Mariner Backtesting - TA-LIB Overview

Technical Analysis Library (TA-LIB)

TA-Lib is widely used by quantitative researchers and software engineers developing automated trading systems and charts. This freely available tool allows you to gather information on over 200 stock market indicators.

The Best Part

You don't need to develop software to find these financial indicators. You can spend your time working with the information to develop trading strategies and not on figuring out how to write code to correctly calculate a formula.

TA-LIB

  • Includes 200 indicators such as ADX, MACD, RSI, Stochastic, Bollinger Bands etc

  • Candlestick pattern recognition

  • For more detailed information visit

Video Introduction
Those unfamiliar with TALIB may want to watch our introduction video.


Important Note

If using TA-LIB in CQLIVE live trading environment, you may get an error. Try converting your array to a Numpy array before passing to TALIB.

 import talib
import numpy as np
close = md.bar.daily(start=-255).close
close_np = np.array(close)
output = talib.SMA(close_np)
Function API

Each function returns an output array and has default values for their parameters unless specified as keyword arguments. Typically, these functions will have an initial "lookback" period (a required number of observations before an output is generated) set to NaN.

All of the following examples use the Function API:

 import talib

close = md.bar.daily(start=-255).close

Calculate a simple moving average of the close prices:

 output = talib.SMA(close)

Calculating bollinger bands, with triple exponential moving average:

 from talib import MA_Type

upper, middle, lower = talib.BBANDS(close, matype=MA_Type.T3)

Calculating momentum of the close prices, with a time period of 5:

 output = talib.MOM(close, timeperiod=5)
Abstract API

If you're already familiar with using the function API, you should feel right at home using the Abstract API.

Every function takes a collection of named inputs, either a dict of bar attribute array.

For example, inputs could be provided for the typical "OHLCV" data:

 bar = md.bar.daily(start=-255)

# note that all arrays must be the same length!
inputs = {
    'open': bar.open,
    'high': bar.high,
    'low': bar.low,
    'close': bar.close,
    'volume': bar.volume
}

Functions can either be imported directly or instantiated by name:

 from talib import abstract

# directly
sma = abstract.SMA

# or by name
sma = abstract.Function('sma')

From there, calling functions is basically the same as the function API:

 from talib.abstract import *

# uses close prices (default)
output = SMA(inputs, timeperiod=25)

# uses open prices
output = SMA(inputs, timeperiod=25, price='open')

# uses close prices (default)
upper, middle, lower = BBANDS(inputs, 20, 2, 2)

# uses high, low, close (default)
slowk, slowd = STOCH(inputs, 5, 3, 0, 3, 0) # uses high, low, close by default

# uses high, low, open instead
slowk, slowd = STOCH(inputs, 5, 3, 0, 3, 0, prices=['high', 'low', 'open'])
Supported Indicators and Functions

We can show all the TA functions supported by TA-Lib, either as a list or as a dict sorted by group (e.g. "Overlap Studies", "Momentum Indicators", etc):

 import talib

# list of functions
print talib.get_functions()

# dict of functions by group
print talib.get_function_groups()

Indicator Groups

  • Overlap Studies The overlap studies cover data typically used in common "overlays" to stock market charts. The most common of these are the moving averages and trendlines.

  • Momentum Indicators Indicators for the speed or velocity of a price change in each security. This is easily thought of as a measurement of the rate of change (increase/decrease) in the market price of the security.

  • Volume Indicators Volume is the quantity of a security that has been traded in the specified time (day, hour, minute, ...). Volume can be used to judge the strength or weakness of a market move.

  • Volatility Indicators Volatility is the amount of dispersion or fluctuation in the price of a security. Volatility indicators are useful for determining the amount of risk or potential profit that exists in the security. The volatility indicators in TA-LIB can be thought of as "Range" indicators.

  • Price Transform Statistical information about how a price is changing (average, median, ...)

  • Cycle Indicators Cycle Indicators are used by technical analysts to analyze variations in the amplitude of securities. These are commonly called Hilbert Transform Price Cycles.

  • Pattern Recognition Charting patterns have been around for a very long time. They go by many names including Japanese Candlesticks. Chart patterns look at the overall market typically assuming the market price is the best indicator of all other statistics. The patterns that are found in stock charts give a technical analyst an indicator of likely future changes.

Overlap Studies

 BBANDS               Bollinger Bands
DEMA                 Double Exponential Moving Average
EMA                  Exponential Moving Average
HT_TRENDLINE         Hilbert Transform - Instantaneous Trendline
KAMA                 Kaufman Adaptive Moving Average
MA                   Moving average
MAMA                 MESA Adaptive Moving Average
MAVP                 Moving average with variable period
MIDPOINT             MidPoint over period
MIDPRICE             Midpoint Price over period
SAR                  Parabolic SAR
SAREXT               Parabolic SAR - Extended
SMA                  Simple Moving Average
T3                   Triple Exponential Moving Average (T3)
TEMA                 Triple Exponential Moving Average
TRIMA                Triangular Moving Average
WMA                  Weighted Moving Average

