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Strategy Results

This section provides you with various reports and charts of the results of your strategy backtest.

See the backtesting help guide for more general information about backtesting.


The Summary page shows an overview of the strategy performance together with detailed analysis of various factors such as winning profit, etc.


The Equity page shows a chart of starting to ending equity over the dates of the test.


The Performance page shows a chart of percentage return over the dates of the test which you can compare against one or more indices or stocks.

If you are backtesting against one stock you can include the stock here to get a visual buy-and-hold comparison.


The Trades page shows all completed trades for the strategy. You can sort, download and print the trades. You can also drill-down to individual stock charts showing each trade highlighted.

Open Positions

The Open Positions page shows all uncompleted trades for the strategy. In other words, where the Buy signal has been generated and the position entered into but no Sell or Stop signal has occurred yet.


The Pending page shows all trades which will occur on the day after the last date of the test. This can only happen if you have 'enter or exit trades at the open of the following day' set on your Backtest Preferences.

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