How to check the P&L for a combo position that is currently displayed as individual legs?

If your combo position is currently displayed as individual legs and you are unable to display it as a Complex Position, you can check the P&L using a quote monitor in Classic TWS:

1. Copy and paste (it is easiest to use Ctrl+C and Ctrl+V) the individual legs of your combo from the Portfolio tab into another tab/quote monitor of Classic TWS
2. Add the columns Daily P&L and Unrealized P&L to the quote monitor, if not already displayed, by holding your mouse cursor over a column header for 1 second and selecting Insert Column followed by Position and P&L, Daily P&L and Unrealized P&L
3. Right click on an empty line above the legs and select Create Group Header. This will create a header line which will display Daily P&L and Unrealized P&L from all the tickers below it
4. If you have additional combinations currently displayed as individual legs, create an additional Group Header to separate them correctly.

Please Note

• Daily P&L and Unrealized P&L on the Group Header row are displayed in terms of your Base Currency.

Find more information on how to create a group header in the TWS Users' Guide.

To close the combo legs with a single order in Classic TWS:

1. Right click on an empty row of a quote monitor and select Generic Combo
2. Click the Pair or Leg-by-Leg tab
3. Set the same legs and sides as the leg positions you hold in your portfolio (if you are short choose Sell, if you are long choose Buy) to recreate the original combo position
4. Click the Add button to add the combo to your quote monitor
5. Click OK to close the window
6. If you originally placed a Buy order on that combo ticker to open the position, you can place an opposite side order (Sell) to close its legs, even if those legs are now displayed as individual positions
7. Before submitting the order, make sure to review the actions which will be performed on the legs. This will be displayed in the Order Confirmation pop-up in the Order Description section. 

Find more information on how to use the combo selection window in the TWS Users' Guide.

Example:

Your combo is currently displayed as individual legs CC Mar’21 and CC Jul‘21

What you can do:

1. Right click on Empty row above the leg tickers, select Create Group Header and add a name such as "COMBO_CC_TOTALS"

1. Right click again on an empty line and select Generic Combo
2. Add the combo legs considering the independent leg positions you have in your Portfolio
3. Click the Add button
4. The combo ticker “CC Mar16/Jul15 Reverse Calendar” is added to the quote monitor

5. When ready, you can place a single Sell order on that combo ticker to close the individual legs