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the sterling risk and margin monitor allows a user to load a set of positions as well as start of day balances and import them into the system for ad hoc analysis for example this is a file of both option positions and stock positions in our standard format this file has four columns account account name symbol and for the symbol we use straight equity symbol for equity positions and our own symbology for options which includes a dot in front the root a six letter date p for put or c for call and the strike in thousands so thirty three thousand means a strike of thirty three the fourth column is the position which is the number of contracts for an option or number of shares for a stock similarly if you create a csv file with balances simply make sure it has two columns the first column is the account code and the second column is the start of day equity once you have these files saved you can now load them directly into the system for analysis to do so go to file import first lets loa