Chapter 4 - Strategy Builder
Strategy Builder Overview
Last Updated: November 6, 2026Find configuration panels, tests and reports in Strategy Builder, the current name for the former Backtest Strategy workspace.
Strategy Panel
Last Updated: November 6, 2026Use the current Strategy panel’s Name and Description fields, and find the new locations for notifications and trading management.
System Settings Panel
Last Updated: November 6, 2026Configure strategy system rules and review the current Add Option choices, including Slippage and Smart money indicator.
Instruments Panel
Last Updated: November 6, 2026This panel is located at the Rules Area of the “Strategy Builder” page. Here you can add the various portfolios for the strategy....
Buy Filters Panel
Last Updated: November 6, 2026This panel contains various technical indicators, that select instruments to be entered as Positions. These technical indicators are known as the “Buy Filters”....
Ranking Panel
Last Updated: November 6, 2026This Panel is located at the Rules Area of the “Strategy Builder” page. It contains the Rules used for ranking your instruments. So,...
Sell Filters Panel
Last Updated: November 6, 2026This panel allows you to add various technical indicators, which determine the conditions to exit a Position. These are known in Portfolio Boss...
Backtest Panel
Last Updated: November 6, 2026Set benchmark, capital, historical dates, IS/OOS divisions and the dedicated Super out-of-sample reservation before running a backtest.
Backtest Parameterization Panel
Last Updated: January 20, 2023This panel defines how the Divine Engine backtest is performed. But most importantly, it allows you to tell the Divine Engine the criteria...
Manual Results Tab
Last Updated: November 6, 2026Understand updated versus new manual-result records, favorites, metrics, memos and restoring a tested configuration.
Divine Engine Results Tab
Last Updated: November 6, 2026Looking for the current Test Management page? See Divine Engine Test Results for reviewing tests across templates, filtering candidates, reading the Fitness Series chart, and...
Overall Top Results Tab
Last Updated: January 14, 2023This tab contains the crème de la crème of the top strategies. These are the best 20 strategies from all backtests you did...
Metrics Tab
Last Updated: November 6, 2026This tab is at the top-middle area of the Strategy Builder, and it shows the performance of a strategy in various statistical data....
Performance Tab
Last Updated: November 6, 2026This tab shows the monthly and yearly performance-history (profit or loss) for the whole backtest period. The tab is located at the Reports Area...
Chart Tab
Last Updated: November 6, 2026The Chart Tab is located at the Reports Area of the “Strategy Builder” page. It shows the performance graph of the strategy against...
Positions Tab
Last Updated: November 6, 2026Interpret modeled positions and weights, and distinguish them from actual account holdings and execution in the Trading Dashboard.
Trade Signals Tab
Last Updated: November 6, 2026Read modeled trade signals and ranking results, and use the Trading Dashboard to verify actual account orders and fills.
History Tab
Last Updated: November 6, 2026This tab shows the day-by-day trading history since the beginning of the backtest period. Here you can see the Positions held every single...
Instrument Tab
Last Updated: November 6, 2026The Instrument Tab shows the historical price chart of an instrument, as well as the technical indicators (from rules and filters of the...
Stats Tab
Last Updated: November 6, 2026THIS PAGE IS BEING RENOVATED This tab shows the performance of those instruments traded by the strategy during the whole backtest period. It...
Exporting the Backtest Results
Last Updated: November 6, 2026It’s possible to export the strategy’s backtest results (statistical reports) as spreadsheets, which can then be viewed with Microsoft Excel, Google Sheets, and...
A Strategy for Short Selling
Last Updated: August 27, 2022Portfolio Boss is generally used for trading Long Positions, but if you’re a short seller, you can still use this Platform to help...
