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Portfolio settings define the conditions under which the strategy is executed. Portfolio Settings include '''Exposure''', '''Max % of Capital at Risk per Position''', '''Initial Portfolio Capital''', '''Margin per Contract''' and '''Potential Loss per Contract'''.
Portfolio Settings can be set from the '''Portfolio Settings''' tab in Portfolio Backtester Trader application. * Open '''Portfolio Trader''' window.** see '''[[Portfolio Trader#Opening Portfolio Trader|how]]'''.
To use the Portfolio Settings tab:
#* Select '''Absolute Margin value (from QuoteManager symbol settings) ''' to get the margin value from QuoteManager. Each symbol has a margin setting in QuoteManager. If no margin setting was entered in the QuoteManager symbol settings, then the margin value is assumed to be zero, or
#* Select the '''Margin value % of contract cost radio button''' to enter a margin percentage that will be applied to all contrats.
# In the '''Potential Loss per Contract''' section, input “0.001” “0” into the '''Absolute Max Potential Loss''' box. This effectively disables the '''Potential Loss per Contract''' section.
<br><div style="background-color: #E3FBE5;">Note: Only the initial margin will be taken into consideration. The maintenance margin will not be taken into consideration.</div>
# In the '''Margin per Contract''' section, set '''Margin value % of contract cost''' to "0". This effectively disables the '''Margin per Contract''' section.
In real trading, margin values and other portfolio settings may change depending on the circumstances. Portfolio Backtester Trader enables the user to calculate the margin values and change portfolio settings dynamically with PowerLanguage.
For more information, please see PowerLanguage portfolio-related keywords (prefixed with the word "Portfolio").
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[[Category:Portfolio BacktesterTrading]]
