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Portfolio Trading functionality has been added in '''MultiCharts 9.0 Beta.'''
'''Portfolio Trader Manual''' Download [[Media:Portfolio_Trader_Manual.pdf]] in '''.PDF''' format can be downloaded '''[https://dl.dropboxusercontent.com/u/95112551/Portfolio/Portfolio%20Trader%20Manual.pdf here]'''.
When automated Strategy values (during backtesting, optimization, forward testing, realtime trading in the Portfolio is run by selecting Run Automate Order Execution, the currency conversion will be executed in real-time using current rates within each executed trade.When a strategy is backtested or optimized ) are converted using historical data, the . The corresponding historical rates will be used for conversion (exchange rates at the close of the previous FOREX trading session will be used, intra-day exchange rate fluctuations are not taken into account: e.g. if the trade occurs on April 30th, the close price of the April 29th FOREX trading session will be used).
In MultiCharts 9.0 '''Portfolio Backtester''' has been improved and became '''Portfolio Trader''' adding [[#Automated Trading|Portfolio Automation]] and [[#Forward Testing|Forward Testing]] to the list of features.
== Opening Portfolio Trader ==
'''Portfolio Performance Report''' is available in '''Auto Trading Mode'''. A Portfolio Performance Report shows results generated from the moment it opens.
<br><div style="background-color: #E3FBE5;">'''NOTE:''' The report is recalculated automatically in the '''Forward Testing''' and '''Auto Trading''' modes, but not in the '''Backtesting''' mode.
Please, also note that there are 2 cases when the Report is not recalculated:
* when it is opened on Trade Analysis -> List of Trades page
* when it is opened on Breakdown by Symbols -> Overview -> detailed report for the symbol page. </div>
== Understanding Dynamic Portfolio ==
Each strategy is designed to open and close positions of a specific instrument, i.e. the strategy calculates the moment WHEN the position should be opened/closed.
After all strategies have been calculated, the PMM (Portfolio Money Management) signal (if any PPM PMM signal has been applied) is initiated.
The '''PMM signal''' can access all the strategies within a portfolio PMMS functionality helps to manage:
[[File:PMMS Signal window.png]]
Since '''MultiCharts 11''' Portfolio Money Management signals can generate '''alerts'''. To enable alerts for the PMM signals it is required to use [[Alert]] keyword in the code of the signal and enable alerts in the '''Alerts''' tab in '''Strategy properties'''.
== Symbol Prioritization ==
All major strategy calculation indicators, such as Portfolio Net Profit, Gross Profit, Gross Loss, Trades Profits and Losses, etc. are calculated in the account currency, including EXISTING MaxIDDrawDown, NetProfit, MaxPositionProfit; PosTrade***;_OpenEntry***. <br>
Currency conversion patterns:<br>
