Building an AI-based trading system that anyone can use
Complete financial automation with Excel VBA and ChatGPT!

It's okay if you don't know complex Excel VBA.
Simply ask ChatGPT a question and paste the code it generates into Excel to complete the automation program.
The key is not memorizing complex grammar, but the ability to define the problem and how to utilize what data.
By adding an AI assistant called ChatGPT to the familiar tool Excel, anyone can collect and analyze financial data and implement an automated trading system.
This book guides securities traders step-by-step through how to automate their investments using ChatGPT and Excel VBA.
Practical examples cover everything from collecting and analyzing stock and cryptocurrency data to backtesting, sending Telegram quotes, and building automated trading programs.
In particular, in addition to ChatGPT, we compare various generative AI tools such as Gemini, Copilot, and Claude, and also present criteria for selecting the appropriate AI depending on the situation.
In the era of generative AI, anyone can now try automated trading using just Excel.

Although Python is a very powerful and attractive language, it has a high barrier to entry for beginners in programming.
Especially for those who have no prior coding experience, the entire process from setting up the environment to running the code may feel like a hurdle.
/ Faced with this reality, I began to wonder if it would be possible to connect ChatGPT and the world of coding using more familiar tools.
The tool that came to mind at that time was Excel.
Excel, which many people have already used for work or everyday data organization, is an excellent medium that can be very well-suited to the code generated by ChatGPT.
In particular, we judged that Excel VBA could serve as a bridge that relatively lowers the coding barrier for Excel users.

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In the financial market, various data is generated every day, and it is important for those investing in stocks or coins to utilize this data to establish and execute optimal investment strategies.
But this is not an easy task.
(Omitted) This book aims to provide a method to solve these concerns through Excel financial programming using ChatGPT.
We present how to collect and analyze data using Excel and implement automated investment strategies using financial programming.
In other words, we want to provide those unfamiliar with coding with tools to make efficient investments, while also introducing new areas for creativity for those who already know how to code.

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Effective questions are the first step to solving programming problems.
Rather than asking a general question like "process data," it's important to specify a specific goal, such as "calculate the average of a specific column in an Excel file."
This provides clear direction to the AI, leading to efficient answers.
/ When asking questions to generative AI, including ChatGPT, you can get more accurate results by including your current situation, goals, specific APIs you want to use, and even example code.
For example, it's best to explain the situation specifically and pose a clear question, such as "Retrieving Samsung Electronics' closing price and trading volume data using sample code from the Kiwoom Securities API."

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Gathering financial data is a key part of investing and analysis.
However, manually collecting and organizing data is not only time-consuming but also prone to errors.
Therefore, an automated method is needed, and here we introduce a method to efficiently collect data by combining the artificial intelligence model ChatGPT and Excel VBA.

--- p.83

Correlation analysis plays a very important role in data analysis.
This allows us to understand the relationships between variables, and these relationships provide practical insights in a variety of fields.
For example, in economics, we can analyze the correlation between consumption and income to understand consumption patterns, and in finance, we can analyze the correlation between stock prices and trading volume to predict market trends.
Additionally, correlation analysis serves as the basis for statistical modeling and is used to build predictive models based on the association between two variables.

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This tutorial covers how to build a Telegram bot that automatically sends messages when specific events occur, using Excel VBA and the Telegram API.
Telegram bots can be used for a variety of purposes, including providing trading signal alerts and data update notifications, and their potential is further expanded when integrated with Excel.
Now, let's take a look at how to set up a Telegram bot and write Excel VBA code to build a system that sends real-time notifications.

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Since the past dates are set to the top of the two-year data, it shows data from August 22, 2022.
Additionally, the 20, 60, and 120-day moving averages, MACD, and signal line are calculated and displayed in columns C through G.
Columns I through M show the backtest results.
It displays the entry date that satisfies the entry conditions of the backtest and the liquidation date that satisfies the liquidation conditions, including the price and rate of return.
In addition, you can check the total return when trading with the corresponding strategy during the backtest period.

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We'll cover how to implement a basic automated trading system for stocks and cryptocurrencies using ChatGPT.
To automatically trade stocks and cryptocurrencies, you must open an account with a brokerage or exchange and learn how to use their APIs. APIs are programming interfaces provided by brokerages and exchanges, allowing you to access data provided by each company and execute orders directly without going through a Home Trading System (HTS).

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