Operating Portfolios

Portfolios can be created by the MultiCharts Portfolio Backtester.

MultiCharts Portfolio Backtester is included with the MultiCharts platform as a separate application.

Starting Portfolio Backtester

To start MultiCharts Portfolio Backtester:

1. Select the Portfolio Backtester icon on the computer's desktop or on the Quick Launch bar, or:
2. Select All Programs, select MultiCharts, and click Portfolio Backtester.

Creating Portfolios

To create a new Portfolio:

1. Click the New Portfolio icon on the toolbar, or
2. Select File in the main menu and then select New Portfolio, or
3. Press CTRL+N to use the keyboard shortcut.

Saving Portfolios

A Portfolio, complete with the strategy and all settings, is saved as a file with a .pws extension.

To save a Portfolio:

• Select the Save Portfolio 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.

To save an already named Portfolio under a new name, select File in the main menu and select Save Portfolio As.

Loading Saved Portfolios

To load a saved Portfolio:

1. Open the Open file window.

   To access the Open file window:

   • Select the Load Portfolio 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.

2. Navigate to the portfolio file (*.pws) and select it.
3. Press the Open button.

Renaming Portfolios

Portfolios can be renamed by two different methods:

• Save a copy of the Portfolio under a different name (see [[LINK /0297_Portfolio/22-9701_CreatingPortfolios.html name="3"; |Saving Portfolios]]) or,
• Use Windows Explorer or another program to rename a Portfolio file as you would any other Windows file.

Deleting Portfolios

Use Windows Explorer or another program to delete the Portfolio file as you would any other Windows file.