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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 possible 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 right-click on the strategy in the '''Portfolio Tree''' window and click '''Clone Strategy'''.
== Adding Signals ==
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== Turning Signals On and Of Off ==
Signals can be turned on or off. The script of a signal that is turned off will not be executed and will not generate orders.
# 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 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.
# 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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[[Category:Portfolio BacktesterTrading]]
