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Equity Option

Price a vanilla European equity option from a spot, a volatility surface, and a discount curve — returning NPV and the full set of Greeks. Shared concepts are on the Pricing overview.

The New Equity Option form: Pricing Context and Underlying & Trade sections
The New Equity Option form.

Pricing Context

FieldControlDefaultWhat it does
As Of DateDate2025-01-15Valuation date.
Settlement DateDateAs-Of + spotSettlement date for the priced value.
Discount CurveTwo dropdownsStandalone → noneFirst picks the source (— Standalone curves — or a curve set); second picks the curve used to discount / for the risk-free rate.
Dividend / Repo CurveTwo dropdownsStandalone → noneThe dividend-yield or repo curve carrying the underlying forward.
Vol SurfaceDropdown of saved surfacesThe equity volatility surface used to price the option.
Attach quote snapshotCheckboxonBundle quote-book values for server-side quote resolution (e.g. the spot quote).

Underlying & Trade

FieldOptionsDefaultWhat it does
Trade Id / NameTextOptional identifier / label for the trade.
Underlying IdTextAAPLThe underlying equity's identifier.
Option TypeCall, PutCallCall or put payoff.
SettlementCash, PhysicalCashCash-settled or physically delivered on exercise.
Expiry DateDate+2yThe option's expiry (European exercise).
StrikeNumber100The strike price.
QuantityNumber1Number of contracts.
MultiplierNumber1Contract multiplier (shares per contract).
CurrencyTextUSDTrade currency.
SpotNumber, or a quote id100Current underlying price. Ticking Use spot quote id switches this to a market-data quote reference instead of a literal value.
Use spot quote idCheckboxoffResolve spot from the quote book rather than typing a value.

The exercise style is European; the base structure is a vanilla option (the engine is selected automatically).

Reading the results

The results panel reports: