Hi there,
I'm pretty new to quantconnect and algo trading. I've ran some backtestes and I'd like to use it for paper trading but I'm wondering about this 2 lines:
SetStartDate(2015, 11, 4);
SetEndDate(2016, 11, 4);
Do I need to remove them? Will the algo start trading as soon it's deployed or do I need to change any code to move it from backtesting to live trading? Here's the compelte code ( it's small compared to other algos)
//Copyright Warren Harding 2016.
//Use entirely at your own risk.
//Custom algorithm development: warrencharding@yahoo.com.
//Do not remove this copyright notice.
using System;
using System.Collections.Generic;
using QuantConnect.Data.Market;
using QuantConnect.Orders;
using QuantConnect.Orders.Fees;
using QuantConnect.Orders.Fills;
using QuantConnect.Orders.Slippage;
using QuantConnect.Securities;
namespace QuantConnect
{
public class Algo4 : QCAlgorithm
{
//You can adjust this first set to optimize.
int maPeriod = 60;
int rsiPeriod = 3;
decimal rsiBuyCutoff=50;
decimal rsiSellCutoff=50;
decimal lowerBandRatio=0.9m;
decimal upperBandRatio = 1.1m;
//decimal maximumTrade=25000;
decimal maximumTrade=2500;
decimal minimumTrade = 1000m;
//Your broker is going to hate you if you set these too low as it will result in large amounts of unfilled
//order cancellations. It bogs down LEAN as well.
int barsToHoldBuyOrdersFor=0;
int barsToHoldSellOrdersFor=0;
Resolution resolution = Resolution.Daily;
decimal ratioOfDollarVolumeForMaxTrade;
Dictionary<string,RelativeStrengthIndex> rsisBuy=new Dictionary<string,RelativeStrengthIndex>();
Dictionary<string,RelativeStrengthIndex> rsisSell=new Dictionary<string,RelativeStrengthIndex>();
Dictionary<string,ExponentialMovingAverage> movingAverages=new Dictionary<string,ExponentialMovingAverage>();
Dictionary<string,OrderTicket> buyOrders=new Dictionary<string,OrderTicket>();
Dictionary<string,int> buyOrderCounts = new Dictionary<string,int>();
Dictionary<string,decimal> buyOrderPrices = new Dictionary<string,decimal>();
Dictionary<string,OrderTicket> sellOrders=new Dictionary<string,OrderTicket>();
Dictionary<string,int> sellOrderCounts = new Dictionary<string,int>();
public override void Initialize()
{
//SetStartDate(2011, 9, 30);
//SetEndDate(2016, 9, 30);
SetStartDate(2015, 11, 4);
SetEndDate(2016, 11, 4);
SetCash(10000);
//SetCash(100000);
//s&p 500, by sorted by volatility
