Table of Contents

Namespace Balsam

Classes

Bar

Encapsulates data for a single bar.

BarSeries

Encapsulates a collection of bars and returns timeseries of open, high, low, close, volume, open interest and unadjusted close data.

BarSeriesCollection

A collection of BarSeries accessible by symbol or index.

BarSeriesExtensions

A static class that provides some common extension methods to BarSeries.

BooleanSeries

A series of dates and associated true/false values.

BooleanSeriesCollection

A collection of BooleanSeries accessible by symbol or index.

BooleanSeriesExtensions

Utility class containing BooleanSeries extension methods.

ChartingExtensions

Exposes some static extension methods related to charting.

ConstraintAttribute

An attribute used to constrain values in an optimization relative to another value.

DataSource

Encapsulates information about a datasource, typically from a call to a BarServer.

DateHelper

A collection of utilities for manipulating dates.

DateRange

Encapsulates a date range.

DateRangeCollection

Encapsulates a collection of date ranges.

DateSeries

Encapsulates series of dates conforming to ISeries interface.

DisplayFormatAttribute

An attribute used to control formatting of properties for export.

Dividend

Encapsulates dividend information.

DividendCollection

Encapsulates a collection of dividends.

Drawdown

Represents statistics about a single drawdown.

DrawdownCollection

A collection of drawdowns.

EquityCurveStats

Calculates comprehensive performance statistics on an equity curve

Excel

Extension methods for exporting to Excel.

Execution

Encapsulates information about a trade execution.

ExecutionCollection

Encapsulates a collection of executions returning average price and total statistics.

ExtensionMethods

Collection of helper extension methods

FilteredWave

Encapsulates information from the zigzag indicator.

FilteredWaveGenerator

Generates filtered waves (aka zig-zag indicator) in real-time as data is added.

Future

A class for parsing future symbols.

ISeriesExtensions

Encapsulates some extension methods common to ISeries.

Indicators

A static class providing common technical and statistical functions.

Instrument

Encapsulates relevant information about a particular trading vehicle.

InstrumentCollection

A collection of instruments indexed by symbol.

IntegerSeries

Encapsulates a series of paired date/integer observations.

IntegerSeriesExtensions

Integer series extension methods.

LimitFillModel

Abstract base class for limit fill models that control how limit orders are filled.

LimitFillRandom

Fills are determined by FillProbability when limit price equals extreme of the bar.

LimitOrder

Limit order

MarketOrder

Market order

MarketProfile

A class used to build a market profile.

MessageEventArgs

A class used to pass messages to listeners.

NonconcurrentAttribute

Disables automatic concurrency for an ISeries field within a strategy or money manager.

NondeterministicAttribute

Used to mark fields where concurrency should not be automatically maintained.

Observation

Encapsulates numeric observations associated with a particular date.

ObservationSeries

Encapsulates a collection of observations. Note this does not support concurrency for backtesting via the ISeries interface like TimeSeries does.

Observation<T>

Encapsulates multiple values associated with a particular date.

OptimizationCompletedEventArgs

Encapsulates various results from a completed optimization.

OptimizationIterationEventArgs

A class used to report the results and status of an optimization iteration.

OptimizeAttribute

An attribute to control optimization variables

Optimizer

Runs simulations across a range of parameter values and collate results using brute force search.

OptimizerBase

Provides common functionality used across optimizers.

Order

An abstract base class representing an order.

OrderCollection

Encapsulates a collection of orders using order id as the key.

OrderFilledEventArgs

Encapsulates order status information for filled orders.

OrderHandler

Provides order handling and tracking.

OrderRejectedEventArgs

Encapsulates order status information for rejected orders.

OrderStatusEventArgs

Encapsulates order status information.

OrderSubmittingEventArgs

Encapsulates order status information for a new order.

PlotInstruction

Encapsulates instructions to plot a series on a chart.

Position

Represents a position which can contain multiple entries and exits and even multiple legs for a spread.

PositionCollection

Used to encapsulate positions and provide a read-only collection to user

PositionPricing

A class used to maintain pricing information for a position.

PriceCrossLimit

Limit fill model that fills limit orders when price crosses the limit price.

PriceTouchLimit

Limit fill model that fills limit orders when price touches the limit price.

Range

Encapsulates a high/low range.

RegressionResult

A class that encapsulates the result of simple linear regression.

