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ExPo: The Exchange Portal (C) John Cartlidge, University of Bristol


			Last modified: 08-08-2013
			


ExPo: Exchange Portal is an online financial trading exchange platform designed to run controlled scientific trading experiments between human traders and automated trader robots.  
 
© Copyright 2011, 2012, 2013 University of Bristol, UK.  


ExPo: Exchange Portal is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version.

ExPo: Exchange Portal is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the GNU General Public License for more details.

You should have received a copy of the GNU General Public License 
along with ExPo: Exchange Portal.  If not, see <http://www.gnu.org/licenses/>.


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README Contents:

	- Directory contents: description of directory structure
	
	- Software requirements: software description and platform requirements
	
	- Quick-start guide: simple steps for getting ExPo up and running
	
	- Contributors, Acknowledgements & Contact
	
----------------------------------------------------------------------------

								
			  --- Directory Contents ---
								
								

Directories:


	------------------
	- VM_Applicances -
	------------------
	
		This directory contains virtual machine appliances containing full 
		installations of ExPo. Download the *.ova appliance file and import 
		into VM software such as VirtualBox, freely available from 
		https://www.virtualbox.org
	
		Once imported, VM appliances can be run "out of the box"
	
	---------------------
	- Installation Docs -
	---------------------
	
	 	This directory contains ExPo documentation, including:
	 	
	 		- User & Developer Guide
	 		- Installation scripts 
	 		
	 		
Release versions of ExPo:


	---------------------
	- expo-0.1-r147.tgz -
	---------------------
	
		ExPo version 0.1, revision 147.
		
		Code imported to sourceforge SVN repository as 'initial import' r2.
		
		Latest ExPo code produced by Tomas Gražys, University of Bristol, Dec. 2011.
		
		Updates from r145:
		
			- OrderBook now only displays top 5 orders (i.e., depth=5)
			
			- Robot interface to the OrderBook has been modified
			
			WARNING: Modifications to the orderbook interface means that robots 
			from previous versions are NO LONGER COMPATIBLE.
			This includes robots in revision 145.						 
	
	---------------------
	- expo-0.1-r145.tgz -
	---------------------
	
		ExPo version 0.1, revision 145. [Branch]
		
		[Branched at revision 145, changes made were not integrated into the trunk]
		
		Modified ExPo version used by Steve Stotter for his MSc dissertation (2012).
		Contains a suite of robots including (modified versions of):
		
			- ZIC (Zero Intelligence Constrained)
			- ZIP (Zero Intelligence Plus)
			- AA  (Adaptive Aggressive)

		Results from this research have been published in the following conference paper:
		
		S. Stotter, J. Cartlidge, & D. Cliff, (2013), “Exploring assignment-adaptive 
		(ASAD) trading agents in financial market experiments,” in Proc. 5th 
		Int. Conf. Agents and Artif. Intelligence, Vol. 1 - Agents (ICAART-2013). 
		J. Filipe & A. Fred, Eds. Barcelona, Spain: SciTePress, Feb. 2013, pp. 77-88.

	-------------------------------
	- expo-0.0.1-pre-alpha.tar.gz -
	-------------------------------

		Early development release of ExPo used at the University of Bristol for teaching 
		and assessment for the MSc module COMSM2006 'Algorithmic & Economic Aspects
		of the Internet', Department of Computer Science (2011).
		
		Simple ZIC robot included in release.
		

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                          ExPo: The Exchange Portal  

                         -- Software Requirements -- 


ExPo is a Ruby on Rails application:

 - Operating System: Unix/Linux/OSX

 - Application languages: 
 
 		- Ruby 
 		- Rails
 		- C    [Robots]
		 
 - Suggested Configuration:
 
 		- Ubuntu 64 bit OS 
 		- Ruby-1.8.7-p352  [no longer supported]
 		
 - Installation:
 
 		- An installer exists to download and install all ExPo dependencies on
 		a clean Ubuntu OS.  This has been tested on Ubuntu 13.04, 64 bit OS.
 		
 			File: install_expo_dependencies_on_ubuntu.sh
 		
 		- This installer is *not* guaranteed to work on other linux systems. For 
 		advice on installing ExPo on other platforms, see:
 		
 			File: personal_installation.txt
 
 		- To install on AWS, follow the full installation guide:
 		
 			File: migrate_expo_to_cloud.txt
 			
 			
 		

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                           ExPo: The Exchange Portal  

                            -- Quick-Start Guide -- 


[1] Installing ExPo:

	Options: 
	
	- Download VM appliance with ExPo pre-installed [see VM_Appliances] 

	- Follow the installation steps listed in "Software Requirements", above
	
[2] Running ExPo:


	To start ExPo:
	
		Open Terminal 
		Move to $EXPO_HOME directory
		Run start script: ./start_expo [IP address]
		
		NOTE: If no IP address is passed as a command line parameter, expo will issue
		a warning, but will still launch. The IP address will be guessed. Make sure that
		this is the correct IP address. Use ifconfig to view IP addresses of network 
		cards. If you want to access expo from a remote machine, ensure that you 
		configure your network to enable connections on ports 3000 and 8081.
	
	To access ExPo:
	
		ExPo runs on ports 3000 and 8081. Ensure these ports are open in your firewall.
		Open browser and point to [IP address]:3000
		
		From the Guest OS, you can use  - localhost:3000 
		From remote OS, you must use    - [IP address]:3000
		
	To stop ExPo:
		
		From $EXPO_HOME dir, run stop script: ./stop_expo

[3] Troubleshooting & User-guide:

	Refer to the Developer and User Guide documentation: ExPo_DevAndUserGuide.pdf
	
	
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                           ExPo: The Exchange Portal  

                             -- Acknowledgements -- 



ExPo was developed at the University of Bristol, UK, with financial support from LSCITS -
http://lscits.cs.bris.ac.uk


Thanks to the University of Bristol undergraduate intern developers who brought ExPo 
to life:

ExPo Developers & Contributors:

- Tomas Gražys, Michael Jewell, Steve Stotter 

... particularly Tomas Gražys, who committed a super-human effort to the development!


Enjoy the software!

John Cartlidge



		###########################################################
		# For further information, contact:                       #
		#                                                         #
		# Dr John Cartlidge                                       #
		# email: john@john-cartlidge.co.uk                        #
		#                                                         #
		# Department of Computer Science                          #
		# University of Bristol, The Merchant Venturers Building  #
		# Woodland Road, Bristol, BS8-1UB, United Kingdom.        #
		###########################################################
	

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Source: README.txt, updated 2013-08-22