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. | ||
+ | |||
+ | MultiCharts Portfolio Backtester is included with the MultiCharts platform as a separate application. | ||
+ | |||
+ | <br> | ||
+ | == Starting Portfolio Backtester == | ||
+ | |||
+ | To start MultiCharts Portfolio Backtester: | ||
+ | |||
+ | # Select the '''Portfolio Backtester''' icon on the computer's desktop or on the Quick Launch bar, or: | ||
+ | # Select '''All Programs''', select '''MultiCharts''', and click '''Portfolio Backtester'''. | ||
+ | |||
+ | <br> | ||
+ | == Creating Portfolios == | ||
+ | |||
+ | To create a new Portfolio: | ||
+ | |||
+ | # Click the '''New Portfolio''' http://www.multicharts.com/img/wiki/toolbar/portfolio/01_New_Portfolio.gif icon on the toolbar, or | ||
+ | # Select '''File''' in the main menu and then select '''New Portfolio''', or | ||
+ | # Press '''CTRL+N''' to use the keyboard shortcut. | ||
+ | |||
+ | <br> | ||
+ | == 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''' http://www.multicharts.com/img/wiki/toolbar/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'''. | ||
+ | |||
+ | <br> | ||
+ | == Loading Saved Portfolios == | ||
+ | |||
+ | To load a saved Portfolio: | ||
+ | |||
+ | # Open the '''Open''' file window. | ||
+ | #: To access the '''Open''' file window: | ||
+ | #:* Select the '''Load Portfolio''' http://www.multicharts.com/img/wiki/toolbar/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. | ||
+ | # Navigate to the portfolio file (*.pws) and select it. | ||
+ | # Press the '''Open''' button. | ||
+ | |||
+ | <br> | ||
+ | |||
[[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.
Contents
Starting Portfolio Backtester
To start MultiCharts Portfolio Backtester:
- Select the Portfolio Backtester icon on the computer's desktop or on the Quick Launch bar, or:
- Select All Programs, select MultiCharts, and click Portfolio Backtester.
Creating Portfolios
To create a new Portfolio:
- Click the New Portfolio icon on the toolbar, or
- Select File in the main menu and then select New Portfolio, or
- 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 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:
- Open the Open file window.
- To access the Open file window:
- Select the Load Portfolio 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 access the Open file window:
- Navigate to the portfolio file (*.pws) and select it.
- Press the Open button.