Available translations

Portfolio Bot

portfolio-bot.png
A portfolio bot is a computer program that—based on datasets exposed as products by other bots (counting sensors, indicators and even other portfolio bots)—applies the portfolio logic defined on a Portfolio System to, on one side, generate a complete portfolio simulation (outputting datasets that include trades, the action of strategies, validation of conditions, etc.), and on the other side, manage the execution of orders when on a forward testing or live portfolio session.
Content
In Superalgos, a portfolio bot is a computer program designed to leverage the Superalgos infrastructure to provide smart portfolio features to users building, testing, and deploying portfolio systems. As such, a portfolio bot does not feature portfolio logic in and of itself. Instead, it executes the logic defined in portfolio systems.
Put in other words, when Superalgos users define portfolio systems and the portfolio strategies within, they are not building a portfolio bot. Instead, they are defining a set of instructions that a portfolio bot will then interpret and execute.
Portfolio bots have access to every piece of infrastructure built in Superalgos. One of the noteworthy sections of the infrastructure relevant to portfolio bots are portfolio mines themselves. Portfolio bots may be quite complex pieces of software. To name two of the most prominent characteristics: the bot needs to consider multiple dimensions of information and needs to be highly reliable, as its activity entails monetary transactions.
Portfolio mines make building portfolio bots a more accessible feat, providing a framework to produce compartmentalized definitions for the bots'processes and products, just like data mines do for sensors and indicators.
Configuring
Portfolio Bot Configuration
Initial Values
These are the Initial Values for Portfolio Bot configuration:
 {
    "codeName": ""
}
Examples
This is a list of properties featured by the Portfolio Bot configuration. Expanding a property shows sample values for the property extracted from the current Workspace.
Portfolio Bot Menu
The Portfolio Bot node has the following Node Menu items:
The Configure menu item has the following properties:
  • action: Configure
  • label: Configure
  • iconPathOn: configuration
  • iconPathOff: configuration
  • dontShowAtFullscreen: true
  • actionFunction: uiObject.configEditor.activate
  • actionProject: Foundations
The Add Process Definition menu item has the following properties:
  • action: Add UI Object
  • label: Add Process Definition
  • actionFunction: payload.executeAction
  • actionProject: Visual-Scripting
  • relatedUiObjectProject: Foundations
The Add Product Definition menu item has the following properties:
  • action: Add UI Object
  • label: Add Product Definition
  • actionFunction: payload.executeAction
  • actionProject: Visual-Scripting
  • relatedUiObjectProject: Foundations
The Add Product Definition Folder menu item has the following properties:
  • action: Add UI Object
  • actionFunction: payload.executeAction
  • actionProject: Visual-Scripting
  • 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
Portfolio Bot Children
The Portfolio Bot node has the following childrenNodesProperties:
The Processes node property features the following properties:
  • name: processes
  • type: array
  • autoAdd: true
  • project: Foundations
The Products node property features the following properties:
  • name: products
  • type: array
  • autoAdd: true
  • project: Foundations
The Product Definition Folders node property features the following properties:
  • name: productDefinitionFolders
  • type: array
  • autoAdd: true
  • project: Foundations
Portfolio Bot Attaching Rules
The following are the Node Attaching Rules that govern the attachment of Portfolio Bot with other nodes:
Compatible Types: