User Rules: Difference between revisions

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=== Using User Rules during Backtest ===
=== Using User Rules during Backtest ===
===== Setup Rules =====
===== Setup Rules =====
The Setup Rules has to be attached to a Chart to be executed.
The Setup Rule has to be attached to a Chart to be executed.
<br>This can be done by drag&dropping the Setup Rule from the left Pane to the desired Chart :
<br>This can be done by drag&dropping the Setup Rule from the left Pane to the desired Chart :
[[File:BacktestSetupRuleAttach2.png|600px|left|alt=BacktestSetupRuleAttach2|BacktestSetupRuleAttach2]]
[[File:BacktestSetupRuleAttach2.png|600px|left|alt=BacktestSetupRuleAttach2|BacktestSetupRuleAttach2]]
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<br>
<br>
<br>
===== Entry Rules =====
===== Entry Rules =====



Revision as of 13:59, 24 August 2021

Summary

The User Rules are the Rules created and modified by the user. These Rules can rely on the Default Rules, provided by the software, and/or on the User Rules themselves.
These Rules can be modified or deleted by the user.
A User Rule can't reference itself but can reference any other user-defined User Rules.

Rules types

The Rule Manager can define the following rule types :

Usertree setuprule
Usertree setuprule

Setup Rules

Usertree entryrule
Usertree entryrule

Entry Rules

Usertree exitrule
Usertree exitrule

Exit Rules


Rule creation

By clicking on the button "New Rule..." (bottom right-corner of the Rule Manager), you can create any type of Rule needed.
The Rule name helps to identify the Rule within the software. The Rule type allows you to define a corresponding Rule. And the Rule label is the information you wish to associate with this rule.

RuleManagerNewRule
RuleManagerNewRule










You can add Default Rules or User Rules on an existing Rule by drag&dropping it on the main pane.

Rules organization

Since the Rule Manager can help defining complex and elaborate Rules, eventually a complete Trading System, it's important to organize the Rules structure.
Each User Rules can be placed in any folders created by the user in order to maintain lisibility. This Rule structure will be displayed during Backtest, to attach or drag&drop a Rule to a chart for example.

RulesManagerOrganization
RulesManagerOrganization

















Using User Rules during Backtest

Setup Rules

The Setup Rule has to be attached to a Chart to be executed.
This can be done by drag&dropping the Setup Rule from the left Pane to the desired Chart :

BacktestSetupRuleAttach2
BacktestSetupRuleAttach2



















Once the Setup Rule is attached to the Chart, the name of the Rule will be printed on the top-left corner.
If the Setup Rule has as the Pause Backtest Rule as an Action, the Backtest will pause automatically when the Setup Condition is filled.
If the Setup Rule has an Entry Rule as an Action, Naked Markets will create an order accordingly.
It's possible to list all Rules on a chart by right-clicking and selecting "List of rules" :

BacktestSetupRuleList
BacktestSetupRuleList



















Thus, you can select the desired Rule and edit it or detach it :

BacktestSetupRuleList2
BacktestSetupRuleList2



















Entry Rules


Exit Rules