AI-Trader

中文版說明 (Chinese Subpage)

A professional, config-driven backtesting framework for algorithmic trading, built on Backtrader. Seamlessly test, optimize, and integrate trading strategies with Large Language Models (LLMs) across stocks, crypto, and forex markets.

Key Features

• Config-Driven Workflows: Define and manage backtests with version-controllable YAML files for reproducible results.
• Seamless LLM Integration: Built-in MCP (Model Context Protocol) server allows AI assistants like Claude to run backtests, fetch data, and analyze strategies.
• Multi-Market Support: Test strategies on US stocks, Taiwan stocks, cryptocurrencies, and forex.
• Extensive Strategy Library: Comes with over 20 built-in strategies, from classic indicators to advanced adaptive models.
• Powerful CLI: A rich command-line interface to run backtests, fetch market data, and list strategies.
• Developer Friendly: Easily create and test custom strategies with simple helpers and a clear structure.

Quick Start

1. Installation

Option A: Install from PyPI (Recommended for using the CLI)

pip install ai-trader

Use this if you want to:

• Use the CLI commands: ai-trader run, ai-trader fetch, ai-trader quick
• Run backtests on your own data files
• Use as a library in your Python projects

Option B: Install from Source (Recommended for examples and config templates)

git clone https://github.com/whchien/ai-trader.git
cd ai-trader

# Install dependencies (choose one method)
uv sync        # Recommended (fastest, modern tool)
# poetry install   # Or use Poetry
# pip install -e .  # Or traditional pip with editable install

Use this if you want to:

• Run the config-based examples in config/backtest/
• Use the example data files in data/
• Run the example scripts in scripts/examples/
• Contribute or customize strategies

2. Run a Backtest via CLI

If you cloned from source, run a predefined backtest using a configuration file:

# Run a backtest from a config file (requires source installation)
ai-trader run config/backtest/classic/sma_example.yaml

Or, run a quick backtest on any data file (works with both pip and source installation):

# Quick backtest on your own data file
ai-trader quick CrossSMAStrategy your_data.csv --cash 100000

3. Fetch Market Data

Download historical data for any supported market:

# US Stock (default: saves to CSV)
ai-trader fetch TSM --market us_stock --start-date 2020-01-01

# Taiwan Stock (台灣股票)
ai-trader fetch 2330 --market tw_stock --start-date 2020-01-01

# Cryptocurrency
ai-trader fetch BTC-USD --market crypto --start-date 2020-01-01

# With SQLite persistent caching (NEW!)
ai-trader fetch AAPL --market us_stock --start-date 2024-01-01 --storage sqlite

# Save to both CSV and SQLite
ai-trader fetch AAPL --market us_stock --start-date 2024-01-01 --storage both

Persistent Data Storage with SQLite

By default, ai-trader fetch saves data to CSV. For faster repeated backtests, use SQLite:

# First fetch: Downloads from API and caches in SQLite (~2-3 seconds)
ai-trader fetch AAPL --market us_stock --start-date 2024-01-01 --storage sqlite

# Repeated fetch: Loads from cache (~50ms, no API call)
ai-trader fetch AAPL --market us_stock --start-date 2024-01-01 --storage sqlite

# Check cached data
ai-trader data list
ai-trader data info