A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.249
There are some major changes with respect to the Dynamic hedges. If you are using Dynamic Hedge functionality, then due care is required.
1. Now in case of the ReEntry / Execute / Pyramiding etc, If Dynamic hedge was ticked for the original leg, then Backinzo will try to add the more hedge quantity if there is a shortfall.
2. Functionality will behave differently in case of Hedge Leg Sqoff on PortfolioSqoff or with the leg itself.
3. In case of V1 portfolios, Backinzo supports at max 8 legs, however in a rare case, due to the requirement of dynamic hedge, there now can be 9 legs.
For any suggestions or issue reporting for this functionality, you may DM @backinzosup.
Update version you can see at the left bottom of Login Screen.
There are some major changes with respect to the Dynamic hedges. If you are using Dynamic Hedge functionality, then due care is required.
1. Now in case of the ReEntry / Execute / Pyramiding etc, If Dynamic hedge was ticked for the original leg, then Backinzo will try to add the more hedge quantity if there is a shortfall.
2. Functionality will behave differently in case of Hedge Leg Sqoff on PortfolioSqoff or with the leg itself.
3. In case of V1 portfolios, Backinzo supports at max 8 legs, however in a rare case, due to the requirement of dynamic hedge, there now can be 9 legs.
For any suggestions or issue reporting for this functionality, you may DM @backinzosup.
Update version you can see at the left bottom of Login Screen.
👍7
A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.250
1. Few users were facing LTP not available error while modifying a portfolio after performing a backtest. It's fixed now.
Update version you can see at the left bottom of Login Screen.
1. Few users were facing LTP not available error while modifying a portfolio after performing a backtest. It's fixed now.
Update version you can see at the left bottom of Login Screen.
👍1
A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.251
1. If Users tests a lot of portfolios for a large duration, then it can generate a large result file which many browsers were unable to open.
To fix this, we have added another report as "Open HTM Summary". This report will just hide the daily details of the portfolio whereas you can have complete access to the summaries, charts, VIX, days selection etc.
This will help you to check the large reports which were unable to open in the browsers.
Update version you can see at the left bottom of Login Screen.
1. If Users tests a lot of portfolios for a large duration, then it can generate a large result file which many browsers were unable to open.
To fix this, we have added another report as "Open HTM Summary". This report will just hide the daily details of the portfolio whereas you can have complete access to the summaries, charts, VIX, days selection etc.
This will help you to check the large reports which were unable to open in the browsers.
Update version you can see at the left bottom of Login Screen.
👍11
A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.252
1. Due to the third party link down, reports were not opening properly, it's fixed now.
2. In case of Leg Range Breakout, if the user has also selected for the dynamic hedge legs, then dynamic hedge legs were bought at the time of range end despite the actual condition met for the leg range breakout.
Now it will buy the hedge only when the actual leg breakout condition is met. In this case when the Leg Range condition met, it will first buy the hedge leg and then place the order of the actual leg.
Update version you can see at the left bottom of Login Screen.
1. Due to the third party link down, reports were not opening properly, it's fixed now.
2. In case of Leg Range Breakout, if the user has also selected for the dynamic hedge legs, then dynamic hedge legs were bought at the time of range end despite the actual condition met for the leg range breakout.
Now it will buy the hedge only when the actual leg breakout condition is met. In this case when the Leg Range condition met, it will first buy the hedge leg and then place the order of the actual leg.
Update version you can see at the left bottom of Login Screen.
👍2👏1
A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.254
1. Sometimes users were getting an error 'Error occurred while selecting legs' when they try to modify a portfolio after performing a backtest, it's fixed now.
2. In some cases, dynamic hedges were not getting bought for the Idle legs; it's fixed now.
3. We were requested to buy dynamic hedges based on a fixed distance from the related sold leg to maintain Var & margin requirements.
It's implemented now. Users can now choose two types of dynamic hedges, based on fixed distance or Premium based hedge selection which is an existing feature.
4. Security Implementation
Many users are continuously demanding extra security for the MultiLeg Portfolios. Here in this update we are implementing the multi layer security for the MultiLeg module and Portfolio(s).
It is important to understand that all the data of application / portfolio(s) are residing in your PC only. We do not have any kind of access so keep note of your passwords as we won’t be of any help in case you forget them.
