Get Started / 1 / Run Your First Backtest
Pro Tip: Check out the "Get Started" checklist in the bottom-right corner of the app. It'll walk you through each step right there in the app, mirroring the actions from this blog series.
🏆 Key Action Step: Run a Strategy Backtest.
Steps Shown in the Video
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Navigate to the “Momentum” Stock Screener.
Go to Actions and select Duplicate to create an editable copy of the screener.
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In the duplicated screener, locate the Z-Score Relative filter; click on the header to bring up the Edit menu.
Adjust the filter to allow the top 15 stocks to pass through.
These stocks will form the portfolio once the strategy performs a rebalancing event.
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Click Launch Backtest in the screener.
Select Strategy as the backtest type.
Leave all the settings to default or experiment with various settings - up to you!
Enter a name for the backtest on the final page.
Choose a time range (e.g., 2 years).
Click Confirm and Launch to send the backtest instructions to the server.
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Allow a few minutes for the backtest to process.
The new strategy will appear in the Strategies section once complete.