> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quantbe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# BackTest

> Shaping Future Success Through Historical Insight

## Introduction

Back Testing serves as the cornerstone of confident evaluation in investment strategies. Simulate a chosen approach over historical markets by selecting a strategy, market, and stocks. The system seamlessly provides the minimum frequency required for the selected strategy. Define the preferred time frame and witness the past unfold in real-time, enabling refinement and optimization of the investment approach for future success. Back Testing empowers informed decisions, providing a clear understanding of how strategies would have performed in the past, helping shape a more resilient and profitable investment future.

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  <img style={{height: "400px"}} src="https://mintcdn.com/quantbe-23/LIJWqjofVUoxKiV_/images/BackTest.png?fit=max&auto=format&n=LIJWqjofVUoxKiV_&q=85&s=184476068aad60adc4420ba55e925076" width="1656" height="1050" data-path="images/BackTest.png" />
</Frame>

## Simple Steps

Initiate a backtest by following these steps.

<Steps>
  <Step title="Create Your Strategy">
    Begin by crafting one or more strategies through the "Create New Strategy" option. Define your unique approach to stock analysis and save it for future use.
  </Step>

  <Step title="Navigate to the Backtest">
    To access the Backtest feature, you have two options. First, select your target strategy, then click "Run Backtest" located in the upper right corner. Alternatively, you can click "Create New Backtest" at the top of the Dashboard interface.
  </Step>

  <Step title="Configure Back Test Settings">
    In the "Back Test" section, customize your analysis by specifying the market (e.g., NASDAQ), selecting stocks (e.g., AAPL, TSLA), and defining the historical data range.
  </Step>

  <Step title="Adjust Portfolio Configuration">
    Enhance your portfolio by entering an initial cash amount, selecting a benchmark (e.g., cash), and deciding on buy/sell execution options.
  </Step>

  <Step title="Run Your Back Test">
    Hit the "Run Back Test" button to initiate the analysis. Watch as QuantBe processes your chosen strategy, providing valuable insights into its historical performance.
  </Step>

  <Step title="Explore Analysis Charts">
    After completion, delve into the insightful analysis or plan to schedule a live trading session effortlessly. With Analyzer, gain deeper insights into your strategy's performance and refine your trading approach with confidence. Additionally, seamlessly transition from analysis to action by scheduling live trading sessions directly from the platform.
  </Step>
</Steps>

## Input Parameter

### Back Test Setting

<ResponseField name="Strategy" required>
  Select a predefined strategy from the available list.
</ResponseField>

<ResponseField name="Market" required>
  Select a stock market from the available list.
</ResponseField>

<ResponseField name="Ticker" required>
  Select a ticker from the available list.
</ResponseField>

<ResponseField name="Frequency">
  Get default frequency from strategy.
</ResponseField>

<ResponseField name="Start at" required>
  Select a start date and time from the calendar.
</ResponseField>

<ResponseField name="End at" required>
  Select a end date and time from the calendar.
</ResponseField>

### Portfolio Configuration

<ResponseField name="Initial Cash" required>
  Input an initial cash amount for this back test.
</ResponseField>

<ResponseField name="Benchmark" required>
  Select a benchmark.
</ResponseField>

<ResponseField name="Buy Executive" required>
  Optimize your buying strategy effortlessly with Buy Exec.

  <Accordion title="Choose between two options:">
    1. **Available Cash(%):** Allocate a specified percentage of your available cash for each buying execution.
    2. **Fixed Cash Amount:** Specify a precise fixed cash amount for individual buying transactions.
  </Accordion>
</ResponseField>

<ResponseField name="Sell Executive" required>
  Optimize your selling strategy seamlessly with Sell Exec.

  <Accordion title="Choose between two options:">
    1. **Holdings(%):** Input the percentage of your portfolio holdings for each selling transaction.
    2. **Fixed Cash Amount:**  Specify a precise fixed cash amount for each selling transaction.
  </Accordion>
</ResponseField>