Preview of Jesse's GUI dashboard — Transcript

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1. 0:02hi there i got exciting stuff to share
2. 0:04with you today i just released version
3. 0:060.3 of jesse which brings big changes to
4. 0:09the framework it also makes installation
5. 0:11of the framework so much easier thanks
6. 0:13to making docker a first class citizen
7. 0:15of our ecosystem without further ado
8. 0:17allow me to show you all the essential
9. 0:19features of this release
10. 0:22to create a new jc project first i will
11. 0:24go into the directory that i want my
12. 0:27project to live in next i'm going to
13. 0:29create a new project by cloning it from
14. 0:31github i can do that by running
15. 0:34git clone
16. 0:37http
17. 0:39github.com
18. 0:41jesseai slash project
19. 0:45template
20. 0:48i can also specify a custom name here i
21. 0:50will name my project
22. 0:52test python but
23. 0:55it should be ready in a few seconds
24. 0:57next i cd into test bot next i have to
25. 1:01create an environment file for my
26. 1:03project an example environment file is
27. 1:06shaped with every new jesse project so
28. 1:08all i have to do is to duplicate that
29. 1:10file the copy command in unix operating
30. 1:13systems is cp which stands for copy so
31. 1:16i'll type cp.mv.examplespace.mv
32. 1:23depending on your environment setup you
33. 1:26might have to open your.mv file and
34. 1:28modify the values
35. 1:30the default values will work for most
36. 1:32people generally you have two options
37. 1:35for how to set up your environments one
38. 1:37is to use docker and the second one is
39. 1:40to install everything natively on your
40. 1:42machine each option has its own cons and
41. 1:44pros i usually recommend starting with
42. 1:47docker because it is easier to get
43. 1:49started and if you didn't like it for
44. 1:51any reason you can easily remove the
45. 1:53containers and there won't be any
46. 1:55leftovers and then maybe move on to the
47. 1:57native setup if you wanted to but the
48. 2:00other way around is difficult i'm gonna
49. 2:02start with docker first and then i will
50. 2:04show you how to search jesse with the
51. 2:06native environment setup the good news
52. 2:09is that docker is now a first class
53. 2:11citizen in jesse if you see the into the
54. 2:14docker directory inside your jesse
55. 2:16project you will find all the necessary
56. 2:18configurations for running docker so
57. 2:22assuming you already have docker
58. 2:24installed on your machine all you have
59. 2:26to do now is to run docker hyphen
60. 2:29compose
61. 2:31up
62. 2:32before i hit enter i have to mention
63. 2:34that
64. 2:35the first time that you do this docker
65. 2:37is going to pull all the required images
66. 2:40from docker hub which is like the github
67. 2:42equivalent for docker images
68. 2:45all right when it's done you will see a
69. 2:48url being printed on your terminal go
70. 2:51ahead and copy this url and open it with
71. 2:53your browser
72. 2:55i didn't change the default password in
73. 2:57my.nv file so the password has to be
74. 3:01test
75. 3:02if you're in the home page it means
76. 3:04everything is up and running
77. 3:06to terminate the application open your
78. 3:09terminal and press ctrl and c
79. 3:13before i move on i want to show you how
80. 3:15you can run docker in your terminals
81. 3:18background
82. 3:19to do this all we have to do is to run
83. 3:21the same command but this time add a
84. 3:24hyphen d at the end of it
85. 3:26but remember that after running the
86. 3:28docker compose up command we had to wait
87. 3:31a few seconds for the containers to be
88. 3:33up which is why if i refresh the page
89. 3:36now it won't work
90. 3:38but if i wait like 10 seconds and
91. 3:40refresh it again
92. 3:41it should be fine
93. 3:46to sub the containers you have to run
94. 3:49docker
95. 3:50hyphen compose
96. 3:52stop
97. 3:55all right that's all you had to know
98. 3:56about docker at this time
99. 3:59now let's move on to the native setup a
100. 4:01couple of services such as python
101. 4:03postgresql and radius are needed by
102. 4:06jesse and now that we are not using
103. 4:09docker anymore you have to install those
104. 4:11by yourself of course if you check out
105. 4:13our documentation website you will find
106. 4:16a step-by-step guide for each of them
107. 4:18assuming you already have done that all
108. 4:20you have to do now is to open your dot
