Return to Overview
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2. In the 'View Portfolio' page, click on a portfolio to view the summary of the performance of your portfolio(s), where the status and profit or loss (P/L) positions of your paper and physical trades are automatically calculated and displayed.
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Viewing Portfolio's Details
By clicking on the 'View' (represented by an 'eye' 
icon) under 'Actions', you will be able to view some additional information about your portfolio, as well as the details of individual positions and trades within your portfolio.
Details of trades and positions in selected portfolio are split into 3 categories: 'Open Positions', 'Closed Positions' and 'Trades'.
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By clicking on the 'Edit' (represented by an 'pen and paper' 
icon), you will be able to edit details such as the portfolio's name , as well as edit trades within the portfolio (such as add or remove any trades).
You can only edit your portfolio's name and not the settlement currency.
Any trades that are in the portfolio will be highlighted in blue. If you wish to remove any trade(s), tick the checkbox (represented by a 'blue box with a tick' 
icon) and it will be removed from the portfolio.
If you wish to allocate any other existing trade(s) into your portfolio, select the checkbox (represented by an 'empty box' 
icon) to select your desired trade.
Please note that you cannot add trades into a parent portfolio. This is because a parent portfolio is used to compute the overall performance of its sub-portfolios and must be left empty (no trades added) for this purpose.
Please also note that you cannot add a physical trade into your portfolio. Each newly created physical trade will automatically generate its own portfolio and you may add your paper trades from there.
Scroll down and click 'Next' when you are done. Review the summary and click 'Submit', and you're good to go!
Please refer to Edit Portfolio Detailsbut not the settlement currency.
Click 'Next' followed by 'Submit', and you're good to go!
Please refer to Edit Portfolio Details for more details.
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Adding New Trades
You will be able to add new trade(s) and enter its details directly into your portfolio by clicking 'Add Trade' (represented by a '+' 
icon). You will be directed to the 'Create New Paper Trade' page to enter your trade details. This process is the same as Capturing & Allocating of Trades.
These newly-created trade(s) will automatically be allocated into your selected portfolio.
Please refer to Add New Trades into Portfolio for more details.
For more detailed information, please refer to Portfolio.
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Once you are done creating your portfolio(s) and allocating your trades, you will be able to effectively utilise MAF Portfolio Management Suite to do the following:
- 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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