Difference between revisions of "Backtesting a Portfolio"
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| − | 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: | ||
| + | * Open '''Portfolio Trader''' window. | ||
| + | ** see '''[[Portfolio Trader#Opening Portfolio Trader|how]]'''. | ||
* Click the '''BackTest''' [[File:BacktestPortfolio.png]] button on the toolbar, or | * 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'''. | ||
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<br>Backtesting a portfolio will generate a [[Portfolio_Performance_Report|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. | ||
| − | + | A description for each performance measure is described in the Report. | |
<br> | <br> | ||
| − | [[Category:Portfolio | + | [[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.
- see how.
- 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.
