Automated Trading Setup Steps

Next, you’ll create a new VM instance by clicking on the “Create Instance” button.

Next we’ll want to create the VM Instance (the server). We’ll use the following configuration for the server.

NOTE - we used Ubuntu 22.04 LTS Minimal (x86/64 newest build date) here but here are all of the available options that should work:

• Debian 12 (Bookworm): Python 3.11

• Ubuntu 22.04 LTS (Jammy): Python 3.10

• Linux Mint 21 (Vanessa): Python 3.10

Configuration

Name: tarvis-tradingbot

Region: Outside USA, like europe-west6 (Zurich, Switzerland)

Series: N1

Machine type: f1-micro (1 vCPU, 614 MB memory)

Confidential VM service: No

Boot disk:

• Operating system: Ubuntu

• Version: Ubuntu 22.04 LTS Minimal (x86/64 newest build date)

• Boot disk type: Standard persistent disk

• Size: 10 GB

The price should come down to $5.94 with the configuration.

Here is also the configuration for the boot disk you’ll want to use.

Once you’ve setup the boot disk configuration and the correct server configuration you can go ahead and create the server by clicking “create” at the bottom of the page.

Step 4 - Setup Firewall Rule for SSH Access to the VM Instance

In order to access the server you’ve now created, we’ll need to allow the ability to SSH into the server.

We’ll want to now search for “Firewall” in the search bar at the top, and choose “Firewall” from the dropdown.

You’ll then want to choose to create a “Firewall Rule” on the page.

You’ll setup a firewall rule with the following configuration:

Name: allow-ssh

Network: default (assuming the VM instance is in this network)

Priority: 1000 (probably fine in most cases)

Direction: Ingress

Action: Allow

Targets: All instances in the network

Source filter: IPv4 ranges

Source IPv4 ranges: 0.0.0.0/0

Specified protocols and ports: TCP port 22

Once you’ve put in the configuration hit “create” at the bottom of the page.

Step 5 - Install TARVIS Trading Bot on Server

Now that you’ve setup SSH access to your server we’ll setup the Trading Bot on your server. This part becomes more technical and requires technical knowledge to setup.

You’ll want to SSH into your server and perform the following actions. You can SSH into your server by searching for Compute Engine again. You’ll see next to your server’s name (tarvis-tradingbot) a button called “SSH”. You’ll click this button and it will log you into your server. From there you’ll run each of these commands one by one (not including the number)

1. sudo apt-get install curl

2. curl https://us-west1-apt.pkg.dev/doc/repo-signing-key.gpg | sudo apt-key add -

3. echo "deb https://us-west1-apt.pkg.dev/projects/tarvis-test apt main" | \
sudo tee -a /etc/apt/sources.list.d/artifact-registry.list

4. sudo apt-get update

Next we’ll install the trading bot by running the following line of code.

sudo apt-get install tarvis-tradingbot

The last step is to install vim for the next steps.

sudo apt-get install vim

Step 6 - Setup Credentials on Server

At this point the trading bot should be installed and we simply need to configure it with the credentials needed.

Setup Logging Credentials

You can setup the logging credentials by taking the credentials passed to you through Signal and performing the following actions.

1. Download sublime text editor

2. Paste the credentials into a new sublime text file called “gcp-client-logging.json”

3. Save the file on your desktop

4. SSH into your server through GCP

5. Choose “Upload File” in the top right corner

6. Upload the gcp-client-logging.json file from your desktop

7. use the command sudo cp gcp-client-logging.json /etc/tarvis-tradingbot/gcp-client-logging.json

I’ve provided images below.

Download Sublime Text Editor, paste the credentials into a new sublime text file called “gcp-client-logging.json” and save the file on your desktop.

SSH into your server through GCP

Choose “Upload File” in the top right corner

Upload the gcp-client-logging.json file from your desktop

use the command sudo cp gcp-client-logging.json /etc/tarvis-tradingbot/gcp-client-logging.json

Step 7 - Download Configurator and perform setup

We’ve created a configurator which you’ll be able to run on your computer in order to setup your TARVIS tradingbot. The configurator runs on your computer and the information doesn’t leave your computer, therefore your credentials & secrets should be kept completely safe.

You’ll start by downloading the configurator here. You can download it and move the zipped folder to your desktop and open it there.

Below are instructions on running the configurator on both a PC and a Mac.

Running the Configurator on a Mac

You’ll follow the following steps in order to run the Configurator and get your configuration files for testing and go live.

1. Make sure you have Python downloaded. If you need to check, use Spotlight on your computer (you can access by holding down command and then pressing spacebar). Search for Terminal. Enter “python3” in the Terminal and hit enter. If you don’t have Python installed you’ll see a popup asking you install developer tools. You’ll want to hit enter and follow the instructions to install.

2. Download the configurator

3. Move the configurator to your desktop and double click the folder to unzip the folder

4. Open the unzipped folder and make sure the folder name is “config_formatter” as its the expected folder path

5. Inside the unzipped folder double click to run run_config_formatter.command

6. Approve the running of the command file, you may need to right click the command file and choose to run in Terminal.

7. You may need to open the url (http://127.0.0.1:5000/) in Safari if Chrome doesn’t allow you to access the Configurator’s page which can happen.

Running the Configurator on a PC

The PC setup requires more work to get up and running as we will run a PowerShell due to likely inconsistencies between Windows machines.

1. Make sure you have Python downloaded. In your computer’s menu search bar, search for Python and make sure to download it from the Microsoft store, or you can go to the Microsoft store and search and download Python.

