AlgoTraderAlgoTrader Documentation

Chapter 2. Installation

2.1. Setting up your AWS Trial Instance
2.2. Setting up a Windows Machine with the AlgoTrader Installer
2.3. Instance Maintenance

The following steps will guide through the installation of a Windows AWS Instance containing the AlgoTrader 30-day trial version

  1. Open the Amazon AWS console:

    https://console.aws.amazon.com/console/home

    and Login using the Amazon username and password.

  2. In the upper right-hand corner of the screen make sure the N. Virginia Region is selected:

  3. Select EC2

  4. Click Launch Instance in the middle of the screen

  5. In the menu on the left-hand side select My AMIs and check Shared with me

  6. Select the AlgoTrader-x.x.x-Trial-WIN-xxxx.xx.xx

    Important

    The AlgoTrader-x.x.x-Trial-WIN-xxxx.xx.xx image is only available in the N. Virginia Region but not in any other Regions. It is thus necessary that the N. Virginia Region is selected in the top-right corner of the screen

  7. On the next screen select the Instance Type. We recommend at least instance type m5.large, ideally instance type m5.xlarge

    Warning

    Amazon AWS usage cost depends on the instance type selected. For further details, please visit: https://aws.amazon.com/ec2/pricing/

  8. Click Review and Launch on the bottom right of the screen

  9. Click Launch on the bottom right of the screen

  10. On the Dialog that shows select Proceed without a key pair, select I acknowledge... and click Launch Instance

  11. Click View Instances on the bottom right of the screen

  12. On the next screen, you can see the Instance starting up. Wait until it is running and note the Public IP address.

    Note

    It will take at least 4 minutes for the Instance to startup and become available.

  13. Use Microsoft Remote Desktop to connect to the instance by typing in the Public IP address that was noted in the previous step

    Note

    • You need to use Remote Desktop Connection (RDP), a Web Browser will NOT work for this

    • For more information on Remote Desktop Connections please visit: Windows, Mac and Linux

  14. Specify User name and Password that was provided in the Email after signing up for the AlgoTrader free 30-day trial.

  15. On the next dialog select Don't ask... and click Yes

  16. The Amazon Instance including AlgoTrader is now ready for usage!

Note

  • Amazon Windows Instances tend to run a bit slow when they are first created. Responsiveness will however increase after some time.

  • The performance of the Amazon Instance also depends on the instance type selected in step 7.

AWS Security

The trial image comes with minimal security configurations. We recommend that you setup additional security precautions if you have the technical knowledge for the tasks below:

  • Change the Administrator password when you first log in.

  • Restrict the IPs that are allowed to access your machine: see AWS Access Restrictions (ading a Rule for Inbound RDP Traffic to a Windows Instance) - be sure that the IP addresses you use to access the instance are static (if in doubt, skip this part).

  • Consider creating regular backups of your AWS instance to make restoring your instance faster if ever required: creating AWS images or setting up AWS backups.

On the machine, where you wish to install the trial, download the installer using the link provided to you by sales and run it. If you get a message similar to the below, press More Info, then Run Anyway and follow the setup procedure.

You can opt out of some of the applications at installation time. Note that this manual assumes you did not. The installed software should be sandboxed and will not interfere with other installations of the same software you might have on your machine.

Now start the IntelliJ IDEA using the Idea for Algotrader dektop icon and wait for the examples project to be read.

To be able to run AlgoTrader, you first need to run a Maven install: at the bottom right of the screen, press Enable auto-import, then install the Maven project Bootstrap in the Maven menu on the right, then repeat with the AlgoTrader Example Strategies.

Once that has completed (you should see the log BUILD SUCCESS), you are ready to use AlgoTrader on your machine.