Skip to main content
Exposure is how much of the portfolio gains if prices rise, as percents of portfolio value: long, short, net and gross. It is a reading beside your rules. No range, cap or status is checked against it.

​
How it is counted

  • A priced holding outside Options counts as shares times price times Moves.
  • An option counts at its premium: shares times mark, positive for a call and negative for a put, and 0 once it has expired. Moves doesn’t apply. The app labels the reading options at premium while an option counts.
  • Cash counts in neither direction.
  • Portfolio value, the base of every percent, is cash plus the signed priced holdings, options included.
  • A priced option whose symbol isn’t an option symbol has no direction. The app names it and leaves it out.

​
Where the prices come from

In the app, Allocait uses its stored quotes. On the REST API and MCP server, exposure comes only from prices you supply, or from an option’s own mark, and is null while any non-cash holding has neither. See Prices for why.

​
Next steps