The Current Strategy (the one loaded in the FlowView control) can be back-tested for a single security or for all items in the Follow List by selecting the option from under the Strategy menu.  Transactions from the test are saved in the Current Portfolio for review.  In this exercise the strategy developed in Creating a Trading Strategy will be used.  To begin, make sure a strategy is open by double-clicking it in the explorer pane.  Similarly, open a portfolio a make sure its Protected property is set to false.  Also, see that View / Trades is checked in the main menu.  Then select Strategy / Backtest All from the menu a TekView will test all of the follow items while report progress in the status bar.  When done the transactions will be displayed on the price chart similar to the following.  Next open the current portfolio and note that as positions are selected on the Portfolio Form they are also identified on the Main Form (you may have to zoom out or scroll the chart to see the right time frame)

Click on the Summary tab to view a summary of all positions, broken down by type of position and compared against a buy and hold position taken at the time of the first transaction in the test.

Next, go back to the Positions tab from under the Filter menu uncheck the Symbol filter and notice the list now includes all symbols.  The summary does as well.  Click on the %Gain column heading and the list sorts the gains.  Select a position that interests you, perhaps because it was an unusually loss or gain, and double-click it.  Notice that the charts in the Main Form change to the selected symbol and the position is high-lighted on the chart. 

Finally, double-click a follow item in the explorer pane of the Main Form and notice that filter of the Portfolio Form is reset to the current symbol.  This coordination of forms provides an easy and quick method of reviewing test results and exploring for improvement.

As a further exercise, try changing OR operators to AND operators in the strategy and retesting to see if that produces better or worse results.  See if changing fuzzy function curves produces better results.

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