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When backtesting one and the same strategy on a chart MultiCharts and in [[Portfolio_Trader|Portfolio Trader]] a user might encounter serve for different purposes and backtesting on charts and in Portfolio is not supposed to match. Still there some discrepancies in recommendations that can help bringing the [[Using Performance Report|Strategy Performance Reports]]. To achieve similar results backtesting on charts and in both applications one needs Portfolio as close to verify the following:each other as possible.
With all these recommendations met the backtesting results of Portoflio and charts should coincide.==Portfolio Trader specific settings==
==Instrument settings==
<br><div style="background-color: #E3FBE5;">'''Important:''' Portfolio workspace should contain only 1 symbol in the [[Data_Numbers|'''Data 1''']] column!</div>
# [[Changing_Symbols|One and the same Only one symbol]] from one and the same [[:Category:Built-in_Data_Sources|data source]] should must be chosen used and they must be identical in both the MultiCharts Chart and the PortfolioTrader;
# The following parameters should be set identically:
#* Chart type - regular or [[:category:Non-Standard_Chart_Types|non-standard]];
#* [[Bar Magnifier]] and [[Precise_Backtesting|Extended backtesting]] are unavailble for Portfolio, so on the chart it is required to disable these options.
The following settings are unavailable on charts, therefore they need to be configured so that they don’t influence Portfolio backtesting. In the [[Portfolio_Settings|'''Money Management Settings''']] section:
* '''Max % of Capital at Risk per Position''' should be set to 100%.
* '''Initial Portfolio Capital''' should be set to maximum which is $1 000 000 000.
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<div style="background-color: #ff9999;"> '''NOTE:''' Even with all of these recommendations implemented there’s a possibility that the backtesing results in both applications will not match. This is related to the code’s specific and one should review the strategy’s code to find the reason for the discrepancy. An example of how to do that can be found [[Why_an_Order_Was_or_Was_Not_Executed|'''here''']]. </div>
[[Category:FAQ]]
