QuantConnect / QuantConnect/Lean

Save Portfolio State Across Live Deployments

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feature
Dominant language
C#
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Forks
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Avg merge
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Merged PRs (30d)
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Description

Expected Behavior

When we redeploy a live algorithm, we don't lose the initial equity and profit from trades.

Actual Behavior

When we restart an algorithm, it doesn't take into account the initial cash from the first deployment, and the net profit of each security is lost.

Potential Solution

N/A

Reproducing the Problem

Deploy and algorithm, let it place trades and close positions to generate a net profit different from zero and redeploy: net profit is reset to zero.

Checklist
  • I have completely filled out this template
  • I have confirmed that this issue exists on the current master branch
  • I have confirmed that this is not a duplicate issue by searching issues
  • I have provided detailed steps to reproduce the issue

Contributor guide

Open the contributing guide

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

Start by reproducing the live algorithm deployment, trading, redeployment, and reset described in the issue, then trace where initial cash and per-security net profit are initialized or retained. Done means a redeployed algorithm preserves the initial equity and nonzero net profit from its prior deployment.

Written by the indexing model from the issue text.

Assessment

Tech stack
csharp
Domain
backend
Issue type
Bug
Difficulty
4/5
Estimated time
3-5 days
Activity status
Stale
Clarity
Needs clarification
Newbie friendliness
25/100

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