Appendix A. Setting up the environment
Some readers may prefer cloud services, while others prefer to use their own devices. Many programmers are familiar with specific tools to replace the ones shown in the book, allowing them to choose their final configuration independently. In this appendix, we list options for each category. We will demonstrate how to integrate cloud services, manage source code, select development environments, and export data.
One service that every reader needs to sign up for if they want to experiment with all the solutions provided is the brokers and exchanges presented in this book. Please be aware that, as these are platforms that host financial data, they require some extra security procedures such as a KYC process. Suppose you feel uncomfortable with using a broker as a backend, or your broker does not support remote access through an API. In that case, you can always create a small relational database that contains tables with all your positions.
Please note that this appendix highlights only the basic actions, but does not explain all the details required for possible environments. For detailed instructions on setting up a framework or service for your specific environment, please conduct web research or consult a large language model (LLM).