Backtest Portfolio - Standard

To backtest a portfolio using Standard:

Click the Manage Portfolios icon from the Shortcut Bar.
Select the name of the portfolio to backtest from the Name column of the Selections panel.
Click the Backtest Portfolio button. The Backtest Portfolio [portfolio name] dialog is displayed.
From the Settings tab:

In the Report Name box, enter the name you want to save the report. If a report name has already been used, you can overwrite the existing report by selecting it from the drop-down list.
In the Initial Capital field, enter the amount of capital to use at the start of the backtest.
Enter or select the Last Date to specify the ending date for the backtest
Specify the starting point for the backtest as either the [ ] number of (days,weeks,month,years) back from the Last Date or a specify the actual First Date to test.
Select Standard from the Backtest Type drop-down list. See Backtesting Portfolios for more information.

From the Strategy Inputs tab, enter any new Values to use for strategy inputs in this backtest.
From the Ranking tab, enter any new Values to use for ranking strategy inputs in this backtest.
From the Symbols tab:

Select the Exclude check box for a symbol to prevent it from being used in this backtest. To exclude all symbols, click the Exclude All Instruments button.
Select the Create Chart check box to create a chart for this symbol during the backtest. To create charts for all symbols, click the Create All Charts button.