Portfolio

Return to Overview

Sign up for a 30 days' free trial here & gain access to our MAF Portfolio Management Suite for free!

1. Upon signing up, you will receive 2 emails:

a. Account Verification Email. Please follow the instructions in the email to verify your email address to activate your account.

b. Welcome Email. This provides some guidance on navigating and using MAF Cloud, to help you get started!

2. Sign into your account and click 'Portfolio' from the navigation sidebar on the left and you're good to go! Please refer to Creating New Portfolio, Managing Portfolio and General Ledger to learn more!

TitleCreatorModified
Managing PortfolioIT SupportJan 10, 2024
General LedgerChristabel ChiangDec 29, 2022
Creating New PortfolioIT SupportJul 13, 2022
View Portfolio DetailsIT SupportJul 13, 2022
Edit Portfolio DetailsMAF InternApr 13, 2022
List of Definitions: Portfolio DetailsMAF InternApr 27, 2021
Add New Trades into PortfolioMAF InternOct 21, 2020



Click to access: