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Trade Better, Faster and Easier with our new trading platform, Maybank Trade +.
Maybank Trade + Portfolio View
 

Maybank Trade +

Maybank Trade

Portfolio View

Consolidated portfolio view
(regardless
of fund source)

Breakdown based on fund source (CASH/SRS/CPF)

Differences Between Maybank Trade + VS Maybank Trade

 

Maybank Trade +

Maybank Trade

Scenario 1: 

“Buy through
other brokers

Add Manual Entry (BUY) record to get an accurate P/L view

Add Manual Entry (BUY) record to get an accurate P/L view

Scenario 2: 

“Buy” through
other
brokers but “Sell” through MKE 

Only “Sell” transactions through MKE are displayed under Unrealised P/L with negative holdings to denote a potential short

 

Add Manual Entry (BUY) record to get an accurate P/L view

Only “Sell” transactions through MKE are displayed under Realised P/L and followed by an asterisk (*) to denote a potential short

 

Add Manual Entry (BUY) record to get an accurate P/L view

 

Scenario 3: 

“Buythrough MKE but “Sell” through
other
brokers

Only “Buy” transactions are captured as Unrealised P/L

 

Add manual entry (SELL) record to get an accurate P/L view 

Only “Buytransactions are displayed under Unrealised P/L

 

Add manual entry (SELL) record

OR

Delete (BUY) transaction record to get an accurate P/L view

 

Scenario 1: “Buy” shares through other brokers

Maybank Trade

a)    Clients can add a Manual Entry (Buy) record to get an accurate P/L view

 

Maybank Trade +

a)      Clients can also add a Manual Entry (Buy) record

*Do note that Manual entry on MKE Trade can only be done on Cash a/c – SGX

 

Step 1: On Maybank Trade + Desktop, select “Contract Notes”

 Some description

 

Step 2: Select “Manual Entry” dropdown, Click on “New Transaction”

 Some description

 

Step 3: Enter the Stock code/Name, Click “Buy”. Enter the Date, Volume and Price to create a corresponding Manual Entry

 Some description

 

Step 4: Under “Contract Note” widget, the record will appear under “Manual Entry”

 Some description

 *Do note that the Manual Entry created will be updated on the Portfolio page within 10 minutes

 

Scenario 2: “Buy” through other brokers but “Sell” through Maybank Securities

Maybank Trade

a)       Only “Sell” transaction is captured as Realised P/L with (*) to indicate a potential short

b)      Clients can add a Manual Entry (Buy) record to get an accurate P/L view

Some description

 

Maybank Trade +

a)    Only “Sell” transaction is displayed as Unrealised P/L with negative holdings in ActualVolume

 Some description

 

a) Similarly, clients can also add a Manual Entry (Buy) record to get an accurate P/L view

*Do note that Manual entry on Maybank Trade + can only be done on Cash a/c – SGX

 

Step 1: On Maybank Trade + Desktop, select “Contract Notes”

 Some description

Step 2: Select “Manual Entry” dropdown, Click on “New Transaction”

 Some description

 

Step 3: Enter the Stock code/Name, Click “Buy”, Enter the Date, Volume and Price to create a corresponding Manual Entry

 Some description

 

Step 4: Under “Contract Note” widget, the record will appear under “Manual Entry”

Some description

*Do note that the Manual Entry created will be updated on the Portfolio page within 10 minutes

 

Scenario 3: “Buy” shares through Maybank Securities but “Sell” through other brokers

Maybank Trade

a)       Only “Buy” transaction is displayed as Unrealised P/L

Some description

b)      Clients can add a Manual Entry (Sell) record to get an accurate P/L view

c)       Clients can also delete the “Buy” transaction

 

 

Maybank Trade +

a)    Only “Buy” transaction is displayed as Unrealised P/L

b)      Clients can also add a Manual Entry (Sell) record to get an accurate P/L view

*Do note that Manual entry on Maybank Trade + can only be done on Cash a/c – SGX

 

Step 1: On Maybank Trade + Desktop, select “Contract Notes”

 Some description

 

 

Step 2: Select “Manual Entry” dropdown, Click on “New Transaction”

 Some description

 

Step 3: Enter the Stock code/Name, Click “Sell”, Enter the Date, Volume and Price to create a corresponding Manual Entry

 Some description

 

Step 4: Under “Contract Note” widget, the record will appear under “Manual Entry”

Some description

*Do note that the Manual Entry created will be updated on the Portfolio page within 10 minutes

 

More Maybank Trade + Information

If you have further queries, please go to Frequently Asked Questions 

 

To get a better understanding of Maybank Trade +, please check out the Maybank Trade + Quick Start Guide: here.

 

If you would like to locate your favorite Maybank Trade features on Maybank Trade +, please read: MKE trade: Transition guide

 

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