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Using Performance Report

536 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.<br/>There are two report types of reports available in MultiCharts: '''Strategy Performance Report ''' and '''Trading Performance Report'''. They were designed for different purposes. Depending One or the other can be used depending on the one’s current goal one needs to use the appropriate onegoals. See more information in the Check [[Comparison of the Reports]] table.  <div style="background-color: #F8D3CD;">Attention: The new trades occurred are not being included in the Strategy Performance Report in realtimefor more info. To include the new trades occurred the performance report should be re-opened again.</div>  <div style="background-color: #F8D3CD;">Attention: In case signals were added or deleted the Strategy Performance Report should be re-opened again.</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'''.
== 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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