Quantmatix

Beginner's Guide to Quantmatix's Medium-Term Reversal Strategy

How to build a custom portfolio by adding instruments from scratch using the New Portfolio button.

Creating a New Portfolio in Quantmatix

John Mulligan

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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