Changes

Basing on the trades placed in the chart the performance report can be calculated to comprehensively analyze the strategy performance measures as well as trades list and statistics. There are over 100 performance indices are available for analysis including about 30 charts.

<div style="background-color: #F8D3CD;">Attention: The new trades occurred are not being included in the performance report Strategy Performance Report in realtime. 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 performance report Strategy Performance Report should be re-opened again.</div>

# In the main menu select '''View''' then click '''Strategy Performance Report'''.

<br>To access a Trading Performance Report:  # Connect a [[Broker Profiles Overview | Broker Profile]].# Make sure that there are historical trades on the chart.# In the main menu select '''View''' then click '''Trading Performance Report'''.

<div style="background-color: #E5F6FF;">Tip: Upon left-clicking on any performance index its description will appear in the lower right panel.</div><br><div style="background-color: #F8D3CD;">Attention: Portfolio Trader Strategy Performance Report and MultiCharts Strategy Performance Report contain slightly different analysis parameters and display options. Further description is based on MultiCharts Strategy Performance Report functionality</div>

# In the left panel select a performance indices section http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/14_Icon_Table.gif ]] to review.# In the right side move cursor on a performance index required. The cursor will change into '''Description''' http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/12_Cursor.gif ]] cursor then left-click. # In the lower right panel a text description will appear. Click '''Close''' http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/13_Close.gif ]] button to close the description panel.# Use '''Back''' http[[File://www.multicharts.com/img/wiki/toolbar/27_LeftScroll Left new.png ]] and '''Forward''' http[[File://www.multicharts.com/img/wiki/toolbar/28_RightScroll_Right.png ]] toolbar buttons to move between the Performance Report sections.

# In the left panel select a performance chart http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/15_Icon_Chart.gif ]] to review. # Click '''Zoom In''' http[[File://www.multicharts.com/img/wiki/toolbar/31_Zoom_InZoom In new.png ]] or '''Zoom Out''' http[[File://www.multicharts.com/img/wiki/toolbar/32_Zoom_OutZoom Out.png ]] toolbar buttons for zooming charts in an out respectively. Click '''Reset Zooming''' http[[File://www.multicharts.com/img/wiki/toolbar/33_Reset_ScalesReset Both Scales new.png ]] to reset a zoomed chart.# Use '''Pan''' http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/08_Hand.png ]] or '''Cross''' http[[File://www.multicharts.com/img/wiki/toolbar/17_Show_CrossShow Hide Cross.png ]] cursor modes for moving charts or precise reviewing chart values respectively.# Use '''Back''' http[[File://www.multicharts.com/img/wiki/toolbar/27_LeftScroll_Left_new.png ]] and '''Forward''' http[[File://www.multicharts.com/img/wiki/toolbar/28_RightScroll Right.png ]] toolbar buttons to move between the Performance Report sections.

# In the Strategy Performance Report window click '''Settings''' http[[File://www.multicharts.com/img/wiki/toolbar/10_Format_Window.png ]] toolbar button.

# Set appropriate properties or click '''Default''' to set back to the default settings.<br>More Information:<br>'''Point value''' – review [[<span style="color: red;">'''LINK'''</span> /101-01_SettingIndProp.html name=""; |Big Point Value]] definition.<br>'''Initial capital''' - Initial capital to start strategy performance calculations with.<br>'''Commission''' - the amount supposed to be paid to broker for trades execution. The commission can be set on "per contract" or on "per trade" basis. <br>With '''Per Contract''' option, the '''Commission''' value is multiplied for the each trade by the double number of contracts in the trade (i.e. for Entry and Exit).<br>With '''Per Trade''' option, the '''Commission''' value value is multiplied for each trade by the 2 (i.e. for Entry and Exit).<br>The default '''Commission''' value is zero. <br>'''Slippage''' - the amount reserved for differencies between the expected and actual order execution price. The commission can be set on "per contract" or on "per trade" basis. <br>With '''Per Contract''' option, the '''Slippage''' value is multiplied for the each trade by the double number of contracts in the trade (i.e. for Entry and Exit).<br>With '''Per Trade''' option, the '''Slippage''' value is multiplied for each trade by the 2 (i.e. for Entry and Exit).<br>The default '''Slippage''' value is zero. <br>'''Margin per contract''' - the amount to be borrowed when trading on a margin account. This number is used in some report indices calculation.<br>'''Interest rate''' - the rate used in some report indices calculation. Usually the Treasury Bill rate is used.<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>

# In the Strategy Performance Report window, click the '''Settings''' http[[File://www.multicharts.com/img/wiki/toolbar/10_Format_Window.png ]] toolbar button.

# In the Strategy Performance Report window click '''Save''' http[[File://www.multicharts.com/img/wiki/toolbar/03_Save_WorkspacePortfolio_Save.png ]] toolbar button.

# In the '''Type''' field select the file type. There are 2 3 types available: *.XLS /*.XLSX (MS Excel), *.ODS (Open Office Workbook) and *.XML (XML RINA).

<div style="background-color: #F8D3CD;">Attention: * To save data in an *.XLS /*.XLSX format a full version of Microsoft Excel that supports Visual Basic for applications must be installed on the computer. Once saved the *.XLS /*.XLSX file may be read by any Excel compatible application.* To save data in an *.ODS format OpenOffice package must be installed on the computer. Once saved the *.ODS file may be read by any *.ODS compatible application.</div> 

# Click '''Print''' http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/03_Print.png ]] toolbar button.

# Click '''Print Preview''' http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/02_PPreview.png ]] toolbar button. The '''Print Preview''' dialog will appear.# Use '''Magnify Mode''' http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/02_PPreview.png ]] or '''Whole Page''' http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/08_Hand.png ]] toolbar buttons to preview the page.# Click '''Print''' http[[File://www.multicharts.com/img/wiki/toolbar/BTReport/03_Print.png ]] toolbar button to access the print dialog.