How to set up Jesse on macOS for algo-trading in Python — Transcript

Full transcript

1. 0:00hey guys s in this video I'm going to
2. 0:02install Jesse for Alat tring with python
3. 0:05from scratch on a brand new Macbook Pro
4. 0:08M4 Max which has an apple silicon chip
5. 0:10in it you could also use the docker
6. 0:12installation which is also very easy but
7. 0:15it won't give you native speed which is
8. 0:17important if you want to make sure that
9. 0:18your back tests are being executed as
10. 0:20fast as possible so let's get right into
11. 0:22it so first I'm going to set up python
12. 0:25itself however instead of using python
13. 0:27alone I'm going to use this tool called
14. 0:29min nonda which allows us to set up
15. 0:32isolated environments this is super
16. 0:34helpful because it allows me to separate
17. 0:36my python applications from each other
18. 0:38so that the dependency packages that
19. 0:40we're going to install won't conflict
20. 0:42with each other so I simply Googled
21. 0:44miniconda let's open it now let's go
22. 0:47down and go to the installing miniconda
23. 0:52I'm going to go to the Mac OS and
24. 0:54because I'm on an Apple silicon machine
25. 0:56I'm going to copy this open the terminal
26. 0:59and paste it
27. 1:00depending on your internet connection
28. 1:02this is going to take a while all right
29. 1:03now that this is done let's try the cond
30. 1:05command right it says after installing
31. 1:07close and reopen your terminal
32. 1:09application or ref we should by running
33. 1:10this command let's give this a
34. 1:13try all right it works now perfect let's
35. 1:16copy this
36. 1:18one now try it again and now it works
37. 1:21okay so in case you missed it first you
38. 1:23need to run this command for it to
39. 1:26recognize the cond command and then run
40. 1:29this command for the the changes to be
41. 1:30permanent so now whenever I open a new
42. 1:33terminal command and run the cond
43. 1:35command it will work all right so now
44. 1:37that we have cond installed we can begin
45. 1:39creating our first cond environment so
46. 1:42I'm going to say cond
47. 1:44create and then I will pass a name and I
48. 1:47will call it simply Jesse and then we
49. 1:50can pass the version of the Python that
50. 1:52we want I'm going to choose
51. 1:543.13 and hit enter so now this is going
52. 1:58to install even python itself for me
53. 2:00which is another benefit of cond
54. 2:02environments because with typical python
55. 2:04environments sure you can separate your
56. 2:06packages but you cannot separate your
57. 2:07python versions all right so it's
58. 2:09telling me this let's press enter and
59. 2:12wait for it to finish downloading all
60. 2:15right now that that is done we can
61. 2:16activate it by saying cond activate and
62. 2:20then pass the name of the environment
63. 2:22that we specified earlier which in this
64. 2:23case would be J so now to confirm that
65. 2:26we have python indeed installed I'm
66. 2:28going to pass this
67. 2:30and it says 3.13 which is correct I can
68. 2:33also do the same for
69. 2:35pip and we got the same thing all right
70. 2:38Perfect all right so now we have python
71. 2:40itself but there are a couple of other
72. 2:41things that we also need for Jesse such
73. 2:43as the database and for that I'm going
74. 2:45to use a very cool tool for Mac called
75. 2:47Homebrew there's a good chance you
76. 2:49already have that but in case you don't
77. 2:50let's install it together I just Google
78. 2:52Homebrew let's open it and just copy
79. 2:55this command open the terminal a new tab
80. 3:00and paste it in going to enter my
81. 3:03password hit enter and we're going to
82. 3:06have to wait and notice that it's
83. 3:08telling me that it needs to set up the
84. 3:09xcode command line tools first which is
85. 3:12required for most of the development
86. 3:14stuff on Mac OS and we're done but it is
87. 3:17giving me some instructions to make sure
88. 3:19that home is inside my path and I'm just
89. 3:22going to copy this Command right here
90. 3:24and paste it here and also this one
91. 3:30and this one now to make sure everything
92. 3:33works I'm going to open a new terminal
93. 3:35window and in it called The Brew command
94. 3:38and it works just fine all right I'm
95. 3:40going to close the previous terminals
96. 3:42next I need to set up redis by simply
97. 3:45calling Brew install
98. 3:48Redd all right now it's telling me that
99. 3:51to Red now and Restort at log in you
100. 3:54need to run this scha so I'm going to
101. 3:56copy and paste it
102. 4:01and we're good to go all right next I
103. 4:03need to set up database I'm going to say
104. 4:05Brew
105. 4:07install
106. 4:08postgress ql at sign 17 to make sure I'm
107. 4:13setting up the version 17 which at the
108. 4:16moment of making this video is the
109. 4:18latest version but there might be newer
110. 4:20versions when you are watching this
111. 4:21video if that's the case there's a good
112. 4:23chance that will be already supported by
113. 4:25us but in case it doesn't just set up
114. 4:27the version 17
115. 4:30so it's telling me to first run this
116. 4:32command so that the postore scl can be
