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<br>== Cloning Strategies == To clone a strategy right-click on the strategy in the '''Portfolio Tree''' window and click '''Clone Strategy'''.
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== Turning Signals Off and On ==
!!!********* The priority of a symbol is the order in which it is listed in the Symbol List of the Portfolio Backtester. Signal priority can also be specified in PowerLanguage using the <a href="ms-its:PowerLanguage.chm::/files/03_words/Portfolio_Strategy_Properties/portfolioentriespriority.htm"code><b>[[PortfolioEntriesPriority|PortfolioEntriesPriority]] </b></code> keyword.
== Understanding Strategies ==
A strategy is a set of signals, applied to a chartsymbol. Signals systematically specify market entry or exit points according to a set of trading rules implemented in the signals' algorithms, and can be viewed as the basic building blocks of strategies.
Over 100 pre-built, customizable signals, covering the most popular trading concepts, are already included with the platform, and additional signals can be imported from a variety of sources.
Signals can be fully customized, or entirely new signals created, using PowerLanguage® scripting in '''PowerLanguage Editor'''.
A portfolio can contain several numerous 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.
Strategies can be constructed by simply combining a number of signals.
[[Signal_Settings|Signal settings ]] are specific to each particular signal, while [[<span style="color: red;">'''LINK'''</span> /0280_Backtesting/22-8003_StrategyProp.html name=""; Strategy_Properties|Strategy Properties]] regulate the actions of a group of signals as a whole.
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== Adding Strategies ==
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'''.
== 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'''.
# Select '''OK'''.
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 '''= Yes''') signals can be inserted. To learn more see [[<span style="color: red;">'''LINK'''</span> /03_PLE/31-0103_WorkingStudies.html name="2"; 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.
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== Copying Signals ==
To copy/paste a signal right-click on the signal and click '''Copy''' / '''Paste'''.
<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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# 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>'''Name''' – name of the signal<br>'''Inputs''' – input parameters of the signal; to learn more see [[<span style="color: red;">'''LINK'''</span> /03_PLE/31-0103_WorkingStudies.html name="5"; Editing_Study_Scripts|Default Studies Inputs]] and [[<span style="color: red;">'''LINK'''</span> /0270_Indicators/22-7005_IndicatorSettings.html name="1"; Indicator_Settings#Setting Input Values|Setting Studies Inputs]]
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== Turning Signals On and Off == 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'''. <br>
To select or de-select all strategies right-click on an empty space in Portfolio Tree and choose '''Check''' / '''Uncheck All strategies'''.
== 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 Trader.
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== Moving a Signal to a Different Strategy ==
Signals can have one or more inputs, or none at all. Each input is assigned a name.
There are three types of inputs: Numeric, True/False, and String. Signals can be modified by changing the input '''Values'''. One of the main advantages of using the inputs is that basic adjustments to the study's logic can be made by simply changing the input values, without the need to edit the studies' actual code. Multiple instances of the same signal can be used in the same strategy, and can have different input settings.
Inputs are also used for Trading Strategy Optimization.
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 ==
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 ==
#** Enter a whole number to specify how fractional shares/contracts will be rounded
#** In the '''Minimum number shares/contracts''' box, enter the minimum number of shares/contracts.
# * Select the '''Percent of Equity''' radio button to enter the trade size in terms of percent of equity.
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[[Category:Portfolio BacktestingTrading]]
