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Chapter 4 - Backtest Strategy Page

23 Docs

Backtest Parameterization Panel

Last Updated: January 20, 2023

    This panel defines how the Divine Engine backtest is performed. But most importantly, it allows you to tell the Divine Engine the criteria...

Divine Engine Results Tab

Last Updated: January 13, 2023

    This tab is the repository of the various Divine Engine backtests that you did for this strategy (either a local backtest or with...

Overall Top Results Tab

Last Updated: January 14, 2023

    This tab contains the crème de la crème of the top strategies. These are the best 20 strategies from all backtests you did...

History Tab

Last Updated: December 8, 2022

    This tab shows the day-by-day trading history since the beginning of the backtest period. Here you can see the Positions held every single...

Ranking Panel

Last Updated: December 15, 2022

    This Panel is located at the Rules Area of the “Backtest Strategy” page. It contains the Rules used for ranking your instruments. So,...

System Settings Panel

Last Updated: January 24, 2025

    This panel is located at the Rules Area. It’s used for defining the general rules of the strategy: whether it enters fresh new...

A Strategy for Short Selling

Last Updated: August 27, 2022

    Portfolio Boss is generally used for trading Long Positions, but if you’re a short seller, you can still use this Platform to help...

Instrument Tab

Last Updated: January 13, 2023

    The Instrument Tab shows the historical price chart of an instrument, as well as the technical indicators (from rules and filters of the...

Instruments Panel

Last Updated: January 20, 2023

    This panel is located at the Rules Area of the “Backtest Strategy” page. Here you can add the various portfolios for the strategy....

Metrics Tab

Last Updated: December 16, 2022

    This tab is at the top-middle area of the Backtest Strategy page, and it shows the performance of a strategy in various statistical...

Chart Tab

Last Updated: January 21, 2023

    The Chart Tab is located at the Reports Area of the “Backtest Strategy” page. It shows the performance graph of the strategy against...

Backtest Panel

Last Updated: January 21, 2023

    This Panel is used for defining the strategy’s backtest range (time period), and the index (benchmark) to compare against. You can also define...

Performance Tab

Last Updated: August 27, 2022

  This tab shows the monthly and yearly performance-history (profit or loss) for the whole backtest period. The tab is located at the Reports Area...

Positions Tab

Last Updated: January 21, 2023

    This tab shows you the latest Positions held by the strategy (i.e. today’s Positions, or any date set with the “Date to” property...

Trade Signals Tab

Last Updated: January 13, 2023

    This tab shows you the latest trade signals generated by the strategy (usually the current date, but can also be set from the...

Stats Tab

Last Updated: January 25, 2023

THIS PAGE IS BEING RENOVATED     This tab shows the performance of those instruments traded by the strategy during the whole backtest period. It...

Sell Filters Panel

Last Updated: December 15, 2022

    This panel allows you to add various technical indicators, which determine the conditions to exit a Position. These are known in Portfolio Boss...

Backtest Strategy Page Overview

Last Updated: December 1, 2022

  The “Backtest Strategy” page is the heart of Portfolio Boss. To access this page, click on the “Backtest Strategy” button   at the left of...

Strategy Panel

Last Updated: January 13, 2023

    This panel is located at the top-left corner of the Backtest Strategy page. It’s the “identification” panel of the strategy, where you can...

Buy Filters Panel

Last Updated: December 15, 2022

    This panel contains various technical indicators, that select instruments to be entered as Positions. These technical indicators are known as the “Buy Filters”....

Exporting the Backtest Results

Last Updated: January 12, 2023

    It’s possible to export the strategy’s backtest results (statistical reports) as spreadsheets, which can then be viewed with Microsoft Excel, Google Sheets, and...

Manual Results Tab

Last Updated: January 24, 2024

    This tab contains the history of modifications to the strategy; very much the “undo” feature of Portfolio Boss. Each time you pressed the...

Trade Plan Calculator

Last Updated: October 21, 2026

Deprecated: Trade Plan Calculator The Trade Plan Calculator is deprecated. This page is retained for historical reference. The instructions below describe the legacy Trade Plan...