You can run a backtest from the Automate workflow after the strategy is ready for testing. The backtest uses your selected date range, capital, and slippage value to simulate how the strategy would have performed using historical data.
Use this option before starting an automation live, especially when you want to review the trade logic, performance trend, and estimated returns.
Steps to run a backtest
On FYERS App
- Login to FYERS App and open Automate.
- Select the automation you want to test from Explore or Dashboard.
- Tap Backtest.
- Add the date range, initial capital, and slippage in Backtest Configuration.
- Tap Start Backtest.
On FYERS Web
- Login to FYERS Web and open Automate.
- Select the automation you want to test from Explore or Dashboard.
- Click Backtest.
- In Backtest Configuration, choose the Time Period, Initial Capital (₹) and Slippage (%).
- Click Start Backtest.
Once the backtest is initiated, the results are generated for the selected configuration. You can open completed results from Backtest History.
Note: Automations cannot be scheduled from the FYERS App. Backtest can be run on the app only for automations that are already scheduled. To schedule an automation, use FYERS Web.
Backtest results
After the backtest is completed, you can review the results summary, performance chart, backtest calendar, and backtested trades. You can also switch between Net View and Gross View, edit slippage, or export the tradebook as a CSV file.
Backtest results are based on historical data and selected assumptions. They do not guarantee future performance.
What if…
| Scenario | Soluition |
|---|
| I want to change the slippage after the result is generated | Use Edit Backtest Configuration to update the slippage and view revised results. |
| I want to check an older backtest | Open Backtest History to view previously completed results. |
| I want to review the trades separately | Use Export Tradebook to download the trade list as a CSV file. |
| I want to compare results before and after charges | Switch between Gross View and Net View. |
| I do not see any trades in the result | The strategy conditions may not have triggered during the selected period.
|
Related Articles
What is Backtest in FYERS Automate?
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Is there a limit to the number of backtests I can run?
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Why do I need to schedule an automation before running a backtest?
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Why does my automation need an order placement action for backtest?
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