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 sidebar on the left, click 'Create Portfolio'.
...
4. Select the trade(s) to be included in the newly-created portfolio.
(The list includes trades that are already recorded in your account. If you want to include trades that are not found in this list, you can input your trades under 'Trade Capture' from the navigation bar sidebar on the left.)
You may use the table headers to sort/filter your trades, to narrow your search.
...