Machine Learning and Deep Learning Algorithm Trading, Rolling Window Statistics and Moving Averages

Trading systems that use machine learning and deep learning algorithms to maximize profits in Bitcoin or stock trading are becoming increasingly popular. In this course, we will cover how to develop effective trading strategies, particularly by utilizing rolling window statistics and moving averages.

1. Basic Concepts of Machine Learning and Deep Learning

Machine learning is a set of algorithms that learn and make predictions from data. These algorithms are used to solve various problems and are widely applied to complex issues such as stock market forecasting. Deep learning is a subset of machine learning that primarily focuses on recognizing more complex data patterns based on neural networks.

1.1 Basic Concepts of Machine Learning

Machine learning learns patterns from given data to make predictions about new data. There are three major types of machine learning: supervised learning, unsupervised learning, and reinforcement learning.

1.2 Concept of Deep Learning

Deep learning processes data using multiple layers of nodes (or neurons). It is particularly effective in image recognition, natural language processing, and time series data analysis. Financial data also has characteristically complex patterns, and deep learning is advantageous for learning such patterns.

2. Rolling Window Statistics

A rolling window divides the data into windows of a specific size and calculates statistics for each window. This technique is useful for analyzing time series data.

2.1 Principle of Rolling Windows

Using a rolling window allows for analyzing trends in recent data. For example, calculating a moving average from the last 30 days of stock price data can help to better understand the current market trend. This is much more useful information than just looking at the price at a particular point in time.

2.2 How to Calculate Rolling Metrics

Here’s how to calculate metrics such as moving averages, standard deviation, and volatility in a rolling window:

import pandas as pd

# Load data
data = pd.read_csv('stock_prices.csv')

# Calculate moving average
data['rolling_mean'] = data['Close'].rolling(window=30).mean()
data['rolling_std'] = data['Close'].rolling(window=30).std()

3. Moving Averages

Moving Average is one of the most commonly used technical indicators. It helps in understanding the trends of the market by calculating the average value of stock prices.

3.1 Types of Moving Averages

  • Simple Moving Average (SMA): The most common moving average, which calculates the average price over a given period.
  • Exponential Moving Average (EMA): A moving average that gives more weight to recent data.

3.2 Moving Average Strategy

Moving averages are useful for generating buy and sell signals. You can use two moving averages (SMA or EMA), and when the short-term moving average crosses above the long-term moving average, it can be interpreted as a buy signal.

# Example of moving average strategy
data['SMA_short'] = data['Close'].rolling(window=10).mean()
data['SMA_long'] = data['Close'].rolling(window=30).mean()

data['signal'] = 0
data.loc[data['SMA_short'] > data['SMA_long'], 'signal'] = 1
data['position'] = data['signal'].diff()

4. Application to Machine Learning Models

The data generated through rolling window statistics and moving averages can serve as input features for machine learning models. This enables the construction of efficient prediction models.

4.1 Data Preprocessing

The process of preprocessing data to fit the model is very important.

# Data preprocessing for model
from sklearn.model_selection import train_test_split

X = data[['rolling_mean', 'rolling_std', 'SMA_short', 'SMA_long']]
y = data['position']

X_train, X_test, y_train, y_test = train_test_split(X, y, test_size=0.2, random_state=42)

4.2 Training and Evaluating the Model

Here’s how to train and evaluate a machine learning model.

from sklearn.ensemble import RandomForestClassifier
from sklearn.metrics import accuracy_score

model = RandomForestClassifier()
model.fit(X_train, y_train)

predictions = model.predict(X_test)
accuracy = accuracy_score(y_test, predictions)
print(f'Accuracy: {accuracy:.2f}')

5. Application of Deep Learning Models

With deep learning, you can capture more complex trends. By training a neural network on rolling window statistics and moving average data, you can enhance prediction performance.

5.1 Building a Deep Learning Model with Keras

from keras.models import Sequential
from keras.layers import Dense

# Build model
model = Sequential()
model.add(Dense(64, activation='relu', input_dim=X_train.shape[1]))
model.add(Dense(32, activation='relu'))
model.add(Dense(1, activation='sigmoid'))

# Compile model
model.compile(loss='binary_crossentropy', optimizer='adam', metrics=['accuracy'])

# Train model
model.fit(X_train, y_train, epochs=50, batch_size=32)

5.2 Performance Evaluation

loss, accuracy = model.evaluate(X_test, y_test)
print(f'Test Loss: {loss:.4f}, Test Accuracy: {accuracy:.4f}')

6. Conclusion

In this course, we explored how to build an automated trading strategy using rolling window statistics and moving averages with machine learning and deep learning algorithms. In the rapidly changing financial markets, data-driven strategy establishment is no longer an option but a necessity. Based on what you learned in this course, I encourage you to challenge yourself to create your own trading system.

In future courses, we will delve deeper into various algorithmic trading strategies. By continuously learning and experimenting, you can develop more efficient and profitable trading models.

Thank you!