Strategy Builder is the workspace for configuring a strategy and inspecting its backtest reports. Older guide pages called it the “Backtest Strategy” page. Open it from Strategy Management by selecting a strategy and choosing Backtest.
Understand the workspace
| Area | Purpose |
|---|---|
| Toolbar | Start the appropriate test, copy a strategy and access the actions available to that strategy. |
| Configuration / Rules area | Define the strategy, its portfolios, settings, filters, rules and backtest periods. |
| Reports area | Inspect the chart, metrics and other reports after a test. |
| Back arrow | Use the back arrow at the upper left to return to the preceding management view. |
Work through the configuration
- Check the Strategy panel for the name and description.
- Review the portfolios or instruments used by the strategy.
- Review System Settings and the relevant filters and rules. A supplied template gives you a bounded starting configuration.
- Review the Backtest panel: benchmark, capital assumptions, dates and sample periods.
- When the configuration is ready, choose the appropriate test action.
Available panels and actions depend on the strategy type and enabled features. Types of Strategy explains Basic, Meta and Multi. For your first machine-learning workflow, use the Evo Engine Template included in every edition.
Read reports after a test
A manual backtest evaluates the current configuration. It populates reports such as Metrics, Performance, Positions, History, Trade Signals and Chart. Manual Results keeps tested parameter configurations for later review.
A model position or signal is different from a broker holding or completed order. Use the dashboard’s orders and reconciliation views for actual account execution.
For machine-learning testing, follow Divine Engine Test Management and Divine Engine Test Results.
Move to account management
Once you have selected and reviewed a strategy, use Trading Dashboard Overview & APM for account management. The current workflow covers strategy funding, order settings, monitoring and reconciliation.
