Unless we are trading a single strategy per instrument at a time, we
will need a risk management strategy for the whole portfolio at risk.

Besides the performance manager, I recommend we have a risk manager
object to look at all open positions, monitor profit and stop loss
targets with the ability to close any strategy instantly. TWS has a
function to close all positions, this could be one of the methods of
the risk manager.

Sorry about this incessant nag about risk - I have been burnt badly
before by ignoring risk and as a result I am a firm believer in
managing all trading risk.

Thanks for all the hard work Eugene and the solid code.

Keith

On Jun 1, 8:00 pm, nonlinear5 <[email protected]> wrote:
> I agree with Shaggs on all points. However, I've got a number of
> requests to illustrate how stops/trails/targets can be implemented, so
> as I promised, I'll include the corresponding sample strategies in the
> next release.
>
> On Jun 1, 10:23 pm, ShaggsTheStud <[email protected]> wrote:
>
> > Warning, this is going to sound harsh! It is, but I'm not trying to scare
> > you away, I just want you to read the code some more, and plan out in your
> > head (in a very literal way) how you would solve these problems - a very
> > useful exercise.  If you think you have the solution, try to code it (just
> > don't start trading live!)
>
> > This is where I am trying to understand using multiple strategies per
>
> > > instrument for IB and risk management. What if S1 was cancelled by a
> > > reverse position by S3 and the rest of the strategies are all losing
> > > money? What is the best risk management approach?
>
> > 1) Create strategies that don't lose money? *grin*
> > 2) Only trade as many strategies as you can afford to trade.  If you can
> > only afford to trade 1 contract, only trade one strategy.  Period.
> > Otherwise, you will over-leverage.
> > 2) If you want a stop loss, write it into the strategy.     That isn't hard
> > to do, at all, and if you find that it is, you should NOT be trading your
> > account with JBT.  This isn't meant to be disrespectful, this is meant to
> > save your ass.  Know what you are doing, or don't do it.
>
> > How do we prevent a black swan event and have our account wiped out
>
> > > without a stop loss feature?
>
> > That is for you to figure out.  Every trader has a different perspective on
> > this situation, but I would trade with JBT only while you are watching the
> > system and your brokerage account and are there to manually intervene when
> > market conditions get bad (you probably should be out of the market long
> > before things get bad, unless you are lucky enough to be short in a crash).
> > JBT does not have this built in -  feel free to write some experimental code
> > and report back what you find - as this is a common topic that is
> > unresolved.
>
> > > > I've experimented with a stop loss on many different strategies, but
> > > > testing them one at a time, not as a portfolio, as you suggest. There
> > > > is no concept of a "portfolio" view in JBT where you can set the
> > > > targets and exist for a set of strategies as a whole, but yes, it can
> > > > be done.
>
> > > It would be great if we have that portfolio feature with the ability
> > > to set profit targets and stop losses per day for each instrument.
> > > Then one can design a system with a positive expectation.
>
> > Profit target per day?  I think that would be completely silly for an
> > automated trading program, but that is just my opinion.  Do feel free to
> > prove me wrong - by writing a winning strategy that implements these
> > features, and documenting the optimization results demonstrating that this
> > philosophy has better results than not using this philosophy.   IMO, these
> > are rules to keep traders' heads on straight and not let the emotions take
> > over - problems that computers don't tend to have.
>
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