117. 4:36found inside my path now by the way in
118. 4:37case you don't know what the path is let
119. 4:40me open a new terminal window so for
120. 4:42example when I run the Brew command and
121. 4:45it recognizes this command this is
122. 4:47because the home brew is inside my path
123. 4:50Now what is my path to see it we can run
124. 4:53the command Echo and then path and in
125. 4:56this long string you can indeed find
126. 4:59Homebrew
127. 5:00so you see because I have it in here it
128. 5:04knows that when I run the Brew command
129. 5:07basically this is what I'm referring to
130. 5:09this one for example is for miniconda
131. 5:11and this is a common issue actually that
132. 5:13sometimes you install a package and you
133. 5:15run the command but the terminal just
134. 5:17doesn't recognize it that's because it
135. 5:19is not inside your path and you need to
136. 5:21put it there now the command that it is
137. 5:23giving me here if I copy and paste it it
138. 5:26will ensure that it is in my path
139. 5:28however there is one important note and
140. 5:30that is the command that it is giving me
141. 5:32is echoing this line or copying it let's
142. 5:36say inside this file but the reason it
143. 5:39is giving me this file is because I have
144. 5:40zshell installed on my terminal so for
145. 5:43you this may be another address and if
146. 5:45you do want to set up Zell just like me
147. 5:47which will give you some cool stuff
148. 5:49inside the terminal just go to the
149. 5:51Google and search for Zell Mac
150. 5:55OS open the first
151. 5:58link go to the install and just copy and
152. 6:01paste this command and you should be
153. 6:03good to go anyways back to the task so
154. 6:05it's also telling me that for compilers
155. 6:07to find postc schol you need to set
156. 6:09these two values so I'm going to open
157. 6:12this simply by saying open and then
158. 6:15pasting the
159. 6:16path this will give me the code editor
160. 6:20Let Me zoom
161. 6:21in and now I'm going to copy these two
162. 6:25lines and come down and here I'm going
163. 6:29to paste it
164. 6:31here and save this file it's also
165. 6:34telling me to assort postore scl now and
166. 6:36Restort at log in you need to run this
167. 6:39command so let's copy and paste it and
168. 6:41we're good all right now that we have
169. 6:43the database we can move on to create a
170. 6:46table and user and password for for JC
171. 6:49to be able to use it now in case you
172. 6:50need to copy and paste these commands
173. 6:52just go to our documentation inside the
174. 6:54environment setup and Mac OS and you can
175. 6:57find them here so I'm just going to copy
176. 7:00and paste
177. 7:05these all right so now that we have
178. 7:07those we should be good to actually
179. 7:09install Jesse itself I'm going to open
180. 7:11another terminal just to make sure
181. 7:13everything's fresh now notice that I
182. 7:14don't have python in this page I mean I
183. 7:17do but it is the default one on Mac so
184. 7:19if I run pip D- version you will see
185. 7:22that it says python 3.12 now I believe
186. 7:25this was installed by minondo itself but
187. 7:28still this isn't the one that we wanted
188. 7:30for Jesse which was using 3.13 and
189. 7:33that's because by default this same base
190. 7:35which means it doesn't have the Jessi
191. 7:37environment so to activate it I'm going
192. 7:39to say cond
193. 7:42activate and then
194. 7:44Jesse now inside here if I again say pip
195. 7:47version I'm going to get Python 2.13 and
196. 7:51lastly I'm going to say pip inall Jesse
197. 7:56all right everything went just fine and
198. 7:58now I should be able to create my first
199. 8:00J Project now to do that you can go to
200. 8:02whichever directory that you want such
201. 8:04as the one that I'm in right now which
202. 8:06is my user on my operating system
203. 8:09anyways to create a new JC project
204. 8:11simply go to our documentation go to the
205. 8:13installation and then create a new jessu
206. 8:16project and copy this command which will
207. 8:18clone a new project for you and name it
208. 8:21my bot now this name here is optional
209. 8:24and you can name it whatever you want so
210. 8:25I'm going to call it
211. 8:27test project
212. 8:29and hit
213. 8:31enter and we're done so now I can CD
214. 8:34into that project and next I need to
215. 8:37create mymv file I'm going to do that
216. 8:39using the CP command to copy from the
217. 8:42example file which is called mv. example
218. 8:46and then I will pass the name that it
219. 8:48needs to be for me to be able to run the
220. 8:49project which ismv all right so now we
221. 8:52have everything we need in order to run
222. 8:54the project but I need to edit this file
223. 8:56which is why I need a code editor if you
224. 8:58don't already have have a code editor I
225. 9:00suggest using the visual studio code
226. 9:03which is perfectly free you can download
227. 9:04it for Mac OS but I have already done
228. 9:06that so I'm going to open it now and
229. 9:08this will be the first thing that you
230. 9:09will see now at this point I need to
231. 9:11install the code command for my terminal
232. 9:13to recognize it so that I can easily
