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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 analysis needs.
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Creating New Portfolio
1. Under 'Portfolio' in the navigation 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 and settlement currency for the portfolio. Click 'Next' to continue.
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- Correlation Matrix
- Efficient Frontier Model
- Portfolio Allocation Model
- Portfolio Grid
- Portfolio Monthly Return Table
- Portfolio Performance Table
- Portfolio Return Model
- Portfolio Statistics Table
- Portfolio Total Equity Model
- Portfolio VAMI Series Model
- Position Matrix
- Value at Risk (VaR) Model
- General Ledger
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Functionality
Please refer to Table Settings for table functionalities.
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