I am not sure how entry and exit points are set now in JBookTrader. However, it 
could be ideal, if entry / exit points are available as time series. 




________________________________
From: John-Crichton McCutcheon <[email protected]>
To: [email protected]
Sent: Fri, October 22, 2010 3:36:46 PM
Subject: Re: [JBookTrader] Re: Status of Kalman filter?

Yeah,  is Kalman ideal for optimizing entry, exit points ?  


On 10/22/2010 2:32 PM, Astor wrote: 
Kalman will take as an input whatever time-series you give it and will provide 
as an output a smoothed out version of that time series, with smoothing being 
optimal in a statistical sense. It can even extrapolate those time-series 
forward, though I always have less faith in extrapolation than interpolation. 
It 
can also provide an estimate of the variance of the prediction, which may be 
useful for setting entry/exit values for some strategies.
>
>Use of Kalman for smoothing out price or indicator time series is straight 
>forward and obvious, - just a much more powerful version of EMA. I am less 
>clear 
>how to use it at the Strategy level for entry/exit optimization?
>
>Are you proposing taking historical entry and exit time series and apply 
>Kalman 
>to smooth out the fluctuations due to noise and then forecast the optimum 
>value 
>one step forward?
>
>
________________________________
From: John-Crichton McCutcheon <[email protected]>
>To: [email protected]
>Sent: Fri, October 22, 2010 9:55:14 AM
>Subject: Re: [JBookTrader] Re: Status of Kalman filter?
>
>This is more directed at Eugene's previous message.  But I'm replying to
>Michaels email for context.
>
>Not to say that applying the Kalman filter for the purpose of getting 
>smoother ( or truer)
>values for a time series is not a good idea, because it is, but I 
>thought it to be even more than
>that.  Currently, we use the optimizer in JBT to find the  'averaging 
>coefficients'
>which are most profitable and ( least risky, most consistent, etc. )    
>then we hard code those
>coefficients into the Strategy.  So those coefficients are optimized 
>based upon their influence on
>profitability not smoothness.  Can we apply Kalman to adapt the 
>'averaging coefficients' in JBT
>towards values that are more profitable rather than necessarily for 
>smoothing?  Perhaps  we can do
>both:
>1) Use Kalman at the Indicator level to smooth out indicators.
>2) Use Kalman at the Strategy level to adapt  entry - exit  parameters 
>to current conditions.
>
>?
>
>
>
>
>
>
>
>On 10/21/2010 8:14 PM, Alexana wrote:
>> Guys, here is some background on Kalman filter:
>>
>> There are many flavors of Kalman filter. I think a plain vanilla
>> implementation of scalar Kalman will be a big imporovement over
>> Exponential Moving Average (EMA). Kalman filter has a lot of
>> similarities with EMA and can be used in a similar way but it has one
>> important advantage, - it adapts to changing conditions. In EMA the
>> averaging coefficient is constant and, therefore, contribution of the
>> new information to the average is constant.
>>
>> ,In Kalman filter the averaging coefficient it is variable and
>> adaptive. Kalman, at each prediction step, evaluates the value of new
>> received information and reduces the averaging coefficient, (or its
>> equivalent) to give more weight to such information if it is valuable.
>> Alternatively, it increases the averaging coefficient and reduces the
>> contribution of the new information if the new information is mostly
>> noise.
>>
>> Because it is such a useful tool, Kalman filter has been used
>> extensively anywhere where signal has to be extracted from noise.
>> Every FM radio uses some version of it hard coded into the circuitry.
>> Vector kalman filters can deal with multiple time-series
>> simultaneously. Scalar kalman filters deal with only one time series,
>> like the EMA.
>>
>> To give a better intutitive feel, here is a simple modifcation of EMA,
>> which, while not Kalman, has some of the kalman-like adaptability:
>>
>>
>> Here EMA is the moving average, P(t) is the new data point and K is
>> the averaging constant:    EMA(t) = EMA(t-1) + K*[P(t) - EMA(t-1)]
>> If we define average error of the prediction
>> as:
>> E = Average(  [P(t) - EMA(t-1)]^2 )
>> and volatility of the predictor
>> as:
>> EP = Average ( [EMA(t) - EMA(t-1)]^2 )
>> Then adaptive K can be re-computed for each step t
>> as:                                                          K = E /
>> (EP + E)
>> E and EP are also re-computed at each step.
>>
>> Following Kalman terminology, values of EMA(t), E, EP and K together
>> define the "state" of the filter at step t. However, a true Kalman
>> filter would forecast those in a much more sophisticated way.
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> On Oct 21, 4:38 pm, John-Crichton McCutcheon
>> <[email protected]>  wrote:
>>> I'm still trying to understand exactly how it works and I'm trying to
>>> dust up a bit
>>> on probability/stat,linear algebra, etc.
>>>
>>>  From a high level, I know It works by making predictions ( state of
>>> system)  and comparing predicted result to actual  result and
>>> then learning from that.  So its a self-optimizing system.  So what are
>>> we to predict ?  The book ?  Makes no sense.
>>> Price ?  If that worked, we'd all be rich.  I'm not sure how the "state
>>> of  the system" maps to JBT.  It could be a vector of values that tells
>>> us how much
>>> money we would have gained by buying or selling , what the book
>>> indicator is , and what the hold time is for the position.  But I'm not
>>> confident yet.
>>>
>>> On 10/21/2010 5:13 PM, new_trader wrote:
>>>
>>>
>>>
>>>>> I'm not convinced its a big task because we can treat is as a black box
>>>>> and use some of the 3rd party implementations.  I think it boils down to
>>>>> figuring out how to apply it to JBT.  For example, what is to be
>>>>> estimated by
>>>>> the filter ?  Perhaps the price reactivity to book indicators ?  If so,
>>>>> the we
>>>>> need an indicator for "price reactivity to book indicator."
>>>> sounds interesting - can you elaborate a bit more on this?
>>>> which ready-to-go implementation(s) would you favor/recommend?
>>>> what data from JBT - either native balance or price or preprocessed
>>>> and/or smoothed by some indicators - would we feed into such an
>>>> implementation?- Hide quoted text -
>>> - Show quoted text -
>
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