...
Click on ‘Dashboard’ from the navigation sidebar on the left to access the page. Select the desired model/report and click on ‘Create’ to open the model/report.
...
We will select Portfolio P/L Details model as an example.
Click on ‘Settings’ (gear icon) on the top right corner of the model to set up the details of your model/report.
...
Select the desired portfolio and other details in the pop-up box. Click ‘Submit’ to view the model/report successfully.
...
In the Portfolio P/L Details model, all the trades in the selected portfolio will automatically be displayed, calculated and categorised according to the type of positions (PAPER OPEN, PAPER CLOSED etc) for your easy reference. You will be able to assess how your portfolio/trades have performed at a glance.
You may filter, arrange and categorise the columns/rows/groups, as well enlarge the model according to your needs.
...
...
Other models/reports for your reference:
Position Matrix Position Matrix
Group P/L: Group P/L
...
Futures Account: Futures Account
Portfolio Performance Chart: Portfolio Performance Chart
...
5. Share quantitative models/reports
...