connector. StockSharp

How AI Helps Us Write Connectors for Crypto Exchanges

2024-09-04T21:43:46Z

Or how AI can save you hours of work, but not from the necessity of verifying every step.

September 2024. We, the StockSharp team, are actively using AI to write connectors for crypto exchanges. But let me warn you — if you are reading this in 2025 or later, all of this might already be outdated. If you’re from the future, welcome to the past! And don’t forget to check if our methods are still relevant.

Our journey with AI started with ChatGPT 3.5, which, frankly, could not write even a simple trading strategy, let alone a crypto exchange connector. However, with the arrival of ChatGPT 4.0 and Claude Sonnet 3.5, things drastically changed. Now, AI can write complex code modules, though with caveats: you still have to intervene, clarify, and fix bugs, which has become a normal part of our process.

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Step 1. Starting a project in Claude.ai

Before we start writing a new connector, the first thing we do is create a project in Claude.ai. This is not just a chat that will forget everything once you close it. The project allows you to save everything you upload: code, documents, comments. It’s like Custom GPT, where AI "learns" from your examples and instructions, not just answering questions.

Project creation interface in Claude.ai. Here, all data and examples are saved, allowing you to maintain the context of the work.

Claude.ai is like your personal developer, who understands some things, but without your supervision, can write something that might make your hair stand on end. So keep your documentation and vigilance close.

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Step 2. Copying existing code

To avoid reinventing the wheel every time, we base our work on an already existing connector, for example, for Coinbase. We copy the project structure and adapt all the key classes and methods for the new exchange. This is just the beginning — the real fun starts now.

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Step 3. Adapting the WebSocket client

Now it’s time to set up the WebSocket client for the new exchange. For example, let's take GateIO Spot WebSocket v4. Claude.ai helps generate code, but this is where our ongoing battle with inaccuracies begins. The AI often generates code that theoretically seems correct, but in practice, needs to be supplemented and fixed.

Original WebSocket client code for one of the exchanges, generated by Claude.ai. The AI suggests expanding the data types and events.

When it comes to authentication, AI often makes mistakes, and we have to manually add the missing elements. Claude can forget even basic things like authorization before subscribing to WebSocket channels.

Claude.ai made a mistake in implementing WebSocket authentication. We corrected the code and added proper authentication before connecting.

We also rewrite the code to make it more flexible by passing the WebSocket address as a parameter. This allows us to easily adapt to various exchanges and their APIs.

Example code where the WebSocket address is passed as a parameter, making the architecture more flexible.

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Step 4. Setting up the REST client and adapter

After setting up the WebSocket client, we move on to the REST client. Claude.ai generates basic requests, but we have to manually clarify whether they are correct. Each exchange's API differs, and you need to be careful not to miss important details in the documentation.

Once the client is ready, we move on to the adapter for StockSharp, where the main magic happens — data processing and bringing them to a common format. Here, AI helps generate classes, but every step must be double-checked. This is especially important when working with JSON data transmitted via the exchange’s API.

Generated domain model classes. We manually supplemented them with attributes and corrected the data types.

Claude can offer interesting solutions, but you need to add attributes like JsonProperty to correctly process exchange data. If you don't, be prepared for surprises like incorrect data in reports.

We added JsonProperty attributes for proper work with JSON data.

Processing trade data is another important step where AI doesn’t always manage on its own. For example, trade data and their processing can lead to errors.

Claude fixes code for processing trade data transmitted via WebSocket and REST API.

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Step 5. Optimization and new methods

Claude.ai does a decent job of writing basic methods like working with candlesticks and trade data. However, its suggestions require optimization. We often refactor logic into separate classes for better structure.

Optimized methods for working with candlesticks and trade data via WebSocket, refactored into separate classes.

We also have to refine methods for working with trade operations via WebSocket. Even though AI helps automate such processes, the code still requires final polishing.

Claude.ai added methods for trade operations in SocketClient, but they had to be optimized and corrected for errors.

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Step 6. Testing — the code doesn’t always work on the first try

When the code is ready, it's time to test it. This is where AI comes to the rescue again, but all of its suggestions need to be thoroughly checked because things often don’t work correctly the first time. For example, when testing the exchange’s API, we encounter errors in instrument and position requests.

Claude.ai suggested code for working with REST API Gate.io, but it needed to be tested and refined.

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Step 7. Data conversion for spot and derivatives

Claude.ai helps generate classes for working with spot and derivatives, but again — be prepared to manually adjust methods and data types. For example, working with derivatives on Gate.io requires additional checks and adjustments.