Data Locking
Your data resides in your local PC only, however any Backinzo ID can login to the backinzo and is able to access that data. Now your data will be still in your PC but it will be locked to the Backinzo ID and it cannot be accessed from any other Backinzo ID.
Roles
Now you can define the Roles under the Settings > Settings and Plugins Installation > Multi-Leg Security. If the Roles are defined, then the user has to choose the role after login into the system.
There are 3 different roles that can be defined.
1. User: User can only Manage the MultiLeg Grid, it can not Edit, Delete, Create or Export any Portfolio.
2. Editor: Editor can Create, Edit, Delete and Manage the portfolios, however he cannot Export the Portfolios.
3. Admin: Admin has no limitations subject to the security of any individual Portfolio.
After the First Implementation, Only Admin roles will be allowed to change these settings. Changes in These settings will be applied after the Restart of Application.
If you’re required to login the role in the running application, then you can use Options Trading > Change Logged-In Role
Security Tab in Portfolio
Now there is an additional Tab ‘Security’ while creating the portfolio. Here you can set the password for the Edit and Export actions. This can be used to secure a particular portfolio. Editor and Admin roles can set / change these passwords.
If passwords are set, then the application will ask you the required password before taking the Edit / Export action on that particular portfolio.
Export of Portfolio(s)
Now you can secure the Export of the Portfolio(s) with more security settings. For this you need to tick the option ‘Secure Export’ while exporting the Portfolio. This will show you another window where you can set below described securities.
1. Platforms: Which platforms are allowed to import these exported ports.
2. User Ids: Comma Separated List of User IDs of the Platforms for which you are allowing these portfolios to be imported. If left blank, then any user can import these portfolio(s).
If specified, then these ports can only be imported in the mentioned user ids only.
3. Edit Password: If specified, then the importer needs this password before editing the portfolio. Once set, the importer cannot change these passwords even if he gets the edit access.
4. Export Password: If specified, then the importer needs this password before further exporting of the portfolio. Once set, the importer cannot change these passwords even if he gets the edit access.
Update version you can see at the left bottom of Login Screen.
1. Sometimes users were getting an error 'Error occurred while selecting legs' when they try to modify a portfolio after performing a backtest, it's fixed now.
2. In some cases, dynamic hedges were not getting bought for the Idle legs; it's fixed now.
3. We were requested to buy dynamic hedges based on a fixed distance from the related sold leg to maintain Var & margin requirements.
It's implemented now. Users can now choose two types of dynamic hedges, based on fixed distance or Premium based hedge selection which is an existing feature.
4. Security Implementation
Many users are continuously demanding extra security for the MultiLeg Portfolios. Here in this update we are implementing the multi layer security for the MultiLeg module and Portfolio(s).
It is important to understand that all the data of application / portfolio(s) are residing in your PC only. We do not have any kind of access so keep note of your passwords as we won’t be of any help in case you forget them.
Data Locking
Your data resides in your local PC only, however any Backinzo ID can login to the backinzo and is able to access that data. Now your data will be still in your PC but it will be locked to the Backinzo ID and it cannot be accessed from any other Backinzo ID.
Roles
Now you can define the Roles under the Settings > Settings and Plugins Installation > Multi-Leg Security. If the Roles are defined, then the user has to choose the role after login into the system.
There are 3 different roles that can be defined.
1. User: User can only Manage the MultiLeg Grid, it can not Edit, Delete, Create or Export any Portfolio.
2. Editor: Editor can Create, Edit, Delete and Manage the portfolios, however he cannot Export the Portfolios.
3. Admin: Admin has no limitations subject to the security of any individual Portfolio.
After the First Implementation, Only Admin roles will be allowed to change these settings. Changes in These settings will be applied after the Restart of Application.
If you’re required to login the role in the running application, then you can use Options Trading > Change Logged-In Role
Security Tab in Portfolio
Now there is an additional Tab ‘Security’ while creating the portfolio. Here you can set the password for the Edit and Export actions. This can be used to secure a particular portfolio. Editor and Admin roles can set / change these passwords.
If passwords are set, then the application will ask you the required password before taking the Edit / Export action on that particular portfolio.
Export of Portfolio(s)
Now you can secure the Export of the Portfolio(s) with more security settings. For this you need to tick the option ‘Secure Export’ while exporting the Portfolio. This will show you another window where you can set below described securities.
