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How to Scale In/Out of a Position or Take Partials in Backtesting for Stocks and Futures
How to Scale In/Out of a Position or Take Partials in Backtesting for Stocks and Futures

Scale in and out of positions and take partials during backtesting in TradeZella to enhance trade management by adjusting position size.

Hamza avatar
Written by Hamza
Updated over 3 weeks ago

TradeZella’s backtesting feature now supports scaling in and out of positions for stocks and futures. This means you can adjust your trade size by adding or reducing quantities without creating new positions. Follow this guide to enable and use the feature effectively.

Enable the Scale In/Out Feature

  • Open your Backtesting Session.

  • Navigate to the Settings tab within the session.

  • Locate and enable the Scale In/Out Position for Futures and Stocks option.

How It Works

Scaling In:

  • For a long position, buying additional quantities will increase your position size.

  • For a short position, selling additional quantities will increase your position size.

Scaling Out (Taking Partials):

  • For a long position, selling quantities will reduce your position size or close it entirely.

  • For a short position, buying quantities will reduce your position size or close it entirely.

Example:

  1. You buy 1 quantity: this opens your position.

  2. You sell 2 quantities: this changes your position to -1.

When this feature is disabled, each buy or sell action will create a separate position. Enabling it ensures smoother trade management by modifying your current position.

If you have any questions or need assistance, feel free to reach out to our support team—we’re here to help!

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