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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 sidebar on the left, click 'Create Portfolio'.
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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 canmay first input your trades under 'Trade Capture' from the navigation sidebar on the left.
Please note that you can may only select trades to be included in non-parent portfolio (sub-portfolio or standalone portfolio) only.
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5. Confirm your portfolio details and click choose your 'Licence Type'. Click 'Submit' to proceed.
6. Click 'OK' when prompted. You will be redirected to the 'View Portfolio' page (See: Viewing Portfolio for more information).
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How your portfolio may be used
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