Looking at the code, and this feature request.  I think we can use IB API
to get the historical data, since we all pay for it!

My suggestion is to create a new type of object, which lazy loads a 1yr
security historical data for any security. Let's call it SecurityHistory
(think of this like a macro marketbook, with no book data).
Next, we need to have a tier for HistoricalIndicators, which can get access
to SecurityHistory.  These HIstoricalIndicators can have state, for EMA
calculations, etc.  Then, any Strategy can create as many
HistoricalIndicators it wants.  I don't think this would break the existing
object oriented model too much ;).

If you want, I can write this as an example and share it with the team for
review.  Any other thoughts about how to organize it, or features it needs
before I start?

Marcus



On Wed, Jan 9, 2013 at 10:53 AM, Iñaki Andersen <[email protected]>wrote:

> Thanks Eugene and Judson for your answers. I agree with Judson that using
> the ES index seems a priori the best solution, to avoid contract switch
> distortions in the JBT logged data, and volume seems not so important. I'll
> keep you posted if I have any progress in any of those areas.
>
>
> El miércoles, 9 de enero de 2013 05:27:23 UTC+1, Judson Wilson escribió:
>
>> On Tue, Jan 8, 2013 at 1:43 PM, Iñaki Andersen <[email protected]>wrote:
>>
>>> - It seems that the strategies work fine over a period of weeks
>>> following a certain market trend or market conditions. However, as JBT
>>> strategies are intraday, they do not take into account the overall trend of
>>> the last weeks. However, my experience is that they can be quite sensitive
>>> to it.
>>>
>>> For example, perhaps the platform could easily generate a file (from the
>>> logged data or from IB) with some daily values e.g. the open, close, max,
>>> min, volume, etc. so that strategies use this info when launched everyday
>>> e.g. to not enter (or control position sizing in the new version?). Maybe
>>> it goes a bit agains the JBT phylosophy, and maybe there are other ways to
>>> avoid entering in adverse periods, but I thought it was worth commenting...
>>>
>>
>>
>> This was one of my next areas of work, but I am on indefinite hold for
>> the moment (grad school).
>>
>> The main issue I found is that every few months the contract switches.
>> This creates a disconnect in your data. This is a long known-about issue,
>> and blending the edges goes back probably to the beginning of quantitative
>> futures or options trading.
>>
>> My proposed solution is to use the underlying ES index. This would be
>> price only, not volume. Volume is a strange beast to think about when it
>> comes to roll-over. I was thinking a simple open/high/low/close bar for
>> each day would be very useful for creating basic notions of long term trend
>> and volatility.
>>
>>
>>
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