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Method set_max_position_size

zipline/algorithm.py:2099–2129  ·  view source on GitHub ↗

Set a limit on the number of shares and/or dollar value held for the given sid. Limits are treated as absolute values and are enforced at the time that the algo attempts to place an order for sid. This means that it's possible to end up with more than the max number of shares

(self,
                              asset=None,
                              max_shares=None,
                              max_notional=None,
                              on_error='fail')

Source from the content-addressed store, hash-verified

2097
2098 @api_method
2099 def set_max_position_size(self,
2100 asset=None,
2101 max_shares=None,
2102 max_notional=None,
2103 on_error='fail'):
2104 """Set a limit on the number of shares and/or dollar value held for the
2105 given sid. Limits are treated as absolute values and are enforced at
2106 the time that the algo attempts to place an order for sid. This means
2107 that it's possible to end up with more than the max number of shares
2108 due to splits/dividends, and more than the max notional due to price
2109 improvement.
2110
2111 If an algorithm attempts to place an order that would result in
2112 increasing the absolute value of shares/dollar value exceeding one of
2113 these limits, raise a TradingControlException.
2114
2115 Parameters
2116 ----------
2117 asset : Asset, optional
2118 If provided, this sets the guard only on positions in the given
2119 asset.
2120 max_shares : int, optional
2121 The maximum number of shares to hold for an asset.
2122 max_notional : float, optional
2123 The maximum value to hold for an asset.
2124 """
2125 control = MaxPositionSize(asset=asset,
2126 max_shares=max_shares,
2127 max_notional=max_notional,
2128 on_error=on_error)
2129 self.register_trading_control(control)
2130
2131 @api_method
2132 def set_max_order_size(self,

Callers 2

initializeMethod · 0.80
handle_dataMethod · 0.80

Calls 2

MaxPositionSizeClass · 0.90

Tested by 2

initializeMethod · 0.64
handle_dataMethod · 0.64