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docs/installation.md
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@ -2,22 +2,20 @@
This page explains how to prepare your environment for running the bot. This page explains how to prepare your environment for running the bot.
The documentation describes various ways to install freqtrade The freqtrade documentation describes various ways to install freqtrade
* [Scrip Installation](#script-installation)
* [Docker images](docker_quickstart.md) (separate page)
* [Script Installation](#script-installation)
* [Manual Installation](#manual-installation) * [Manual Installation](#manual-installation)
* [Installation with Conda](#installation-with-conda) * [Installation with Conda](#installation-with-conda)
* [Docker images](docker_quickstart.md) (separate page)
Please consider using the prebuilt [docker images](docker_quickstart.md) to get started quickly while evaluating how freqtrade works. Please consider using the prebuilt [docker images](docker_quickstart.md) to get started quickly while evaluating how freqtrade works.
------ ------
### Information ## Information
#### Set of Notes For Windows installation, please use the [windows installation guide](windows_installation.md).
!!! Note
Windows installation is explained [here](#windows).
The easiest way to install and run Freqtrade is to clone the bot Github repository and then run the `./setup.sh` script, if it's available for your platform. The easiest way to install and run Freqtrade is to clone the bot Github repository and then run the `./setup.sh` script, if it's available for your platform.
@ -34,23 +32,19 @@ The easiest way to install and run Freqtrade is to clone the bot Github reposito
------ ------
### Requirements ## Requirements
This is set of requirements for both: These requirements apply to both [Script Installation](#script-installation) and [Manual Installation](#manual-installation).
* [Scrip Installation](#script-installation)
* [Manual Installation](#manual-installation)
#### Install guide: ### Install guide
* [Python >= 3.7.x](http://docs.python-guide.org/en/latest/starting/installation/) * [Python >= 3.7.x](http://docs.python-guide.org/en/latest/starting/installation/)
* [pip](https://pip.pypa.io/en/stable/installing/) * [pip](https://pip.pypa.io/en/stable/installing/)
* [git](https://git-scm.com/book/en/v2/Getting-Started-Installing-Git) * [git](https://git-scm.com/book/en/v2/Getting-Started-Installing-Git)
* [virtualenv](https://virtualenv.pypa.io/en/stable/installation.html) (Recommended) * [virtualenv](https://virtualenv.pypa.io/en/stable/installation.html) (Recommended)
* [TA-Lib](https://mrjbq7.github.io/ta-lib/install.html) (install instructions below) * [TA-Lib](https://mrjbq7.github.io/ta-lib/install.html) (install instructions [below](#install-ta-lib))
We also recommend a [Telegram bot](telegram-usage.md#setup-your-telegram-bot), which is optional but recommended. ### Install code
#### Install code
We've included/collected install instructions for Ubuntu, MacOS, and Windows. These are guidelines and your success may vary with other distros. We've included/collected install instructions for Ubuntu, MacOS, and Windows. These are guidelines and your success may vary with other distros.
OS Specific steps are listed first, the [Common](#common) section below is necessary for all systems. OS Specific steps are listed first, the [Common](#common) section below is necessary for all systems.
@ -66,11 +60,7 @@ OS Specific steps are listed first, the [Common](#common) section below is neces
sudo apt-get update sudo apt-get update
# install packages # install packages
sudo apt install -y python3-pip \ sudo apt install -y python3-pip python3-venv python3-pandas python3-pip git
python3-venv \
python3-pandas \
python3-pip \
git
``` ```
=== "RaspberryPi/Raspbian" === "RaspberryPi/Raspbian"
@ -93,18 +83,17 @@ OS Specific steps are listed first, the [Common](#common) section below is neces
!!! Note "Installation duration" !!! Note "Installation duration"
Depending on your internet speed and the Raspberry Pi version, installation can take multiple hours to complete. Depending on your internet speed and the Raspberry Pi version, installation can take multiple hours to complete.
Due to this, we recommend to use the prebuild docker-image for Raspberry, by following the [Docker quickstart documentation](docker_quickstart.md) Due to this, we recommend to use the pre-build docker-image for Raspberry, by following the [Docker quickstart documentation](docker_quickstart.md)
!!! Note !!! Note
The above does not install hyperopt dependencies. To install these, please use `python3 -m pip install -e .[hyperopt]`. The above does not install hyperopt dependencies. To install these, please use `python3 -m pip install -e .[hyperopt]`.
