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== Data Series Properties ==
Data Series Properties consists of '''Resolution''', '''Field''', '''Session''', '''Build Volume On''', and '''Time Zone''' settings.
=== Global Settings ===
Global settings consist of the '''Data Range''' and '''Time Zone''' settings.
To access global settings, select the '''Data''' tab in the main window.
==== Data Range ====
To backtest based on # of bars back or days back:
:# Select the first (upper) radio button in the '''Data Range'''section.
:# Enter a number in the textbox
:# Select '''Bars Back''' or '''Days Back''' in the drop-down list.
:# In the '''From''' field, enter the date from which '''Bars Back''' or '''Days Back''' will start counting.<br><br>
To backtest based on a specified date range:
:# Select the second (lower) radio in the '''Data Range''' section.
:# Enter the date range in the '''From''' and '''To''' fields.
==== Time Zone ====
To set the timezone:
Select either '''Local''' or '''Exchange''' time zone from the drop-down list.
=== Symbol Specific Settings ===
Symbol specific settings consist of '''Resolution''', '''Quote''', '''Field''', '''Sessions''', and '''Build Volume On'''.
To access symbol specific settings:
# Select the cell where the symbol is to be added.
# Open the '''Select Symbol''' window by one of the following methods:
#* Double-click the cell, and then click the http://www.multicharts.com/img/wiki/portfolio/ellipse.gif button, or
#* Right-click the cell, and then click '''Format Symbol'''.
# Select the '''Settings''' tab:<br><br>
:: '''Resolution'''
:: Resolution can be based on a '''Time''' interval (seconds, minutes, hours, days, weeks, months, or years), or on a '''Count''' interval (tick, volume, change, or range).
:: To set resolution,
::# In the '''Resolution''' textbox, enter the number units for each bar.
::# In the '''Resolution''' drop-down list, select the desired units.
:: To learn more about resolution, see [[<span style="color: red;">'''LINK'''</span> /22-02022_FCh_SymSet_DataComp.html name=""; |Chart Resolution]]<br><br>
:: '''Quote Field'''
:: It is possible to use trade data, bid data, or ask data by setting the '''Quote Field'''. <br>To set the '''Quote Field''', select '''Ask''', '''Bid''', or '''Trade''' in the '''Quote Field''' list box.
:: To learn more about Quote Field, see [[<span style="color: red;">'''LINK'''</span> /22-02023_FCh_SymSet_Fields.html name=""; |Quote Field]]<br><br>
:: '''Sessions'''
:: To set sessions:
:: Select the trading session of the symbol from the drop-down list.<br><br>
:: '''Build Volume On'''
:: For volume-based resolution, it is possible to build the volume bars based on trade volume or tick count:
:: Select '''Trade Volume''' or '''Tick Count''' from the drop-down list.<br><br>
== Data Download Mode ==
It is possible to perform backtesting using only locally stored historical data, or download any additional data that may be required before beginning the backtesting process.
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.
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[[Category:Portfolio Backtesting]]