Momentum Indicators

 ADX                  Average Directional Movement Index
ADXR                 Average Directional Movement Index Rating
APO                  Absolute Price Oscillator
AROON                Aroon
AROONOSC             Aroon Oscillator
BOP                  Balance Of Power
CCI                  Commodity Channel Index
CMO                  Chande Momentum Oscillator
DX                   Directional Movement Index
MACD                 Moving Average Convergence/Divergence
MACDEXT              MACD with controllable MA type
MACDFIX              Moving Average Convergence/Divergence Fix 12/26
MFI                  Money Flow Index
MINUS_DI             Minus Directional Indicator
MINUS_DM             Minus Directional Movement
MOM                  Momentum
PLUS_DI              Plus Directional Indicator
PLUS_DM              Plus Directional Movement
PPO                  Percentage Price Oscillator
ROC                  Rate of change : ((price/prevPrice)-1)*100
ROCP                 Rate of change Percentage: (price-prevPrice)/prevPrice
ROCR                 Rate of change ratio: (price/prevPrice)
ROCR100              Rate of change ratio 100 scale: (price/prevPrice)*100
RSI                  Relative Strength Index
STOCH                Stochastic
STOCHF               Stochastic Fast
STOCHRSI             Stochastic Relative Strength Index
TRIX                 1-day Rate-Of-Change (ROC) of a Triple Smooth EMA
ULTOSC               Ultimate Oscillator
WILLR                Williams' %R

Volume Indicators

 AD                   Chaikin A/D Line
ADOSC                Chaikin A/D Oscillator
OBV                  On Balance Volume

Cycle Indicators

 HT_DCPERIOD          Hilbert Transform - Dominant Cycle Period
HT_DCPHASE           Hilbert Transform - Dominant Cycle Phase
HT_PHASOR            Hilbert Transform - Phasor Components
HT_SINE              Hilbert Transform - SineWave
HT_TRENDMODE         Hilbert Transform - Trend vs Cycle Mode

Price Transform

 AVGPRICE             Average Price
MEDPRICE             Median Price
TYPPRICE             Typical Price
WCLPRICE             Weighted Close Price

Volatility Indicators

 ATR                  Average True Range
NATR                 Normalized Average True Range
TRANGE               True Range

Pattern Recognition

 CDL2CROWS            Two Crows
CDL3BLACKCROWS       Three Black Crows
CDL3INSIDE           Three Inside Up/Down
CDL3LINESTRIKE       Three-Line Strike
CDL3OUTSIDE          Three Outside Up/Down
CDL3STARSINSOUTH     Three Stars In The South
CDL3WHITESOLDIERS    Three Advancing White Soldiers
CDLABANDONEDBABY     Abandoned Baby
CDLADVANCEBLOCK      Advance Block
CDLBELTHOLD          Belt-hold
CDLBREAKAWAY         Breakaway
CDLCLOSINGMARUBOZU   Closing Marubozu
CDLCONCEALBABYSWALL  Concealing Baby Swallow
CDLCOUNTERATTACK     Counterattack
CDLDARKCLOUDCOVER    Dark Cloud Cover
CDLDOJI              Doji
CDLDOJISTAR          Doji Star
CDLDRAGONFLYDOJI     Dragonfly Doji
CDLENGULFING         Engulfing Pattern
CDLEVENINGDOJISTAR   Evening Doji Star
CDLEVENINGSTAR       Evening Star
CDLGAPSIDESIDEWHITE  Up/Down-gap side-by-side white lines
CDLGRAVESTONEDOJI    Gravestone Doji
CDLHAMMER            Hammer
CDLHANGINGMAN        Hanging Man
CDLHARAMI            Harami Pattern
CDLHARAMICROSS       Harami Cross Pattern
CDLHIGHWAVE          High-Wave Candle
CDLHIKKAKE           Hikkake Pattern
CDLHIKKAKEMOD        Modified Hikkake Pattern
CDLHOMINGPIGEON      Homing Pigeon
CDLIDENTICAL3CROWS   Identical Three Crows
CDLINNECK            In-Neck Pattern
CDLINVERTEDHAMMER    Inverted Hammer
CDLKICKING           Kicking
CDLKICKINGBYLENGTH   Kicking - bull/bear determined by the longer marubozu
CDLLADDERBOTTOM      Ladder Bottom
CDLLONGLEGGEDDOJI    Long Legged Doji
CDLLONGLINE          Long Line Candle
CDLMARUBOZU          Marubozu
CDLMATCHINGLOW       Matching Low
CDLMATHOLD           Mat Hold
CDLMORNINGDOJISTAR   Morning Doji Star
CDLMORNINGSTAR       Morning Star
CDLONNECK            On-Neck Pattern
CDLPIERCING          Piercing Pattern
CDLRICKSHAWMAN       Rickshaw Man
CDLRISEFALL3METHODS  Rising/Falling Three Methods
CDLSEPARATINGLINES   Separating Lines
CDLSHOOTINGSTAR      Shooting Star
CDLSHORTLINE         Short Line Candle
CDLSPINNINGTOP       Spinning Top
CDLSTALLEDPATTERN    Stalled Pattern
CDLSTICKSANDWICH     Stick Sandwich
CDLTAKURI            Takuri (Dragonfly Doji with very long lower shadow)
CDLTASUKIGAP         Tasuki Gap
CDLTHRUSTING         Thrusting Pattern
CDLTRISTAR           Tristar Pattern
CDLUNIQUE3RIVER      Unique 3 River
CDLUPSIDEGAP2CROWS   Upside Gap Two Crows
CDLXSIDEGAP3METHODS  Upside/Downside Gap Three Methods
Helpful Hints

Many backtesters use Pandas and NUMPY while researching quantitative strategies. This is quite OK for the research loop. Please keep in mind that strategies using numpy/pandas will not be able to be used in forward testing or live trading