456
edits
Changes
Jump to navigation
Jump to search
It Data Server Mode settings affect the whole software (MultiCharts, Portfolio Trader and QuoteManager). This page determines whether the software has access to real-time data from a data provider server or it is possible limited to perform backtesting using use only locally stored historical data, or download any additional the data that may be required before beginning is already stored in the backtesting processdatabase. To download any additional historical data that may be required before beginning backtesting, # Select the '''DataOnline: Load the locally stored data and connect to a real-time data feed''' tab in the main windowto switch software to online mode and get access to data from data vendor servers.# Select the Check '''Download Data Before Backtestingmissing historical data''' to download the missing historical data from a data provider; clear the checkboxto work only with real-time data and locally stored data (no historical backfill from data vendor). To perform backtesting using # Select '''Offline: Use only the locally stored data''' to work only with historical datathat is already saved in the database. No additional data will be requested from the data provider in this case.# To show the '''Data Server Mode''' tab on software startup, clear select the '''Download data before backtestingShow Data Server Mode dialog box on startup''' checkbox; clear the checkbox not to display the dialog box.<brdiv style="background-color: #E3FBE5;">'''Note''': In order to switch between the modes or turn on/off the "Download missing historical data" box, all workspaces should be closed in all instances of MultiCharts, forward-testing and autotrading should be stopped in Portfolio Trader and QuoteManager should be exited, [[Forex_Board#Forex_Board_Service_Window|Forex Board service window]] should be dectivated and [[Pre-Scanning_and_Watchlist#Scanner_service_window|service Scanner]] should be cleared of all symbols (or also deactivated). </div>To learn how this setting affects data collected in MultiCharts, please read [[Collecting and Saving Data to MultiCharts Database|this article]].
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.
<br>
== 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'''.
<br>
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>
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:
:: Select '''Trade Volume''' or '''Tick Count''' from the drop-down list.<br><br>
== Data Download Server Mode ==
[[Category:Portfolio BacktestingTrading]]
