[Blotter-commits] r1439 - pkg/quantstrat/demo

noreply at r-forge.r-project.org noreply at r-forge.r-project.org
Thu Apr 18 22:34:28 CEST 2013


Author: opentrades
Date: 2013-04-18 22:34:27 +0200 (Thu, 18 Apr 2013)
New Revision: 1439

Added:
   pkg/quantstrat/demo/luxor.3.sma.optimize.R
   pkg/quantstrat/demo/luxor.3.sma.tradegraphs.R
Removed:
   pkg/quantstrat/demo/luxor.3.Parameters.tradegraphs.R
   pkg/quantstrat/demo/luxor.3.optimize.sma.R
   pkg/quantstrat/demo/luxor.4.R
Log:
- adjusted more luxor demo code



Deleted: pkg/quantstrat/demo/luxor.3.Parameters.tradegraphs.R
===================================================================
--- pkg/quantstrat/demo/luxor.3.Parameters.tradegraphs.R	2013-04-18 20:26:38 UTC (rev 1438)
+++ pkg/quantstrat/demo/luxor.3.Parameters.tradegraphs.R	2013-04-18 20:34:27 UTC (rev 1439)
@@ -1,29 +0,0 @@
-#!/usr/bin/Rscript --vanilla
-
-require(quantstrat)
-
-load('../data/luxor.parameters.1-10.30-55.RData')
-
-tradeGraphs (
-	stats = stats,
-	free.params = c("Param.indicator.1.nFast", "Param.indicator.2.nSlow"),
-	statistics = c("Net.Trading.PL", "maxDrawdown", "Avg.Trade.PL", "Num.Trades", "Profit.Factor"),
-	title = 'Luxor SMA Parameter Scan'
-)
-
-##### PLACE DEMO AND TEST DATES HERE #################
-#
-#if(isTRUE(options('in_test')$in_test))
-#  # use test dates
-#  {initDate="2011-01-01" 
-#  endDate="2012-12-31"   
-#  } else
-#  # use demo defaults
-#  {initDate="1999-12-31"
-#  endDate=Sys.Date()}
-
-##### PLACE THIS BLOCK AT END OF DEMO SCRIPT ################### 
-# book  = getOrderBook(port)
-# stats = tradeStats(port)
-# rets  = PortfReturns(acct)
-################################################################

Deleted: pkg/quantstrat/demo/luxor.3.optimize.sma.R
===================================================================
--- pkg/quantstrat/demo/luxor.3.optimize.sma.R	2013-04-18 20:26:38 UTC (rev 1438)
+++ pkg/quantstrat/demo/luxor.3.optimize.sma.R	2013-04-18 20:34:27 UTC (rev 1439)
@@ -1,56 +0,0 @@
-#!/usr/bin/Rscript --vanilla
-#
-# Jan Humme (@opentrades) - August 2012, revised April 2013
-#
-# Tested and found to work correctly using blotter r1420
-#
-# From Jaekle & Tamasini: A new approach to system development and portfolio optimisation (ISBN 978-1-905641-79-6)
-#
-# Paragraph 3.2: luxor with $30 slippage and transaction costs
-
-options(width = 240)
-Sys.setenv(TZ='UTC')
-
-.nsamples=80
-
-###
-
-initDate = '2002-10-21'
-
-####
-
-strategy.st = 'luxor'
-portfolio.st = 'forex'
-account.st = 'IB1'
-
-source('luxor.symbols.R')
-
-### blotter
-
-initPortf(portfolio.st, symbols='GBPUSD', initDate=initDate, currency='USD')
-initAcct(account.st, portfolios=portfolio.st, initDate=initDate, currency='USD')
-
-### quantstrat
-
-initOrders(portfolio.st, initDate=initDate)
-
-load.strategy(strategy.st)
-
-### doMC
-
-require(doMC)
-
-registerDoMC(cores=8)
-
-### apply.paramset()
-
-results <- apply.paramset(strategy.st, paramset.label='SMA', portfolio.st=portfolio.st, account.st=account.st, nsamples=.nsamples, verbose=TRUE)
-
-###
-
-stats <- results$tradeStats
-
-save(stats, file='luxor.3.optimize.sma.RData')
-
-print(results$tradeStats)
-