2. Download the configurator

3. Move the configurator to your desktop and double click the folder to unzip the folder

4. Open the unzipped folder and make sure the folder name is “config_formatter” as its the expected folder path

5. Open the application Windows Powershell ISE

6. In the top left corner, choose File -> Open -> run_config_formatter.ps1 which will open the PowerShell script

7. Naturally, Windows doesn’t allow for scripts to run therefore we need to allow them to run by using the first command in the script. You’ll copy the command Set-ExecutionPolicy Unrestricted -Scope Process and paste in the blue terminal space below and hit enter. You’ll be prompted whether you’d like to run the script and you should click “Yes”.

8. Now you can run the script by going to File -> Run in the top left corner. After you click Run you’ll see another warning asking if you’re sure you want to run the script, choose “Run Once”. You may need to go back to the browser and refresh the page at http://127.0.0.1:5000/

Performing your setup

1. The configurator should automatically open in your browser

2. You’ll put in your secrets, in the example I’ve put fake values for each exchange. You’ll want to input your actual secrets.

3. There are many error checks and notifications to help inform you if you filled in your credentials properly. If you did, you’ll see the following info notification

4. You should now have 2 new files in your configformatter folder. config_live.json and config.json. config.json will be what you’ll use to run testing and config_live.json will be what you’ll run after we’re done testing to go live.

5. We’ll upload both of these files to your server, just like we did for your logging config file.

6. We’ll then start testing by putting your test config file (config.json) in the right location on your server so tarvis-tradingbot can use it. We’ll do this by running the command sudo cp config.json /etc/tarvis-tradingbot/config.json

Running the Configurator on a Mac

Download the configurator, move the configurator to your desktop and double click the folder to unzip the folder. Open the unzipped folder. Inside the unzipped folder double click to run run_config_formatter.command

Approve the running of the file

Unlock the Security & Privacy page by putting in your password in the bottom left corner. Choose “Open Anyway” for the run_config_formatter.command file.

Choose “Open” on the file when you try and run it.

Running the Configurator on a PC

Download the configurator, move the configurator to your desktop and double click the folder to unzip the folder, open the unzipped folder and make sure the folder name is “config_formatter” as its the expected folder path.

Open the application Windows Powershell ISE. In the top left corner, choose File -> Open -> run_config_formatter (the powershell script) which will open the PowerShell script. Naturally, Windows doesn’t allow for scripts to run therefore we need to allow them to run by using the first command in the script. You’ll copy the command Set-ExecutionPolicy Unrestricted -Scope Process and paste in the blue terminal space below and hit enter. You’ll be prompted whether you’d like to run the script and you should click “Yes”.

Now you can run the script by going to File -> Run in the top left corner. After you click Run you’ll see another warning asking if you’re sure you want to run the script, choose “Run Once”. You may need to go back to the browser and refresh the page at http://127.0.0.1:5000/

Performing your setup

1. The configurator should automatically open in your browser. You’ll put in your secrets, in the example I’ve put fake values for each exchange. You’ll want to input your actual secrets. There are many error checks and notifications to help inform you if you filled in your credentials properly.

If you did, you’ll see the following info notification saying the Configuration is complete.

You should now have 2 new files in your config_formatter folder. config_live.json and config.json. config.json will be what you’ll use to run testing and config_live.json will be what you’ll run after we’re done testing to go live.

We’ll upload both of these files to your server, just like we did for your logging config file. We’ll then start testing by putting your test config file (config.json) in the right location on your server so tarvis-tradingbot can use it.

We’ll do this by running the command sudo cp config.json /etc/tarvis-tradingbot/config.json

Now that you’ve setup your account and secrets, we can run automated testing for your account to ensure everything is running properly.

Step 8 - Run Automated Testing

As part of automated testing, TARVIS will perform a test trade every 5 minutes with the set position limit size ($100). You should see TARVIS create a long position, setting stop limits 20% away (these are for safety), and then closing the trade 5 minutes later. This should be followed by creating a short position, setting stop limits 20% away, and closing the short.

the following should be performed in every exchange account you setup with ETH specifically:

1. Open a long position with set position limit value of $100

2. Set stop limit 20% below current price (for safety)

3. Close long position

4. Open short position with set position limit value of $100

5. Set stop limit 20% above current price (for safety)

6. Close short position

7. Repeat of steps 1-6

Once you see steps 1-6 occur in your account, you can stop automated testing from running.

Here are the commands we’ll run:

sudo systemctl enable tarvis-tradingbot

sudo systemctl start tarvis-tradingbot

This will kick off automated testing.

You can check on the status & log messages from tarvis-tradingbot by using the following command:

sudo systemctl status tarvis-tradingbot

Step 9 - Run Automated Trading

Now that automated testing is done running you can switch to automated trading with TARVIS!

We’ll first stop the automated testing from running:

sudo systemctl stop tarvis-tradingbot

We’ll now swap the configuration for the live configuration. We can do this by running:

sudo cp config_live.json /etc/tarvis-tradingbot/config.json

This will switch it from running automated testing to live data that matches whats being shown in Discord.

Now that you have the final configuration, we’ll restart Automated Trading to run again and its good to go!

sudo systemctl start tarvis-tradingbot

You can always check on the status of its trades by using:

systemctl status tarvis-tradingbot

Lastly, be sure to close out any trade that may be lingering from Automated Testing by hand in your accounts.