Versions Compared

Key

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

Return to Overview

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.


...

Creating New Portfolio

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

...

3. Select a parent portfolio (if you want the newly-created portfolio to be a child of an existing portfolio), if any). Click  Click 'Next' to continueproceed.



4. Select the trade(s) to be included in the portfolio by ticking its checkboxnewly-created portfolio. You may use the filters available (click the Image Removed bar in the heading of each column) to narrow your search. 
(The 'Select Trade' table only list includes trades that are already recorded in your account. If your desired trades you want to include trades that are not available found in the tablethis list, you can create new trades (see: Creating New Paper Trade(s)) and add them into your portfolio input your trades under 'Trade Capture' from the navigation bar on the left.)

Click 'Next' to proceed.



5. Confirm your portfolio details and click 'Finishto proceed. You will be redirected to the 'View Portfolio' page (See: Viewing Portfolio for more information).

...