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ou may allocate the trades into your portfolio(s) in this page while viewing them .in the main paper trade page
In the Managing Paper Trades page, tick the checkbox(es) of the trade(s) you wish to allocate , and select to a specific portfolio, and click on 'Allocate Portfolio' and you will be directed to a new table with all the trades you have selected. Select the desired portfolio from the drop-down list ('Select at the bottom of the page and click 'Save Portfolio') above the table. The once done. The portfolio will be assigned to the trade(s) accordingly.
Click 'Save Portfolio' below, and the trades will be allocated into the portfolio accordingly.
You may easily change the portfolio allocation of (allocated) trades here as well, with the same procedures. To remove the allocated trade(s) from the portfolio, tick the checkbox(es) of the trade(s) you wish to unallocate, and selectclick on 'Allocate Portfolio' and select 'Remove Portfolio' from the drop-down list ('Select Portfolio') above the tableat the bottom of the page. Click 'Save Portfolio' below to save the changes.
- Note: If you trade any Chinese futures instruments via CTP (click here to learn how to link your CTP account), you can update your CTP trades in the Viewing Paper Trades page. Simply click on 'CTP', select the account, and click 'Update CTP Trades'. Once updated, your (new) CTP trades will be displayed in the table, along with other trades you may have captured earlier and/or from elsewhere. (Please refer to CTP Accounts for more information).
For more information, please refer to Paper Trade and Portfolio.
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- View and edit your portfolio(s)
- Record transactions in your 'General Ledger'
- Create quantitative models in 'Dashboard' to analyse your portfolio(s)
- Share these models via a temporary web link
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