1. Platforms: Which platforms are allowed to import these exported ports.
2. User Ids: Comma Separated List of User IDs of the Platforms for which you are allowing these portfolios to be imported. If left blank, then any user can import these portfolio(s).
If specified, then these ports can only be imported in the mentioned user ids only.
3. Edit Password: If specified, then the importer needs this password before editing the portfolio. Once set, the importer cannot change these passwords even if he gets the edit access.
4. Export Password: If specified, then the importer needs this password before further exporting of the portfolio. Once set, the importer cannot change these passwords even if he gets the edit access.
Update version you can see at the left bottom of Login Screen.
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Backinzo - Advanced Options Backtesting Platform
A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.254 1. Sometimes users were getting an error 'Error occurred while selecting legs' when they try to modify a portfolio after performing a backtest…
If you have multiple profiles then just after this Update, for the first time only, you may not be able to see your all profiles at the login screen of Backinzo.
Do not worry and just login into your default profile, wait till backinzo starts properly and after loading of the masters restart the backinzo.
You will see all of your profiles normally.
Do not worry and just login into your default profile, wait till backinzo starts properly and after loading of the masters restart the backinzo.
You will see all of your profiles normally.
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A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.255
1. There are some changes for the Dynamic Hedges where Entry Order type was set as LIMIT Orders.
2. We have added an another option START_OTHER_PORTFOLIO in a similar manner like EXECUE_OTHER_PORTFOLIO with a difference that on an action, Execute was executing the other portfolio immediately whereas Start will just start that portfolio and execution of that portfolio will depend upon its conditions like Start time etc.
Update version you can see at the left bottom of Login Screen.
1. There are some changes for the Dynamic Hedges where Entry Order type was set as LIMIT Orders.
2. We have added an another option START_OTHER_PORTFOLIO in a similar manner like EXECUE_OTHER_PORTFOLIO with a difference that on an action, Execute was executing the other portfolio immediately whereas Start will just start that portfolio and execution of that portfolio will depend upon its conditions like Start time etc.
Update version you can see at the left bottom of Login Screen.
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A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.257
1. Users were unable to manage the profile at login screen, it's fixed now.
Update version you can see at the left bottom of Login Screen.
1. Users were unable to manage the profile at login screen, it's fixed now.
Update version you can see at the left bottom of Login Screen.
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Advanced strategies require advanced control.
Backinzo’s Idle Leg feature lets you decide when a position should go live.💪🏻
Achieve greater accuracy with timed and conditional leg activation.🤘
👇🏼👇🏼👇🏼
https://youtu.be/dphkOMiQwWE?si=rqDYVahHFX81MjgV
Backinzo’s Idle Leg feature lets you decide when a position should go live.💪🏻
Achieve greater accuracy with timed and conditional leg activation.🤘
👇🏼👇🏼👇🏼
https://youtu.be/dphkOMiQwWE?si=rqDYVahHFX81MjgV
YouTube
How To Use Idle Leg Feature IN Backinzo (English)
🎯 Welcome to BACKINZO – Advanced Backtesting of Options Strategies for Indian Markets!
Backinzo allows you to simulate and test complex multi-leg options strategies using historical data—without risking real money. Designed specifically for emerging and…
Backinzo allows you to simulate and test complex multi-leg options strategies using historical data—without risking real money. Designed specifically for emerging and…
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A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.259
1. In case of Dynamic Hedge, If the User has set the dynamic Hedge SqOff setting as On Portfolio Sqoff, Then in case of ReExecute of a leg, sometimes a new hedge will be bought whereas existing hedge was already there. It's fixed now.
Update version you can see at the left bottom of Login Screen.
1. In case of Dynamic Hedge, If the User has set the dynamic Hedge SqOff setting as On Portfolio Sqoff, Then in case of ReExecute of a leg, sometimes a new hedge will be bought whereas existing hedge was already there. It's fixed now.
Update version you can see at the left bottom of Login Screen.
A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.271
1. If the Underlying was set as Futures and the Port was imported from the Stoxxo, then in rare conditions the portfolio was not generating any results in the Backinzo, It's fixed now.
Update version you can see at the left bottom of Login Screen.
1. If the Underlying was set as Futures and the Port was imported from the Stoxxo, then in rare conditions the portfolio was not generating any results in the Backinzo, It's fixed now.
Update version you can see at the left bottom of Login Screen.
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A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.272
1. In a very rare case, if you have selected the dynamic hedge with monthly expiries then in reports the wrong date was showing for the hedge legs.
