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Bot Class System

The Bot class is the foundation of the trading bot system. All bots inherit from it and implement trading strategies.

Implementation Approaches

When to use: Your strategy can be expressed as logic on a single data row with technical indicators.

How it works: - Base class fetches data - Applies your function to each row - Averages the last N decisions - Executes trades automatically

Example: 

class MyBot(Bot):
    def decisionFunction(self, row):
        if row["momentum_rsi"] < 30:
            return 1  # Buy
        elif row["momentum_rsi"] > 70:
            return -1  # Sell
        return 0  # Hold

2. Medium Complexity: Override makeOneIteration()

When to use: - External APIs (e.g., Fear & Greed Index) - Custom data processing - Different timeframe handling

Example: See feargreedbot.py

3. Complex: Portfolio Optimization

When to use: - Multi-asset strategies - Portfolio rebalancing - Complex optimization algorithms

Example: See sharpeportfoliooptweekly.py

Bot Lifecycle

1. Bot.__init__(name, symbol, interval="1m", period="1d")
   ├── Creates/retrieves bot from database
   ├── Initializes portfolio with {"USD": 10000} if new
   ├── Sets up symbol and data cache
   └── Stores interval and period for data fetching

2. Bot.run()
   ├── Calls makeOneIteration()
   ├── Executes buy/sell based on decision
   └── Logs result to database (RunLog)

3. Bot.makeOneIteration() [default implementation]
   ├── Fetches data: getYFDataWithTA(saveToDB=True, ...)
   ├── Gets decision: getLatestDecision(data)
   └── Executes trade if decision != 0

Key Methods

Data Fetching

# Raw market data
data = bot.getYFData(interval="1m", period="1d", saveToDB=True)

# With technical indicators
data = bot.getYFDataWithTA(interval="1m", period="1d", saveToDB=True)

Trading Operations

# Buy with all cash
bot.buy(symbol="QQQ")

# Buy specific amount
bot.buy(symbol="QQQ", quantityUSD=1000)

# Sell all holdings
bot.sell(symbol="QQQ")

# Rebalance portfolio
bot.rebalancePortfolio({"QQQ": 0.8, "GLD": 0.1, "USD": 0.1})

Portfolio Access

cash = bot.dbBot.portfolio.get("USD", 0)
holding = bot.dbBot.portfolio.get("QQQ", 0)

Data Caching

  • Instance cache: self.data caches last fetched DataFrame
  • Database persistence: Set saveToDB=True for cross-run data reuse
  • Automatic freshness check: Stale data (>10 minutes) is refetched

Next Steps