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You can create and manage portfolio(s) containing your different paper/physical trades (as well as strategy products). See below for more information on how a portfolio may be created, and used to meet your various quantitative and quantitative needs.
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Creating New Portfolio
1. Under 'Portfolio' in the navigation sidebar on the left, click 'Create Portfolio'.
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2. Enter your desired name and settlement currency for the portfolio ("USD" is the default currency). Click 'Next' to continue.
Portfolio/Proprietary Market Data In MAF, will use public market data price, CNHUSD rate is the same as CNYUSD. if users want to use their own CNH rate, user need to maintain own market data price in proprietary market data table and choose PTY MARKET PRICE to use own CNH rate.
OTC/^USDCNH U.S. Dollar/Chinese Offshore Spot if there is no private rate, MAF will still use public rate |
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3. Select a parent portfolio (if you want the newly-created portfolio to be a child of an existing portfolio), if any. Otherwise, leave it empty. Click 'Next' to proceed.
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