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A portfolio can contain several strategies.
Each strategy can have its own list of symbols and signals. It is possible to apply different strategies to different sets of symbols.
Basic adjustments to a signal's logic can be made by simply changing the '''Input Values'''. Signals can have one or more inputs, or none at all. Multiple instances of the same signal can be used in the same strategy, and each instance can have different input settings.
To add a strategy to a portfolio:
# Open '''Portfolio Trader''' window.
#* see '''[[Portfolio Trader#Opening Portfolio Trader|how]]'''.
# Under the main menu select '''Portfolio'''.
# Select '''Add Strategy'''.
== Cloning Strategies ==
To clone a strategy righright-click on the strategy in the '''Portfolio Tree''' window and click '''Clone Strategy'''.
== Adding Signals ==
The number of signals /strategies that can be added to a portfolio is limited only by your computer's hardware configuration.
To add a signal to a portfolio:
# Open the '''Portfolio Tree''' window<br><span>{{FormatPWindow}}</span>
# Expand the '''Strategy''' for which the signal will be added.
# Right-click on the '''Signals''' node and select '''Add Signals'''.
You can also drag and drop signals from one strategy to another.
<div style="background-color: #E3FBE5;">Note: Only the compiled (those with the '''Ready Status''' of or '''Yes''') signals can be inserted. To learn more see [[Editing_Study_Scripts#Compiling Scripts|Compiling Studies]]</div>
== Removing Signals ==
To remove a signal:
# Open the '''Portfolio Tree''' window<br><span>{{FormatPWindow}}</span>
# Expand the '''Strategy''' for which the signal will be removed.
# Expand the '''Signals''' node.
<div style="background-color: #E3FBE5;">Note: To select multiple signals at once select a signal, hold the Shift button and move up or down the list of signals using the '''Up''' or '''Down''' Arrow buttons. </div>
== Signals List ==
To see which signals are applied to a portfolio:
# Open the '''Portfolio Tree''' window<br><span>{{FormatPWindow}}</span>
# Expand the '''Strategy''' that contains the signals.
# Expand the '''Signals''' node.
<br><div style="background-color: #E3FBE5;">Note: SignalsThe signals' execution priority is assigned according to the order in which they appear in the Signals List, with the signals at the top of the list having a higher priority.</div>
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== Turning Signals On and Off and On ==
Signals can be turned on or off or on. The script of a signal that is turned off will not be executed and will not generate orders.
To turn a signal on or off or on:
# Open '''Portfolio Tree''' window<br><span>{{FormatPWindow}}</span>
# Select the '''Status''' button to toggle the signal on or off.
# Click the '''OK''' button.
<br><div style="background-color: #E3FBE5;">Since '''MultiCharts 11''' it is possible to turn signals on and off in Portfolio by simply checking or unchecking the corresponding checkbox next to the signal in '''Portfolio Tree'''.</div>
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== Turning Strategies On and Off ==
Since '''MultiCharts 11''' it is possible to turn strategies on and off in Portfolio by simply checking or unchecking the corresponding checkbox next to the strategy in '''Portfolio Tree'''.
== Changing Signal Priority ==
If execution of all entries ' execution generated for a portfolio causes the capital limits to be exceeded, then the entries with the highest priority will receive preference, while the entries with the lowest priority will not be executed.
The priority of a symbol is the order in which it is listed in the Symbol List of the Portfolio BacktesterTrader.
Signal priority can also be specified in PowerLanguage using the <code><b>[[PortfolioEntriesPriority|PortfolioEntriesPriority]]</b></code> keyword.
To change a signal's inputs:
# Open the '''Portfolio Tree''' window<br><span>{{FormatPWindow}}</span>
# Right-click on the signal.
# Select '''Format Signal'''. The Format Signals window will appear. The table will show available inputs.
# In the '''Value''' column, click on the value of the input to be changed and enter the desired value.
<br><div style="background-color: #E3FBE5;">Since '''MultiCharts 11''' it is possible to view the signals of a strategy and their inputs by hovering the mouse over the strategy’s name in the Symbols Table (see [[Operating_Portfolios#Understanding_the_Symbols_Table]]).</div>
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Strategy properties are separate from the individual signals' settings, affect all of the signals in a strategy, and regulate the actions of a group of signals as a whole.
Strategy properties include '''Costs/Capitalization''', '''Maximum bars backBars Back''', '''Position limitsLimits''', and '''Trade sizeSize''' sections.
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== Costs/Capitalization ==
To change costs or/and capitalization assumptions:
# Open the '''Portfolio Tree''' window<br><span>{{FormatPWindow}}</span>
# Right-click on the strategy.
# Select '''Show Properties'''. The '''Format Settings''' window will appear.
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== Maximum Number of Bars Study Will Reference ==
All signals based on past data use a certain number of bars for their calculations.
The '''maximum number of bars a study will reference''' must be greater than or equal to the number of bars that the signal uses.
For example, if the signal uses the past 10 bars to make its calculations, the '''maximum number of bars study will reference''' must be greater than or equal to 10.
To change the '''maximum number of bars study will reference''':
# Open the '''Portfolio Tree''' window<br><span>{{FormatPWindow}}</span>
# Right-click on the strategy.
# Select '''Show Properties'''. The '''Format Settings''' window will appear.
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== Position Limits ==
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[[Category:Portfolio BacktesterTrading]]
