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Portfolios can be created by the '''[[Portfolio Trader|MultiCharts Portfolio BacktesterTrader]]'''.
MultiCharts Portfolio Backtester Trader is included with the MultiCharts platform as a separate application.
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== Starting Portfolio Backtester Trader ==
To start MultiCharts Portfolio BacktesterTrader:
# Select Click '''Portfolio Trader''' [[File:Port Trdr icon.png]] icon on the '''Main''' toolbar; or:# In the '''Main''' menu select '''File''', then point to '''New''' and click '''Portfolio Trader'''.# Or select the '''Portfolio BacktesterTrader''' icon on the computer's desktop or on the Quick Launch bar, or:# Select '''All Programs''', select '''MultiCharts''', and click '''Portfolio BacktesterTrader'''.
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To create a new Portfolio:
# Click the '''New Portfolio''' http[[File://wwwPortfolio_NEW.multicharts.com/img/wiki/toolbar/portfolio/01_New_Portfolio.gif png]] 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.
To save a Portfolio:
* Select the '''Save Portfolio''' http[[File://wwwPortfolio_Save.multicharts.com/img/wiki/toolbar/portfolio/03_Save_Portfolio.gif png]] 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.
# Open the '''Open''' file window.
#: To access the '''Open''' file window:
#:* Select the '''Load Portfolio''' http[[File://wwwPortfolio_LOAD.multicharts.com/img/wiki/toolbar/portfolio/02_Load_Portfolio.gif 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 informational symbols can be used for each tradable symbol; informational symbols must be listed in the '''data2''' through '''data5data10''' columns, in the same row as the tradable symbol for which they are intended.
=== Adding Symbols to the Symbol List table: ===
:# Open the '''Select Symbol''' window by one of the following methods:
:#* Double-click the cell, and then click the http://www.multicharts.com/img/wiki/portfolio/ellipse.gif button, or
:#* Right-click the cell, and then click '''Format SymbolInstruments'''.
:# Select a data feed from the '''Data Source''' drop-down list box.
:# Select a symbol from the list of available symbols in the '''All Symbols''' tab, or use the category tabs to list only a particular category of symbols. <br>The list can be sorted by any column, in ascending or descending order, by clicking on the column header.<br><br>
::: If the symbol isn't in the list, please see [[Operating_Symbol_List#Adding Symbols Symbol(s) to Symbol List|Adding Symbols to Symbol List]] for more information.<br><br>
::: '''''Selecting Multiple Symbols'''''
::: Multiple symbols can be selected in the '''Select Symbol''' window and added to the Symbol List.
:::# To cancel the selection, hold down the CTRL key and select the symbol again.<br><br>
::5. Click '''OK''' to add symbol(s) to the table.<br><br>
:: Symbols can also be entered directly into each cell. Symbols are already in the QuoteManager database will show up in blue. Unrecognized symbols will show up in red, indicating that they must to be added to the [[<span style="color: red;">'''LINK'''</span> /101_Symbol_List.html name="1"; Operating_Symbol_List|Symbol List]].
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Select either '''Local''' or '''Exchange''' time zone from the drop-down list.
If you have multiple symbols, the Time Zone setting will work as following:
# If you change the Time Zone of the portfolio to Local, all instruments of this portfolio are set to Local.
# If you change the Time Zone of the portfolio to Exchange, all Instruments are changed to Exchange Time Zone '''only''' if the Time Zone settings of all the Instruments are '''identical'''. If the Time Zone settings are different, there will be a message, indicating that it is not possible to set Exchange Time Zone for these Instruments and Local Time Zone should be selected.
[[File:Time Zone.png]]
=== Symbol Specific Settings ===
# Open the '''Select Symbol''' window by one of the following methods:
#* Double-click the cell, and then click the http://www.multicharts.com/img/wiki/portfolio/ellipse.gif button, or
#* Right-click the cell, and then click '''Format SymbolInstruments'''.
# Select the '''Settings''' tab:<br><br>
:: '''Resolution'''
::# In the '''Resolution''' textbox, enter the number units for each bar.
::# In the '''Resolution''' drop-down list, select the desired units.
:: To learn more about resolution, see [[<span style="color: red;">'''LINK'''</span> /22-02022_FCh_SymSet_DataComp.html name=""; Chart_Resolution|Chart Resolution]]<br><br>
:: '''Quote Field'''
:: It is possible to use trade data, bid data, or ask data by setting the '''Quote Field'''. <br>To set the '''Quote Field''', select '''Ask''', '''Bid''', or '''Trade''' in the '''Quote Field''' list box.
:: To learn more about Quote Field, see [[<span style="color: red;">'''LINK'''</span> /22-02023_FCh_SymSet_Fields.html name=""; Quote_Field|Quote Field]]<br><br>
:: '''Sessions'''
:: To set sessions:
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[[Category:Portfolio BacktestingTrading]]
