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How to test a strategy automatically

An automatic backtest runs a template or your own rules over the whole period in seconds and shows the stats, equity curve and every trade.

Available on: Essential and PRO

Steps

  1. Open Backtesting, click + New backtest and choose Automatic.

  2. Set Name, Data source, Symbol, Timeframe, dates, Starting balance and Risk per trade (%), then click Create backtest.

  3. Under Strategy, on Templates, pick MA crossover, RSI reversal, Breakout or Bollinger bounce and adjust its parameters.

  4. Or open Custom rules and click Add condition under “Buy (long) when ALL are true” and “Sell (short) when ALL are true”.

  5. Under Exits & risk set Direction, Risk per trade (%), Stop-loss and Target (R).

  6. Tick Exit on opposite signal if you want it.

  7. Click Run backtest.

  8. Read the results, the equity curve and the list of trades with their exit reason.

Tips

  • Entries happen at the open of the candle after the signal. If stop and target are touched in the same candle, the stop counts.
  • Edit as custom rules turns a template into rules you can change. The last run is saved.
  • Target (R) is a multiple of the stop distance: 2 means 2R and 0 means no target.

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