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

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

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 (Poetry users can run poetry install)

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
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

Core Workflows

1. Configuration-Based Backtesting

The most robust way to run backtests is with a YAML config file.

my_backtest.yaml:

broker:
  cash: 1000000
  commission: 0.001425

data:
  file: "dat...