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Operating Portfolios

1,825 bytes added, 16:33, 7 February 2012
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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.
 
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== 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'''.
 
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== 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.
 
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== 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'''.
 
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== 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.
 
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[[Category:Portfolio Backtesting]]

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