How to Create a New Portfolio

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In MAF Cloud, 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 analysis needs.

Creating a Portfolio

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

• Alternatively, click '+ New Portfolio' from the 'View Portfolio' page. 

2. Enter your desired name for the portfolio. 

3. Select a parent portfolio (if any).

4. Select the trade(s) to be included in the portfolio. You may use the filters available to narrow your search.
(The list that appears includes trades already recorded for your account in the system. If your portfolio shall contain trades not yet recorded, you can input your trades under 'Trade Capture' from the navigation list on the left.)

5. Confirm your portfolio details and click 'Finish' to proceed.

How your portfolio may be used

MAF Cloud provides a variety of quantitative models (available in 'Dashboard') for you to analyse your portfolio(s) in different ways. Read this article for a quick introduction of the portfolio management models available, and/or refer to their respective user guides to learn more!

• Correlation Matrix Model
• Efficient Frontier Model
• Portfolio Allocation Model
• Portfolio Grid
• Portfolio Monthly Return Table
• Portfolio Performance Table
• Portfolio Return Model
• Portfolio Statistics Table
• Portfolio Total Equity Model
• Portfolio VAMI Series Model
• Position Matrix
• Value at Risk (VaR) Model
• General Ledger