//string tickersString ="CHK,DO,ENDP,MUR,SWN,FCX,RIG,NRG,MRO,NEM,RRC,CF,MU,APA,VRTX,FOSL,APC,WDC,DVN,MOS,FTR,MNK,VIAB,WYNN,UAL,FSLR,TSO,NFX,HP,HES,NAVI,AAL,SIG,ALXN,STX,SWKS,MPC,NOV,URI,NBL,QRVO,WMB,HOG,JWN,DAL,OI,PXD,OKE,MYL,NVDA,RCL,CXO,TGNA,COG,XEC,HPE,ETFC,EOG,KSS,GPS,REGN,HRB,HAL,AVGO,PRGO,BHI,UA,M,ADS,CSC,URBN,KMI,AA,COP,PYPL,KORS,LUV,EQT,VLO,FTI,FMC,DISCA,JCI,LNC,SE,ALK,NUE,VMC,AMG,AES,LEN,CNC,SPLS,WRK,BWA,HAR,TDC,CBG,GT,R,KMX,HST,ZION,ALB,AN,TIF,RF,CBS,CMG,NFLX,MLM,DISCK,SCHW,LM,EXPE,BBBY,DHI,COH,VRSN,ILMN,FLS,DLPH,JNPR,PHM,NTAP,MAR,FTV,CFG,CHTR,TRIP,NWSA,BAC,BEN,AMAT,AGN,MET,YHOO,HCP,MS,ADSK,WHR,HPQ,WY,BIIB,KEY,VTR,LYB,CMA,VFC,LUK,LRCX,DLR,DG,LB,CELG,AIV,RL,PVH,AYI,MCK,ULTA,IVZ,ATVI,MJN,CCL,IR,SNI,IPG,FITB,FFIV,UNM,HCA,BBY,HBAN,SYF,SLG,ESS,KR,DLTR,DUK,FE,BMY,TAP,KSU,O,EQIX,LVLT,C,GRMN,MCHP,GWW,PWR,PDCO,EXR,MAS,CNP,SYMC,FLR,CRM,BF-B,STI,SCG,HCN,CSX,FOXA,IP,HOLX,VNO,PLD,EQR,KLAC,GGP,WFC,AKAM,UHS,UDR,CTL,PKI,NI,JEC,GPN,NWL,BSX,MDLZ,SEE,CTSH,SRCL,ADI,SRE,IRM,COF,PBI,AAPL,DOV,PRU,CMI,PNR,GM,GS,WFM,MAT,FBHS,HBI,EA,CTXS,PEG,JBHT,PCAR,RHT,AVB,OXY,STT,PSA,EMN,AMP,PFG,ANTM,WLTW,CCE,MAC,LNT,NSC,KIM,F,MON,XYL,RAI,TSCO,MNST,HRL,PPL,EW,LKQ,MTD,ETR,AZO,EBAY,KHC,FAST,DTE,HIG,AWK,NKE,SPGI,SYK,SLB,TSS,NEE,GILD,XRX,BLK,PNC,INTC,EXC,CCI,CERN,AEE,ETN,XRAY,ACN,FL,AAP,MCO,ESRX,ABT,CPB,ALLE,GPC,BK,CAH,GIS,LEG,XEL,WEC,DD,DGX,TXN,CMS,WAT,BXP,UNP,QCOM,ADM,WYN,FRT,ABC,AXP,AMT,HAS,NTRS,TDG,SPG,CVX,FDX,TWX,CHRW,XLNX,CA,RHI,PBCT,BAX,PNW,ES,T,EMR,CI,AMGN,DNB,TMO,DRI,BBT,CAT,ROK,MHK,WBA,TXT,ED,PSX,CME,ROST,PH,EIX,TSN,A,TGT,ZBH,HOT,PCG,AEP,LOW,TROW,PPG,PCLN,D,SHW,STZ,XL,CAG,DVA,XOM,MTB,HSIC,ABBV,BA,ADBE,ROP,ITW,HRS,PX,VZ,MRK,LH,PG,VAR,PM,BCR,L,SYY,LLY,HSY,SJM,TEL,DFS,MSFT,BDX,WU,FB,CSCO,UTX,AIZ,APD,NDAQ,DE,SO,JPM,NLSN,AET,OMC,FLIR,ORCL,UNH,FISV,IBM,EXPD,HD,AMZN,DHR,CMCSA,DOW,EFX,ISRG,LLL,FIS,MO,HON,HUM,COST,INTU,PAYX,SBUX,MKC,COL,CHD,CTAS,ECL,ZTS,AIG,PFE,AVY,PGR,USB,AME,BLL,APH,K,CVS,SNA,CINF,YUM,GD,TJX,EL,MDT,ORLY,WMT,DPS,ADP,MA,GE,GLW,ICE,GOOGL,CLX,SWK,KMB,GOOG,AFL,TRV,AON,RSG,VRSK,BRK-B,IFF,MSI,RTN,DIS,MMC,LMT,KO,STJ,TMK,V,CL,NOC,PEP,MCD,MMM,WM,ALL,UPS,JNJ,LLTC";
//string tickersString ="FB,GOOG,NFLX,AMZN";
string tickersString ="CHK,DO,ENDP,MUR,SWN";
string[] tickers = tickersString.Split(new string[1] { "," }, StringSplitOptions.RemoveEmptyEntries);
foreach (string ticker in tickers)
{
AddSecurity(SecurityType.Equity,ticker,resolution);
}
foreach (Security s in Securities.Values)
{
s.FeeModel=new CustomFeeModel();
movingAverages.Add(s.Symbol,EMA(s.Symbol,maPeriod,resolution));
rsisBuy.Add(s.Symbol,RSI(s.Symbol,rsiPeriod,MovingAverageType.Exponential,resolution));
rsisSell.Add(s.Symbol,RSI(s.Symbol,rsiPeriod,MovingAverageType.Exponential,resolution));
}
//Be careful adjusting this next one, too high of a setting will result in unrealistically large
//purchases being made with no regards for slippage.
