Excel export for backtest results

Export to Excel the monthly, quarterly, yearly periodic returns for the backtest by following these steps: Select the “Period’ view of the backtest chart Select the desired frequency for the report Click on the Export icon

Portfolio import

You may now import portfolios from Excel. Click on ‘Import’ and follow the guided steps. During the import process, you may select which columns contain the data to import: Please refer to the user manual for more information.