Buy some every month - Hold each stock for a year

Hi Alberto,

from datetime import time, tzinfo, timedelta, datetime

class Algo(QCAlgorithm):

    def Initialize(self):
        self.SetStartDate(2020, 5, 28)
        self.SetCash(25000) 
        self.ticker = self.AddEquity("TSLA", Resolution.Minute).Symbol
      
        #self.SetEndDate(2021,8, 30)
        self.SetCash(25000) 
        self.CurrentTime = None
        self.buyTime = None
        
        self.CustomSL = -abs(0.01)    # This is the stop loss in percent, so 0.02 = 2%
        self.ProfitTargett = 0.05                    # This is the same for profit target
                                                    # You can also make these numbers (0.02, 0.05) variables that you calculate somewhere else
    
    def OnData(self, data): 
        
        if not self.Portfolio.Invested:
            self.SetHoldings(self.ticker, 1)
            self.buyTime= date(self.Time.year, self.Time.month, self.Time.day)
        
        self.CurrentTime = date(self.Time.year, self.Time.month, self.Time.day)
            
        
        if self.CurrentTime is not None and self.buyTime is not None:
            d0 = (self.buyTime)
            d1 = (self.CurrentTime)
            delta_days = d1 - d0
            delta_check = delta_days.days
            if not delta_check > 1:
                self.Debug(delta_check)
                return   
            
        for kvp in self.Securities:
            security = kvp.Value
            Symbol_String = str(security)
    
        
            pnl = security.Holdings.UnrealizedProfitPercent
                    
            if  pnl <= self.CustomSL:
                self.Liquidate()
                    
                    
            if  pnl >= self.ProfitTargett:
                self.Liquidate()
            	

This is how you can check if your position is in profit or loss and check if the current day was x days ago from your buy day. Let me know if you have any more questions!

Alberto_Papel

-> any suggestions?

1.Can you share successfully implemented in MT5 code?

2.Can you share your attempts to reproduce it QC API?

3.What is your definition of profit (tax-optimized)?

Mak K Thanks a lot for your help.
I'll try to make it part of my algorithm and make it work. I'll post my code as I build it through trial & error.

😊

Mak K also, noob question 

I'm using this link as the most extensive and organized docs for CQAlgo…
https://lean-api-docs.netlify.app/index.html

Is there anything else more user friendly out there?

Currently yes sorry that is the best source, but 3 of us are working hard on the new docs!

Thanks Jared Broad 
I really like the passion that transpire through the community from the QC team.
Writing the Docs sounds like a daunting task! All the best, look forward to see it :)