Claude.ai suggested the Extensions class to support data conversion between spot and derivatives on Gate.io.

We also adapt SpotAdapter to correctly process exchange data using the conversion methods suggested by Claude.

SpotAdapter was rewritten with changes in HttpClient and SocketClient, using methods from Extensions.

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Step 8. Futures adapter and error corrections

Claude.ai helps write methods for working with futures, but as before, careful checking of logic and fixing errors is required. For example, when building the order book data, we encountered an issue with exception handling.

Generated HttpClient for working with futures via REST API Gate.io.

Claude also sometimes makes mistakes with data handling in the futures adapter. We have to manually adjust the methods for correct order book processing.

Fixed futures adapter with correct order book processing logic.

As a result, after corrections, AI proposed an optimized method for working with order books and data recovery.

Optimized methods for data recovery and order book processing based on Claude.ai’s suggestions.

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GitHub Copilot — overhyped toy or real helper?

GitHub Copilot, which Microsoft and GitHub actively promote as a tool of the future, is actually more of an interesting toy than a full-fledged developer assistant at its current stage. Copilot helps write needed sections of code, but expecting groundbreaking results from it is premature — its strength lies in refining and suggesting code improvements. However, its key advantage is its tight integration with the development environment, making it convenient for quick fixes and completing template code, which it handles much better than writing complex logic modules.

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AI: an enhancer for professionals and a barrier for beginners

If you’re a beginner developer just diving into the world of programming, you’re, to put it mildly, out of luck. Currently, AI won’t boost your efficiency in any significant way. Moreover, trusting AI with complex tasks can get you even more tangled in code and problems it generates. It’s a different story for experienced programmers.

For professionals, AI becomes a powerful tool that amplifies their capabilities: it speeds up development, offers solutions, and enriches knowledge of various technologies and libraries. In such a tandem, AI helps you focus on key project aspects, leaving the routine to it.

However, as we have already mentioned, AI hits the weakest spot - beginner developers, making the gap between them and professionals even wider. Experienced programmers can quickly identify AI errors, correct them, and continue working, while a novice will simply drown in these problems. Ironically, at a time when AI was conceived as a help for everyone, it currently only increases this gap.

But we should hope that in the future, AI will become more independent in programming, and then this gap may not only stop growing but disappear altogether, leveling the playing field for everyone, regardless of their level of expertise.

Hey, big news – we've teamed up with Gate.io!

2024-08-20T22:02:46Z

Greetings to all our amazing users! We couldn’t just sit still, so we’ve made yet another awesome connection – StockSharp now has a connector for Gate.io. That’s right – we’re talking direct access to one of the top crypto exchanges! Break out the champagne because you’ve now got a golden ticket to the world of crypto trading.

So, what’s the scoop?

Connector to Gate.io: Yup, now you can trade on Gate.io without leaving the comfort of our cozy programs. Cryptocurrencies, charts, trades – all at your fingertips. Ready to dive into the market and make waves? We’ve got your back!
Available in all programs: No matter what you’re using – whether it’s Designer, Terminal, or who knows, maybe even S#.Buddy – the new connector is here to impress. No extra steps needed, everything’s set up and running like clockwork!
No license check: And here’s the cherry on top! We’ve decided to give you a gift and turned off the license check for this connector. Now you can use it in your own projects without any “Can I really do that?” moments. Total freedom, folks!

So go ahead – trade, create, profit!

If something isn’t working right, or if you just need someone to chat with, our support team is always on hand (sipping coffee and ready to help). And don’t forget to tell us how you’re conquering the market with our new connector!

Thanks for sticking with us, and get ready – there’s a lot more exciting stuff on the way. Let’s fly!

Updated StockSharp connector for Tradier

2024-08-04T11:14:52Z

We are excited to introduce the updated connector to the broker Tradier, which now supports the new protocol and includes convenient OAuth authorization. This update will bring many benefits to traders and developers working on the StockSharp platform.

What is Tradier?

Tradier is an innovative brokerage platform providing APIs for traders and developers who want to create their own trading applications and algorithms. Tradier is known for its high order execution speed, reliable infrastructure, and a wide range of available financial instruments. With their help, you can develop complex trading strategies and gain access to diverse data and analytical tools.

Advantages of the new connector:

1. Support for the new protocol:
The updated connector to Tradier now supports the latest protocol standards, ensuring faster and more stable access to trading data and operations. This allows you to use the most modern features and capabilities of the Tradier platform.

