Backtesting allow you to test trading strategies across a range of historical dates. Tests can be made against specific symbols or you can use position sizing rules to simulate multi-holding portfolios. You can run and compare multiple Tests for the same Strategy to quickly see how criteria or parameter changes affect the results.

A Strategy consists of trade criteria, stops, targets, and position sizing rules. For example, a Strategy may consist of the following elements:

• buy when the Close Price crosses above a 10 day Moving Average
• sell when the Close Price crosses below a 5 day Moving Average
• close a position, using a stop, if it loses more than 5%
• close a position, using a target, if it gains more than 20%
• start with equity of 100,000
• buy 100 on each trade regardless of stock price or volatility
• maintain no more than 10 open positions at a time, with a maximum of 5 new positions on any one day
• when there are more buy signals than position slots available, choose stocks in descending order of 10 day Average Volume.

You could then run multiple Tests with perhaps different MA Periods and easily compare the results to see which is more profitable.

Click 'Create New Strategy' to build a new strategy from scratch.

To access any of your saved Strategies just click on the Strategy Name below. Click on a Last Number or Last Test Time to go directly to that Test.

See the User Guide on the Strategy Test details page for more information on building strategy tests. And please feel free to Contact Us should you require any assistance.

By default, your Strategies are only visible to you when you are logged in.

However, the 'Can be Shared?' setting can be used to make a Strategy public. If this option is set, you can give others the browser address to the Strategy and they will be able to view it read-only.

Click 'Edit Grid Data' to put the Grid in edit mode to change the setting.

Click 'Customize Grid Columns' to open or close the Grid customization panel.

To add a new Column click 'Add New Column'. For example, you may wish to add Volume to the Grid. First click 'Add New Column', select Volume, close the details popup, and then 'Apply...' and the Grid will be extended to show Volume.

Use the Up and Down buttons to re-arrange the Column order within the Grid.

To adjust the settings of an existing Column just click on the Column to display the details popup. For example, to change a Column containing EMA(50) to EMA(100), first click on EMA(50), change the Period to 100 and click an 'Apply...' button to save.

The Number of static Columns setting determines how the Grid is laid out and is especially useful to prevent horizontal scrolling on devices with narrow screen width.

• the default setting of 'Auto' will mean that an assessment of device width will be made to determine how many static columns can fit with any excess columns shown in 2x2 form format.
• a setting of, for example, 4 will result in the first 4 columns appearing in column format with any subsequent columns shown in 2x2 form format
• a setting of 'Never' will result in no collapsing to form layout

This setting is held at the device level and applies to all Grids across all views.