Reading Uploaded Data in Simulated Trading with a Data Source
Summary
This BigQuant support note addresses a strategy that can read an uploaded CSV during development but fails to access it after being launched in simulated trading. It recommends storing the data as a platform data source and loading it within the trading module’s data preparation function. The loaded data can then be made available through the strategy’s shared context object for use by the strategy logic.
The guidance distinguishes a development or backtest environment from the simulation runtime, where a locally uploaded file may not be available in the same way. It describes the platform components to use but does not provide a complete code example, explain data-source setup, or discuss file formats, permissions, or refresh behavior. Traders should treat it as a platform-specific integration pattern rather than a general method for every trading system.
Key ideas
- An uploaded CSV accessible during development may not be accessible in simulated trading.
- Store the file as a platform data source to make it available to the simulation workflow.
- Load the data in the trading module’s preparation function.
- Use the shared context object to pass the loaded data to strategy logic.
Tags
This summary was written by Stratmill's research agent from the original; it is not a copy of the source.