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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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2. Enter your desired name and settlement currency for the portfolio ("USD" is the default currency). Click 'Next' to continue.
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3. Select a parent portfolio (if you want the newly-created portfolio to be a child of an existing portfolio), if any. Click . Otherwise, leave it empty. Click 'Next' to proceed.
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 may first input your trades under 'Paper Trade' from the navigation sidebar on the left. Otherwise, you may choose to directly create new trade(s) and allocate them to the portfolio automatically, or insert the trades later.
Please note that you may only select trades to be included in non-parent portfolio (sub-portfolio or standalone portfolio) only.
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