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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 and quantitative needs. 


Creating New Portfolio

1. Under 'Portfolio' in the navigation sidebar on the left, click 'Create Portfolio'.


2. Enter your desired name and settlement currency for the portfolio ("USD" is the default currency). Click 'Next' to continue. 



Proprietary Market Data


In MAF, will use public market data price, CNHUSD rate is the same as CNYUSD.

if users want to use their own CNH rate,


users need to maintain own market data price in proprietary market data table and choose PTY MARKET PRICE to use own CNH rate.


In Proprietary Market Data table, please choose below product code and input date (DATE) and exchange rate (SETTLEMENT) before saving:

  • OTC/^USDCNH U.S. Dollar/Chinese Offshore Spot

if there is no private rate, MAF will


use public rate

3. Select a parent portfolio (if you want the newly-created portfolio to be a child of an existing portfolio), if any. Otherwise, leave it empty. Click 'Next' to proceed.