Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Return to Overview

You In MAF Cloud, you can create new portfolio(s) to help you manage your different trades and trading strategy(ies)and manage portfolios 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 analysis needs.

Creating a Portfolio

1. Under 'Portfolio' in the navigation list on the left, click 'Create Portfolio'.

...

4. Select the trade(s) to be included in the portfolio using . You may use the filters available . You to narrow your search.
(The list that appears includes trades already recorded for your account in the system. If your portfolio shall contain trades not yet recorded, you can input your trades under 'Trade Capture' from the navigation list on the left.)


5. Confirm your portfolio details and click 'Finishto proceed.

How your portfolio may be used

MAF Cloud provides a variety of quantitative models (available in 'Dashboard') for you to analyse your portfolio(s) in different ways. Read this article for a quick introduction of the portfolio management models available, and/or refer to their respective user guides to learn more!