We do not advise to run hyperopt on a Raspberry Pi, since this is a very resource-heavy operation, which should be done on powerful machine. We do not advise to run hyperopt on a Raspberry Pi, since this is a very resource-heavy operation, which should be done on powerful machine.
------ ------
### Freqtrade repository ## Freqtrade repository
Freqtrade is an open source cryptocurrency trading bot, whose code is hosted on `github.com` Freqtrade is an open source crypto-currency trading bot, whose code is hosted on `github.com`
```bash ```bash
# Download `develop` branch of freqtrade repository # Download `develop` branch of freqtrade repository
@ -113,10 +102,10 @@ git clone https://github.com/freqtrade/freqtrade.git
# Enter downloaded directory # Enter downloaded directory
cd freqtrade cd freqtrade
# your choice (1) : novice user # your choice (1): novice user
git checkout stable git checkout stable
# your choice (2) : advanced user # your choice (2): advanced user
git checkout develop git checkout develop
``` ```
@ -130,88 +119,70 @@ You may later switch between branches at any time with the `git checkout stable`
First of the ways to install Freqtrade, is to use provided the Linux/MacOS `./setup.sh` script, which install all dependencies and help you configure the bot. First of the ways to install Freqtrade, is to use provided the Linux/MacOS `./setup.sh` script, which install all dependencies and help you configure the bot.
#### Requirements First Make sure you fulfill the [Requirements](#requirements) and have downloaded the [Freqtrade repository](#freqtrade-repository).
First fill the [Requirements](#requirements) ### Use /setup.sh -install (Linux/MacOS)
#### Repository Second If you are on Debian, Ubuntu or MacOS, freqtrade provides the script to install freqtrade.
Then download [Freqtrade repository](#freqtrade-repository)
#### Use /setup.sh -install (Linux/MacOS)
If you are on Debian, Ubuntu or MacOS Freqtrade provides the script to install freqtrade.
```bash ```bash
# --install, Install freqtrade from scratch # --install, Install freqtrade from scratch
./setup.sh -i ./setup.sh -i
``` ```
#### Activate your virtual environment
Each time you open a new terminal, you must run `source .env/bin/activate`. ### Activate your virtual environment
Each time you open a new terminal, you must run `source .env/bin/activate` to activate your virtual environment.
```bash ```bash
# then activate your .env # then activate your .env
source ./.env/bin/activate source ./.env/bin/activate
``` ```
### Bravo! ### Congratulations
Click:
[You are ready](#you-are-ready), and run the bot [You are ready](#you-are-ready), and run the bot
#### Other options of /setup.sh script ### Other options of /setup.sh script
You can as well update, configure and reset the codebase of your bot with /script.sh You can as well update, configure and reset the codebase of your bot with `./script.sh`
```bash ```bash
# --update, Command git pull to update. # --update, Command git pull to update.
./setup.sh -u ./setup.sh -u
# --reset, Hard reset your develop/stable branch. # --reset, Hard reset your develop/stable branch.
./setup.sh -r ./setup.sh -r
# --config, Easy config generator (Will override your existing file).
./setup.sh -c
``` ```
** --install ** ```
** --install **
With this option, the script will install the bot and most dependencies: With this option, the script will install the bot and most dependencies:
You will need to have git and python3.7+ installed beforehand for this to work. You will need to have git and python3.7+ installed beforehand for this to work.
* Mandatory software as: `ta-lib` * Mandatory software as: `ta-lib`
* Setup your virtualenv under `.env/` * Setup your virtualenv under `.env/`
This option is a combination of installation tasks, `--reset` and `--config`. This option is a combination of installation tasks and `--reset`
** --update ** ** --update **
This option will pull the last version of your current branch and update your virtualenv. Run the script with this option periodically to update your bot. This option will pull the last version of your current branch and update your virtualenv. Run the script with this option periodically to update your bot.
** --reset ** ** --reset **
This option will hard reset your branch (only if you are on either `stable` or `develop`) and recreate your virtualenv.
** --config **
DEPRECATED - use `freqtrade new-config -c config.json` instead.
This option will hard reset your branch (only if you are on either `stable` or `develop`) and recreate your virtualenv.
```
----- -----
## Manual Installation ## Manual Installation
#### Requirements First Make sure you fulfill the [Requirements](#requirements) and have downloaded the [Freqtrade repository](#freqtrade-repository).
