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Category
Strategy Elements
Description
Determines whether trade profits in a test include dividends paid while the position was held
Choices
True - don't include dividends in trade and test P/L
False - include dividends in trade and test P/L (default)
Notes
This strategy-level setting is only relevant if your imported data includes dividends as per-share amounts paid on ex-dividend dates rather than as dividend-adjusted prices.
The default Adjustment mode for most DataSource choices (e.g. Norgate) is Capital, i.e. only adjust for stock splits, not for dividends.
In this mode, RealTest by default applies each dividend received to the P/L of the trade and the test.
For a long position, the dividend is a credit. For a short position it is a debit.
Most users prefer to see the impact of dividends in their test results without having to use total-return adjustment.
If you need to see results without dividends, e.g. for comparison with other software that doesn't support direct application of dividends to P/L, this strategy-level setting can be used to exclude dividends from your results.
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