Built-in strategy editor
Open, inspect, and edit strategy code directly inside the app before running the test.
Version 5.0.0 · Windows and macOS
Professional backtesting workspace.
Backtester v5.0.0 upgrades the app into a cleaner research environment with editable strategies, multi-asset portfolio testing, rolling windows, real statistics, HTML/PDF reports, and a sharper dark interface.
What changed in v5
The page now highlights the new app screens instead of the older v4 copy: strategy editing, portfolio research, rolling analysis, statistics, and multi-asset results.
Multi-asset testing
Test baskets like SPY, QQQ, AAPL, TSLA, GLD, and SLV with allocation controls.
Rolling windows
Check consistency with period returns, cumulative returns, rolling Sharpe, and distributions.
Export output
Export research results as HTML or PDF from the top toolbar.
Built for serious strategy research
Backtester keeps the visual workflow, but v5 adds the missing research screens needed for more realistic decisions.
Strategy Editor
Edit strategy code inside the app
The strategy editor lets users inspect and modify Backtrader strategy logic without leaving the workspace.
- View and update strategy parameters.
- Edit custom strategy code in a focused dark editor.
- Save changes before running the backtest.
Portfolio Mode
Run strategy-driven portfolios
Use strategy signals across multiple assets, choose a weighting method, and compare portfolio equity against an equal-weight benchmark.
- Momentum, exposure, risk, and rebalance controls.
- Multi-symbol workflows from one panel.
- Portfolio curve and benchmark comparison.
Rolling Tests
Measure consistency over time
Rolling windows test the selected strategy across consecutive periods and make robustness easier to evaluate.
- Period returns and cumulative return charts.
- Rolling Sharpe ratio visualization.
- Return distribution with mean return marker.
Multi-Asset Analysis
Review every asset result
Analyze independent strategy results across all selected symbols with side-by-side price, position, and equity charts.
- Per-symbol strategy signals.
- Equity curves for each asset.
- Warnings for data and execution issues.
The v5 workflow
Setup is organized around the research process instead of a long static form.
Data
Pick symbols, provider, interval, date range, adjusted prices, and starting cash.
Strategy
Select a strategy, tune parameters, or open the strategy editor.
Costs
Set commission, spread, slippage, market impact, margin, and funding assumptions.
Portfolio
Choose weighting, exposure, risk, ranking, top assets, and rebalance settings.
Results
Review overview, trades, statistics, rolling results, rolling plots, and exported reports.
Results that stay readable
Backtester v5 separates the major result views into tabs so analysis does not feel buried.
See a sample dashboard output.Overview
Review portfolio curves, per-symbol strategy charts, and benchmark comparison.
Statistics
Track total return, annual return, volatility, Sharpe ratio, max drawdown, costs, fills, exposure, and active return.
Rolling plots
Use windowed tests to spot stable or unstable behavior before trusting a strategy.
Documentation
Use the guides to understand strategy writing, provider setup, execution assumptions, and portfolio configuration.
Backtester Strategies Manual Strategy writing, testing, and app usage guide.
Professional Backtesting Layers Provider, execution, portfolio, and validation notes for v5.
Upgrade to Backtester v5.0.0
Get the current app, future strategy packs, continuous updates, priority support, and community access.