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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 and quantitative 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.
CNH/ |
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USD In MAF, will use public market data price, CNHUSD rate is the same as CNYUSD. if users want to use their own CNH rate, |
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users need to maintain own market data price in proprietary market data table and choose PTY MARKET PRICE to use own CNH rate. |
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In Proprietary Market Data table, please choose below product code and input date (DATE) and exchange rate (SETTLEMENT) before saving:
if there is no private rate, MAF will |
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use public rate |
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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. Otherwise, leave it empty. Click 'Next' to proceed.
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