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2. Click '+ New Paper Trade' on the top right corner to create new paper trade(s).
3. Click '+ Add Row' and you will be able to capture new paper trade(s) by:
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To delete unnecessary row(s), tick the checkbox of the row and click 'Delete Row' at the top right corner above the table.
For more information about the terms used when creating a paper trade, please refer to List of Definitions: Trades.
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4. Once you are done inputting your data, select the portfolio you wish to allocate the trade(s) into. Otherwise, leave it empty. If you have not created a portfolio, you can simply allocate them later (Please refer to Creating New Portfolio).
5. Click 'Submit' and you are done! Your newly created paper trades will be reflected in the Viewing Paper Trades page.
ou may allocate the trades into your portfolio(s) in this page while viewing them in the main paper trade page
In the Managing Paper Trades page, tick the checkbox(es) of the trade(s) you wish to allocate to a specific portfolio, and click on 'Allocate Portfolio' and you will be directed to a new table with all the trades you have selected. Select the desired portfolio from the drop-down list at the bottom of the page and click 'Save Portfolio' once done. The portfolio will be assigned to the trade(s) accordingly.
You may easily change the portfolio allocation of (allocated) trades here as well, with the same procedures. To remove the allocated trade(s) from the portfolio, tick the checkbox(es) of the trade(s) you wish to unallocate, and click on 'Allocate Portfolio' and select 'Remove Portfolio' from the drop-down list ('Select Portfolio') at the bottom of the page. Click 'Save Portfolio' below to save the changes.
- Note: If you trade any Chinese futures instruments via CTP (click here to learn how to link your CTP account), you can update your CTP trades in the Viewing Paper Trades page. Simply click on 'CTP', select the account, and click 'Update CTP Trades'. Once updated, your (new) CTP trades will be displayed in the table, along with other trades you may have captured earlier and/or from elsewhere. (Please refer to CTP Accounts for more information).
For more information, please refer to Paper Trade and Portfolio.
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- View and edit your portfolio(s)
- Record transactions in your 'General Ledger'
- Create quantitative models in 'Dashboard' to analyse your portfolio(s)
- Share these models via a temporary web link
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