if (resolution == Resolution.Daily)
{
ratioOfDollarVolumeForMaxTrade = .25m / 6.5m / 60m;
}
else
{
ratioOfDollarVolumeForMaxTrade = .25m;
}
}
public void OnData(TradeBars data)
{
Buy(data);
Sell(data);
}
public void Buy(TradeBars data)
{
CancelBuyOrders();
int quantity = 0;
decimal maxTrade;
OrderTicket orderTicket;
decimal buyPrice;
foreach (TradeBar bar in data.Values)
{
if (Portfolio.Cash - SumBuyOrders(buyOrders,buyOrderPrices) < minimumTrade)
{
break;
}
if (!Portfolio[bar.Symbol].HoldStock & movingAverages[bar.Symbol].IsReady)
{
maxTrade=bar.Close*bar.Volume*ratioOfDollarVolumeForMaxTrade;
if (maxTrade>maximumTrade)
{
maxTrade=maximumTrade;
}
quantity =(int)Math.Floor(Math.Min(Portfolio.Cash-SumBuyOrders(buyOrders,buyOrderPrices), maxTrade) / bar.Close);
quantity=RoundLot(quantity);
if (quantity * bar.Close > minimumTrade & quantity > 0)
{
if (buyOrders.ContainsKey(bar.Symbol) == false)
{
buyPrice=movingAverages[bar.Symbol]*lowerBandRatio;
if (bar.Close<buyPrice & rsisBuy[bar.Symbol]>rsiBuyCutoff)
{
buyPrice=bar.Close;
orderTicket = LimitOrder(bar.Symbol, quantity,buyPrice);
buyOrders.Add(bar.Symbol,orderTicket);
buyOrderCounts.Add(bar.Symbol,0);
buyOrderPrices.Add(bar.Symbol,buyPrice);
}
}
}
}
}
foreach (string key in buyOrderCounts.Keys.ToList())
{
buyOrderCounts[key] = buyOrderCounts[key] + 1;
}
}
public void Sell(TradeBars data)
{
CancelSellOrders();
decimal sellPrice;
TradeBar bar;
OrderTicket orderTicket;
foreach (SecurityHolding stock in Portfolio.Values)
{
if (Portfolio[stock.Symbol].Quantity > 0 & data.ContainsKey(stock.Symbol))
{
bar = data[stock.Symbol];
if (sellOrders.ContainsKey(stock.Symbol)==false)
{
sellPrice = movingAverages[stock.Symbol] * upperBandRatio;
if (bar.Close>sellPrice & rsisSell[stock.Symbol]<rsiSellCutoff)
{
sellPrice=bar.Close;
orderTicket = LimitOrder(stock.Symbol, -Portfolio[stock.Symbol].Quantity, sellPrice);
sellOrders.Add(stock.Symbol,orderTicket);
sellOrderCounts.Add(stock.Symbol,0);
}
}
}
}
foreach (string key in sellOrderCounts.Keys.ToList())
{
sellOrderCounts[key] = sellOrderCounts[key] + 1;
}
}
public void CancelBuyOrders()
{
string[] symbols=buyOrders.Keys.ToArray();
foreach (string symbol in symbols)
{
if (buyOrderCounts[symbol]>barsToHoldBuyOrdersFor)
{
buyOrders[symbol].Cancel();
buyOrders.Remove(symbol);
buyOrderCounts.Remove(symbol);
buyOrderPrices.Remove(symbol);
}
}
symbols=buyOrders.Keys.ToArray();
foreach (string symbol in symbols)
{
if (buyOrders[symbol].Status == OrderStatus.Filled)
{
buyOrders.Remove(symbol);
buyOrderCounts.Remove(symbol);
buyOrderPrices.Remove(symbol);
}
}
}
public void CancelSellOrders()
{
string[] symbols=sellOrders.Keys.ToArray();
foreach (string symbol in symbols)
{
if (sellOrderCounts[symbol]>barsToHoldSellOrdersFor)
{
sellOrders[symbol].Cancel();
sellOrders.Remove(symbol);
sellOrderCounts.Remove(symbol);
}
}
symbols=sellOrders.Keys.ToArray();
foreach (string symbol in symbols)
{
if (sellOrders[symbol].Status == OrderStatus.Filled)
{
sellOrders.Remove(symbol);
sellOrderCounts.Remove(symbol);
}
}
}
public static decimal SumBuyOrders(Dictionary<string,OrderTicket> buyOrders, Dictionary<string,decimal> buyOrderPrices)
{
decimal sum=0;
foreach (string key in buyOrders.Keys.ToList())
{
sum += buyOrders[key].Quantity * buyOrderPrices[key];
}
return sum;
}
public static int RoundLot(int inOddLotQuantity)
{
decimal inQuantity = (decimal)inOddLotQuantity;
if (inQuantity > 2000000)
{
decimal small = inQuantity / 1000000;
small = Math.Floor(small);
return (int)(small * 1000000);
}
if (inQuantity > 200000)
{
decimal small = inQuantity / 100000;
small = Math.Floor(small);
return (int)(small * 100000);
}
if (inQuantity > 20000)
{
decimal small = inQuantity / 10000;
small = Math.Floor(small);
return (int)(small * 10000);
}
if (inQuantity > 2000)
{
decimal small = inQuantity / 1000;
small = Math.Floor(small);
return (int)(small * 1000);
}
if (inQuantity > 200)
{
decimal small = inQuantity / 100;
small = Math.Floor(small);
return (int)(small * 100);
}
if (inQuantity > 20)
{
decimal small = inQuantity / 10;
small = Math.Floor(small);
return (int)(small * 10);
}
return inOddLotQuantity;
}
}
public class CustomFeeModel : IFeeModel
{
public decimal GetOrderFee(Security security, Order order)
{
decimal fee = order.AbsoluteQuantity*0.01m;
if (fee<5)
{
fee=5;
}
if (fee>10)
{
fee=10;
}
return fee;
}
}
}
Tuga pt
Newbie question:
How do I edit the post above?
Jared Broad
The date fields, cash etc are ignored in live trading. These are taken directly from your brokerage account.
You cannot edit posts in the forums.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Tuga pt
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
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