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QuantMesh Risk Control System Explained: Protecting Your Capital

In quantitative trading, risk control is the top priority for ensuring capital safety. QuantMesh has built a comprehensive risk control mechanism that protects your capital from multiple dimensions. This article details QuantMesh's risk control system, including real-time monitoring, automatic circuit breakers, balance checks, and more.

The Importance of Risk Control

Why Do We Need Risk Control?

In automated trading systems, risks are everywhere:

  1. Market Risk: Extreme price volatility can cause huge losses
  2. Technical Risk: System failures, network interruptions, API anomalies
  3. Operational Risk: Parameter configuration errors, improper capital allocation
  4. Liquidity Risk: Insufficient market depth, unable to execute in time

Without a comprehensive risk control system, a small error or anomaly can lead to total capital loss.

QuantMesh Risk Control System Architecture

QuantMesh's risk control system adopts a multi-layer protection design:

Pre-flight Checks → Runtime Monitoring → Auto Protection → Reconciliation
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1. Pre-flight Checks

Before QuantMesh starts, the system performs a series of checks:

Balance Check:

  • Verify account total balance is sufficient
  • Check available trading balance meets strategy requirements
  • Ensure sufficient balances for each currency

Configuration Validation:

  • Price range: upper limit must be greater than lower limit
  • Grid number: must be greater than 0 and reasonable
  • Investment amount: cannot exceed available balance
  • Exchange configuration: API key format is correct
  • Trading pair: exists on exchange and is tradable

Exchange Connection Test:

  • WebSocket connection test
  • REST API connection test
  • API permission verification
  • Order query function test

2. Runtime Monitoring

During system operation, QuantMesh continuously monitors various indicators:

Price Monitoring:

  • Price change magnitude: If single change exceeds threshold (e.g., 5%), trigger alert
  • Price volatility: Monitor short-term volatility, pause trading when abnormal
  • Price trend: Detect abnormal price trends, prevent continuous trading in wrong direction

Volume Anomaly Detection:

  • Calculate average volume during normal trading hours
  • If current volume suddenly increases 3-5x, mark as anomaly
  • Automatically pause trading, wait for market stability

Order Status Tracking:

  • Monitor pending orders, auto-cancel if timeout
  • Track partially filled orders
  • Record filled orders for reconciliation
  • Log canceled orders with reasons

Balance Monitoring:

  • Compare real-time balance with expected balance
  • Verify balance changes match trading logic
  • Detect unauthorized fund movements

3. Automatic Circuit Breaker

When the system detects anomalies, it automatically triggers circuit breaker:

Trigger Conditions:

  1. Price anomaly: Single price change exceeds 10%
  2. Volume anomaly: Volume suddenly increases 5x
  3. Continuous losses: Losses exceed threshold in short time
  4. API anomaly: Exchange API returns errors
  5. Network anomaly: Connection interrupted for over 30 seconds

Circuit Breaker Process:

Anomaly Detection → Trigger Breaker → Cancel All Orders → Pause Trading → Send Alert → Wait for Recovery
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4. Reconciliation

System periodically reconciles local state with exchange:

  • Compare local orders with exchange orders
  • Clean up expired orders
  • Check data consistency
  • Sync balance and positions

Best Practices

  1. Set Reasonable Parameters

    • Minimum balance: Set appropriate minimum balance requirement
    • Circuit breaker threshold: Adjust based on market volatility
    • Monitoring frequency: Balance frequency and system performance
  2. Regular Log Review

    • Check system logs daily
    • Pay attention to alerts
    • Detect and handle anomalies timely
  3. Diversify Investment

    • Don't invest too much in a single coin
    • Use multiple exchanges to diversify risk
    • Set maximum position limit per coin
  4. Keep System Updated

    • Update QuantMesh versions timely
    • Pay attention to security patches
    • Test new versions before deployment

Common Questions

Q: How to recover after circuit breaker?

A: System will automatically attempt recovery after 5 minutes. You can also check logs and manually recover after confirming everything is normal.

Q: How to set circuit breaker threshold?

A: Set risk_control.circuit_breaker_threshold in config file, recommended to adjust based on historical volatility.

Q: Will balance checks affect performance?

A: No. Balance checks are performed asynchronously and won't affect trading execution speed.

Summary

QuantMesh's risk control system protects your capital from multiple dimensions:

  1. Pre-flight Checks - Ensure correct configuration and sufficient balance
  2. Real-time Monitoring - Continuously monitor price, volume, order status
  3. Automatic Circuit Breaker - Immediately stop trading when anomalies occur
  4. Balance Management - Multiple balance checks to ensure fund safety
  5. State Synchronization - Periodic reconciliation to ensure data consistency

Through comprehensive risk control mechanisms, QuantMesh allows you to trade automatically with confidence, without worrying about system risks.


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