Portfolio Grid

Return to Overview

About

The Portfolio Grid displays the selected portfolio's profit or loss (P/L) information, including realised P/L, unrealised P/L as well as its total P/L. The Value-at-Risk (VaR) for each portfolio is also calculated (the constituent assets in the portfolio are selected by the user in the Create Portfolio section). Multiple portfolios can be selected, allowing the user to easily view and compare the positions and risk exposure of different portfolios at a glance.

Navigation

To access the quantitative model/report, click on 'Dashboard' from the navigation sidebar on the left.

Select the model/report from the drop-down list and click 'Create'. Click on the 'Settings' button (gear icon) at the top right corner of the model to set up your model/report.

Sharing Model/Report/Dashboard

To share the model with your group members, click on the "Share" button next to the Title of the model followed by the email address of the group members you want to share it with. Once submitted, the model will appear in the Dashboard>Group Dashboard of the selected group members.

This is different from sharing individual or entire Dashboard models/reports, which allows any user who may or may not be users of MAF Cloud to access the individual model/entire dashboard via the shared web link (link will expire in 8 hours). In Group Dashboard, only group members can access the shared models/reports.

Group Rows

You may also group the rows (liken to the pivot table function in Microsoft Excel) to view the grouped data by dragging any column headers into the “row groups” section as highlighted:

The data in the table will be grouped according to your setting and you may drag multiple column headers into the “row groups” section to group them as necessary.

Guide

Name	Image/Description
Portfolio(s)	Select portfolio(s) of interest.
Comments	The inserted comments will be displayed at the bottom of the application. This can be useful for documentation purposes or for settings description.

Input

	Description	Type	Example
Portfolio(s)	Portfolio(s) selected, for which its status, P/L and VaR information will be displayed.	Portfolio (Selection)	CIMB, SGX Test
Comments	Useful for documentation purposes or for settings description.	Text	-

Output

Name	Description	Type
Portfolio Table	Displays the status, P/L (realised, unrealised and total), as well as VaR information of the portfolio(s) in tabular format.	Table

Example

Functionality

Please refer to Table Settings for table functionalities.

Click to access: