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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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#:* 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 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: ===
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 ===
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[[Category:Portfolio BacktesterTrading]]
