How do I create a portfolio?

Step 1

After logging in to Client Manager, open the left sidebar and choose "Create" under "Portfolio".

After logging in to Client Manager, tap the 3 lines icon in the top left corner and choose "Create" under "Portfolio".

Step 2

Choose the trading platform for your account from (1) MetaTrader 4 or 5, (2) the server information, and (3) account type. Next, enter your (4) account ID and (5) password. After filling in all the fields, click (6) "Check."

Choose the trading platform for your account from (1) MetaTrader 4 or 5, (2) the server information, and (3) account type. Next, enter your (4) account ID and (5) password. After filling in all the fields, tap (6) "Check."

Tip

In the server information field, enter the first letter of the server name to display a list of matching servers.

If the server does not appear in the list, it may not be registered with Myforex. In that case, please contact us via the Portfolio Server Addition Request form so we can check whether it can be added as a portfolio server.

Notice

When setting up your portfolio, please make sure that you select the account type that is set up with your broker. If you select the wrong account type, the symbol name will not match the one on your registered broker.

Step 3

When the message "Server connectivity checked" appears, click "Next".

When the message "Server connectivity checked" appears, tap "Next".

Step 4

On the confirmation page, make sure that everything is correct and click "Register".

On the confirmation page, make sure that everything is correct and tap "Register".

Step 5

It will take about a minute to retrieve the data from the MT server. Once the message "Trade data has been retrieved successfully!" appears, click "View your portfolio".

It will take about a minute to retrieve the data from the MT server. Once the message "Trade data has been retrieved successfully!" appears, tap "View your portfolio".

STEP 1

Retrieving data

STEP 2

Data retrieval complete

The following email will be sent to you.

Subject:【Myforex】Your portfolio has been registered

Tip

If it takes more than one minute to retrieve trade data, a message will pop up. You will be notified by the above email after the data retrieval is complete. Proceed to the next step after receiving the email.

Step 6

In the portfolio settings, you can edit the following: (1) Account type, (2) Trading style, (3) Portfolio name, and (4) Portfolio description. The account type is automatically populated based on the information entered during portfolio registration. By default, the trading style is set to "Manual," and both the name and description are also automatically set. To make changes, click "Change" on the right side of each field.

In the portfolio settings, you can edit the following: (1) Account type, (2) Trading style, (3) Portfolio name, and (4) Portfolio description. The account type is automatically populated based on the information entered during portfolio registration. By default, the trading style is set to "Manual," and both the name and description are also automatically set. To make changes, tap "Change" on the right side of each field.

Step 7

In the Visibility page, you can adjust the visibility of your portfolio. By default, "Private" is selected during portfolio registration. To change the visibility, click "Change."

In the Visibility page, you can adjust the visibility of your portfolio. By default, "Private" is selected during portfolio registration. To change the visibility, tap "Change."

Next, select either "Public" or "Private."

If you choose "Public," you can further select either "Visible to all users" or "Visible only to Myforex members" and then click "Update."

Next, select either "Public" or "Private."

If you choose "Public," you can further select either "Visible to all users" or "Visible only to Myforex members" and then tap "Update."

Step 8

After the portfolio is registered, you will receive the message "Portfolio information has been updated" at the top of the page.

Step 9

If you wish to make your portfolio public, we recommend using the showcase feature.

With the showcase feature, you can easily create a performance overview page in just a few minutes, where your portfolio, description, and social media links are all displayed together on a single page.