This article provides a guide on how to create a new portfolio in MAF Cloud.
Step-by-Step Guide
- Under "Portfolio" in the navigation list on the left, click "View Portfolio" and you will proceed to the "Create Portfolio" page.
- Alternatively, click "+ New Portfolio"
- from the Portfolio page.
- Enter your desired name for the portfolio.
- Select a parent portfolio.
- Select the trade(s) to be included in the portfolio , using the filters available.
- Click "Next" to confirm the Confirm your portfolio details and click "FinishSubmit" to proceed to the "Portfolio" page.