Customized Trading Solution

TradingView
eSignal
TradeStation
TC2000
cTrader
MetaTrader
ProRealTime
NinjaTrader
TraderMade

This is a non-exhaustive list, other platforms are eligible, ask us.

Supervision and Monitoring Console

This is a key feature in multi-user environments. It allows precise control of all orders, such as requesting authorization from a manager or a supervisor to open a new position that would exceed the trader's profile, automatically diverting orders from traders whose losses exceed a certain threshold to the simulation engine (virtual or demonstration trading, paper trading) or simply block all orders from novice traders when market conditions become too volatile, in the event of a news or major event for example.

A dashboard can show managers at a glance what the overall or individual level of exposure is and allow him to close any trade that seems to go wrong.

Automated trading (robots) is also controlled and managed by such consoles, or possibly the same console when the workflow requires it.

Web Application

This is the best possible choice for most new projects. Web technologies make it possible to develop particularly responsive programs and the user experience is excellent.

The new functions are easy to integrate and are immediately available without having to redo the entire distribution and installation procedure on all the devices. The same code works on all platforms PC / Mac / Android / iOS / ...

Web applications can obviously be used in any browser, but in a corporate environment we usually provide a container that launches like any other application and calls the WebApp from that window, which allows a minimum level of intrusion into the system and offers the user the best of web technologies and the workstation experience.

Thanks to the software libraries we have developed, we can realize a tailor-made solution without having to reinvent the wheel for each customer, and this, at a fraction of the cost of a historical application for the workstation.

Mobile Application Charting Terminal

Special needs may make it necessary to develop a dedicated mobile application, but in general, in the context of user interfaces, the best choice is the web application integrated into a container application.

Desktop Charting Terminal

Special needs may make it necessary to develop a dedicated workstation program, but in general, in the context of user interfaces, the best is the web application embedded in a container program.

Markets and Brokers Connectors

The main 5 possible connectors are:

Dispatcher

This is a strictly technical module, it simply manages the requests made to it and retransmits them to the corresponding module or terminal, likewise it transfers the data from one point of the solution to another. For multi-module solutions, it also manages data exchanges between the different modules. For example, the user selects a new instrument in the client software, the dispatcher receives this request, he then makes a request to receive the market price feed of this instrument from the broker and subsequently he will retransmit the market information received to the terminal who had requested it.

OphéaDB

Most database engines have been developed to be particularly versatile and optimized to best handle disparate data that is updated sporadically. As the volume and frequency of updates to financial data is considerable, these engines generally behave unsatisfactorily with this type of data or are not intended to return results in real time, which is not satisfying in trading either.

We have therefore developed, and optimized over time, a database engine dedicated exclusively to the processing and storage of financial data. Thanks to its specialization and its exclusive focus, OphéaDB is the database engine which offers by far the best 'performance / resources used' ratio on the market for the storage and processing of financial data.

Its simplest use case, in the context of a trading solution, is to use it as a cache engine for market data, which greatly improves the user experience in drawing the price charts almost instantly. Some charting softwares are particularly bad at this. When the market volatility explodes, we cannot afford to wait several seconds for the display of the shorter period price chart.

Assuming that it runs on suitable hardware, OphéaDB can filter (market screening) the entire market using complex algorithms with response times near to instant. Likewise, it can perform historical tests (backtesting) of particularly complex strategies in a matter of minutes.

Business Data Storage - xSQL

If you are considering a custom trading solution, there is a good chance that you will need to store data related to your trading, such as backtesting results, information or parameters related to charts and the analysis you make of them, to persist ephemeral data or simply to share information.

The Dispatcher can use any popular database system, from SQLite to an Hadoop cluster to MySQL, MariaDB, PostgreSQL, NoSQL databases such as MongoDB or Cassandra, or even your company's Microsoft SQL Server.

Artificial Intelligence / Data Mining

More and more trading systems are using artificial intelligence, in particular deep learning and neural networks, to analyze the market through pattern recognition or the identification, classification or clustering of the market behaviors. Frequent other uses are portfolio optimization or risk management.

This module can be a tailor-made module that we develop for you, or the integration of a solution that you have already developed or a connector to a machine learning or data mining solution of the market based on PyTorch, TensorFlow, Gluon/MxNet, MCT/CNTK, Keras, Theano or others.

Market Screener

Depending on the type of market you are dealing with and the way you trade it, a good search or filtering system is essential for the success of the strategy. Unfortunately, most filters on the market are extremely limited, if not archaic, and only allow you to filter based on a few basic criteria.

Being based on OphéaDB as well as on our artificial intelligence and data mining modules, our filtering module is a real modern trading tool that allows you to search for an instrument on all the available information, as well as any indicator, price trends, graphical configuration or even complex algorithms.

Our filtering module can be used in real time, as a search engine in the graphical interface, or as an alert system and the criteria are saved to run automatically at certain key moments (temporal or linked to the price or volatility evolution), or to continuously monitor the market. The system makes it possible to target the evolution of a specific instrument or to monitor the entire market globally.