2. Convenient OAuth authorization:
With the introduction of OAuth authorization, the connection process has become simpler and more secure. OAuth ensures the reliable protection of your credentials and allows you to quickly and easily authenticate without the need to remember passwords. Now you can log in with just a few clicks, significantly speeding up and simplifying the workflow.

3. Increased security:
The new protocol and OAuth authorization significantly improve the security of working with the connector. Your data is securely protected from unauthorized access, which is a key aspect for traders and investors.

4. Integration with the StockSharp platform:
The updated connector easily integrates with various StockSharp products, such as Designer and other programs. This ensures ease of use and access to a wide range of financial instruments provided by the Tradier broker.

Detailed information:

For more detailed information on the settings and capabilities of the updated connector to the Tradier broker, please visit the following link: Documentation for the Tradier connector.

Don't miss the opportunity to take advantage of all the benefits of the updated connector and improve your trading strategies and market analysis with reliable tools from Tradier and StockSharp. We are confident that this connector will become an indispensable assistant for all traders and developers working in the market!

Join the discussion:

Want to learn more about the new connector and discuss it with colleagues? Join the live discussion in our chat. Together, we are shaping the future of algorithmic trading!

⚠️⚠️ Warning! One day left to continue use S#.API

2023-02-27T12:40:07Z

**Only 1 day left the promotion finished - March 1st 2023.

Only for customers who bought API education before.
This is the last notification about Subscriptions.
If you missed this promotions you have to pay for full price all our product.
All connectors will not work with newest API versions without license.
We recommend you to subscriptions plan right now! for avoid to pay more in the future.

**For all customers who have previously purchased training, connectors or other products from us, please write to info@stocksharp.com. We will send instruction to upgrade with 50% discount. The promotion is valid until 03/01/2023.

Binance connector for S#.Designer and S#.Terminal for 1 year

2023-01-03T10:54:23Z

🎉🎉🎉StockSharp thanks everyone for sacrificing your valuable time to complete our survey. 🎉🎉🎉

🙇🏻 🙇🏻‍♂️All your comments are valuable to us to help us improve the quality of our products and services.🙇🏻 🙇🏻‍♂️

🎁 🎈As a reward, StockSharp is offering a Binance connector for Designer and Terminal for 1 year. As a New Year's gift to everyone.🎁 🎈

🎀 🪄Congratulation 🎀 🪄to the best commenter, Binance connector for Designer and Terminal free for life.😍 🥰 😘

💘 💝User Senex - perpetual access💘 💝

👉For everyone who received a gift from us.👈

You can log in to 👉 Installer to download and install Designer and Terminal straight away.
But if you haven't installed 👉 Installer, you can install it for free.
Just download 👉 Installer and install it by following the steps and video inside.

From the heart💙💙💙 of StockSharp, we would like to thank everyone for trusting in our products and services.

About trading, please trust us.

Because we work for your profit.💶💶💶

Free connectors on Github!

2020-12-03T14:31:39Z

Friends,

Don’t forget that all samples for FIX connectors and crypto-connectors are free and available!!

Go to GITHUB and check the source code! If you had some difficulties by developing it, then use them as a sample for creating your own connector and share your thoughts with other users!

Happy trading! [happy]

Regards,
StockSharp team

Introducing the new app!

2020-09-01T11:10:38Z

Hello, Friends!

We have great news!

StockSharp provides users with an application for managing programs - S#.Installer.
In the near future, it will replace all installers, combining them in one application.

What S#. Installer can do:
- Install all StockSharp programs, including those with purchased connectors
- Track and warn about program updates
- Track purchases and install them
- Makes the user's work with programs more convenient and easier

For more information about S#.Installer, follow the link.
Let's make trading convenient!

Want to join our team? We are ready to cooperate!

2020-07-23T16:08:18Z

Good day, Friends!

Most recently, we have posted the source codes of our FIX and crypto connector so that you can learn their architecture, understand our approach, and start creating your OWN based on them.

We didn't stop there and opened the possibility to use the Plaza2 Cgate connector on the demo polygon for free and without a license. We hope that some of you have already experienced it and appreciate the advantages of direct connection!

Now we want to go further and offer you the opportunity to work and develop in our team!

If you are a programmer and are ready to work and collaborate with to help us develop and promote the platform, then we are waiting for your resume on info@stocksharp.com.
Perhaps you will become one of the creators of new unique products based on the S#. API, add new features and unique functionality that users need!