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 sidebar on the left, click 'Create Portfolio'.

...

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

...