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Using Performance Report

2,446 bytes removed, 11:44, 9 August 2023
Basing Performance reports are calculated based on the trades placed in the chart the performance report and can be calculated used to comprehensively analyze the strategy performance measures as well as and check trades list and statistics. There are over 100 performance indices available for analysis , including about 30 charts.  <div style="background-color: #F8D3CD;"br>AttentionThere are two report types available: The new trades occurred are not being included in the '''Strategy Performance Report in realtime''' and '''Trading Performance Report'''. To include One or the new trades occurred the performance report should other can be re-opened againused depending on one’s current goals.</div>  <div style="background-color: #F8D3CD;">Attention: In case signals were added or deleted Check [[Comparison of the Strategy Performance Report should be re-opened againReports]] for more info.</div> 
<div style="background-color: #E3FBE5;">Note: Only one performance report can be opened at a time.</div>
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== Accessing the Strategy Performance Report == To access a Strategy Performance Report:
# [[Understanding_Strategies|Apply a strategy]] to a chart.
# In the main menu select '''View''' then click -> '''Strategy Performance Report'''.
== Accessing the Trading Performance Report ==To access a Trading Performance Report:
# Plot a chart with the desired data range.
# Open the [[Chart Trading]] Panel. Connect the Broker Profileyour broker profile. Select the account that was utilized used to place orders.# In the main menu select '''View''' then click '''Trading Performance Report'''. == Understanding the Trading Performance Report ==MultiCharts stores each order that was sent from the platform in the '''Orders ''' tab of the [[Order and Position Tracker]] window. It can also receive orders placed from the other application to your broker account if this information is provided by your broker, MultiCharts is running and the Broker Profile is connected.That is possible to view the Trading Performance Report based on the orders stored in the Orders tab. The range of orders included in the Trading Performance Report depends on the chart data range. == Comparison of the Reports ==The Strategy Performance Report and Trading Performance Report were designed for different purposes. Depending on the current goal one needs to use the appropriate one. Below is the table that sums up the difference of both reports:  {| class="wikitable"|<p align="center">'''Environment'''</p>|<p align="center">'''Strategy Performance Report'''</p>|<p align="center"-> '''Trading Performance Report'''</p>|-|<p align="center">No signals applied to the chart</p>|<p align="center">Unavailable</p><!--Strategy Performance Report-->|<p align="left">Shows all orders available for this instrument in the Order and Position Tracker -> Orders tab, both filled by Manual and Auto trading.If there are no orders for this instrument in the Order and Position Tracker, or the chart data range does not cover the present orders, the Trading Performance Report will be unavailable.</p><!--Trading Performance Report-->|-|<p align="center">Signal is applied to the chart, auto trading (SA & AA) disabled</p>|<p align="center">Shows the strategy backtesting results for the current strategy for this chart only</p><!--Strategy Performance Report-->|<p align="left"></p><!--Trading Performance Report-->|-|<p align="center">Auto trading (SA) enabled</p>|<p align="center">Shows real-time trading results for the current strategy for this chart only</p><!--Strategy Performance Report-->|-|<p align="center">Auto trading (AA) enabled</p>|<p align="center">Shows backtesting and Async real-time trading results for the current strategy for this chart only</p><!--Strategy Performance Report-->
== Viewing Performance Report ==
# In the Strategy Performance Report window click '''Settings''' [[File:10_Format_Window.png]] toolbar button.
# Select the '''Financial''' tab.
# Set appropriate properties or click '''Default''' to set back to the default settings.<br>'''No. of standard deviations''' - the number of standard deviations is used in some report indices calculation. The default is 1.<br>'''Minimal acceptable rate of return''' - reference point for Sortino Ratio (See "Performance Ratios" section in the Performance report).<br>'''Degree of risk aversion of the investor''' - reference point for Fouse Ratio (See "Performance Ratios" section in the Performance report).<br>
# Click '''OK'''.<br>

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