Copied: pkg/quantstrat/demo/luxor.3.sma.optimize.R (from rev 1438, pkg/quantstrat/demo/luxor.3.optimize.sma.R)
===================================================================
--- pkg/quantstrat/demo/luxor.3.sma.optimize.R	                        (rev 0)
+++ pkg/quantstrat/demo/luxor.3.sma.optimize.R	2013-04-18 20:34:27 UTC (rev 1439)
@@ -0,0 +1,56 @@
+#!/usr/bin/Rscript --vanilla
+#
+# Jan Humme (@opentrades) - August 2012, revised April 2013
+#
+# Tested and found to work correctly using blotter r1420
+#
+# From Jaekle & Tamasini: A new approach to system development and portfolio optimisation (ISBN 978-1-905641-79-6)
+#
+# Paragraph 3.2: luxor with $30 slippage and transaction costs
+
+options(width = 240)
+Sys.setenv(TZ='UTC')
+
+.nsamples=80
+
+###
+
+initDate = '2002-10-21'
+
+####
+
+strategy.st = 'luxor'
+portfolio.st = 'forex'
+account.st = 'IB1'
+
+source('luxor.symbols.R')
+
+### blotter
+
+initPortf(portfolio.st, symbols='GBPUSD', initDate=initDate, currency='USD')
+initAcct(account.st, portfolios=portfolio.st, initDate=initDate, currency='USD')
+
+### quantstrat
+
+initOrders(portfolio.st, initDate=initDate)
+
+load.strategy(strategy.st)
+
+### doMC
+
+require(doMC)
+
+registerDoMC(cores=8)
+
+### apply.paramset()
+
+results <- apply.paramset(strategy.st, paramset.label='SMA', portfolio.st=portfolio.st, account.st=account.st, nsamples=.nsamples, verbose=TRUE)
+
+###
+
+stats <- results$tradeStats
+
+save(stats, file='luxor.3.optimize.sma.RData')
+
+print(results$tradeStats)
+

Copied: pkg/quantstrat/demo/luxor.3.sma.tradegraphs.R (from rev 1436, pkg/quantstrat/demo/luxor.3.Parameters.tradegraphs.R)
===================================================================
--- pkg/quantstrat/demo/luxor.3.sma.tradegraphs.R	                        (rev 0)
+++ pkg/quantstrat/demo/luxor.3.sma.tradegraphs.R	2013-04-18 20:34:27 UTC (rev 1439)
@@ -0,0 +1,39 @@
+#!/usr/bin/Rscript --vanilla
+#
+# Jan Humme (@opentrades) - August 2012, revised April 2013
+#
+# Tested and found to work correctly using blotter r1420
+#
+# From Jaekle & Tamasini: A new approach to system development and portfolio optimisation (ISBN 978-1-905641-79-6)
+
+require(quantstrat)
+
+### load 'stats' back into .GlobalEnv
+
+load('../data/luxor.parameters.1-10.30-55.RData')
+
+### show trade graphs from stats
+
+tradeGraphs (
+	stats = stats,
+	free.params = c("Param.indicator.1.nFast", "Param.indicator.2.nSlow"),
+	statistics = c("Net.Trading.PL", "maxDrawdown", "Avg.Trade.PL", "Num.Trades", "Profit.Factor"),
+	title = 'Luxor SMA Parameter Scan'
+)
+
+##### PLACE DEMO AND TEST DATES HERE #################
+#
+#if(isTRUE(options('in_test')$in_test))
+#  # use test dates
+#  {initDate="2011-01-01" 
+#  endDate="2012-12-31"   
+#  } else
+#  # use demo defaults
+#  {initDate="1999-12-31"
+#  endDate=Sys.Date()}
+
+##### PLACE THIS BLOCK AT END OF DEMO SCRIPT ################### 
+# book  = getOrderBook(port)
+# stats = tradeStats(port)
+# rets  = PortfReturns(acct)
+################################################################

