[This message was posted by Richard Labs of CL&B Capital Management, LLC 
<[email protected]> to the "Algorithmic Trading" discussion forum at 
http://fixprotocol.org/discuss/31. You can reply to it on-line at 
http://fixprotocol.org/discuss/read/e9503c14 - PLEASE DO NOT REPLY BY MAIL.]

> Has the following come up before and does anyone have views on the
> following?
> 
> Amending Algos - Currently I'm fine with a Cancel/Replace mesage being
> used to update the regular FIX tags and also being used to update the
> parameters of the current algo strategy.
> 
> But should a cancel/replace message allow the replacement of one algo
> strategy with another supplied by that broker? By default I'd like to
> say yes and stay as flexible as possible but i'm also away that some
> brokers have a 'DMA' algo strategy which may involve the amend message
> going down a separate pipe to the original algo which could be
> problematic.
> 
> Thanks in advance for your help Jim


Jim,

In FIXatdl we never envisioned an "update" to be permissible across brokers or 
even within a single broker if the actual algo strategy was to be changed. 
These actions were always assumed to be a full cancel of the first order and a 
full new order as the replacement. 

However, the cancel/replace functionality you describe might be presented to 
the trader via the OMS functionality as fully "integrated". Under the hood 
however that functionality was expressed as a plain cancel message, followed by 
a brand new order message. 

At FIXatdl we did however envision an "update" for a single broker, single algo 
strategy that was released and executing. For example: watching some simple 
variant of a TWAP algo strategy executing with a custom parameter set 
aggressiveness="low", the trader notes via standard FIX exception message 
stream coming back at him that his algo as initially specified, is not keeping 
up with his desire for actual "in the bag" executions. Trader wants to update 
that standing algo order to aggressiveness="high" for the balance of the order 
quantity not yet already executed. 

In FIXatdl there is a concept called mutable on cancel/replace that covers 
that. See the attribute at: 
CORE.xsd parameter.parameter_t.mutableOnCxlRpl 
type="xs:boolean" 
xs:documentation>Indication of whether the parameter’s value can be modified by 
a Cancel-Replace message.

Again, the idea is the "cancel/replace" message in this unique instance doesn't 
interrupt the executing algo, however it does allow a parameter marked 
mutableOnCxlRpl=T to change in the middle of execution. 

We also have the FIXatdl Pre Order Feedback Facility - that is used to send 
actual DRAFT algo parameters very rapidly to the target and get back pre trade 
analytic information based on exactly what parameters were entered into the 
algo order entry screens at the time the "feedback" button was pushed. That can 
be used repetitively by the trader "fiddling" with all the parameters of the 
algo and having the target give specific real-time feedback of how that set of 
parameters might go off in the market. The trader/broker can iterate very 
rapidly back and forth with that model. The idea being that after those 
iterations are done, the desired final algo parameters are then placed in the 
algo order, and that finalized order is released live to execution.

The Pre Order Feedback message is sent "out of band" meaning not down the FIX 
pipe, it goes over SSL Internet to the URL described in the FIXatdl file. We 
are currently writing it up as a "ridiculously simple" Web service - only one 
call "get feedback" and only read only information coming back from the target 
to be set to the traders GUI. 

There is no way for the Pre Order Feedback facility to actually set the value 
of any parameter of what will later become a live algo order. The human trader 
must do that. (or the OMS be written to bypass that bit of human intervention) 
Perhaps more Web Service functionality in future versions (v2.0+ or later a few 
years out) but for now its very simple. 

That being said there are some extremely interesting things that can be done 
with that Pre Order Feedback facility. 

Rick

[You can unsubscribe from this discussion group by sending a message to 
mailto:[email protected]]

--~--~---------~--~----~------------~-------~--~----~
You received this message because you are subscribed to the Google Groups 
"Financial Information eXchange" group.
To post to this group, send email to [email protected]
To unsubscribe from this group, send email to 
[email protected]
For more options, visit this group at 
http://groups.google.com/group/FIX-Protocol?hl=en
-~----------~----~----~----~------~----~------~--~---

Reply via email to