233. 9:15open the project from within my terminal
234. 9:17for that I'm going to hit command shift
235. 9:19and P and look for the install code
236. 9:23command in path if it goes fine you
237. 9:26should be seeing a message like this and
238. 9:28by the way sometimes you need to to open
239. 9:30another terminal tab for this to take
240. 9:32effect so if that's the case just open
241. 9:33another Tab and notice that I am still
242. 9:36inside the same directory and now if I
243. 9:38run the code command it should work and
244. 9:40because I want to open the current
245. 9:42directory for my project I'm going to
246. 9:44hit space and then dot hit enter and now
247. 9:48we have our project now check this box
248. 9:52yes I trust it and we are good all right
249. 9:55now I need to edit the file because the
250. 9:58default Valu have been set to work with
251. 10:00Docker so I need to change this value to
252. 10:04Local Host so I'm going to comment this
253. 10:06line and comment out this second line
254. 10:10and then I will do the same thing for
255. 10:12reddis now if you own a premium license
256. 10:14you need to generate an API key from
257. 10:16this address from our website and then
258. 10:18paste that API key in here all right
259. 10:21let's go back to the terminal and now I
260. 10:23should be able to run Jesse to do that
261. 10:25I'm going to Simply say Jesse run all
262. 10:27right so why am I getting this error
263. 10:29well well we installed Jesse inside the
264. 10:32cond environment but now notice this
265. 10:34it's it is saying base which means I
266. 10:36haven't activated my cond environment
267. 10:38yet and this happened because I just
268. 10:39opened a new terminal Tab and whenever
269. 10:41you do that you need to activate it
270. 10:43again so again I'm going to say cond
271. 10:45activate Jesse and now if I run that
272. 10:47command one more time it should work the
273. 10:50first time I ran this it took me a while
274. 10:52for it to start but if I stop it using
275. 10:54control and c and run it one more time
276. 10:56you can see that it is started instantly
277. 10:59all right so if you seeing this that
278. 11:01means we are running it successfully so
279. 11:03you need to copy this address and paste
280. 11:06it inside your browser in some cases
281. 11:08I've seen this not working and if that's
282. 11:10the case for you you need to replace
283. 11:12this 0000 with Local Host like
284. 11:16this it's asking for a password which if
285. 11:19you remember inside our project we had
286. 11:21it here so whichever password you set
287. 11:23here will be used inside here so I'm
288. 11:25going to enter
289. 11:27test and we are successfully inside the
290. 11:30dashboard to make sure everything is
291. 11:31working let's go to the import candles
292. 11:34page and try to import some
293. 11:39candles and it is working all right next
294. 11:42I want to make sure that I have the
295. 11:43right plugins which would help me to
296. 11:45write the code as fast as possible so
297. 11:47let's go back to the vs code and I'm
298. 11:49going to remove the co-pilot tab which
299. 11:52by the way if you install copilot
300. 11:53completely you're going to get
301. 11:55autocomplete in your code which is
302. 11:56really helpful but that's not what I
303. 11:57want right now right now I want to go to
304. 11:59the extensions and look for
305. 12:02python first you need to set up python
306. 12:05by Microsoft now I already installed it
307. 12:08next install pyland which will give you
308. 12:11autocomplete lastly we need to make sure
309. 12:13that the right python version is
310. 12:15selected in our project so let's open
311. 12:17the command pallet by pressing command
312. 12:19shift and P and look for
313. 12:22python
314. 12:24interpreter and choose select
315. 12:27interpreter and now you should be able
316. 12:29to find your cond environment which you
317. 12:31found earlier now this is it the one
318. 12:34with python 3.13 and the name of the
319. 12:37environment is Jesse all right now to
320. 12:39make sure it works we need to open a
321. 12:41Jesse strategy Now by default all the
322. 12:43projects have this example strategy so
323. 12:47let's open that and you can find it also
324. 12:50here the strategies example strategy and
325. 12:52then it's in it file so now if
326. 12:55everything worked when I press the
327. 12:57option key and and hover these I should
328. 13:01be able to go inside
329. 13:03them so it is working perfectly fine but
330. 13:07why did we install do extensions well
331. 13:09the reason is because now we have
332. 13:10autocomplete so for example let's say I
333. 13:13want to use the TA module which is
334. 13:15imported here so if I press ta and then
335. 13:18dot I'm going to get the complete list
336. 13:21of all the supported indicators so for
337. 13:23example if I press em it will bring the
338. 13:25EMA for me and it will also tell me the
339. 13:27accepted parameters for it
340. 13:29I hope you found this video helpful for
341. 13:31setting up Jesse on your Mac machine
342. 13:33thanks for watching and I'll see you in
343. 13:34the next one
344. 13:36[Music]
345. 13:38[Applause]
346. 13:41[Music]