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Operating Portfolios

602 bytes added, 14:06, 14 June 2022
==== Data Server Mode ====
Read about Data Server Mode settings [[Preferences#Data_server_mode|here]].
 
==== Use symbol cache for backtesting ====
Using cache is an alternative method to load symbol data. If cache is used, data is not pulled from the data source and is not renewed automatically.<br>
To refresh cache, press '''Clear cache''' and then run backtesting to upload the up-to-date data from the data source. The '''Clear cache''' button appears after the first backtesting in the current Portfolio instance, i.e. it is not displayed in a fresh Portfolio instance.<br>
When the option '''Use symbol cache for backtesting''' is disabled, Portfolio Trader uploads real-time data for the symbols.
=== Symbol Specific Settings ===

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