Balsam.Reporting 1.1.2

.NET 8.0 This package targets .NET 8.0. The package is compatible with this framework or higher. .NET Framework 4.6.2 This package targets .NET Framework 4.6.2. The package is compatible with this framework or higher. 
dotnet add package Balsam.Reporting --version 1.1.2
                    


                    

                
NuGet\Install-Package Balsam.Reporting -Version 1.1.2
This command is intended to be used within the Package Manager Console in Visual Studio, as it uses the NuGet module's version of Install-Package. 
<PackageReference Include="Balsam.Reporting" Version="1.1.2" />
For projects that support PackageReference, copy this XML node into the project file to reference the package. 
<PackageVersion Include="Balsam.Reporting" Version="1.1.2" />
                    


                            Directory.Packages.props
                        

                    

                
<PackageReference Include="Balsam.Reporting" />
                    


                            Project file
For projects that support Central Package Management (CPM), copy this XML node into the solution Directory.Packages.props file to version the package. 
paket add Balsam.Reporting --version 1.1.2
                    


                    

                
#r "nuget: Balsam.Reporting, 1.1.2"
#r directive can be used in F# Interactive and Polyglot Notebooks. Copy this into the interactive tool or source code of the script to reference the package. 
#:package Balsam.Reporting@1.1.2
#:package directive can be used in C# file-based apps starting in .NET 10 preview 4. Copy this into a .cs file before any lines of code to reference the package. 
#addin nuget:?package=Balsam.Reporting&version=1.1.2
                    


                            Install as a Cake Addin
                        

                    

                
#tool nuget:?package=Balsam.Reporting&version=1.1.2
                    


                            Install as a Cake Tool

alternate text is missing from this package README image Balsam Reporting

Balsam.Reporting provides reporting services for the Balsam.Backtester library running on Windows platforms. This includes backtest and event study reports for Excel as well as exporting general backtester objects to Excel (e.g. TimeSeries). It also has support for generating, viewing and exporting custom backtest reports to pdf.

Usage

var server = new CsiBarServer(@"c:\data\csi\current");
var data = server.LoadSymbol("GC");
data.ExportToExcel(); //extension method to dump data to Excel

Balsam.Reporting includes several built-in templates for backtest reports. For example, below we instruct the MoneyManager to use a single-column 'ComparisonTemplate' which makes it easy to compare backtest results side-by-side in Excel.

var mm = new FixedFractional() { TargetVolatility = 0.12 };
mm.Options.Template = "ComparisonTemplate";
mm.DataStore = Strategy.Run(typeof(SmaCrossover), null, server.LoadAll());
mm.RunSimulation();

Output

ComparisonTemplate

About

The Balsam.Backtester is a suite of tools designed for rapid prototyping and testing of systematic trading strategies. It can run simple event studies to quantify market "edges" all the way to full blown multi-currency, multi-timeframe, multi-strategy portfolio simulations. Check out the documentation here.

Balsam Research, LLC

Balsam Research is an independent consulting firm offering custom solutions for systematic investors. We have extensive experience automating investment processes and running real-time systematic investment programs including fully automated futures trading systems. Contact us to learn more.

Product Compatible and additional computed target framework versions.
.NET net8.0-windows7.0 is compatible.  net9.0-windows was computed.  net10.0-windows was computed. 
.NET Framework net462 is compatible.  net463 was computed.  net47 was computed.  net471 was computed.  net472 was computed.  net48 was computed.  net481 was computed. 
Compatible target framework(s)
Included target framework(s) (in package)
Learn more about Target Frameworks and .NET Standard.

NuGet packages (1)

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Balsam.Backtester.Windows

Backtesting, reporting and charting meta-package for Windows

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Version Downloads Last Updated
1.1.2 122 8/20/2025
1.1.1 118 8/15/2025