First fill the [Requirements](#requirements) ### Install TA-Lib
#### Repository Second #### TA-Lib script installation
Then download [Freqtrade repository](#freqtrade-repository)
#### Install TA-Lib
##### TA-Lib script installation
```bash ```bash
sudo ./build_helpers/install_ta-lib.sh sudo ./build_helpers/install_ta-lib.sh
@ -255,15 +226,14 @@ python3 -m pip install --upgrade pip
python3 -m pip install -e . python3 -m pip install -e .
``` ```
### Bravo! ### Congratulations
Click:
[You are ready](#you-are-ready), and run the bot [You are ready](#you-are-ready), and run the bot
#### (Optional) Post-installation Tasks #### (Optional) Post-installation Tasks
*Note*: If you run the bot on a server, you should consider using [Docker](docker.md) or a terminal multiplexer like `screen` or [`tmux`](https://en.wikipedia.org/wiki/Tmux) to avoid that the bot is stopped on logout. !!! Note
If you run the bot on a server, you should consider using [Docker](docker_quickstart.md) or a terminal multiplexer like `screen` or [`tmux`](https://en.wikipedia.org/wiki/Tmux) to avoid that the bot is stopped on logout.
On Linux with software suite `systemd`, as an optional post-installation task, you may wish to setup the bot to run as a `systemd service` or configure it to send the log messages to the `syslog`/`rsyslog` or `journald` daemons. See [Advanced Logging](advanced-setup.md#advanced-logging) for details. On Linux with software suite `systemd`, as an optional post-installation task, you may wish to setup the bot to run as a `systemd service` or configure it to send the log messages to the `syslog`/`rsyslog` or `journald` daemons. See [Advanced Logging](advanced-setup.md#advanced-logging) for details.
@ -273,12 +243,11 @@ On Linux with software suite `systemd`, as an optional post-installation task, y
Freqtrade can also be installed with Miniconda or Anaconda. We recommend using Miniconda as it's installation footprint is smaller. Conda will automatically prepare and manage the extensive library-dependencies of the Freqtrade program. Freqtrade can also be installed with Miniconda or Anaconda. We recommend using Miniconda as it's installation footprint is smaller. Conda will automatically prepare and manage the extensive library-dependencies of the Freqtrade program.
##### What is Conda? ### What is Conda?
It is: (1) package, (2) dependency and (3) environment management for any programming language : https://docs.conda.io/projects/conda/en/latest/index.html Conda is a package, dependency and environment manager for multiple programming languages: [conda docs](https://docs.conda.io/projects/conda/en/latest/index.html)
### Installation with conda
### Installation
#### Install Conda #### Install Conda
@ -300,7 +269,7 @@ git clone https://github.com/freqtrade/freqtrade.git
cd freqtrade cd freqtrade
``` ```
#### Freqtrade install : Conda Environment #### Freqtrade instal: Conda Environment
Prepare conda-freqtrade environment, using file `environment.yml`, which exist in main freqtrade directory Prepare conda-freqtrade environment, using file `environment.yml`, which exist in main freqtrade directory
@ -308,7 +277,18 @@ Prepare conda-freqtrade environment, using file `environment.yml`, which exist i
conda env create -n freqtrade-conda -f environment.yml conda env create -n freqtrade-conda -f environment.yml
``` ```
#### Enter/exit freqtrade-conda venv: !!! Note "Creating Conda Environment"
The conda command `create -n` automatically installs all nested dependencies for the selected libraries, general structure of installation command is:
```bash
# choose your own packages
conda env create -n [name of the environment] [python version] [packages]
# point to file with packages
conda env create -n [name of the environment] -f [file]
```
#### Enter/exit freqtrade-conda environment
To check available environments, type To check available environments, type
@ -322,7 +302,7 @@ Enter installed environment
# enter conda environment # enter conda environment
conda activate freqtrade-conda conda activate freqtrade-conda
# exit conda environment - don`t do it now # exit conda environment - don't do it now
conda deactivate conda deactivate
``` ```
@ -333,10 +313,8 @@ python3 -m pip install --upgrade pip
python3 -m pip install -e . python3 -m pip install -e .
``` ```
### Congratulations
### Bravo!
Click:
[You are ready](#you-are-ready), and run the bot [You are ready](#you-are-ready), and run the bot
### Important shortcuts ### Important shortcuts
@ -355,74 +333,30 @@ conda activate freqtrade-conda
conda deactivate conda deactivate
``` ```
### Notes ### Further info on anaconda
#### Set of Notes 1 - Conda Settings
After opening terminal, you already will be in default `base` conda environment.
If you want, you can prevent the (base) conda environment from being activated automatically.
```bash
conda config --set auto_activate_base false
```
Channel `conda-forge` is supposingly best source of the conda updates. Switch to it
```bash
# adding forge
conda config --env --add channels conda-forge
# make it strict
conda config --env --set channel_priority strict
# check status of your conda
conda info
conda config --show channels
conda config --show channel_priority
```
Further read on the topic:
https://towardsdatascience.com/a-guide-to-conda-environments-bc6180fc533?gi=1db972389cd1
#### Set of Notes 2 - Conda Environment
!!! Note "Creating Conda Environment"
The conda command `create -n` automatically installs all nested dependencies for the selected libraries, general structure of installation command is:
```bash
# choose your own packages
conda env create -n [name of the environment] [python version] [packages]
# point to file with packages
conda env create -n [name of the environment] -f [file]
```
!!! Info "New heavy packages" !!! Info "New heavy packages"
It may happen that creating a new Conda environment, populated with selected packages at the moment of creation, takes less time than installing a large, heavy dependent, GUI package, into previously set environment. Great example: Spyder It may happen that creating a new Conda environment, populated with selected packages at the moment of creation takes less time than installing a large, heavy library or application, into previously set environment.
!!! Warning "pip install within conda" !!! Warning "pip install within conda"
Please read the section [Market order pricing](#market-order-pricing) section when using market orders.
The documentation of conda says that pip should NOT be used within conda, because internal problems can occur. The documentation of conda says that pip should NOT be used within conda, because internal problems can occur.
However, they are rare. https://www.anaconda.com/blog/using-pip-in-a-conda-environment However, they are rare. [Anaconda Blogpost](https://www.anaconda.com/blog/using-pip-in-a-conda-environment)
Nevertherless, that is why, the `conda-forge` channel is preferred: Nevertheless, that is why, the `conda-forge` channel is preferred:
* more libraries are available (less need for `pip`) * more libraries are available (less need for `pip`)
* `conda-forge` works better with `pip` * `conda-forge` works better with `pip`
* the libraries are newer * the libraries are newer
Happy trading! Happy trading!
----- -----
## You are ready ## You are ready
You had installed the bot You've made it this far, so you have successfully installed freqtrade.
#### Initialize the configuration ### Initialize the configuration
```bash ```bash
# Step 1 - Initialize user folder # Step 1 - Initialize user folder
@ -432,19 +366,24 @@ freqtrade create-userdir --userdir user_data
freqtrade new-config --config config.json freqtrade new-config --config config.json
``` ```
You are ready to run, read [Bot Configuration](configuration.md), remember to run program as `dry_run: True` and verify that everything is working. You are ready to run, read [Bot Configuration](configuration.md), remember to start with `dry_run: True` and verify that everything is working.
To learn how to setup your configuration, please refer to the [Bot Configuration](configuration.md) documentation page.
> *To edit the config please refer to [Bot Configuration](configuration.md).* ### Start the Bot
#### Run the Bot
```bash ```bash
freqtrade trade -c config.json freqtrade trade --config config.json --strategy SampleStrategy
``` ```
#### Problem? !!! Warning
You should read through the rest of the documentation, backtest the strategy you're going to use, and use dry-run before enabling trading with real money.
-----
## Troubleshooting
### Common problem: "command not found"
If you used (1)`Script` or (2)`Manual` installation, you need to run the bot in virtual environment. If you get error as below, make sure venv is active. If you used (1)`Script` or (2)`Manual` installation, you need to run the bot in virtual environment. If you get error as below, make sure venv is active.
@ -456,9 +395,6 @@ bash: freqtrade: command not found
source ./.env/bin/activate source ./.env/bin/activate
``` ```
-----
## Troubleshooting
### MacOS installation error ### MacOS installation error
Newer versions of MacOS may have installation failed with errors like `error: command 'g++' failed with exit status 1`. Newer versions of MacOS may have installation failed with errors like `error: command 'g++' failed with exit status 1`.
@ -484,8 +420,3 @@ brew install hdf5 c-blosc
``` ```
After this, please run the installation (script) again. After this, please run the installation (script) again.
-----
Now you have an environment ready, the next step is
[Bot Configuration](configuration.md).