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Operating Portfolios

86 bytes added, 17:48, 5 October 2018
Portfolios can be created by '''[[Portfolio Trader|MultiCharts Portfolio Trader]]'''.
MultiCharts Portfolio Trader is included with the MultiCharts platform as a separate application.
== Starting Portfolio Trader ==
To start MultiCharts Portfolio BacktesterTrader:
# click Click '''Portfolio Trader''' [[File:Port Trdr icon.png]] icon on the '''Main''' toolbar; or:# in In the '''Main''' menu select '''File''', then point to '''New''' and click '''Portfolio Trader'''.
# Or select the '''Portfolio Trader''' icon on the computer's desktop or on the Quick Launch bar, or:
# Select '''All Programs''', select '''MultiCharts''', and click '''Portfolio Trader'''.
#:* 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: ===
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[[Category:Portfolio BacktesterTrading]]

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