Operating Portfolios: Difference between revisions

Revision as of 16:33, 7 February 2012

Portfolios can be created by the MultiCharts Portfolio Backtester.

MultiCharts Portfolio Backtester is included with the MultiCharts platform as a separate application.

Starting Portfolio Backtester

To start MultiCharts Portfolio Backtester:

Select the Portfolio Backtester icon on the computer's desktop or on the Quick Launch bar, or:
Select All Programs, select MultiCharts, and click Portfolio Backtester.

Creating Portfolios

To create a new Portfolio:

Click the New Portfolio icon on the toolbar, or
Select File in the main menu and then select New Portfolio, or
Press CTRL+N to use the keyboard shortcut.

Saving Portfolios

A Portfolio, complete with the strategy and all settings, is saved as a file with a .pws extension.

To save a Portfolio:

Select the Save Portfolio icon on the toolbar, or
Select File in the main menu and then click Save Portfolio, or
Press CTRL+S to use the keyboard shortcut.

To save an already named Portfolio under a new name, select File in the main menu and select Save Portfolio As.

Loading Saved Portfolios

To load a saved Portfolio:

Open the Open file window.
To access the Open file window:
- Select the Load Portfolio icon on the toolbar, or
- Select File in the main menu and then click Load Portfolio, or
- Press CTRL+O to use the keyboard shortcut.
Navigate to the portfolio file (*.pws) and select it.
Press the Open button.

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+Portfolios can be created by the MultiCharts Portfolio Backtester.
+MultiCharts Portfolio Backtester is included with the MultiCharts platform as a separate application.
+<br>
+== Starting Portfolio Backtester ==
+To start MultiCharts Portfolio Backtester:
+# Select the '''Portfolio Backtester''' icon on the computer's desktop or on the Quick Launch bar, or:
+# Select '''All Programs''', select '''MultiCharts''', and click '''Portfolio Backtester'''.
+<br>
+== Creating Portfolios ==
+To create a new Portfolio:
+# Click the '''New Portfolio''' http://www.multicharts.com/img/wiki/toolbar/portfolio/01_New_Portfolio.gif icon on the toolbar, or
+# Select '''File''' in the main menu and then select '''New Portfolio''', or
+# Press '''CTRL+N''' to use the keyboard shortcut.
+<br>
+== Saving Portfolios ==
+A Portfolio, complete with the strategy and all settings, is saved as a file with a .pws extension.
+To save a Portfolio:
+* Select the '''Save Portfolio''' http://www.multicharts.com/img/wiki/toolbar/portfolio/03_Save_Portfolio.gif icon on the toolbar, or
+* Select '''File''' in the main menu and then click '''Save Portfolio''', or
+* Press '''CTRL+S''' to use the keyboard shortcut.
+To save an already named Portfolio under a new name, select '''File''' in the main menu and select '''Save Portfolio As'''.
+<br>
+== Loading Saved Portfolios ==
+To load a saved Portfolio:
+# Open the '''Open''' file window.
+#: To access the '''Open''' file window:
+#:* Select the '''Load Portfolio''' http://www.multicharts.com/img/wiki/toolbar/portfolio/02_Load_Portfolio.gif icon on the toolbar, or
+#:* Select '''File''' in the main menu and then click '''Load Portfolio''', or
+#:* Press '''CTRL+O''' to use the keyboard shortcut.
+# Navigate to the portfolio file (*.pws) and select it.
+# Press the '''Open''' button.
+<br>
 [[Category:Portfolio Backtesting]]