishingPrinciples\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/about-ibkr-campus\\\/\",\n\t            \"ethicsPolicy\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/cyber-security-notice\\\/\"\n\t        }\n\t    ]\n\t}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Archives Term | IBKR Glossary | IBKR Campus","description":"This what-if feature allows you to toggle the Mosaic Portfolio window into what-if mode and add or remove hypothetical positions to and from your...","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/glossary-terms\/180565\/","og_locale":"en_US","og_type":"article","og_title":"Portfolio Performance Profile definition","og_description":"This what-if feature allows you to toggle the Mosaic Portfolio window into what-if mode and add or remove hypothetical positions to and from your existing portfolio to see how these changes will affect key portfolio metrics, including P&L, Delta and the Greeks and Value at Risk.","og_url":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/portfolio-performance-profile\/","og_site_name":"IBKR Campus US","article_modified_time":"2023-01-22T18:36:33+00:00","twitter_card":"summary_large_image","twitter_title":"Portfolio Performance Profile definition","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/portfolio-performance-profile\/","url":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/portfolio-performance-profile\/","name":"Portfolio Performance Profile definition","isPartOf":{"@id":"https:\/\/ibkrcampus.com\/campus\/#website"},"datePublished":"2021-06-24T21:22:00+00:00","dateModified":"2023-01-22T18:36:33+00:00","description":"This what-if feature allows you to toggle the Mosaic Portfolio window into what-if mode and add or remove hypothetical positions to and from your existing portfolio to see how these changes will affect key portfolio metrics, including P&L, Delta and the Greeks and Value at Risk.","breadcrumb":{"@id":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/portfolio-performance-profile\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/portfolio-performance-profile\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/portfolio-performance-profile\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Glossary","item":"https:\/\/ibkrcampus.com\/campus\/glossary-terms\/"},{"@type":"ListItem","position":2,"name":"Portfolio Performance Profile"}]},{"@type":"WebSite","@id":"https:\/\/ibkrcampus.com\/campus\/#website","url":"https:\/\/ibkrcampus.com\/campus\/","name":"IBKR Campus US","description":"Financial Education from Interactive Brokers","publisher":{"@id":"https:\/\/ibkrcampus.com\/campus\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ibkrcampus.com\/campus\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/ibkrcampus.com\/campus\/#organization","name":"Interactive Brokers","alternateName":"IBKR","url":"https:\/\/ibkrcampus.com\/campus\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ibkrcampus.com\/campus\/#\/schema\/logo\/image\/","url":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/05\/ibkr-campus-logo.jpg","contentUrl":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/05\/ibkr-campus-logo.jpg","width":669,"height":669,"caption":"Interactive Brokers"},"image":{"@id":"https:\/\/ibkrcampus.com\/campus\/#\/schema\/logo\/image\/"},"publishingPrinciples":"https:\/\/www.interactivebrokers.com\/campus\/about-ibkr-campus\/","ethicsPolicy":"https:\/\/www.interactivebrokers.com\/campus\/cyber-security-notice\/"}]}},"_links":{"self":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/glossary-terms\/180565","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/glossary-terms"}],"about":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/types\/glossary-terms"}],"version-history":[{"count":0,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/glossary-terms\/180565\/revisions"}],"wp:attachment":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/media?parent=180565"}],"wp:term":[{"taxonomy":"traders-glossary","embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/traders-glossary?post=180565"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}