Creating Your Own Trading Solutions

TradingSolutions includes several sample trading solutions for you to use. However, the main power of trading solutions is the ability for you to bundle your own working solutions to apply them to other problems or distribute them to other users.

&  For a step-by-step introduction to this topic, see the tutorial called Creating Trading Solutions.

Creating a New Trading Solution

To begin creating a new trading solution, use the Define Trading Solutions button in the toolbar or select Define Trading Solutions… from the Processing menu. Either of these options will display the Define Trading Solutions Dialog, from which you can view existing trading solutions and create new ones. From this dialog, select the New… button beneath the list of solutions. This will display the Create a Trading Solution Wizard.

Ä    Tip: TradingSolutions uses trading solutions groups to separate functions and make them easier to find. When creating a new trading solution, try to place it in an appropriate group to make it easier to find later. This can either be an existing group or a new group that you use just for your own solutions.

The Create a Trading Solution Wizard begins with the Basic Information page. This page allows you to enter the name and description of the new trading solution, along with assign it to a group.

Ä    Tip: Try to name your trading solutions something that will help you to remember what they do. Using a name like "Enter on Upswing" will probably be more useful than a name like "Dan’s First Trading Solution" when you go back to use it.

The next page in this wizard is the Select Source Field page. From this page, you select the entry/exit signal field or other data field to use as the basis for this trading solution. When you select a field from this page, all of the fields that are required to recreate this field that are not raw data are automatically included in the trading solution.

Ä    Note: See below for information on including multiple fields in a single trading solution.

Since most trading solutions are based on entry/exit signals, only that type of field is displayed by default. In addition, if the required fields include any predictions, you can select to include the training weights from those predictions with the solution. Typically, this is only useful if you will be exporting this solution for other people to use on the same data.

The final pages of the Create a Trading Solution Wizard are the Verify Inputs page and, optionally, the Enter Notes page. These pages allow you to verify the order and types of inputs that you will specify when you want to use it. In addition, you can specify any notes about using the trading solution at this time.

&  For more help creating trading solutions, see the help for the Create a Trading Solution Wizard.

Bundling Multiple Fields in a Single Trading Solution

When you create a trading solution, it automatically includes all of the fields required to create the selected source field. For example, let’s say you select a model of an optimal signal as a source field. The trading solution will include that model, the optimal signal, and any calculated indicators required as inputs.

If you would like to include an analysis of the trading of a signal in a trading solution, you can do this by first creating an analysis of the signal. Then, create the trading solution using one of the analysis fields. Since the analysis requires the signal in order to be calculated, it will automatically include the signal and any calculations it requires in the trading solution.

Ä    Note: In order to select a signal analysis, such as percent gain, as a source field for your trading solution, you will need to select Display non-signals in the list of potential source fields.

If you would like to include multiple unrelated values in a single trading solution, you can do this by creating a single field that uses all of the desired values as inputs. This single field can then be used as the source field for your trading solution. The easiest way to do this is to create a committee of the desired fields, then use the committee as the source field. The trading solution based on this committee will then automatically include all of the desired fields and the fields required to create them.

Ä    Note: The committee being created in this case is only being used as a flexible way to create a list of multiple fields. It is not necessary to set the votes or worry about the value of the committee itself.

&  For help creating a committee, see the help for the Create a Committee Wizard.

Modifying an Existing Trading Solution

To modify an existing trading solution, select the solution you would like to modify on the Define Trading Solutions Dialog and press Edit…. This will display the Modify Trading Solutions Dialog, where you can modify the name, source field, input order, or descriptions. This includes the ability to update an existing trading solution if you have modified the processing of the source field.

&  For more help with trading solutions, see Working with Complete Trading Solutions.