Refreshing strategy in strategy monitor
Author: heech
Creation Date: 11/5/2008 1:44 PM
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heech

#1
Hi,

I know once I "add" a strategy into the monitor, it's compiled and runs independent of any changes I make to the original script.

What if I want to "refresh" the strategy at some point? Do I need to remove the original strategy, and re-add from scratch to pick up the latest source? Or can I just go into "change settings" (without making any changes)?
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Cone

#2
QUOTE:
Or can I just go into "change settings" (without making any changes)?
That should work. Let me know if it doesn't.
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Cone

#3
I guess I was wrong... You have to delete and re-add. Seems like this is covered in the Guide somewhere.. if not, we'll get it in for next time.

Yup, first page of the Strategy Monitor topic, Characteristics of the Strategy Monitor:

· The Strategy Monitor obtains its copy of the compiled strategy when it is opened. Edits do not affect the activated strategies until the Strategy Monitor is closed and re-opened.
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heech

#4
Cone,

Wait... that's a different interpretation entirely again. It actually says opening/closing Strategy Monitor will cause a recompile of the strategy.

Can you confirm if that's correct? If that's the case, it means I have to be careful opening/closing Strategy Monitor... since I'm often testing code changes in the strategy (without any sort of version control), and I wouldn't want it to be accidentally picked up and running "live".
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Cone

#5
Actually it says exactly what I posted because I copied it from the User Guide. It's correct, but obviously if you add a new Strategy, the SM must compile it at that time too. However, something that could be a problem is if you add a modified Strategy to the SM that already has that Strategy. For now, don't do that.

Look, simple "version control" is easy. If you're using a Strategy in the SM, don't edit it. Why would you be editing a strategy that you're trading? Just save a copy of it with a different name, like "Rev A."
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heech

#6
A related question. How do I refresh the "dataset" used in the strategy monitor?

Will the strategy monitor pick up the dataset from the .xml file every time it executes, meaning I can add a new symbol within the data panel and not have to do anything else? Or do I need to explicitly close/reopen the strategy monitor as above?
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Cone

#7
To be safe, treat static DataSets as "static", non-changing. Don't make changes to them when trading. If you must change, reset everything.
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heech

#8
Cone,

I'm actually adding/dropping symbols as I go, something I might due 2-3 times a day. So, just to clarify... When you say "reset everything"... I actually have to explicitly delete, re-add strategy, and reset parameter values every time? Closing and reopening the strategy monitor itself isn't sufficient?
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Cone

#9
Sure that's sufficient.