> ## Documentation Index
> Fetch the complete documentation index at: https://docs.activeviam.com/llms.txt
> Use this file to discover all available pages before exploring further.

# FRTB trade scaling

export const productName = "Atoti FRTB";

{productName} provides scaling simulations to display instant
recalculations of and incremental impact from simulated adjustments to a
given trade or set of trades.

For a visual walk-through, watch the [video](./index#types-of-what-if-analysis) on performing a trade scaling simulation.

## Scaling factor options

| Scaling factor | Impact on trade                   |
| -------------- | --------------------------------- |
| > 1            | Adjusts the trade up              |
| \< 1           | Adjusts the trade down            |
| negative       | Inverts the trade risk profile    |
| zero (0)       | Closes down the position entirely |

## Trade Scaling

1. Select the TradeId you want to work on. This can be from any pivot
   table that has the TradeId dimension. Right-click and select **What-If Trade** > **Scale** \[ name of TradeId].

   The **Scale Trades** dialog box is
   displayed with information about the TradeId, the branch you are
   branching from.

2. Check that all elements are the ones you want, otherwise cancel and
   set or change your filters as required.

3. In the **Scale Trades** dialog box,
   complete the **Parameters** section and
   click **OK**

   * **Trade ID**: Id of the selected
     Trade(s).
   * **Title**: Short caption describing
     the meaning of the trade scale task.
   * **Scale Factor**: The factor by which
     to multiply the underlying trade. See [Scaling factor
     options](#Scaling).
   * **Branch Name**: Name of the branch on
     which to save the scaling result. If the branch does not exist,
     a new branch will be created.

4. In the Pivot table, if the Epoch dimension is selected, the new
   branch you created is displayed adjacent to the master. The new
   branch contains the same data as the master branch for this trade,
   but all calculations are recalculated with the scaled trade and the
   numbers will be different.

5. To manage your branches and the simulations on them, use the **WhatIf Manager**.

## Duplicating Trades

To duplicate a trade and scale its copy:

1. Complete steps 1-3 in the procedure for trade scaling.
2. In the **Scale Trades** dialog box,
   complete the **Duplicate Trades** section:
   * Select the **Duplicate Trades**
     checkbox.
   * Edit the suffix to append to the new duplicate trade.
3. In the Pivot table, if the Epoch dimension is selected, the new
   branch contains a duplicated version of the original trade scaled by
   the factor you applied. Since the new duplicated trade is a
   completely new trade, it is only contained in the new branch and
   does not appear on the master branch.
4. To manage your branches and the simulations on them, use the [WhatIf Manager](./index#whatif-manager).