RegressionSeries

A series of regression results

Roll

A class used to encapsulate roll information.

RollCollection

Used to encapsulate a collection of rolls and provide summary statistics.

SeriesBase<T>

An abstract base class that implements basic functionality common to all timeseries.

SeriesCollectionBase<T>

An abstract class for collections of ISeries objects which supports access by key or index.

SeriesManager

An abstract class for maintaining concurrency across series and supporting data management for backtesting.

SeriesManager.TestDates

Exposes read-only collection of test dates.

SettingsManager

A static class for managing default settings.

Signal

Encapsulates an integer series of +1/0/-1 trading signals.

SimulationOptions

Encapsulates various simulation settings.

SimulationResult

Encapsulates simulation results.

SpreadLegCollection

A collection of legs that makes a spread position.

StandAloneStrategyAttribute

An attribute indicating that a strategy needs no outside data other than the primary series.

Statistics

A static utility class exposing various statistical functions.

StopLimitOrder

Stop limit order

StopOrder

Stop order.

Strategy

An abstract base class that exposes common methods and properties for testing trading strategies.

StrategyProvidedDataAttribute

An attribute indicating that a strategy provides its own data and does not need to have the primary series set.

SuppressExportAttribute

Suppresses a field or property from being exported.

TimeSeries

Encapsulates a series of paired date/double observations.

TimeSeriesCollection

A collection of TimeSeries that can be accessed by symbol or index.

TimeSeriesExtensions

A static utility class that provides common indicator extensions to TimeSeries.

Trade

Encapsulates trade information. Used to size positions in the money manager by setting the Quantity property.

TradeCollection

Encapsulates a collection of trades.

TradeStatFields

Provides string constants mapping to TradeStats, EquityCurveStats, and PerformanceStats properties.

TradeStats

Encapsulates the results of a strategy simulation.

TradeStatsCollection

A collection of TradeStats.

TradeStatsCollection.TradeStatRank

Encapsulates directive for ranking trade stats relative to one another.

TradeStatsComparer

Implements a simple TradeStats comparer that uses trade count and P&L to determine if TradeStats are equal.

TransactionCostModel

Abstract base class for all transaction cost models.

VariableDictionary

A dictionary of variables accessible by key or index.

Structs

CorrelationCoefficient

Encapsulates a correlation coefficient and related t-stat.

Periodicity

A structure that encapsulates periodicity information.

RegressionCoefficient

A structure that encapusulates a regression coefficient and its standard error.

TPO

A structure that holds a market profile price/count observation.

Interfaces

IInstrument

Defines the minimum requirements to specify an Instrument.

IOrder

Defines the contract orders must implement.

IPortfolioHolding

The minimum information necessary to define a holding.

IPosition

Defines the contract a position must implement.

IReportWriter

Defines an interface for use with reporting destinations (e.g. Excel)

ISeries

Defines common methods and properties that all time series must implement.

IStrategy

Defines the contract a strategy must implement.

ITrade

Interface used to provide polymorphism between Order and Trade objects primarily for transaction cost modeling.

Enums

BarUnit

The bar unit of measure.

ComparisonOperator

Comparison choices.

CompressionOperator

Controls how compressed TimeSeries values are calculated.

DrawdownCollection.DrawdownSort

Specifies how drawdowns are to be sorted.

IndeterminateOrderHandling

Controls how an indeterminate price sequence for liquidating orders on the same bar are handled.

IndexKind

Type of indexing for ISeries

InstrumentType

Instrument type

LimitMoveOption

Determines how the strategy engine processes limit moves.

MarketOrderFillPrice

Controls the simulation price for market orders

MathematicalOperation

Mathematical operations

MultiplierSizeCalculation

Controls how quantity for multiplier orders is calculated.

OptionSide

Option type

OrderSide

Order side

OrderStatus

Order status

PersistenceFormat

The file format used to save to disk.

PositionSide

Position side

RollTrigger

Continuous contract roll methodologies

SeverityLevel

Severity level of messages.

SignalType

The type of signal.

SimulationMode

Simulation mode

SimulationStatus

Simulation status

SimulationTime

Simulation time. Control what part of the bar the simulation engine sees.

SortDirection

Sort direction

SyncOption

Synchronization options for missing dates.

TickRounding

Controls rounding of stop and limit order prices.

TimeInForce

Order time in force.