Introduction

Motivation

In the early stages of our quantitative trading endeavors, after extensively searching and researching various existing quantitative trading frameworks and products, we found that none could fully meet the development and research needs of our unique trading strategies. Thus, undeterred by the challenges, we embarked on creating our own product, Yuan, driven by our specific requirements.

Our fundamental demands are:

1. Strong Privacy Security

   Quantitative model codes are the core assets of users and should not be at risk of theft. Many products on the market require uploading strategy codes to servers, where they can be fully assessed and potentially stolen. If a user's strategy can be grasped by potential competitors, the user will be at a disadvantage. Therefore, some products allow private deployment. We designed a local workspace for users that ensures privacy against various attacks and allows us to prove our integrity.

2. Full Market Compatibility

   Users invest and trade in different markets. We aim for the same strategy code to be applicable across various market types, both for historical backtesting and live trading, without any additional costs. We also hope the platform can support a wide range of markets. However, existing products often only support a subset of markets due to regional regulations and business constraints, forcing users to use different platforms for different markets. Through architectural design, we have decoupled the core, deploying business plugins to the market, which not only reduces coupling and improves software quality but also overcomes compliance barriers, setting the stage for global expansion.

3. Cross-Platform Compatibility

   We want our product to run without restrictions on any device, whether on desktop or mobile platforms. After all, the market does not cater to where users are. Users should be able to engage with the market at any time, in any setting.

4. Low Cost with High Scalability

   The industry's initial licensing fees, often in the thousands, are daunting, not to mention the high additional and maintenance costs. We believe these costs are partly due to bundling to offset development expenses, partly due to inefficient operations, and partly due to profiteering. As a product aimed at individual investors rather than enterprises, we must consider the financial capabilities of ordinary investors. For investors, the most important aspect of tools is affordability and durability. Whether it's a personal computer or a server cluster, our product can operate effectively.

Yuan is an investment operating system designed to empower you to master your finances.

Why use Yuan

Powerful Web GUI

With Yuan Web GUI, you have access to a comprehensive solution for creating, testing, and managing your trading system, as well as deploying and monitoring your applications. The GUI is completely open-source and can be deployed anywhere, without an internet connection. You can easily switch between multiple environments using just one GUI, making your experience more streamlined.

We have designed the GUI with modern browsers in mind, and it integrates with the latest web technologies, such as WebWorker, FileSystemHandle, WebRTC, and more. It is highly responsive and fast, and we are constantly working to make it even better for you.

Although the GUI is currently written in Chinese, we have plans to make it internationalized, so you can use it in your native language in the future. We welcome contributions to the project's translation, so everyone can benefit from this amazing tool. You can access the GUI for free under the MIT license, without the need to install anything - simply use the GUI.

Simple language and AI assistant

If you're interested in developing a trading strategy without the need to learn a new language or DSL, the modern JavaScript/TypeScript language is an excellent option. You can use any IDE to write your code and any version control system to manage it. If you have difficulty with coding, you can seek assistance from an AI assistant by communicating your idea to it.

// It's a simple trend-tracking trading strategy that uses the SMA indicator.
import { useSMA, useSimplePositionManager } from '@libs';
export default () => {
  const { close } = useOHLC('Y', 'XAUUSD', 'PT1H');
  const ma20 = useSMA(close, 20);
  const accountInfo = useAccountInfo();
  const [targetVolume, setTargetVolume] = useSimplePositionManager(accountInfo.account_id, 'XAUUSD');
  useEffect(() => {
    const idx = close.length - 2;
    if (close[idx] > ma20[idx]) {
      setTargetVolume(1);
    } else {
      setTargetVolume(0);
    }
  }, [close.length]);
};

More examples can be found here.

Local, cloud...or hybrid!

Yuan is a hybrid-cloud software that allows you to deploy your trading system in your home or public cloud simultaneously. You can start using your home PC and then gradually switch to the public cloud as your business grows. Choosing between your home PC or the public cloud will depend on your availability, costs, privacy, and security requirements.

Extension-first Ecosystem

In Yuan, extensions are treated as first-class citizens. Many core features are built and distributed as extensions. You can use extensions to add new features, connect with more markets, and enhance your experience. You can download extensions from the community or create your own extension to share with others.