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--- eas-guide:portfolio-summary [2017/11/27 15:42] – created Miroslav Popov
+++ eas-guide:portfolio-summary [2025/09/12 07:27] (current) – [Portfolio Stats] Miroslav Popov
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 ====== Portfolio Summary ======
+{{youtube>XYh0xlOFrIE?medium }}
 ===== Toolbar =====
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 {{:eas-guide:portfolio-summary-toolbar.png?nolink|}}
+**Data source, symbol and period** - The first three drop-downs are used to select the data the Portfolio tool will use.
+**Calculate** - When data changes you will need to recalculate the strategies backtests and the portfolio statistics. This button will turn orange as soon as something needs recalculating. Click it to recalculate.
+**Progress** - Shows the amount of the strategies that need recalculating have been recalculated so far.
+**Export - Portfolio Expert Hedging MT4** - Export an Expert Advisor that includes all the strategies in the Portfolio.
 ===== Balance Chart =====
 {{:eas-guide:portfolio-summary-balance-chart.png?nolink|}}
+The Balance Chart shows the total balance of the Portfolio.
 ===== Market Info =====
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 {{:eas-guide:portfolio-summary-market-info.png?nolink|}}
+Shows the loaded market data, the start and the end date of the data and the market spread. If you are using the [[eas-guide:data-horizon|Data Horizon]] settings the Portfolio will apply them too.
 ===== Portfolio Stats =====
 {{:eas-guide:portfolio-summary-stats.png?nolink|}}
+Shows the summary stats of all strategies in the portfolio.
+You can read more about the stats in the [[eas-guide:report#output_parameters|Report article]]

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Differences