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In MAF Cloud, you 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 analysis needs.
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Creating
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New Portfolio
1. Under 'Portfolio' in the navigation list bar on the left, click 'Create Portfolio'.
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- Alternatively, click '+ New Portfolio' from the 'View Portfolio' page.
2. Enter your desired name for and settlement currency for the portfolio. Click 'Next' to continue.
3. Select a parent portfolio (if any). Click 'Next' to continue.
4. Select the trade(s) to be included in the portfolio by ticking its checkbox. You may use the filters available to narrow your search.
(The list that appears 'Select Trade' table only includes trades that are already recorded for in your account in the system. If your portfolio shall contain desired trades not yet recordedare not available in the table, you can input your trades under 'Trade Capture' from the navigation list on the left.)create new trades (see: Creating New Paper Trade(s)) and add them into your portfolio.
5. Confirm your portfolio details and click 'Finish' to proceed. You will be redirected to the 'View Portfolio' page (See: Guide to Portfolio for more information).
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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!
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