109. 4:23and v file and modify two values that
110. 4:26right now have been set to work with
111. 4:27docker so i have to open the project in
112. 4:30my editor i'll type cd dot dot which
113. 4:33will take me to the previous directory i
114. 4:36personally use pycharm to open the
115. 4:38current directory inside pycharm i will
116. 4:40type charm
117. 4:42dot
118. 4:43feel free to use any other method or any
119. 4:46other editor that you want
120. 4:49now open the dmv file
121. 4:52now all you have to do is to change the
122. 4:54values of postgres and reduce to
123. 4:57localhost the values already exist so
124. 4:59all i have to do is to comment and
125. 5:02uncomment them
126. 5:04to start the application type jesse run
127. 5:11let's copy this address again
128. 5:13and paste it into our browser
129. 5:16all right everything looks good before
130. 5:18we move on to the next section let me
131. 5:20show you a few cool features on your
132. 5:22home page you will find a few helpful
133. 5:24links and also a search box which will
134. 5:27search inside our help center if you
135. 5:29couldn't find something on our
136. 5:30documentation website it will probably
137. 5:33be inside our help center
138. 5:35and my personal favorite feature of this
139. 5:37release is that you can toggle the dark
140. 5:40mode
141. 5:42i guess i prefer the light mode
142. 5:44let's also give the search a try
143. 5:46i'll type test
144. 5:49and there we go we have the results
145. 5:54after starting jesse the first thing
146. 5:56that you want to do is to import some
147. 5:58candles from the exchange
148. 6:00let's head over to the import candles
149. 6:02page
150. 6:04the exchange is binance which is what i
151. 6:06want
152. 6:07and i want btc usd pair
153. 6:11and here we can choose this start date
154. 6:13and the finished it is always today
155. 6:16i'm gonna pick the start of this month
156. 6:22while we are importing from binance we
157. 6:24can open a new tab and import candles
158. 6:27from another exchange at the same time
159. 6:29for this one let's choose bitfenix
160. 6:34and for symbol i will write down if
161. 6:36python usd
162. 6:38the same date is fine so i'll just press
163. 6:40start
164. 6:42looks like the other tab has finished
165. 6:44importing all right now let's move on to
166. 6:46the backtesting section
167. 6:49let's run our first practice the
168. 6:51exchange and symbol are exactly the ones
169. 6:53that we imported candles for and the one
170. 6:56minute time frame is exactly what i want
171. 6:58so now we need to choose a strategy an
172. 7:01example a strategy is shipped with every
173. 7:03new jesse project
174. 7:06as for the options i will enable to
175. 7:08export charts and quant stats reports
176. 7:13let's choose the starting date of our
177. 7:15back test
178. 7:17and the finish date
179. 7:20and click on the start button
180. 7:24it finished practicing in 0.26 seconds
181. 7:27and it executed no trades the reason is
182. 7:30that the example strategy that we just
183. 7:32executed is only a template for your
184. 7:35other strategies it has no entry signals
185. 7:38in it
186. 7:40so let's go ahead and create a new
187. 7:41strategy
188. 7:45i will name it
189. 7:47test strategy
190. 7:49zero one
191. 7:50as you can see it will also show you the
192. 7:53location of that strategy file so i'm
193. 7:55gonna press create now and now we have
194. 7:58to open that file inside our editor
195. 8:02all right now let's think what the logic
196. 8:04of our strategy should be i want it to
197. 8:06be something super simple because the
198. 8:08whole point of it is to be another
199. 8:10example that executes a few traits i
200. 8:14think a simple death cross strategy is a
201. 8:16good place to start for us
202. 8:18so we're gonna have two ema lines one
203. 8:21with the shorter period and the other
204. 8:23with the longer one and whenever the
205. 8:25shorter one goes above the longer one we
206. 8:28open a long position whenever that is
207. 8:30not the case anymore we liquidate our
208. 8:33open position
209. 8:35let's begin first i will define a
210. 8:38property called short
211. 8:41ema
212. 8:43and it has to return ta.ema
213. 8:46and then i have to pass the candles
214. 8:49and for the period i will pass 20.
215. 8:51then i duplicate this one and create
216. 8:53another one and rename it into long ema
217. 8:58and for the period i will pass 40.
