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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 Strategy Performance Report in realtime. To include the new trades occurred the performance report should be re-opened again.</div>
# 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'''.
# 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>More Information:<br>'''Point value''' – review [[Setting_Properties|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>
# Click '''OK'''.<br>
# In the '''Save As''' dialog window appeared navigate to the required file location.
# In the '''File Name''' field type in the file name.<br><div style="background-color: #E3FBE5;">Note: The file name with symbol name included in it is supplied automatically.</div>
# 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).
# Click '''Save'''.
