Robo User Guide
This user-guide is written by taking Amibroker as primary example. However, note that settings are almost similar for MT4/NinjaTrader/Python etc.
Useful Related Links
- Comparative list of features: https://algostore.in/compare-apibridge-vs-robo/
- Demo: Schedule a demo by raising ticket with our support system
- Setup Video – Robo Setup is similar to APIBridge. This detailed video shows how to setup APIBridge on Amazon AWS cloud. If you ONLY want to learn about APIBridge setup, start viewing from 15:50 onwards: https://www.youtube.com/watch?v=jjMuXLgA5iA Setup instructions are also included with your downloaded setup files.
- AFL Coding Guide: https://algostore.in/afl-coding-guide-algo-trading/
- Amibroker AFL Toolkit: https://algostore.in/amibroker-algo-toolkit/
- Python Integration Code: https://algostore.in/python-algo-trading/
- Amibroker Troubleshooting Guide: https://algostore.in/amibroker-troubleshooting-automatic-trading/
Main Tabs in Robo
Symbol Setting Window: This is the most important tab where you define settings for scrips in which you want to trade automatically. Here you can add symbols, one on each row, on which you want to trade. To see all features in Symbol Settings, go to Tools->Application Settings->Symbol Settings.
- Input Symbol is the same as you see in Amibroker or data feed
- Exchange Symbol is the same in which you want to trade based on buy/sell signals in Input Symbol. For example, input symbol may be “NIFTY-I” and Exchange Symbol may be “NIFTY”
- Other settings are self-explanatory like Quantity/OrderType/Epiry/Strike etc. The mandatory fields are marked with *. Note that you can define quantity/ordertype from this window as well as AFL. If you want to take quantity from AFL, you should leave quantity blank in this window. Optional fields can be overwritten from AFL settings if left blank.
- There are several other position management & risk management options which are self-explanatory
Application Settings: You can access it from Top Menu->Tools->Application Settings
- Broker settings- Here we have unlock automatically feature; provide the account credentials, and robo will unlock the terminal automatically if it is locked. Also here we have connection check interval time (provided in seconds), you can set it 500 or more.
- Signal Source: If you are using Amibroker, give it’s installation path; otherwise leave blank. Default TCP port can also be left blank.
- Symbol Settings: You can tick which columns you want to display in Symbol Settings Window.
- License: shows your licensing information
Here you can setup your email and mobile number to get notifications through email/sms on following-
1) On signal received
2) On order placed
3) On connection failed
4) And expiry notification
Settings for Nest/Now/Odin
For flawless automation with ROBO you should a) Avoid unnecessary pop ups, b) Order placement should not require double click , c) Terminal should not get locked frequently and d) Remove requirement of transaction password, or enter it once.
You do not need to add all the symbols for trading in market watch. But, market watch should be open with atleast one scrip. In your nest/now/odin, simply press F1 to check whether its working. If yes, then you are ready for order placement by Robo.
Settings for Odin
- Go to tools=> Preferences
- In preference window click on order tab under the heading “select an option to prompt for a confirmation in the form of message” uncheck all the options.
Settings for Nest
- Go to preferences=> user settings
- Click on events tab and un-select all the options for pop up
- Then go to Orders tab and select single click to place order and close order entry after placing order.
Placing Your First Order
Before starting Robo, make sure you are logged in to Nest/Now/Odin and it is unlocked.
To place your first order, simply login to Robo and use the Sample strategy provided with setup files. You can use buttons to simple place trades in non-market hours for testing. You do not even need datafeed for placing an orders with Robo. Use the Button Trading AFL and based on Amibroker chart create symbol settings.
Mock Trading with Amibroke Bar-replay
Mock trading can be done after market hours to ensure no orders are actually traded on exchange. Example for NSE after 3:30pm – You can trade through charts or through scanner (without using charts) – Mock Trading after market hours, or during exchange mock trading session is preferable to Paper Trading mode. In Paper Trading mode, actual orders are not sent to exchange. There is semi-automatic mode also available which can be used as required. Mock Trading through charts:
- Setup multi-chart layout just as you would like to trade in live market. Ensure that Robo integrated AFL is used on each chart, and that chart parameters are correctly set.
- Under the settings tab in Robo, add scrips with correct settings for trading
- Click ‘Start Trading’ button in Robo
- Start bar-replay in amibroker. The step-interval should the minimum interval your data vendor allows- typically 1-minute. You can increase the Speed (steps/sec) to 5.
Mock Trading through Scanner:
- Setup scanner with correct settings. Refer article: https://algostore.in/amibroker-scanner-auto-trading/ . You can select date range to trigger signals on particular date.
- Ensure that all stocks are added under Robo Settings, and Start Trading
Troubleshooting – Order Not Placed
Step 1: Check if amibroker is generating signals properly. Signals should come in Trace window. If no signals in Trace it means afl problem or data problem. Try different AFL parameters to resolve AFL problem. Detailed amibroker troubleshooting is given on https://algostore.in/amibroker-troubleshooting-automatic-trading/
Step2: Check Message window. There are 3 messages corresponding to every message: 1. Signal recieved… 2. Sending Order to Nest… 3. Order Placed
If there is problem in symbol settings either from Amibroker or Nest, it can be found here.If reason not found in message window check full logs.
Meaning of Errors in Full Log:
A) Object Reference not found, some detailed error. It means when robo tried to submit order it was not able to access F1/F2. This could happen if some pop window comes in front of Nest and F1/F2 not working. This can also happen if Nest hangs up.
B) No matching symbol found- it means problem with symbol settings. Check all settings again (in amibroker and robo) for the symbol in which problem occurs.
Using Robo in VPS or VM
Problem: If you disconnect from a VM, then trading automation does not work with Desktop Trading terminals like (NOW/NEST/ODIN); this is because Windows will terminate your active desktop.
• Download keep-desktop-active.ps1 file on your virtual machine Desktop
• Open the file in Notepad
• Replace the windows-user-name with your windows login name in the file. Save the file by closing it.
• Go to windows Task Scheduler (you can type in Windows search bar)
• Create a new Task (See screenshot 1 below). Make sure “Run with highest privileges” is checked
• On Triggers tab, create a new trigger (See screenshot 2 below)
• On Actions tab, create a new action (See screenshot 3 below)
o Action: Start a program
o Program: PowerShell
o Add Arguments: %userprofile%\Desktop\keep-desktop-active.ps1 > %userprofile%\desktop\desktop-active-log.txt