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Created page with "When backtesting one and the same strategy on a chart and in Portfolio Trader a user might encounter some discrepancies in the Using Performance Report|Strategy Performa..."
When backtesting one and the same strategy on a chart and in [[Portfolio Trader]] a user might encounter some discrepancies in the [[Using Performance Report|Strategy Performance Reports]]. To achieve similar results in both applications apart from confirming that all symbol’s, signals’ and strategy’s settings are identical in both cases it is required to meet the following requirements:
# Portfolio should contain only 1 trading symbol (Data 1).
# [[Signal_Settings#Intra-Bar_Order_Generation|Intra-Bar Order Generation]] and [[Bar Magnifier]] have to be disabled on charts, because these modes are not available for Portfolio.
# [[Extended backtesting|Precise Backtesting]] is also not available in Portfolio Trader, therefore it is required to disable it in MultiCharts.
# All instrument settings ([[resolution|Chart_Resolution]], [[quote field]], [[data range]]) should be the same in both applications. On the chart the Data Range should be specified as From…To and not Days/Bars Back.
# MultiCharts has no money management, therefore it is necessary to configure the Portfolio so that it imposes no money management limits for orders:
#* In the [[Money Management Settings|Portfolio_Settings]] section Max % of Capital at Risk per Position should be 100%.
#* In the [[Money Management Settings|Portfolio_Settings]] section Initial Portfolio Capital should be set to maximum $1 000 000 000.
#* No [[Portfolio_Trader#Understanding_Portfolio_Money_Management_Signals|Money Management signal]] should be used.
# [[Strategy_Properties#Setting_Maximum_Bars_Back|Maximum number of bars study will reference (Max Bars Back)]] setting should also coincide in both.
[[Category:FAQ]]
# Portfolio should contain only 1 trading symbol (Data 1).
# [[Signal_Settings#Intra-Bar_Order_Generation|Intra-Bar Order Generation]] and [[Bar Magnifier]] have to be disabled on charts, because these modes are not available for Portfolio.
# [[Extended backtesting|Precise Backtesting]] is also not available in Portfolio Trader, therefore it is required to disable it in MultiCharts.
# All instrument settings ([[resolution|Chart_Resolution]], [[quote field]], [[data range]]) should be the same in both applications. On the chart the Data Range should be specified as From…To and not Days/Bars Back.
# MultiCharts has no money management, therefore it is necessary to configure the Portfolio so that it imposes no money management limits for orders:
#* In the [[Money Management Settings|Portfolio_Settings]] section Max % of Capital at Risk per Position should be 100%.
#* In the [[Money Management Settings|Portfolio_Settings]] section Initial Portfolio Capital should be set to maximum $1 000 000 000.
#* No [[Portfolio_Trader#Understanding_Portfolio_Money_Management_Signals|Money Management signal]] should be used.
# [[Strategy_Properties#Setting_Maximum_Bars_Back|Maximum number of bars study will reference (Max Bars Back)]] setting should also coincide in both.
[[Category:FAQ]]