Deleted: pkg/quantstrat/demo/luxor.4.R
===================================================================
--- pkg/quantstrat/demo/luxor.4.R	2013-04-18 20:26:38 UTC (rev 1438)
+++ pkg/quantstrat/demo/luxor.4.R	2013-04-18 20:34:27 UTC (rev 1439)
@@ -1,210 +0,0 @@
-#!/usr/bin/Rscript --vanilla
-#
-# Jan Humme (@opentrades) - August 2012
-#
-# Tested and found to work correctly using blotter r1123
-#
-# From Jaekle & Tamasini: A new approach to system development and portfolio optimisation (ISBN 978-1-905641-79-6)
-#
-# Paragraph 3.4: inserting an intraday time filter
-
-options(width = 240)
-#Sys.setenv(TZ="GMT")
-
-.fast = 1
-.slow = 44
-
-.qty=100000
-.th=0.0005
-.txn=-30
-.timespan = 'T08:00/T12:00'
-
-##### PLACE DEMO AND TEST DATES HERE #################
-#
-#if(isTRUE(options('in_test')$in_test))
-#  # use test dates
-#  {initDate="2011-01-01" 
-#  endDate="2012-12-31"   
-#  } else
-#  # use demo defaults
-#  {initDate="1999-12-31"
-#  endDate=Sys.Date()}
-
-initDate = '2002-10-21'
-.from='2002-10-21'
-#.to='2008-07-04'
-#.to='2003-12-31'
-.to='2002-10-31'
-#.to='2002-12-31'
-#.from='2006-01-01'
-#.to='2006-12-31'
-#.from='2007-01-01'
-#.to='2007-12-31'
-
-####
-
-s = 'luxor'
-p = 'forex'
-a = 'IB1'
-
-###
-
-require(quantstrat)
-
-currency(c('GBP', 'USD'))
-
-exchange_rate(c('GBPUSD'), tick_size=0.0001)
-
-setSymbolLookup.FI(system.file('extdata',package='quantstrat'), 'GBPUSD')
-
-###
-
-getSymbols('GBPUSD', from=.from, to=.to, verbose=FALSE)
-GBPUSD = to.minutes30(GBPUSD)
-GBPUSD = align.time(to.minutes30(GBPUSD), 1800)
-
-###
-
-initPortf(p, symbols='GBPUSD', initDate=initDate, currency='USD')
-initAcct(a, portfolios=p, initDate=initDate, currency='USD')
-
-###
-
-initOrders(p, initDate=initDate)
-
-### strategy ######################################################################
-
-addPosLimit(
-            portfolio=p,
-            symbol='GBPUSD',
-            timestamp=initDate,
-            maxpos=.qty)
-
-strategy(s, store=TRUE)
-
-### indicators
-
-add.indicator(s, name = "SMA",
-	arguments = list(
-		x = quote(Cl(mktdata)),
-		n = .fast
-	),
-	label="nFast"
-)
-
-add.indicator(s, name="SMA",
-	arguments = list(
-		x = quote(Cl(mktdata)),
-		n = .slow
-	),
-	label="nSlow"
-)
-
-### signals
-
-add.signal(s, name = 'sigCrossover',
-	arguments = list(
-		columns=c("nFast","nSlow"),
-		relationship="gte"
-	),
-	label='long'
-)
-
-add.signal(s, name = 'sigCrossover',
-	arguments = list(
-		columns=c("nFast","nSlow"),
-		relationship="lt"
-	),
-	label='short'
-)
-
-### rules
-
-add.rule(s, name = 'ruleSignal',
-	arguments=list(sigcol='long' , sigval=TRUE,
-		replace=TRUE,
-		orderside='short',
-		ordertype='market',
-		TxnFees=.txn,
-		orderqty='all',
-		orderset='ocoshort'
-	),
-	type='exit',
-	timespan = .timespan,
-	label='Exit2LONG'
-)
-
-add.rule(s, name = 'ruleSignal',
-	arguments=list(sigcol='short', sigval=TRUE,
-		replace=TRUE,
-		orderside='long' ,
-		ordertype='market',
-		TxnFees=.txn,
-		orderqty='all',
-		orderset='ocolong'
-	),
-	type='exit',
-	timespan = .timespan,
-	label='Exit2SHORT')
-
-add.rule(s, name = 'ruleSignal',
-	arguments=list(sigcol='long' , sigval=TRUE,
-		replace=FALSE,
-		orderside='long' ,
-		ordertype='stoplimit',
-		prefer='High',
-		threshold=.th,
-		TxnFees=0,
-		orderqty=+.qty,
-		osFUN=osMaxPos,
-		orderset='ocolong'
-	),
-	type='enter',
-	timespan = .timespan,
-	label='EnterLONG'
-)
-
-add.rule(s, name = 'ruleSignal',
-	arguments=list(sigcol='short', sigval=TRUE,
-		replace=FALSE,
-		orderside='short',
-		ordertype='stoplimit',
-		prefer='Low',
-		threshold=-.th,
-		TxnFees=0,
-		orderqty=-.qty,
-		osFUN=osMaxPos,
-		orderset='ocoshort'
-	),
-	type='enter',
-	timespan = .timespan,
-	label='EnterSHORT'
-)
-
-#
-
-###############################################################################
-
-applyStrategy(s, p, verbose = FALSE)
-#applyStrategy(s, p, prefer='Open', verbose = FALSE)
-
-updatePortf(p, Symbols='GBPUSD', ,Dates=paste('::',as.Date(Sys.time()),sep=''))
-
-###############################################################################
-
-chart.Posn(p, "GBPUSD")
-
-print(getOrderBook(p))
-
-#txns <- getTxns(p, 'GBPUSD')
-#txns
-##txns$Net 
-#cat('Net profit:', sum(txns$Net.Txn.Realized.PL), '\n')
-
-print(tradeStats(p, 'GBPUSD'))
-
-##### PLACE THIS BLOCK AT END OF DEMO SCRIPT ################### 
-# book  = getOrderBook(port)
-# stats = tradeStats(port)
-# rets  = PortfReturns(acct)
-################################################################



More information about the Blotter-commits mailing list