218. 9:00inside my shoot long method i will say
219. 9:03return
220. 9:05self dot
221. 9:06short ema
222. 9:08is bigger than
223. 9:10self.long email
224. 9:14next i will go inside my
225. 9:16go long method
226. 9:18to specify the position sizing
227. 9:21i will define a variable called quantity
228. 9:24and assign it
229. 9:25utils
230. 9:27dot
231. 9:29size to quantity
232. 9:32and i will pass
233. 9:34my balance
234. 9:35next i have to pass entry price so
235. 9:37actually let's define the entry price
236. 9:39first
237. 9:41so i'll say entry underline price equals
238. 9:44to
239. 9:45self.price which points to the closing
240. 9:48price of the current candle now that i
241. 9:50have the entry price i can pass it
242. 9:52inside my size to quantity utility
243. 9:54function
244. 9:55now that we have both the quantity and
245. 9:57entry price we can define our entry
246. 9:59order i'll say
247. 10:01self dot
248. 10:03by
249. 10:04equals
250. 10:05quantity
251. 10:07comma
252. 10:08entry price next we have to say that
253. 10:10whenever our entry condition is no
254. 10:13longer valid we want to liquidate our
255. 10:15open position
256. 10:18def
257. 10:18update position
258. 10:21if
259. 10:22self dot
260. 10:24short ema
261. 10:25is less or equal than
262. 10:28self dot long ema
263. 10:31self.liquidate
264. 10:33all right now let's go and try to
265. 10:35execute this strategy instead
266. 10:43so it looks like we actually executed 55
267. 10:46total trades
268. 10:48and the piano is -12
269. 10:51other than this new chart that shows the
270. 10:53equity curve we still have access to the
271. 10:56legacy chart which is what the cli
272. 10:58version used to generate i'm gonna open
273. 11:00the file that i just downloaded
274. 11:02and here you can even see the buy and
275. 11:04sell orders on the chart
276. 11:08let's take a look at the cons stats
277. 11:09report i'm gonna download it and open it
278. 11:12with firefox
279. 11:13there are many more
280. 11:15charts and metrics inside the constant
281. 11:18reports but because we didn't execute
282. 11:20many trades and the period was really
283. 11:22short we don't see much data inside
284. 11:25these charts
285. 11:27anyways nonetheless they are useful
286. 11:30now allow me to show you other features
287. 11:32of the back testing page more
288. 11:34specifically the features that are new
289. 11:36and you couldn't deal with the cli
290. 11:38version
291. 11:39so let's say that i am curious to know
292. 11:41what would have been the performance of
293. 11:43my strategy with another time frame and
294. 11:46it would be really useful if i could
295. 11:48have them inside different tabs this
296. 11:50will make it easier for me to compare
297. 11:52the performance of various time frames
298. 11:55fortunately we can do exactly that with
299. 11:57the new dashboard
300. 11:59i can either
301. 12:00do that by opening a new tab and then
302. 12:02running a back test
303. 12:04or pressing the start in a new tab
304. 12:06button
305. 12:07the other tab will be identical to the
306. 12:10tab that we were in that means it will
307. 12:12have the same symbol exchange time frame
308. 12:14etc
309. 12:16let's open a third one with the three
310. 12:18minutes time frame
311. 12:21i think that's enough for the back
312. 12:22testing page just to recap the new
313. 12:25feature which allows you to create tabs
314. 12:27is incredibly powerful when it comes to
315. 12:30comparing various time frames symbols or
316. 12:33strategies
317. 12:36inside our current strategy file we
318. 12:38hardcoded the period numbers for our ema
319. 12:41lines but what if we're not sure if we
320. 12:43chose the best numbers so let's use the
321. 12:45optimization mode of jesse so that it
322. 12:47would find it for us
323. 12:49i'll begin by defining a hyper
324. 12:51parameters method which is supposed to
325. 12:53return a list of dictionary objects
326. 12:56for the short ema i will give it the
327. 12:58name
328. 12:59short
329. 13:00ema
330. 13:01period
331. 13:04and the type is int
332. 13:07and the minimum value
333. 13:09will be 10
334. 13:10and the maximum value
335. 13:13will be
336. 13:1430
337. 13:15and the default value is going to be
338. 13:1825. then i will duplicate this one
339. 13:23and rename it into
340. 13:25long ema period
341. 13:27and the minimum is going to be now
342. 13:3140
343. 13:32the maximum number will be 80 and the
344. 13:35default will be 50.
