The Quote tab in Copilot is designed for brokers and trading desks that need to manage, price, and analyze a large number of option quotes efficiently. It supports batch input, fast editing, and dynamic recalculations, making it ideal for high-volume workflows.
🧾 Quote Entry
At the top, you’ll find a multiline input box where you can paste or type one or more quote strings (one per line). The system supports natural-language-like parsing.
✅ Example:
brent Sep-25 70/75 cs
This input is automatically parsed into a call spread on Brent with September 2025 expiration and strikes at 70 and 75.
Click the Add Queries button on the right to parse quotes.
Alternatively, press Enter to process all input lines.
You can use Enter + Shift to add a new line without parsing quotes.
⚙️ Query Tools
Dropdown (▾) – Shows all active or historical queries.
Settings (⚙️) – Lets you configure auto-cleaning of quotes at the start of each day, ensuring a fresh workspace.
📋 Quote Table: Column Breakdown
Each quote row displays a complete breakdown of the structure, with live-editable fields. Here's what each column represents:
| Column | Description |
|---|---|
| Underlying | Underlying symbol |
| QTY / VOL | Editable quantity |
| Strike | Option strike |
| Type | Option type (CALL / PUT) |
| Period | Option period |
| UL | Underlying price, editable live and at settlement |
| PR | Premium (Bid / Theo / Ask), editable; changes propagate to Implied volatility |
| IV (%) | Implied volatility (Bid / Theo / Ask), editable; changes propagate to Premium |
| Delta (%) | Delta for each leg (Bid / Theo / Ask) |
| Structure | String summary of the quote (e.g., "BRNT Sep-25 70/75 call spread") |
🔧 Interactive Controls for Quotes
| Control | Function |
|---|---|
| 📋 Copy Structure | Copy structure string to clipboard. |
| 📋 Copy Structures (All Structures) | Copy all structure string to clipboard (copy icon in the header). Structures will be separated by new lines. |
| ☑️ Adding cross to structure | This Checkbox will add a cross to the structure. |
| PR / IV Toggle | Choose whether the quote pricing should be fixed based on premium or IV |
| PR / IV Toggles (All structures) | Choose whether the quote pricing should be fixed based on premium or IV for all structures (PR / IV icons in header) |
| BID / ASK Toggles | Enable or disable quoting on bid/ask sides |
| Vol Smile Editor (🙂) | 📈 Opens the volatility smile editor for that underlying/expiry |
| Refresh (🔄) | Reloads the quote using current market data |
| Remove (❌) | Deletes the quote from the table |
| Open Tab (➕) | Launches the quote in its own tab for more detailed analytics |
➕ Add Trades & Pagination
Below the table:
Add trades dropdown: Selects a saved tab or quote to add to the list
Pagination: Navigate through multiple pages of quotes (5 per page by default)
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