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Forward Testing Session

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forward-testing-session.png
A forward testing session is a trading mode by which the trading bot instance performs live trading with a user-defined fraction of the available capital.
Content
A forward testing session node must reference a trading system to gain access to the trading logic to be applied during the session. Other considerations framing the session come from the set of parameters attached to it.
Foundations->Concept->Reusable Snippets->Important for Live Sessions
Running
Running Forward Testing Session
Before you start a forward testing session, the corresponding task needs to be running, as it is the task that puts the trading bot instance to run. Once the trading bot instance is running, select Run on the menu to start the session.
To stop a backtesting session, select Stop on the menu.
Configuring
Forward Testing Session Configuration
Properties
  • folderName allows you to set a significant name to the folder in which the data products—and logs—generated by the session are stored. If left blank, the system names the folders with the session id. This may be handy when you intend to consult the raw data generated by the session, as, otherwise, the folder would be hard to identify.
  • balancePercentage is a number defining the percentage of the initialBalance (as specified in the Session Base Asset and/or Session Quoted Asset configuration) that will be used for trading. For instance, balancePercentage set to 1 means that 1% of your balance will be made available. Just like the initialBalance is scaled down, the minimumBalance and maximumBalance are also scaled down accordingly (see base asset).
Let's put this in numbers, for clarity. Let's say your Session Quoted Asset is USDT and your initialBalance is USDT 10,000.
If you set up your forward-testing session with balancePercentage set to 1, then:
 USDT 10,000 * 1% = USDT 100
This is the balance that will be available to your forward-testing session.
Initial Values
These are the Initial Values for Forward Testing Session configuration:
 {
    "folderName": "Type the name of the folder where you wish to store the logs of this session",
    "balancePercentage": "Type the percentage of the balance to be used in this test"
}
Examples
This is a list of properties featured by the Forward Testing Session configuration. Expanding a property shows sample values for the property extracted from the current Workspace.
Forward Testing Session Menu
The Forward Testing Session node has the following Node Menu items:
The Run menu item has the following properties:
  • label: Run
  • workingLabel: Run Request Sent
  • workDoneLabel: Session Running
  • workFailedLabel: Session Cannot be Run
  • secondaryLabel: Stop
  • secondaryWorkingLabel: Stopping...
  • secondaryWorkDoneLabel: Session Stopped
  • secondaryWorkFailedLabel: Session Cannot be Stopped
  • secondaryIcon: stop
  • iconPathOn: run
  • iconPathOff: run
  • actionFunction: payload.executeAction
  • actionProject: Algorithmic-Trading
The Resume menu item has the following properties:
  • label: Resume
  • workingLabel: Resume Request Sent
  • workDoneLabel: Session Running
  • workFailedLabel: Session Cannot be Resumed
  • secondaryLabel: Stop
  • secondaryWorkingLabel: Stopping...
  • secondaryWorkDoneLabel: Session Stopped
  • secondaryWorkFailedLabel: Session Cannot be Stopped
  • secondaryIcon: stop
  • iconPathOn: resume
  • iconPathOff: resume
  • actionFunction: payload.executeAction
  • actionProject: Algorithmic-Trading
The Configure menu item has the following properties:
  • action: Configure
  • label: Configure
  • iconPathOn: configuration
  • iconPathOff: configuration
  • dontShowAtFullscreen: true
  • actionFunction: uiObject.configEditor.activate
The Add Social Bots menu item has the following properties:
  • action: Add UI Object
  • label: Add Social Bots
  • actionFunction: payload.executeAction
  • relatedUiObjectProject: Social-Bots
  • actionProject: Visual-Scripting
The Add Missing Children menu item has the following properties:
  • action: Add Missing Children
  • label: Add Missing Children
  • actionFunction: payload.executeAction
  • actionProject: Visual-Scripting
  • relatedUiObjectProject: Foundations
The Switch To Live Trading menu item has the following properties:
  • action: Switch To Live Trading
  • label: Switch To Live Trading
  • actionFunction: payload.executeAction
  • relatedUiObjectProject: Foundations
The Delete menu item has the following properties:
  • action: Delete UI Object
  • actionProject: Visual-Scripting
  • askConfirmation: true
  • confirmationLabel: Confirm to Delete
  • label: Delete
  • iconPathOn: delete-entity
  • iconPathOff: delete-entity
  • actionFunction: payload.executeAction
Forward Testing Session Children
The Forward Testing Session node has the following childrenNodesProperties:
The Trading Parameters node property features the following properties:
  • name: tradingParameters
  • type: node
  • autoAdd: true
The Trading System Reference node property features the following properties:
  • name: tradingSystemReference
  • type: node
  • autoAdd: true
The Trading Engine Reference node property features the following properties:
  • name: tradingEngineReference
  • type: node
  • autoAdd: true
The Social Bots node property features the following properties:
  • name: socialBots
  • type: node
  • project: Social-Bots
Forward Testing Session Attaching Rules
The following are the Node Attaching Rules that govern the attachment of Forward Testing Session with other nodes:
Compatible Types:
Forward Testing Session Referencing Rules
The following are the Node Referencing Rules that determine which nodes Forward Testing Session may establish a reference to:
Compatible Types: