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Backtest your portfolio
The backtest interface gives you the opportunity to analyze in detail how the portfolios you've created have performed over the past years.
The portfolio backtest interface needs three arguments:
1
the portfolio you want to analyse
2
the starting date of the analysis
3
the ending date of the analysis
Be careful when you create a portfolio you have to set up an initial date. Your starting date
2
cannot be prior to the initial date you've decided. The end date cannot be higher than the last quotation day.
Once you've set up these parameters you will be able to see several informations:

General Information

General Information of a given portfolio
The general information block gives you a reminder of some of the parameter of the portfolio such as the trading strategy or when the trade are executed

Portfolio Valuation

Valuation of a given portfolio
The portfolio valuation gives you the performance the portfolio would have had between the start and end date you've selected.

Performance

Performance table of a given portfolio
Performance graph of a given portfolio
The performance block helps you compare the performance of your portfolio against the benchmark. You can see very quickly how did your portfolio perform over the past years.

Risk

Risks on a given portfolio
Risk block helps you to complete your analysis to go beyond the pure performance of your portfolio. it helps you to see for example if your portfolio was volatile or if the performance was only good because all the components of your portfolio were doing ok etc.
If you want more information on each of these risks indicators please click here. In the near future, we will add new risk indicators and you will be able to create your very own risk indicators.

Winners & Losers

Winners and Losers on a given portfolio
This block gives you the best and worst-performing assets within your portfolio between the start and end date you have selected.

Current Composition

Current Composition of a given portfolio
This block gives you the composition of your portfolio on the end date you have selected. If you set up the end date to today it will give you the current composition

Next orders to be executed

Next Orders to be Executed on a given portfolio
This gives you the detail of what orders need to be executed to reproduce the performance of the given portfolio.