This is important to mention that everything including strike, expiry, data and calculation everything was right, only visibility issues with the report.
This is fixed now.
Update version you can see at the left bottom of Login Screen.
1. In a very rare case, if you have selected the dynamic hedge with monthly expiries then in reports the wrong date was showing for the hedge legs.
This is important to mention that everything including strike, expiry, data and calculation everything was right, only visibility issues with the report.
This is fixed now.
Update version you can see at the left bottom of Login Screen.
👍2
A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.274
1. In a very rare case, if you are saving leg range breakout in a positional portfolio, it is not allowed to save with an error like range end time should be less than Sqoff time.
This is fixed now.
Update version you can see at the left bottom of Login Screen.
1. In a very rare case, if you are saving leg range breakout in a positional portfolio, it is not allowed to save with an error like range end time should be less than Sqoff time.
This is fixed now.
Update version you can see at the left bottom of Login Screen.
❤2
A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.275
1. We have added functionality for the Leg Rollover in case of positional Portfolios. This will change how the Positional Portfolios were tested till now.
This feature will enable the effective backtesting of different CSV generated from different systems such as TradingView / AmiBroker etc
Here we will describe how a Positional Portfolio will be backtested with a new leg rollover feature.
It will be suggested to use V2 Portfolio due to the leg counts.
Here you can notice that we have made a simple Positional Straddle with the Weekly Expiry where Start Day set to 28 and the SqOff day was set to 0. Suppose we are starting the Backtest from 01-Jan-2025, Now understand how the backtest will be done in this case.
Test Start Date: 01-Jan-2025
Start Day: 28
SqOff Day: 0
Now backinzo first adds the start day in the test start date which will come to 29-01-2025, further it will try to locate the next expiry from this date. Expiry can be any date on or after 29th which will be 30-Jan-2025 in this case. After calculating the Expiry date, backinzo will further reduce the Start Day to calculate the actual start date which will be calculated as 02-Jan-2025. It will further check if 02nd is a holiday and if that is a holiday then it will perform calculations as per the user selection.
So, backinzo will start the actual portfolio on 2nd despite the user has selected a start date from 1st jan 2025.
Calculated Test Duration: 02-Jan2025 to 30-Jan-2025
Expiry: Weekly
Now as per user inputs backinzo has calculated the duration of test for the portfolio, now the question arises what if the leg has the weekly expiry and 02-Jan-2025 is the expiry day.
Here Leg Rollover settings come into the picture. If the user has selected for the Leg Rollover, then as per settings backinzo will perform a leg rollover or else leg would be SqOff before the expiry time - minutes as mentioned in leg rollover settings. By default it's mentioned as 5 minutes to leg would be sqoff on 02-Jan-2025 15:25 because 02nd was the weekly expiry.
Explanation of Leg Rollover Fields
Leg Rollover
In case of Positional Portfolio, it's possible that any leg within the portfolio may be getting expired before the Portfolio’s SqOff time. In this case users can select the Leg Rollover Options from here.
In any choice, the existing leg would be SqOff 5 Minutes (or the mentioned minutes) from the expiry. Now a new leg would be entered or not will be decided by your choice.
None: No new leg would be entered.
SameStrike: A new leg of the same strikes would be entered from the next expiry as selected.
ReValidate: A new leg from the next expiry would be entered as per the leg selection criteria as a fresh leg. Suppose leg selecting criteria was Nearest Premium 50 then new leg from the next expiry will be selected as the Nearest Premium of 50.
Minute Value:
Here you can specify the minute value. To sqOff any leg before these many minutes from its expiry.
If you want to SqOff 1 day before 15:25 then you can enter like 1445 Mins
This is a new functionality and feel free to share your observations in case you find some issues.
Update version you can see at the left bottom of Login Screen.
1. We have added functionality for the Leg Rollover in case of positional Portfolios. This will change how the Positional Portfolios were tested till now.
This feature will enable the effective backtesting of different CSV generated from different systems such as TradingView / AmiBroker etc
Here we will describe how a Positional Portfolio will be backtested with a new leg rollover feature.
It will be suggested to use V2 Portfolio due to the leg counts.
Here you can notice that we have made a simple Positional Straddle with the Weekly Expiry where Start Day set to 28 and the SqOff day was set to 0. Suppose we are starting the Backtest from 01-Jan-2025, Now understand how the backtest will be done in this case.
