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<brVia Portfolio Tree it is also possible to import a list of tradable symbols from a CSV file: # Right-click the '''Instruments menu''' ->'''Import Instruments List'''# Select the required CSV file and click '''Open'''The symbols will be added to the Instrument List.
It Data Server Mode settings affect the whole software (MultiCharts, Portfolio Trader and QuoteManager). This page determines whether the software has access to real-time data from a data provider server or it is possible limited to perform backtesting using use only locally stored historical data, or download any additional the data that may be required before beginning is already stored in the backtesting processdatabase.# Select '''Online''' to switch software to online mode and get access to data from data vendor servers.To # Check '''Download missing historical data''' to download any additional the missing historical data from a data provider; clear the checkbox to work only with real-time data and locally stored data (no historical backfill from data that may be required before beginning backtesting, vendor).# Select the Check '''DataSave real-time minute bars to the database''' tab in to save real-time minute bars to the local database; clear the checkbox not to save this data to the main windowdatabase.# Select the '''Download Data Before BacktestingOffline''' checkbox. To perform backtesting using to work only with historical data that is already saved in the locally stored historical database. No additional data, clear will be requested from the data provider in this case.<div style="background-color: #E3FBE5;">'''Download data before backtestingNote''' checkbox: In order to switch between the modes or turn on/off the "Download missing historical data" box, all workspaces should be closed in all instances of MultiCharts, forward testing and auto trading should be stopped in Portfolio Trader and QuoteManager should be exited, [[Forex_Board#Forex_Board_Service_Window|Forex Board service window]] should be dectivated and [[Pre-Scanning_and_Watchlist#Scanner_service_window|service Scanner]] should be cleared of all symbols (or also deactivated).<br/div>To learn how this setting affects data collected in MultiCharts, please read [[Collecting and Saving Data to MultiCharts Database|this article]].
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#:* Select the '''Load Portfolio''' [[File:Portfolio_LOAD.png]] icon on the toolbar, or
#:* Select '''File''' in the main menu and then click '''Load Portfolio''', or
#:* Press '''CTRL+O''' to use the keyboard shortcut,#:* To open one of the 10 recently used portfolio workspaces use '''CTRL+ [0…9]'''.
# Navigate to the portfolio file (*.pws) and select it.
# Press the '''Open''' button.
Informational symbols are the symbols that may be required by the strategy's logic to make trading decisions.
For example, if the strategy's logic references S&P 500 Index to make trading decisions for 3M, the S&P 500 Index symbol must be listed in as an Informational symbol, in addition to the 3M symbol being listed as a Tradable symbol. Up to four nine informational symbols can be used for each tradable symbol; informational symbols must be listed in the '''data2''' through '''data10''' columns, in the same row as the tradable symbol for which they are intended.
=== Adding Symbols to the Symbol List table: ===
: <div style="background-color: #E3FBE5;">'''Note''': Informational symbols can only be added to a row that already contains a tradable symbol.</div>
: To add a symbol:
:# Select '''Move Down'''. A new row will be inserted. <br><br>
:A symbol can be copied from a cell using the CTRL+C keyboard shortcut, and pasted to a cell using CTRL+V keyboard shortcut. <br>The symbol can also be pasted to all cells of a column. To paste a symbol to all sells of a column, select the entire column by clicking the column header, and then paste the symbol to any of the selected cells.
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=== Importing Instruments List ===
== Data Series Properties ==
Data Series Properties consists of '''Resolution''', '''Quote Field''', '''Session''', '''Build Volume On''', and '''Time Zone''' settings.
=== Global Settings ===
Global settings consist of are located in the '''Data Range''' and '''Time Zone''' settingssection. To access global settings, select the '''Data''' tab in the main window.
==== Data Range ====
To backtest based on # of bars back or days back:
:# Select the first (upper) radio button in the '''Data Range'''section.
:# Enter a number in the textbox
:# Select '''Bars Back''' or '''Days Back''' in the drop-down list.
:# Select the second (lower) radio in the '''Data Range''' section.
:# Enter the date range in the '''From''' and '''To''' fields.
==== Reload Data ====
Reload logic in Portfolio Trader is the same as in the main MultiCharts window (see [[Reloading Charts]]).<br>
Set '''Reload Data''' to '''Disabled''' to re-use the previous downloaded price data, and only load any new/missing data. If any other option is selected from the '''Reload Data''' dropdown list – the corresponding period of data will be reloaded. The selected interval will be requested as historical data from the data source and saved to the local database if the data is received. It is applied to all data series in Portfolio Trader.
==== Time Zone ====
[[File:Time Zone.png]]
==== Data Server Mode ====
Read about Data Server Mode settings [[Preferences#Data_server_mode|here]].
==== Use symbol cache for backtesting ====
Using cache is an alternative method to load symbol data. If cache is used, data is not pulled from the data source and is not renewed automatically.<br>
To refresh cache, press '''Clear cache''' and then run backtesting to upload the up-to-date data from the data source. The '''Clear cache''' button appears after the first backtesting in the current Portfolio instance, i.e. it is not displayed in a fresh Portfolio instance.<br>
When the option '''Use symbol cache for backtesting''' is disabled, Portfolio Trader uploads real-time data for the symbols.
=== Symbol Specific Settings ===
Symbol specific settings consist of '''Resolution''', '''Quote''', '''Field''', '''Sessions''', and '''Build Volume On'''.
To access symbol specific settings:
:: Select '''Trade Volume''' or '''Tick Count''' from the drop-down list.<br><br>
== Data Download Server Mode ==
[[Category:Portfolio Trading]]
