LUCID - a social investment platform built on backtrader
farch investment last edited by
Hi backtrader community,
We are creating the LUCID webapp (live wireframe) at www.lucidinvestor.ca. We’re designing it to easily turn a self-directed portfolio into an automated trading system, and building it with an open-core that is BACKTRADER.
As DIY-investor, we've been using bt for over 4 years to manage our own trading accounts (margin, tax-free & retirement) - essentially, that came after Quantopian closed shops to retail investors to trade live their strategies. The primary objective was to remove major vendor lock-ins as we realised it took us about 12 months to be back on trading post-quantopian - and most of this was building up the necessary infrastructure.
Our objective is to facilitate the process we’ve experienced with friends and families whereby you show what you do, what you get, the amount of effort (coding knowledge but also how much time you need to DIY when it’s time to rebalance), and to see some slowly deciding to get along the DIY investing train. In that sense, the LUCID platform helps you analyse the true performances of investment strategies as experienced & traded live by friends, families and other LUCID Investors for you to learn from these unique insights, build your own trading plan and automate its execution in your broker account.
In addition, we want to contribute to the ongoing development of backtrader, particularly as it is currently searching for its next evolution, and support its autonomy - we would welcome any feedback to economically align LUCID & backtrader in a manner supportive of LUCID being a lean start-up (currently in pre-launch phase).
As we’re currently building, we are welcoming any feedback at https://lucidinvestor.ca/#demo ; we shared major development roadmaps and opened it to comments. Our intent is not to make another quant/programmer platform like the great Quantconnect (they’re doing just fine) - we believe in well-researched strategies (tactical & strategic asset allocations) built on fairly simple concepts, and we aim to make the coding of each such public strategy accessible to all users, and directly written for / compatible with backtrader - in other words if you’re a DIY with a self-hosted backtrader, you should be in a position to run these strategies without any modifications.
We appreciate you taking the time to read through this - and hopefully LUCID will make sense for some. Thank you to all currently maintaining bt & bt2 during this transition.
The LUCID team.
Mariano Volpedo last edited by
@farch-investment very interesting, we are working on the same direction, lets talk !
florent chandelier last edited by
Hi, LucidInvestor here following up on our last communication.
we have release an alpha preview of our app at app.lucidinvestor.ca.
It has all the features necessary to register an Interactive Broker account, get the summary of holdings for that account, and manually rebalance your portfolio. Rebalancing, however, implements only backtrader simulated broker to limit any risk during alpha testing.
If you have time, and the interest, let us know what you think.
NB: this is built on google cloud run (one instance per IB account), and credentials are stored in Google Secrets. We will write a security blog with all details.