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Portfolios

A portfolio groups Databank strategies and backtests them with shared capital (multi-symbol), exposure limits, and correlation.

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Create

1. New portfolio → name, initial capital, risk per trade, max open positions / per symbol.
2. Select Databank strategies (or create empty and add later).
3. You can also create a portfolio from multi-select on the Databank.

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List

• Capital and risk/notional summary.
• Compare two or more portfolios (metrics from the last backtest).
• Open detail to work.

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Detail: members

Use general risk: all strategies use the portfolio risk; commission and spread stay per strategy. Turn the toggle off to restore per-member risk. Portfolio capital and global risk are editable (dialogs on the detail page).

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Backtest

1. Optional From/To range.
2. Backtest (or background → Jobs).
3. Review equity, trades, monthly analytics, strategy correlation, and concurrency notes (signals skipped by max positions).

Risk sizing uses portfolio capital as described in the capital dialog (read the dialog copy when editing).

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Mixer

With ≥ 2 strategies:

1. Mixer searches on/off combinations ranked by score (PF + Max DD + Return).
2. Apply a combo → replicates enables.
3. Re-run the backtest to confirm.

If there is no improvement over the baseline, the UI says so.

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JSON import / export

• Export JSON from detail: portable portfolio package.
• Import JSON under New portfolio → Import tab: preview of new / same / conflicts.
• On conflicts: keep local or update (update touches the global Databank strategy, not only the portfolio).

You can also export a trades CSV when the UI offers it.

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Export bot

Same flow as a single strategy, with MT4 zip / MT5 multi-symbol packaging and broker aliases. Details: Export bots.

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Delete portfolio

Removes the portfolio, associations, and saved equity curve. Databank strategies are not deleted.

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Next

• Validation
• Export bots
• Jobs