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Create/Manage Quantitative Models & Reports
1. After allocating paper trades (and physical trades) into the portfolio, you may create quantitative models and reports to determine the performance of your portfolios/trades. Please click on Dashboard>Individual from the navigation sidebar on the left to access the Dashboard page.
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3. We have provided samples of 4 quantitative models/reports as follows:
a. Group P/L
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系统会按照您上传的数据自动计算盈亏，每日变化（Daily Change）等。
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The system will automatically calculate profit P/L and loss, daily changes, etc. according to the data you upload.
Daily changeChange: The daily change data is calculated by comparing yesterday and today's date by default (the system will automatically remove exclude Saturday and Sunday). If you want to choose another date to calculate the daily change, please click on the comparison date Compare Date button in the upper left corner, select the date and click submit, and the system will automatically calculate the data accordingly.
b. Portfolio P/L Details
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系统会按照您上传的数据自动分类为不同的头寸类型（开仓，平仓等），让您能一目了然地评估您的交易组合的表现。
The system will automatically categorize categorise the paper trades and physical trades data you have uploaded into different position types (opening, closing, open paper trades positions, closed physical trades positions, commission etc.) according to the data you upload, allowing you to assess the performance of your trading portfolio at a glance.
c. Position Matrix
在设置页面选择：
期现结合计算Combination: 只显示净头寸
期现独立计算 Separate: 保留原始数据
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系统会按照您上传的数据自动计算头寸。In the Settings page, please select:
Combination: Only show net open positions
Separate: Will display open positions as per normal
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Positions are automatically calculated based on the data you upload.
d. Portfolio Performance Chart
系统会按照您上传的数据产生业绩图表。您能选择显示单个或多个交易组合，品种或交易员以查看其盈亏表现。
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如果以上内容（盈亏数据和初始资金/资金进出数据）已录入系统里，您选择的量化模型/报表会根据您的数据自动计算。
a. 盈亏（P/L）：通过期货交易产生的总盈亏（包括任何手续费）；
a. 盈亏（P/L）：通过期货交易产生的总盈亏（包括任何手续费）；
请在保存数据之前在表格里分配好相应的交易组合。
b. 资金：需要录入在总分类账页面。
初始资金：请在“类型”选择 INIT FUND 。
资金进出：请在“类型”选择 FUND IN/OUT。
请在保存数据之前在表格里分配好相应的交易组合。
分享量化模型/报表
通过系统分享给其他成员
如果您想把模型/报表分享给其他成员，请在模型/报表的左上角点“共享”按钮。
您只可以把模型/报表分享给在您群组里的成员。请点击 3. 设置群组 了姐如何创建群组。
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选择您想要分享的成员，模型/报表就会出现在成员的仪表盘>组别仪表盘页面，您也可以分享给自己。
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通过链接分享给他人
a. 如果您想把模型/报表通过链接分享给任何人，例如客户，高层等，请点击模型/报表的右上角的“纸飞机”图标来生成一个临时链接（自动复制到您的剪贴板中），再把链接发给任何人，临时链接将在12小时后失效。通过该链接，其他人仅能够查看您想要分享的模型/报表，无权访问您账户中的其他细节。
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b. 您也可以把整个仪表盘里的所有的模型/报表通过链接分享给他人。请点击仪表盘的右上角的”分享界面“来生成一个临时链接（自动复制到您的剪贴板中），再把链接发给任何人，临时链接将在12小时后失效。通过该链接，其他人仅能够查看您想要分享的模型/报表，无权访问您账户中的其他细节。
The system will generate a portfolio performance chart based on the data you upload. You can choose to display single or multiple trading portfolios, categories or traders to view their P/L performance.
You must first input paper trades and physical trades data to generate the following figures: a. Positions and P/L data: Positions and P/L data (including any commission, expense and income and other costs, etc.) are calculated after paper trades and physical trades data are input.
Please assign the trade/item to tag them to the corresponding portfolio before saving the data. The system will then automatically calculate the positions and P/L according to your data and display in the model/report accordingly. b. Initial Fund, Fund In/Out data: If necessary, you may input as follows: Futures: Please upload or manually enter it on the Broker Statement page of Trading Portfolio. Please select FCM in the broker type column, and then enter the information such as margin, total capital, collateral, and total amount Spot: Please upload or manually enter it on the General Ledger page of Transaction Portfolio. Initial Funding: Please select INIT FUND under "Type" on the General Ledger page and enter the data. Funds in and out: Please select FUND IN/OUT in the "Type" of the general ledger page, and enter the data. Please assign the corresponding broker and account, or trade combination in the form before saving the data. The system will automatically calculate the corresponding information based on your data and display it in the report. b. 保证金/资金等数据：如果必要的话： 请在保存数据之前在表格里分配好相应的经纪商和账户，或交易组合。系统就会根据您的数据自动计算相应的信息并显示在报表里。 |
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Share Quantitative Models & Reports with Group Members
Share with Other Members via System
You may share your models/reports directly with your group members, reducing the need for each member to individually create each model/report in their account. For instance, you may choose to share certain models/reports with different departments such as Finance and Risk Management, allowing them to have direct overview of your team’s performance without the need to reinput data or create models/reports from their end. This function allows you to share models/reports to your group members only for data security reasons. Please click Step 3. Set up Group to learn how to create a group.
If you want to share the quantitative model/report with other group members, please click on the "Share" button in the upper left corner of the model/report.
Select the member you want to share the model/report with, and it will appear on the member's Dashboard>Group Dashboard page. You can also share it with yourself and it will appear in your Group Dashboard page.
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Share with Others via Web Link
a. If you want to share the model/report to anyone (without MAF Cloud account) via a web link, such as clients, management, etc., please click on the Share button (paper airplane icon) in the upper right corner of the model/report to generate a temporary web link which will be automatically copied to your device’s clipboard. You may then send the web link to anyone and the temporary web link will expire after 8 hours. Please be assured that through this web link, others will only be able to view the model/report you want to share, and will not have any access to other details in your account.
You may copy and paste the web link in your own browser to take a look.
b. You can also share all the models/reports in the entire dashboard to others via link. Please click on the Share Dashboard button in the upper right corner of the dashboard to generate a temporary web link which will be automatically copied to your device’s clipboard. You can then send the link to anyone and the temporary link will expire after 8 hours.
Please be assured that through this web link, others will only be able to view the model/report you want to share, and will not have any access to other details in your account.
