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Question |
How do I change the default Account Balance Chart that
comes up as part of the output of a backtest? |
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Answer |
When performing a backtest of a trading system named X,
if the "Account Balance Chart" checkbox is checked in the backtest
setup, a chart of the trading system ticker $X is produced. Users who
wish to customize the account balance chart in various ways can do so by
revising the chart then right-clicking in the chart and issuing the Save
As Default Chart command, thereby saving the customized version of the
chart as the default for the the ticker $X. In the list of chart names,
this chart will appear near the top, having a name of the form <$X
Chart> where $X is the ticker symbol of the trading system, X being the
name of the trading system. Whenever the trading system named X is
backtested, this default chart for $X will be shown at the conclusion of
the backtest.
If the user has many different trading systems and wishes to customize
the chart produced individually for each one, this technique enables
such flexibility. However, if you want to have a single chart template
that is used for all trading system account balance charts, there is now
a method for accomplishing this without having to duplicate the same
chart template over and over for each trading system. When producing a
backtest account balance chart, Investor/RT now looks first to see if
the particular trading system has a default chart and if so it uses it.
For example if backtesting a trading system named MySystem, Investor/RT
will first look for a chart named "<$MySystem Chart>" and open that
chart if it is defined. If the default chart for the specific trading
system is not found, Investor/RT will look to see if there is a "global
default" for all trading systems, looking up the chart name "<Backtest
Chart>". If this chart template is found, it will be used. The
particular trading system ticker will be inserted into this chart. If
neither the system-specific nor default backtesting chart is found,
Investor/RT will create a simple chart of the trading system ticker.
If a chart is saved with the specific name "<Backtest Chart>", then this
chart will be used as the default Account Balance Chart for all trading
systems that don't specifically have their own unique default chart. |
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