NewPro
Backtest on your actual history
The backtest can now compute the way you actually invested: each position from your purchase to its sale, sold ones included.
For whom: Pro
What is new
In the backtest you choose between two calculations under Basis. Your history counts each position only while it was actually in your portfolio, with the real amount from your bookings. Sold positions are included. The comparison without signals then means: exactly the way you bought and sold. Today's depot keeps your current portfolio with today's weights over the whole period, as before.
From two years of bookings on, Your history is the default. Strategy comparison, own strategies, Signal Lab and cross-check compute on the chosen basis.
What this means for you
Today's depot looks back with the positions in your portfolio today. Your history shows how the signals would have worked on your actual purchases and sales, including positions you no longer own. Both describe the past and are no indication of future results.
Where to find it
In the backtest, in the settings row at the top, field Basis. The backtest is part of Pro.
This entry describes an edgio feature. It is not investment advice. Disclaimer