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Settings

Settings stores per-user preferences in the database. They are the starting point for Generator, portfolios, and display — they do not replace per-run overrides.
Settings General tab

Settings · General. Click to zoom.

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Tabs

Use Save on each section when the UI asks for it.

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General

  • Cost and capital defaults used when opening forms.
  • Jobs retention (days): history under Jobs; 0 = do not purge.

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Instruments

Instruments tab

Settings · Instruments. Click to zoom.

  • Override MT4-style metadata (contract size, point, lot bounds). Empty fields = catalog default.
  • Broker aliases: map canonical symbol → broker Market Watch name when exporting portfolios. MT5 portfolio needs the exact ticker in code; MT4 / individual strategies trade the chart you attach. After changing aliases, re-export EAs.

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Blocks

Blocks tab

Settings · Blocks. Click to zoom.

Enable/disable block families available to search. Disabled families should not enter new generations. Each block with parameters has Edit: you set the search space (fixed value, list, or min/max/step range) for new generations of your user. Defaults live in the catalog (they are not copied to the database). Reset deletes only your overrides for that block; it does not change the catalog, other users, or already saved strategies.

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Sessions (critical)

There are two different timezones:
  1. Session filter — affects when the engine may trade (Asia/London/NY presets, windows).
  2. Display TZ — only how times are shown in tables/charts/HTML reports; does not change the backtest.
Full guide (broker vs tester, InpBrokerGmtOffset): Sessions and timezones.

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Relation to Generator / Portfolios

  • Generator Reset restores form defaults (does not rewrite these tabs).
  • Portfolios inherit/edit capital and per-member costs; Settings provide the baseline.
  • After changing TZ or aliases, re-export EAs if you already have old bots.

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