English

To recalculate your portfolio(s), go to Portfolio>View Portfolio page

Open

and tick the checkbox of the portfolio(s) and click 'Recalculate'. 

Open

It will prompt you to choose a start date to select the earliest trade date to recalculate the trades from. If empty, the system will use the earliest possible trade date to perform recalculations. Kindly note that selecting an earlier start date may result in a longer duration for portfolio recalculation.

All the data in the selected portfolio(s) will be recalculated and you may need to refresh the page to view the updates. Choosing to recalculate your parent portfolio(s) will auto recalculate the sub-portfolios. 

Chinese

要重新计算您的交易组合，请转到“交易组合”>“查看交易组合”页面，

并选中交易组合的复选框，然后点击“重新计算”。

系统将提示您选择一个起始日，以选择重新计算交易的最早交易日期。如果留空，系统将使用最早交易日期进行重新计算。请注意，选择较早的开始日期可能导致交易组合重新计算的时间较长。

所选交易组合中的所有数据将进行重新计算，您需要刷新页面以查看更新。选择重新计算您的上级交易组合将自动重新计算子交易组合