Test Start Date: 01-Jan-2025
Start Day: 28
SqOff Day: 0
Now backinzo first adds the start day in the test start date which will come to 29-01-2025, further it will try to locate the next expiry from this date. Expiry can be any date on or after 29th which will be 30-Jan-2025 in this case. After calculating the Expiry date, backinzo will further reduce the Start Day to calculate the actual start date which will be calculated as 02-Jan-2025. It will further check if 02nd is a holiday and if that is a holiday then it will perform calculations as per the user selection.
So, backinzo will start the actual portfolio on 2nd despite the user has selected a start date from 1st jan 2025.
Calculated Test Duration: 02-Jan2025 to 30-Jan-2025
Expiry: Weekly
Now as per user inputs backinzo has calculated the duration of test for the portfolio, now the question arises what if the leg has the weekly expiry and 02-Jan-2025 is the expiry day.
Here Leg Rollover settings come into the picture. If the user has selected for the Leg Rollover, then as per settings backinzo will perform a leg rollover or else leg would be SqOff before the expiry time - minutes as mentioned in leg rollover settings. By default it's mentioned as 5 minutes to leg would be sqoff on 02-Jan-2025 15:25 because 02nd was the weekly expiry.
Explanation of Leg Rollover Fields
Leg Rollover
In case of Positional Portfolio, it's possible that any leg within the portfolio may be getting expired before the Portfolio’s SqOff time. In this case users can select the Leg Rollover Options from here.
In any choice, the existing leg would be SqOff 5 Minutes (or the mentioned minutes) from the expiry. Now a new leg would be entered or not will be decided by your choice.
None: No new leg would be entered.
SameStrike: A new leg of the same strikes would be entered from the next expiry as selected.
ReValidate: A new leg from the next expiry would be entered as per the leg selection criteria as a fresh leg. Suppose leg selecting criteria was Nearest Premium 50 then new leg from the next expiry will be selected as the Nearest Premium of 50.
Minute Value:
Here you can specify the minute value. To sqOff any leg before these many minutes from its expiry.
If you want to SqOff 1 day before 15:25 then you can enter like 1445 Mins
This is a new functionality and feel free to share your observations in case you find some issues.
Update version you can see at the left bottom of Login Screen.
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Now users can test the CSV files which had the records where expiries were jumping.
Previously ”Summary Export” under the results tab was not considering the brokerage settings. Now, Summary Export will contain an additional column “Net P/L (PNL-Brk)” which will reflect the Net PNL after deduction of the Brokerage (if any specified). Cumulative PNL and MDD columns of the summary sheet will also take care of the brokerage settings.
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Backinzo - Advanced Options Backtesting Platform
Dear Users, Some Users are unable to test portfolios for SENSEX. 1. Click Settings > Cache Manager. 2. Enter -3882-3883 and the click Clean 3. Restart the Backinzo.
There is an update, Please update and perform this step again after the update. this should fix this.
A new update of Backinzo was rolled out. When you restart the Backinzo, there will be an update version 1.0.2.278
1. There are some changes w.r.t. The certain cases of Positional Portfolios.
In continuation to the update version 1.0.2.272 (you can refer to the above message ), Now Backinzo will treat the first leg’s expiry to derive the expiry of the positional portfolio.
Suppose first leg expiry was set as Weekly and Start day as 20 and the test will be starting from 01-Jan-2025.
In this case Backinzo will look for any weekly expiry on or after after 21st jan 2025 which will be 23-Jan-2025
Now suppose if the leg expiry was set as monthly, then backinzo will only look for the monthly expiry on or after 21st which will be 30-Jan-2025
Update version you can see at the left bottom of Login Screen.
1. There are some changes w.r.t. The certain cases of Positional Portfolios.
In continuation to the update version 1.0.2.272 (you can refer to the above message ), Now Backinzo will treat the first leg’s expiry to derive the expiry of the positional portfolio.
Suppose first leg expiry was set as Weekly and Start day as 20 and the test will be starting from 01-Jan-2025.
In this case Backinzo will look for any weekly expiry on or after after 21st jan 2025 which will be 23-Jan-2025
Now suppose if the leg expiry was set as monthly, then backinzo will only look for the monthly expiry on or after 21st which will be 30-Jan-2025
Update version you can see at the left bottom of Login Screen.
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