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Strategy detail

Open a Databank row to review rules, saved metrics, re-backtest with different costs, then validate, evolve, or export.

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What you see

• Meta: symbol, TF, source, created date.
• IS metrics (and OOS if generation used a holdout).
• Entry rules long/short and exit management (ATR stop, R:R, etc.).

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Backtest and equity curve

1. Adjust risk, spread, commission, session, dates, compounding, and exit/order overrides if needed.
2. Click Backtest.
3. Review the equity curve, trade summary, and warnings (lot clamped, missing conversion pair, etc.).

Values are prefilled from generation context; you can change them before running.

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Save as metrics

If you change costs and want the databank’s persisted metrics to match:

1. Save as metrics → confirm the dialog.
2. Quanorix re-backtests and replaces IS metrics (and clears prior OOS if that flow has no OOS fraction).

The UI warns when on-screen costs differ from saved metrics.

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Monthly analytics

After a backtest you get Monthly analytics (PnL / % by month) and the month×year returns table when data exists — useful seasonality check before adding the strategy to a portfolio.

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Evolve (genetics from the parent)

1. Evolve → dialog for GP seeded from this strategy.
2. The parent is not modified; children appear as new strategies (with the parent’s min-trades floor).
3. Follow the job in Jobs; then filter Evolved only in the Databank.

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Reports

From on-screen results you can export HTML / Excel reports (when the UI offers them on detail, validation, or portfolio). They include metrics and, depending on the report, stagnation / flat days.

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Export bot

Export MT4/MT5 bots — block coverage, EA inputs, and broker aliases.

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Validate

Deep-link / button into Validation (walk-forward, robustness, regime) with the strategy preselected. Details in the Validation section.

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Common warnings

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Next

• Databank
• Sessions and timezones
• Validation