> ## 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.

# Portfolios

> Shared capital, risk, mixer, JSON, analytics, and bot export.

# Portfolios

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

<Frame caption="Portfolio list (example with backtest metrics). Click to zoom.">
  <img src="https://mintcdn.com/quanorix/vERrmEy4iXoM0YFp/images/es/portfolios-list-dark.png?fit=max&auto=format&n=vERrmEy4iXoM0YFp&q=85&s=81ca74c2da5eb0960185683fd4eced3c" alt="Portfolio list with PF, Net, and Trades" width="1440" height="900" data-path="images/es/portfolios-list-dark.png" />
</Frame>

## 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](/en/databank/overview).

## List

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

## Detail: members

| Action                                  | Effect                                             |
| --------------------------------------- | -------------------------------------------------- |
| Add strategy                            | Search Databank and insert                         |
| Enable / disable                        | On/off in the backtest without removing the member |
| Remove                                  | Drops the association (strategy stays in Databank) |
| Per-strategy spread / commission / risk | Override (`*`) or inherit generation context       |

**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).

## Backtest

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

<Frame caption="Portfolio detail: metrics, equity curve, and strategies. Click to zoom.">
  <img src="https://mintcdn.com/quanorix/vERrmEy4iXoM0YFp/images/es/portfolios-detail-dark.png?fit=max&auto=format&n=vERrmEy4iXoM0YFp&q=85&s=8e520db47a365351a2b055cedb0f083a" alt="Portfolio detail with metrics and equity curve" width="1440" height="900" data-path="images/es/portfolios-detail-dark.png" />
</Frame>

<Frame caption="Portfolio equity curve. Click to zoom.">
  <img src="https://mintcdn.com/quanorix/vERrmEy4iXoM0YFp/images/es/portfolios-equity-dark.png?fit=max&auto=format&n=vERrmEy4iXoM0YFp&q=85&s=f62905c90ce45bc888a8656a54fce2ac" alt="Portfolio equity curve" width="697" height="404" data-path="images/es/portfolios-equity-dark.png" />
</Frame>

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

## 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.

## 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.

## Export bot

Same flow as a single strategy, with MT4 zip / MT5 multi-symbol packaging and [broker aliases](/en/settings/overview). Details: [Export bots](/en/export/mt4-mt5).

## Delete portfolio

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

## Next

* [Validation](/en/validation/overview)
* [Export bots](/en/export/mt4-mt5)
* [Jobs](/en/jobs/overview)