MANUAL

Kalita-Finance GUI-Robot (Robot iTrader) Manual

Basic definitions

Along with manual order placement trader has an opportunity to set parameters and start an algorithm in order to place an automated market order. 

The Robot is embedded into the iTrader. It is following the market conditions and news and placing market orders accordingly to the trading signals. Robot must be connected to server all the time. When Robot disconnected from server, it stops and must be re-started after the re-connection to server. The implementation of Robot's strategy can be stopped for changing of strategy's parameters at any time. 

It's possible to automate a closing of trader's position. If trader set Stop-Loss/Trailing Stop and/or Take-Profit orders, trader's position will be closed on server upon reaching of any of those limits. Those rules are monitoring by server and it doesn't matter whether iTrader GUI is connected to server or not. 

The Robot is placing an order through active account and can't use several accounts at the same time. The sound signal indicates that order was placed. 

After placing an order and position opening, the Robot must stop and wait for closing of that position. When position got closed or reversed position was opened, the Robot should continue its work until stopped by user, disconnected from server or lost 10% of deposit.

So, the Robot can have one of three statuses: Working, Waiting and Stopped. User can see Robot's status in the menu and the reason of status changing - in the log. 

The Robot has three strategies that can work simultaneously:

  • Robot - Correlation strategy that is monitoring the correlation in price movements on different financial instruments;
  • Robot - Trend following strategy that is based on technical analisys;
  • Robot - Dow Jones News strategy that reacts on publication of economic indicators published by Dow Jones.

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Pic. 1. Interface of Robot iTrader with the trend following, correlation and DJ News strategies.

To open the Robot, please press the Order button in main menu of iTrader and choose Robot's strategy:

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Pic. 2. Opening of Robot with windows of all strategies in main menu.

Parameters of correlation and trend following strategies can be saved as separate strategies, please see Saving and opening of strategies section in this manual.

The rules of order placing can be seen in the History (Windows-History-Orders tab):

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Pic. 3.The History window.

 

Robot - Correlation strategy (Robot-CS)

Robot - Correlation strategy allows place an automated market order in one instrument accordingly to the price movement of another (or the same) instrument within specified time frame. This allows traders to implement different multi-asset algorithmic trading strategies.

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Pic. 4. Robot-CS Interface at the opening.

Interface window consists of three areas:

- Robot-CS triggering rules

- Robot-CS action (parameters of Robot's market order)

- Status.

Trader has to choose the triggering rules: the Instrument to monitor, time frame, price Bid or Ask, its increase or decrease and the level of price movement within specified time frame.

In the Robot's action area the trader has to choose the Instrument, Buy or Sell, amount of lots. Also, trader can set Stop-Loss/Trailing Stop and Take-Profit. Trader can see recommended maximum amount of lots for Robot's market order next to the Lots field.

Robot is checking actual funds availability on trader's account at the moment of order placing. If trader's account doesn't have enough funds at that moment, the order is not going through. 

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Pic. 5. Robot-CS in action.

Trader can monitor three parameters of Robot's action.

Basic price is the price of monitoring instrument from which Robot-CS begins to count deviation. This is minimum or maximum price level within time frame specified by trader.

Current value shows the size of current price deviation from basic price. On pic. 5 you can see current deviation only 6 points and Robot-CS is waiting for deviation to the level of specified 50 points. 

Execution bar shows graphically the state of current and specified deviations of the price for the Instrument.

All Robot's actions can be found in logs with time mark. Once the price deviation reached specified amount, the Robot has to place the market order, stop and wait for the closing of opened position. If trader lost more than 10% of its depost, Robot has to stop.

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Pic. 6. Robot-CS placed an order.

 


Robot - Trend following strategy (Robot-TF)

Robot-TF allows trader to place an automated market order accordingly to the trading signal from technical analysis indicators. To start this strategy the trader has to choose Instrument, two Indicators and set the Robot's triggering rule and Robot's action.

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Pic. 7. Robot-TF Interface

Chosen Indicators can be seen in the chart area. Chart interval can be changed by right mouse click. Available Indicators include:

  • ADX Main Line
  • ADX DI+
  • ADX DI-
  • Awesome Oscillator
  • Envelopes LowerBand
  • Envelopes UpperBand
  • MACD Histogram
  • MACD Line
  • Moving Average
  • Moving Average (Oscillator)
  • Parabolic SAR
  • Relative Strength Index
  • Stochastic Oscillator D-line
  • Stochastic Oscillator K-line
  • Williams Percent Range

Trader can select and set Indicator's parameters in Robot-TF window:

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Pic. 8. Selecting the Indicator.

Available Lines include:

  • Close price that is the Line that connect all closing prices on the chart;
  • Support line that is any price level or numbers entered by trader.

Buttons "Crosses from below" and "Crosses from above" allow to choose the direction of crossing movement.

Among the additional parameters of trend following strategy trader can choose Stop-Loss/Trailing Stop and/or Take-Profit.

 

Robot: Rating of profitability of strategies

This window collects all profitable clients' strategies. It can be open by pressing the Strategies button in the Order menu as well as by pressing the Star icon on the panels of correlation and trend following strategies.

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Pic. 9. The Strategies button.

Ratings for real and demo accounts are separated.

Every strategy has indication of Instrument, strategy parameters and its profitability Today, Yesterday and Last week.

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Pic. 10. Rating of profitability of strategies.

Trader can choose more risky strategy with highest profitabillity Today or more safe strategy with good profitability Last week. Profitability is counted as profit divided by the amount of reserved funds, please see formula below:

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Strategies can be sorted out based on Instrument (USDRUR, Currencies, Equities, Others) or accordingly to the period of profitability (Today, Yesterday, Last week). Trader can copy any strategy to windows of his Robot. If there is a working strategy in the same window, it will be stopped and replaced by new strategy.

 

Robot: Saving and opening of strategies

Any strategy can be saved using the button Save on Robot's panel. Trader has to enter the name of strategy. To open the strategy trader has to press on Open icon and choose the strategy. There are tree pre-saved strategy there already.

 

Robot - Dow Jones News strategy (Robot-DJ)

Robot-DJ allows trader to place an automated market order accordingly to the trading signal coming as machine-readable news after the publishing of economic indicators. It’s called GUI-Robot – DJ News strategy because it uses the Dow Jones Elementized News Feed provided by Dow Jones & Company, Inc. In the window Robot’s Triggering Rule the trader chooses one of the economic indicators that should be published soon, then enters his own forecast and sets a task to buy or sell some financial instrument. After the publication, if trader’s forecast is correct, the GUI-Robot places the market order as set in Robot's action.

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Pic. 11. Robot-DJ Interface

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