Financial impact
When to use this screen
P&L / firm impact of the mix.
Who can open it / who to ping
- Same Metals vs Indices report permission. Account-level rows: handle as PII.
Find the record
From Metals vs Indices, open Financial impact.
Happy path
- Set filters to the same window as the hub.
- If a single account looks off, open Accounts Management / Risk — do not punish from the report.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| View | Analysis | None |
If this fails
- Empty: no accounts in that mix for the window.
- Exposure/hedging cards, if shown, are extra payout reports — still read-only.