> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quanorix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Strategy detail

> Backtest, costs, monthly analytics, evolve, reports, and bot export.

# Strategy detail

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

<Frame caption="Strategy detail. Click to zoom.">
  <img src="https://mintcdn.com/quanorix/2kJanlhXKp9-dfu0/images/es/databank-detail-dark.png?fit=max&auto=format&n=2kJanlhXKp9-dfu0&q=85&s=2356f859178dd8970010c3cd836ead9b" alt="Strategy detail with metrics and actions" width="1169" height="1315" data-path="images/es/databank-detail-dark.png" />
</Frame>

## 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.).

## 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.

### 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.

## 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.

## Evolve (genetics from the parent)

<Frame caption="Evolve dialog. Click to zoom.">
  <img src="https://mintcdn.com/quanorix/2kJanlhXKp9-dfu0/images/es/databank-evolve-dark.png?fit=max&auto=format&n=2kJanlhXKp9-dfu0&q=85&s=f34d1522135d78f597e8f9054b84234a" alt="Evolve dialog seeded from parent strategy" width="449" height="294" data-path="images/es/databank-evolve-dark.png" />
</Frame>

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.

## 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.

## Export bot

[Export MT4/MT5 bots](/en/export/mt4-mt5) — block coverage, EA inputs, and broker aliases.

## Validate

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

## Common warnings

| Warning                   | What to do                                             |
| ------------------------- | ------------------------------------------------------ |
| Missing conversion pair   | Download the pair in Data (same range) and re-backtest |
| Lot clamped min/max       | Raise capital/risk or check instrument limits          |
| Costs outdated vs metrics | Use **Save as metrics** if you want to persist         |

## Next

* [Databank](/en/databank/overview)
* [Sessions and timezones](/en/settings/sessions-timezones)
* [Validation](/en/validation/overview)