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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 the data that is already stored in the database.# Select '''Online: Load the locally stored data and connect to a real-time data feed''' to switch software to online mode and get access to data from data vendor servers.# Check '''Download missing historical data, or ''' to download any the missing historical data from a data provider; clear the checkbox to work only with real-time data and locally stored data (no historical backfill from data vendor).# Select '''Offline: Use only the locally stored data''' to work only with historical data that is already saved in the database. No additional data that may will be required before beginning requested from the data provider in this case.# To show the '''Data Server Mode''' tab on software startup, select the '''Show Data Server Mode dialog box on startup''' checkbox; clear the checkbox not to display the dialog box.<div style="background-color: #E3FBE5;">'''Note''': In order to switch between the modes or turn on/off the backtesting process"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]].
To download any additional historical data that may be required before beginning backtesting, # Select the '''Data''' tab in the main window.# Select the '''Download Data Before Backtesting''' checkbox. To perform backtesting using only the locally stored historical data, clear the '''Download data before backtesting''' checkbox.<br> [[Category:Portfolio BacktesterTrading]]
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: ===
:: Select '''Trade Volume''' or '''Tick Count''' from the drop-down list.<br><br>
== Data Download Server Mode ==
