WebCab XL Community Edition

EuropeanEvaluation.TotalValue Method 

Here we derive an estimate of the total value of a portfolio of derivatives which depend on some underlying asset.

public double TotalValue(
   double Delta,
   double Theta,
   double Gamma,
   double AssetPrice,
   double RiskFreeRate,
   double Volatility
);

Parameters

Delta
The delta of the portfolio. That is, the rate of change of the portfolio with respect to changes in the underlying asset.
Theta
The theta of the portfolio. That is, the rate of change of the portfolio with respect to changes in the time to maturity.
Gamma
The gamma of the portfolio. That is, the rate of change, of the rate of change (i.e. the 2nd derivative) of the portfolio with respect to changes in the underlying asset.
AssetPrice
The underlying asset price on which the portfolio depends.
RiskFreeRate
The continuously compounded risk free interest rate in the reference currency expressed in decimal format (i.e. 1 percent = 0.01).
Volatility
The volatility of the underlying asset price given in decimal format (i.e. 1 percent = 0.01).

Remarks

Example: This method could be applied to a portfolio consisting of derivative contracts on Gold (i.e. AU). In this case, if we know the delta, theta and gamma of the gold portfolio, the market price and volatility of gold and the risk free interest rate of the reference currency. Then we are able to estimate (to the second order) the value of the entire portfolio with respect to the reference currency.

Excel Remarks

The full name of this function inside Excel is Option_EuropeanEvaluation_TotalValue.

See Also

EuropeanEvaluation Class | Options Namespace