If the user is not logged in when the system identifies that the monitored instrument, or a new instrument, matches the criteria, he can be alerted by email or even SMS.

It is possible to use this module very simply from the automated trading strategies (robots) which allows to trade a dynamic list of instruments corresponding to certain criteria by having to type only one line of code.

Automated Trading Engine

Beyond the automated trading functionalities of the various terminals, the automated trading module allows the execution of mechanical strategies at the back-office level, which on the one hand allows them to operate independently of the client terminals, but also to control and supervise them thanks to the appropriate console.

The system supports rules written in EasyLanguage, MetaQuotes Language (MQL4/MQL5) and Java (for JForex). It is also possible to write programs in Python, Java, C++ or C#, Lisp, Swift, JavaScript or any other language to be agreed.

At launch, we choose to launch the strategy to trade: either on the market directly, or on a demo account or to do paper trading in forward-testing mode.

This module is generally associated with the backtesting module so as to test the behavior and performance of the trading robot under past market conditions.

When the personalized trading solution is combined with an equally personalized terminal, it is then possible to develop hybrid strategies which are based both on graphic elements in the terminal and on an automated part. For example, the trader can graphically define price levels or indicator values that can then serve as a trigger or abandonment of positions, stop losses or take profits or from which level we can start to follow the stops. Once the front-end and the back-office are connected in a personalized way, anything is possible.

Backtesting Engine

The system of historical tests makes it possible to verify the behavior and the performance of trading robots, thanks to the integration of this module with the OphéaDB database engine, this process is particularly fast, even with complex strategies or applied to many instruments.

At the terminal level, the use of the module makes it possible to simulate and replay any period of the past, in real time or in accelerated mode, so as to meet the training and coaching needs.

Paper Trading Engine

Instead of transmitting the orders to the market, they are transmitted to the simulator, which allows you to test strategies, to train or to coach junior traders without risk in the market.

Any module capable of placing orders can use it: terminal, automated trading engine, backtesting engine or even an external program if necessary.

Unless you have very specific needs, this module is simple and can be activated quickly and at very affordable costs.

Orders Control

We all make mistakes, but when it comes to market orders it is hard earned money that can potentially be lost, there are a number of checks that should be done routinely, even if only the number of units to buy (do we really want to buy 1'000 lots of EUR/USD (each of 100'000€) or is it 1'000 units (1'000 € in all) that we want to buy? Likewise, do we really want the stop loss at 1,000 pips (one thousand pips), or we had rather 1.000 (one pip) in mind?). A simple confirmation pop-up when the submitted values appear inconsistent or unusual can sometimes save a lot of money (in trading, we already earn a lot by not losing).

We generally implement the minimum risk management rules at this level, such as maximum risk of x% of capital per position, maximum exposure of y%, maximum leverage, maximum losses per position before to force closing, maximum cumulative losses over a period time, ... and often with two trigger values, one that generates a warning, the second an automatic action or to block user actions.

In a multi-user environment, this module is mandatory and makes it possible to require authorization from a manager or supervisor to open a position exceeding the trader's profile, to automatically divert traders who have exceeded their tolerated losses to paper trading or simply block all orders from junior traders when market conditions become too volatile, in the event of a news or major event for example.

Orders Management

Having a personalized solution also offers the possibility of better managing open positions, for example by simulating types of orders that are not supported by the market: some markets do not support stop losses, the system can then monitor the evolution of the price of the position and exit automatically at a predefined threshold, which makes it possible to simulate the behavior of a stop loss (ditto for markets or brokers that do not support trailing stop losses, or even better, to define a threshold from of which the stop loss turns into a trailing stop loss). Or define, in addition to a classic stop loss, a particular stop loss less distant from the price which would close the position only if a candle closed below a predefined threshold and not immediately when this threshold is simply touched ... In fact, being in an environment in which we have full control, we can imagine all kinds of solutions, why not integrate the exit strategy, with for example a close when an indicator hits a particular level?

An order management module also makes it possible to consider more sophisticated strategies, such as automatically closing part of the position at a certain profit threshold or when a price target is reached, or conversely to add units when the currently open position is fully covered by its trailing stop loss (pyramiding). All of those order and position management tactics usually available for automated rules can be made available to discretionary traders as well.

When we have to place orders that are too large in relation to the liquidity or depth of the market, we ourselves create executions that are at least partially detrimental, we have developed orders sizing, orders slicing and order scaling algorithms (block trading) particularly efficient which we integrate into the order management module.

Orders Routing

The ability to connect to several markets and brokers from the same platform represents unparalleled security and comfort, now you still have to route orders to the right service provider! There are many copy trading solutions that allow some form of routing when using these services to copy ourselves, but when using a dedicated platform we have full control and unlimited flexibility, and in addition the rules of money and risk management can now be applied automatically, taking into account all connected accounts.

Three types of routing can be defined: