Backtesting a Portfolio: Difference between revisions

From MultiCharts
No edit summary
No edit summary
 
(8 intermediate revisions by 6 users not shown)
Line 1: Line 1:
<br>
<br>
Once a portfolio has been created, strategy configured, and portfolio settings selected, the portfolio can be backtested.  
Once a portfolio has been created, a strategy configured, and portfolio settings selected, the portfolio can be backtested.  
 
<br>To backtest a portfolio:
<br>To backtest a portfolio:


* Click the '''BackTest'''  http://www.multicharts.com/img/wiki/toolbar/portfolio/05_Backtest.gif button on the toolbar, or
* Open '''Portfolio Trader''' window.
** see '''[[Portfolio Trader#Opening Portfolio Trader|how]]'''.
* Click the '''BackTest'''  [[File:BacktestPortfolio.png]] button on the toolbar, or
* Select '''Portfolio''' in the main menu and then select '''Run Backtesting'''.  
* Select '''Portfolio''' in the main menu and then select '''Run Backtesting'''.  


<br>Backtesting a portfolio will generate a [[<span style="color: red;">'''LINK'''</span> /0297_Portfolio/22-9705_PortfolioPerfRep.html name="";  |Portfolio Performance Report]] that will be displayed in a separate window.   
<br>Backtesting a portfolio will generate a [[Portfolio_Performance_Report|Portfolio Performance Report]] that will be displayed in a separate window.   


The description for each performance measure is [[<span style="color: red;">'''LINK'''</span> /0297_Portfolio/22-8004_BTReport.html name="2";  |described in the report]].
A description for each performance measure is described in the Report.


<br>
<br>


[[Category:Portfolio Backtesting]]
[[Category:Portfolio Trading]]

Latest revision as of 13:27, 6 October 2014


Once a portfolio has been created, a strategy configured, and portfolio settings selected, the portfolio can be backtested.
To backtest a portfolio:

  • Open Portfolio Trader window.
  • Click the BackTest button on the toolbar, or
  • Select Portfolio in the main menu and then select Run Backtesting.


Backtesting a portfolio will generate a Portfolio Performance Report that will be displayed in a separate window.

A description for each performance measure is described in the Report.