345. 13:37now we need to tell our strategy to use
346. 13:39these dynamic values instead of the
347. 13:42hard-coded ones
348. 13:44instead of the number 25 i'm gonna use
349. 13:46the hyperparameter that i defined
350. 13:48all happy parameter values are living
351. 13:50inside a variable named hp which is
352. 13:53stands for hyper parameters and the type
353. 13:55of it is a dictionary so i'll type self
354. 13:58dot hp
355. 14:00then i have to pass the name as the key
356. 14:02of my dictionary
357. 14:04and i'll do the same for long ema
358. 14:09i'm going to change the time frame and
359. 14:12the period into something that i know
360. 14:14will be profitable because the point of
361. 14:16the optimization mode is to make your
362. 14:18numbers better not turn them from
363. 14:20negative into positive
364. 14:22let's hit the start button
365. 14:26so it just started generating the
366. 14:28initial population this phase could take
367. 14:31a while so i'm going to skip the video
368. 14:33until it's over
369. 14:34all right it just finished the first
370. 14:36part of the optimization mode which was
371. 14:38generating the initial population and
372. 14:40the second half is going to be about
373. 14:42improving from those individuals that
374. 14:45already exist
375. 14:47here we have a table which shows our
376. 14:49best dna candidates they are ranked from
377. 14:51the best one to the worst one we can
378. 14:54also see some other useful metrics such
379. 14:56as the number of total executed trades
380. 14:59and the p l of this strategy over that
381. 15:01period for the sake of this demo i'm
382. 15:04gonna assume that my number one dna is
383. 15:07actually my best one and the one that
384. 15:09i'm going to use inside my strategy so
385. 15:12i'm going to copy the dna string for my
386. 15:15best candidate dna here and actually
387. 15:17before injecting it inside my strategy
388. 15:20i'm going to run another back test
389. 15:22without this dna string so that we can
390. 15:25compare to the results afterwards
391. 15:35so here the panel number is 11.26
392. 15:39and now i'm going to tell my strategy to
393. 15:41use this dna
394. 15:43we can do that by defining a method
395. 15:45called
396. 15:46dna
397. 15:48which is supposed to return a string
398. 15:50value
399. 15:51so i'm just going to return this string
400. 15:53dna value that i copied before
401. 15:56let's open a new tab so we can compare
402. 15:58the two together
403. 15:59every other option is identical
404. 16:02and now i can press the start button
405. 16:09and if we check the panel number it is
406. 16:11now
407. 16:1212.88 percent versus before it was 11.26
408. 16:21all right let's for a second assume that
409. 16:23we have a profitable strategy and now we
410. 16:26want to run it live in our current
411. 16:28navbar there is no page for live trading
412. 16:30and if i open the settings page there is
413. 16:32no tab for live either
414. 16:34to install the plugin you have to have
415. 16:36an account on our website which is
416. 16:38jesse.trade
417. 16:40i'm gonna log in with an account which i
418. 16:42registered a few minutes ago
419. 16:45an active license is mandatory for
420. 16:47installing the plugin as you can see i
421. 16:49have already purchased one
422. 16:52so now i can navigate into the api
423. 16:54tokens page and create a new api token
424. 16:57you can name this whatever you want i'm
425. 16:59gonna name it dev i have to copy this
426. 17:01license key here to open it inside my.mv
427. 17:04file
428. 17:08now to actually install the plugin i'm
429. 17:10going to stop my current session
430. 17:13and run jesse
431. 17:16install
432. 17:17live
433. 17:18this command will download the correct
434. 17:20version of the plugin for my operating
435. 17:22system python vision and jc version and
436. 17:25install it for me that's it now i can
437. 17:27run the application again
438. 17:30and this time we can find the live page
439. 17:32here
440. 17:33and if you open the settings page we
441. 17:35have a live tab
442. 17:39now what about docker
443. 17:41i'm gonna stop this session
444. 17:44and just so it would be clearer i'm
445. 17:46gonna uninstall the plugin
446. 17:51so if i execute jsurun again
447. 17:54and check out the dashboard there
448. 17:55shouldn't be a live tab anymore
449. 17:57let's stop the session one more time and
450. 18:00cd into the docker directory to install
451. 18:02the plugin using docker all you have to
452. 18:05do is to make sure the license key is
453. 18:07set inside your dot mv file which we
454. 18:09already did
455. 18:10we should also return the values for
456. 18:12postgres and redis from localhost into
457. 18:16postgres and redis
458. 18:18now i don't even have to run any
459. 18:20specific command to install the plugin
460. 18:23with docker all i have to do is to run
461. 18:25the same command that we ran for docker
462. 18:28before which is docker
463. 18:30hyphen compose up
464. 18:32this time because the value for my
465. 18:34license key is set inside my dot mv file
