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Building Algo trading Bot
UpworkUSNot specifiedintermediate
PythonData EngineeringMachine LearningAutomationAPI IntegrationTrading AutomationAlgorithm DevelopmentTrading StrategyAmazon Web ServicesCryptocurrencyAPI DevelopmentQuantitative FinanceQuantitative AnalysisC#
Project: Charles Schwab Multi-Account Trading Bot
Objective:
Build a simple long/short trading bot based on pre-defined strategies/backtests, capable of connecting to multiple Charles Schwab accounts via API, with eventual ability to whitelabel under different programs.
Milestones & Deliverables
Milestone 1 – Strategy Implementation
Goal: Implement the long/short strategies defined in your backtesting.
Deliverables:
Convert pre-defined backtested setups into executable code.
Include risk management rules (position sizing, stop-loss, take-profit, max daily loss).
Ensure code can handle multiple instruments concurrently.
Provide simulation/demo showing strategies working on historical data (dry run).
Estimated Time: 1–2 hours
Milestone 2 – Initial Setup & API Integration
Goal: Connect bot to Charles Schwab accounts via API.
Deliverables:
Create a secure, modular connection to Schwab accounts (supporting multiple accounts).
Test authentication, order submission, and account info retrieval.
Provide a demo showing successful connection and trade execution simulation.
Estimated Time: 1–2 hours
Milestone 3 – Multi-Account Execution
Goal: Ensure the bot can mirror trades across multiple Schwab accounts.
Deliverables:
Map each account to a separate instance or a unified execution manager.
Demonstrate synchronized trade execution across 2–3 test accounts.
Ensure proper logging and reporting per account.
Estimated Time: 1 hour
Milestone 4 – Testing & QA
Goal: Ensure the bot is stable and safe to deploy live. and on a firewall
Deliverables:
Run live paper trading for all accounts for at least 1–2 sessions.
Verify strategy logic, multi-account execution, and reporting.
Provide bug fixes and refinements as needed.
Estimated Time: 1 hour
Milestone 5 – Documentation & Whitelabel Prep
Goal: Prepare for eventual whitelabel distribution.
Deliverables:
Code is modular, well-documented, and easily configurable per client/account.
Provide installation and configuration instructions.
Document how to integrate with additional broker accounts in future.
Estimated Time: 30 min – 1 hour
Total Estimated Time: 4–6 hours
Notes for Engineer:
All strategies and backtests are already defined and will be provided.
Bot should prioritize safety and reliable API execution.
Must use secure credentials handling.
Future requirement: ability to whitelabel for other programs/platforms.
Per Quant Connect using their platform alot the heavy work should already be done. Let me know if $500 is good for 10 hours max work on this project. Thanks for your time and effort.
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