Using New Analysis window

Introduction

New Analysis window introduced in version 5.50 (first time actually in 5.41.0 BETA) brings the following improvements over old Automatic Analysis:

User interface

You can open New Analysis window in a number of ways:

  1. click on the New Tab (+) button and selecting New Analysis



    or
  2. File -> New -> New Analysis menu

    or
  3. Analysis-> New Analysis menu

    or
  4. right click on the formula in the Charts window and selecting Analysis




    or
  5. from the Formula Editor, pressing Send to Analysis button

 

Basically the user interface for New Analysis window is functionally similar to old automatic analysis and looks as follows:

Basic operations

Selecting the symbol to apply analysis to.

Click on the drop down arrow in the Apply to combo to select operation mode: All symbols / Current symbol / Filter



Defining Filter

If Apply To is set to Filter, Analysis window will be run on the symbols that match filtering criteria that are definable in the Filter Settings window. To open Filter Settings window press Filter button

 

Defining date/time Range

Click on the drop down arrow in the Range combo to select range selection mode: All symbols / N recent bar(s) / N recent day(s) / From-To dates

The 'N' can represent any number. For example to define range of 15 recent days, select 1 recent day(s) first and then type in 15 and press ENTER. You will see the text automatically update to 15 recent day(s). Remember you don't need to type whole thing, just a number is perfectly enough.

 

Viewing reports / Running Report Explorer

To view the report from last backtest, click on the Report button. To run the Report Explorer use a Report button drop down menu as shown below

 

Changing settings / options

To change backtester settings click on the Settings button. To turn on/off additional options like:

click on the drop down arrow on the Settings button to display the menu as shown below

Auto-repeat interval can be entered in the Interval field. Note that plain numbers (like 5) represent minutes. To get seconds you need to enter 5sec or 5s and press ENTER

 

Running Walk forward Test

Click on the arrow on the Optimize button to display the menu as shown below and select Walk-Forward

The results of Walk forward test will be displayed in Walk Forward tab (see bottom of Analysis window).

 

Displaying 3D optimization chart

To display 3D optimization chart, first run the Optimize that has exactly two optimization parameters and then click on the arrow on the Optimize button to display the menu as shown above and select 3D Optimization Chart.

 

Displaying Equity charts

Equity charts (portfolio and individual) can be added to chart windows using Portfolio Equity / Individual Equity options as shown above.

 

Exporting and importing result list

To export data to CSV file or HTML file use File -> Export HTML/CSV menu (from the main window). To import previously exported HTML file use File->Import HTML... as shown in the picture below. Note that these menu items appear only if you have New Analysis window active.