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Strategy Editor

You can write and design a strategy in Add strategy or by opening an existing strategy in Strategy and going to the Edit Page (e.g., a strategy Id of 123456 is located at https://www.fmz.com/m/edit-strategy/123456). The strategy editor on the FMZ Quant Trading Platform line provides powerful strategy editing assistance.

Online strategy editor interface

Chat GPT Assistance

  • How to call Chat GPT

    GPT option in the strategy editor menu

    Use the right-click menu in a blank space and select the Chat GPT option and click on it to call Chat GPT, or use ⌘K to call Chat GPT.

  • Interpreting code with Chat GPT

    GPT interpretation code in strategy editor

    Chat GPT will not only write the code for you, but also explain the code for you. Right click on the code and select “Explain this code” to see Chat GPT’s explanation of the code.

  • Suggest and optimize code Right click on the code and select “provide optimization suggestions” or “re-optimize this code” in the popup menu to let Chat GPT give optimization suggestions or optimize the code.

Command Palette

Right click on the strategy code editing area and select the “command palette” option in the pop-up menu to view the shortcut key combinations and editor commands for various functions.

The command palette for the menu in the strategy editor shows

Grammar Manual Quick Reference

In the “Code” edit area of Edit Strategy page, you can quickly look up the “Manual”, and there are different shortcuts depending on the operating system:

Quick reference to the syntax manual in the strategy editor

  • In the Mac browser: Press and hold down the key.
  • In a Windows browser: press and hold the Ctrl key. Then move the mouse over the variable name or function name you want to look up and a link will appear. Left-click on the link to bring up the “Manual” and locate the query.

Definitions and Reference Jumps

Select the content you want to query and click the right mouse button to pop up the menu.

  • Go to Definition: Jump to the definition position of the queried content.
  • Go to Reference: jump to the reference position of the queried content.
  • Quick View - View Definition: View the definition of the selected code without leaving the current code line.
  • Quick View - View References: View other lines of code without leaving the current line of code in the case of references to the current line of code, you can quickly jump to better understand the code logic and structure.

Strategy Documentation

The online strategy editing page has rich documentation support to record information such as strategy code, strategy description, strategy usage instructions, and strategy development logs separately.

Strategy documentation options description

  • Code: The source code of the strategy program. A complete strategy on the FMZ Quant Trading Platform contains: strategy source code, strategy parameter design, strategy interaction design, strategy template reference.
  • Note: You can record some contents during the strategy development process.
  • Description: Used to record the information when the strategy is publicly displayed.
  • Manual: Used to record information that can only be viewed when the strategy is rented.

Historical Version Management

The platform supports version iteration in the process of strategy development. In the Strategy editing page "Code" editing area, click the “Historical Version” button to open the strategy historical version management page.

  • When the current strategy does not have any historical version snapshots, click the “Create Now” button to create a snapshot of the current strategy. The snapshot content includes: strategy code, notes, descriptions, manuals, parameter design, interaction design, etc.
  • When a historical snapshot is created, a list of saved historical snapshots appears on the right side of the historical version management page. You can continue to save new historical snapshots by clicking the “Create Historical Version” button at the top of the list.
  • Edit and use history snapshots: You can modify the historical snapshot name, delete the historical snapshot, and restore to the historical snapshot version of the strategy on the historical snapshot that has been recorded.
  • Preview the currently selected historical snapshot: Click the “Preview” button at the bottom left corner of the historical version management page to preview the strategy code, notes, descriptions, manuals, parameter design, interaction design, etc. in the current historical snapshot.
  • Compare the difference between the currently selected historical snapshot and the current strategy: Click the “Compare” button at the bottom left corner of the Historical Version Management page to compare the difference between the current historical snapshot and the current strategy.

Others

Platform Backtest System