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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.


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Creating New Portfolio

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

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4. Select the trade(s) to be included in the portfolio by ticking its checkbox. You may use the filters available (click the Image Added bar in the heading of each column) to narrow your search.
(The 'Select Trade' table only includes trades that are already recorded in your account. If your desired trades are not available in the table, you can create new trades (see: Creating New Paper Trade(s)) and add them into your portfolio.


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

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