Difference between revisions of "Operating Portfolios"

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(Created page with "Category:Portfolio Backtesting")
 
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Portfolios can be created by the MultiCharts Portfolio Backtester. 
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MultiCharts Portfolio Backtester is included with the MultiCharts platform as a separate application.
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<br>
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== Starting Portfolio Backtester ==
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To start MultiCharts Portfolio Backtester:
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# Select the '''Portfolio Backtester''' icon on the computer's desktop or on the Quick Launch bar, or:
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# Select '''All Programs''', select '''MultiCharts''', and click '''Portfolio Backtester'''.
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<br>
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== Creating Portfolios ==
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To create a new Portfolio:
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# Click the '''New Portfolio''' http://www.multicharts.com/img/wiki/toolbar/portfolio/01_New_Portfolio.gif icon on the toolbar, or
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# Select '''File''' in the main menu and then select '''New Portfolio''', or
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# Press '''CTRL+N''' to use the keyboard shortcut.
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<br>
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== Saving Portfolios ==
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A Portfolio, complete with the strategy and all settings, is saved as a file with a .pws extension.
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To save a Portfolio:
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* Select the '''Save Portfolio''' http://www.multicharts.com/img/wiki/toolbar/portfolio/03_Save_Portfolio.gif icon on the toolbar, or
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* Select '''File''' in the main menu and then click '''Save Portfolio''', or
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* Press '''CTRL+S''' to use the keyboard shortcut.
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To save an already named Portfolio under a new name, select '''File''' in the main menu and select '''Save Portfolio As'''.
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<br>
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== Loading Saved Portfolios ==
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To load a saved Portfolio:
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# Open the '''Open''' file window.
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#: To access the '''Open''' file window:
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#:* Select the '''Load Portfolio''' http://www.multicharts.com/img/wiki/toolbar/portfolio/02_Load_Portfolio.gif icon on the toolbar, or
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#:* Select '''File''' in the main menu and then click '''Load Portfolio''', or
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#:* Press '''CTRL+O''' to use the keyboard shortcut.
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# Navigate to the portfolio file (*.pws) and select it. 
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# Press the '''Open''' button.
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<br>
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[[Category:Portfolio Backtesting]]
 
[[Category:Portfolio Backtesting]]

Revision as of 16:33, 7 February 2012

Portfolios can be created by the MultiCharts Portfolio Backtester.

MultiCharts Portfolio Backtester is included with the MultiCharts platform as a separate application.


Starting Portfolio Backtester

To start MultiCharts Portfolio Backtester:

  1. Select the Portfolio Backtester icon on the computer's desktop or on the Quick Launch bar, or:
  2. Select All Programs, select MultiCharts, and click Portfolio Backtester.


Creating Portfolios

To create a new Portfolio:

  1. Click the New Portfolio 01_New_Portfolio.gif icon on the toolbar, or
  2. Select File in the main menu and then select New Portfolio, or
  3. Press CTRL+N to use the keyboard shortcut.


Saving Portfolios

A Portfolio, complete with the strategy and all settings, is saved as a file with a .pws extension.

To save a Portfolio:

  • Select the Save Portfolio 03_Save_Portfolio.gif icon on the toolbar, or
  • Select File in the main menu and then click Save Portfolio, or
  • Press CTRL+S to use the keyboard shortcut.

To save an already named Portfolio under a new name, select File in the main menu and select Save Portfolio As.


Loading Saved Portfolios

To load a saved Portfolio:

  1. Open the Open file window.
    To access the Open file window:
    • Select the Load Portfolio 02_Load_Portfolio.gif 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.
  2. Navigate to the portfolio file (*.pws) and select it.
  3. Press the Open button.