466. 18:37jesse is going to pick up on that and
467. 18:39install the plugin right after starting
468. 18:42the containers
469. 18:48if i open my browser again
470. 18:51and refresh it
471. 18:53we can see that the live tab is here
472. 18:55again
473. 18:56so let's go ahead and start a paper
474. 18:58trading session
475. 19:00first i'm gonna choose the strategy and
476. 19:02the one minute time frame is fine i'll
477. 19:04also turn on the debug mode and press
478. 19:06start give it a few seconds to import
479. 19:09the initial candles
480. 19:14all right
481. 19:15we have a real time chart here
482. 19:18and the table which shows me which
483. 19:20symbol time frame and strategy i'm
484. 19:22running
485. 19:24i can check out the logs
486. 19:28and error logs also which i don't have
487. 19:30any right now
488. 19:31here i can see my positions which i have
489. 19:33only one closed one at the moment
490. 19:36and here it should show me my open
491. 19:38orders
492. 19:39you can also adjust your candles chart
493. 19:41like you used to on trading view
494. 19:44i guess that's enough for the paper mode
495. 19:46now let's try to run this strategy on a
496. 19:49live market because this is a test
497. 19:51strategy
498. 19:52i think it's best to run it on a test
499. 19:54net exchange rather than an actual one
500. 19:56bioness has a pretty good test net that
501. 19:58we can use for this purpose
502. 20:01because this is a test net account i
503. 20:03don't have to generate api keys they've
504. 20:06already been generated for me all i have
505. 20:08to do is to copy them from here
506. 20:11and then open my.mv file again
507. 20:14scroll down
508. 20:15and paste it right here where it says
509. 20:17testnet binance features api key
510. 20:20one more time for the secret
511. 20:23and we should be good to go
512. 20:25now let's head back to js's dashboard
513. 20:28press the new session button
514. 20:30and turn off the paper trade option
515. 20:34before i press the start button again i
516. 20:36have to change the exchange into testnet
517. 20:38binance features
518. 20:44all right looks like it's working just
519. 20:45fine let's check out the chart to make
520. 20:47sure they are showing the same data
521. 20:49here it is the one minute time frame
522. 20:53and yes they look identical
523. 20:56we are near the closing time of the
524. 20:58current candle let's see if it's going
525. 21:00to execute any trades 57 58 59
526. 21:06all right looks like it didn't
527. 21:08the reason for that is probably because
528. 21:10our entry rules are not being met right
529. 21:12now that means the short ema is not
530. 21:14above the long ema so it's not going to
531. 21:17open any trades
532. 21:18so let's edit our current strategy and
533. 21:21tell it to always open the long position
534. 21:23for that i will tell our shoot long
535. 21:25method to always return a true value
536. 21:31i think it's also a good idea to modify
537. 21:33our golang method to use multiple orders
538. 21:36instead to do that i have to assign a
539. 21:39list to myself.buy property
540. 21:46so spending all of our capital is no
541. 21:48longer a good idea so i will just use 10
542. 21:51of my current capital per each order
543. 22:02by the way notice that after a few
544. 22:04seconds over starting the live session
545. 22:06my balance is going to be automatically
546. 22:09set for me the same as it is on the
547. 22:11exchange
548. 22:12so let's check out the exchange to make
549. 22:14sure it is showing the same number both
550. 22:16the available margin
551. 22:19and my wallet balance are displaying the
552. 22:21same number
553. 22:22there's only five seconds until the next
554. 22:24closing candle
555. 22:29all right looks like we submitted a few
556. 22:32orders
557. 22:33one of them was a market order which got
558. 22:35immediately executed and the other three
559. 22:38are limit orders and they are active
560. 22:40that means i can see them on my chart
561. 22:44i can also check out my current open
562. 22:46position the quantity of it
563. 22:49current price entry price p l
564. 22:53and if i go on the testnet website i can
565. 22:55see the same numbers here
566. 22:58so it looks like they are both in sync
567. 23:02and here are the orders that are
568. 23:04currently active
569. 23:12we are near to the next closing candle
570. 23:14and according to our strategy it should
571. 23:16liquidate all our open positions
572. 23:19and exactly that just happened
573. 23:22and all of our previous orders have
574. 23:24either the status of executed or
575. 23:27cancelled
576. 23:28and if we check the exchange we should
577. 23:30see the same thing
578. 23:32no open positions and no open orders and
579. 23:34that's it there were more features to
580. 23:36cover but i wanted to keep this video
581. 23:38short so make sure to give this release
582. 23:39a try and see what's new for yourself in
583. 23:41the near future i will be making more
584. 23:43tutorials about algo trading so make
585. 23:45sure to subscribe thanks for watching