Documentation

4. Strategy & Test Settings

Created
Jun 5, 2026
Updated
Jun 5, 2026

The backtest broker model is configurable so your tests reflect realistic costs and sizing. These settings shape how orders fill and how positions are sized.

Configuration options

SettingDefaultMeaning
Initial cash10,000Starting capital for the account.
Commission0Cost per fill. Its meaning depends on the commission type.
Commission typePercentPercent (a fraction of trade notional, e.g. 0.0005 = 5 bps), Cash per order, or Cash per contract.
Slippage0A fraction of fill price applied against the order's direction.
Sizing100% of equityHow position size is determined — see below.
Pyramiding1Maximum number of entries allowed per direction.
Process orders on closeOffWhen on, market orders created on a bar may fill at that bar's close instead of the next bar's open.
Close entries ruleFIFOFIFO closes oldest entries first; Any lets exits target specific entry IDs.

Position sizing

Sizing has a mode and a value:

  • Percent of equity — size each entry as a percentage of current equity (the default, 100%).
  • Fixed cash — a fixed cash amount per entry.
  • Fixed quantity — a fixed number of units/contracts per entry.

Pyramiding and entry IDs

By default pyramiding is 1, so a strategy holds at most one entry per direction. Raising it lets a strategy scale in (the Pyramiding Pullback template uses three layers). When a strategy uses named entry IDs, set the close-entries rule to Any so exits can target a specific layer; the Pine-style default of FIFO closes the oldest entry first.

Per-strategy configuration

Templates can carry their own recommended configuration — for example the Pyramiding Pullback template ships with pyramiding: 3, closeEntriesRule: "any", and 30%-of-equity sizing. Strategy code interacts with these settings through the Strategy API Reference.

Next steps

Keep your strategies between sessions.

Next: Saving & Managing Drafts