Chapter 4 - Backtest Strategy Page
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...
Divine Engine Results Tab
Last Updated: January 13, 2023This 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, 2023This 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, 2022This 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, 2022This 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, 2025This 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, 2022Portfolio 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, 2023The 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, 2023This 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, 2022This 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, 2023The 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, 2023This 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, 2022This 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, 2023This 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, 2023This 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, 2023THIS 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, 2022This 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, 2022The “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, 2023This 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, 2022This 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, 2023It’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, 2024This 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, 2026Deprecated: Trade Plan Calculator The Trade Plan Calculator is deprecated. This page is retained for historical reference. The instructions below describe the legacy Trade Plan...