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

To backtest a portfolio:

  • Click the BackTest 05_Backtest.gif button on the toolbar, or
  • Select Portfolio in the main menu and then select Run Backtesting.

Backtesting a portfolio will generate a [[LINK /0297_Portfolio/22-9705_PortfolioPerfRep.html name=""; |Portfolio Performance Report]] that will be displayed in a separate window.

The description for each performance measure is [[LINK /0297_Portfolio/22-8004_BTReport.html name="2"; |described in the report]].