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Click on ‘Submit’ at the bottom left corner of the page to save your trades successfully.

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User Guide: Creating New Paper Trade(s)

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3. Allocate trades into portfolios

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The portfolio will appear in the tree-structure on the left corner of the page. You can drag-and-drop the portfolios to arrange and organise them according to your needs.

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User Guide: Creating New Portfolio

Allocate Trades into Portfolio

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Scroll to the bottom of the page to select the portfolio to allocate the trades into. Click on ‘Save Portfolio’ to save the portfolio successfully.

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User Guide: Managing Paper Trades

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4. Generate quantitative models/reports

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You may filter, arrange and categorise the columns/rows/groups, as well enlarge the model according to your needs.

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User Guide: Portfolio P/L Details

Other models/reports for your reference:

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You may paste the weblink on your browser or send to anyone to access the shared models/reports. The weblink will expire in 8 hours for data security reasons.

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Reference:

Detailed MPMS Guide: MAF Portfolio Management Suite (MPMS)

Full User Guide: MAF Cloud: User Guide

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