GitHub

Exchange Issues

This guide helps resolve problems related to exchange connectivity, API authentication, and trading operations.

API Authentication Issues

Invalid API Credentials

Problem: "Invalid API key" or "Authentication failed" errors.

Solution:

  1. Verify API key and secret in user/secrets.toml
  2. Check API key permissions on exchange
  3. Ensure API key is not expired
  4. Test with sandbox/testnet first

API Rate Limiting

Problem: "Rate limit exceeded" errors.

Solution:

IP Restrictions

Problem: API calls blocked due to IP restrictions.

Solution:

  1. Add your IP to exchange whitelist
  2. Use VPN if accessing from restricted region
  3. Contact exchange support for IP issues

Connectivity Issues

Network Timeouts

Problem: Connection timeouts to exchange APIs.

Solution:

SSL/TLS Issues

Problem: SSL certificate verification failures.

Solution:

Exchange-Specific Issues

Binance

Common Issues:

  • API key restrictions (spot vs futures)
  • Testnet vs mainnet confusion
  • Symbol format differences

Solutions:

Coinbase Pro

Common Issues:

  • Passphrase requirement
  • Sandbox environment setup

Solutions:

[exchanges.coinbase]
api_key = "your_key"
secret = "your_secret"
passphrase = "your_passphrase"
sandbox = true

Kraken

Common Issues:

  • API tier limitations
  • Symbol naming conventions

Solutions:

  • Verify API tier supports required features
  • Use correct symbol format (e.g., "XBTUSD" not "BTCUSD")

Data Issues

Missing Market Data

Problem: No price data available for symbol.

Solution:

  1. Verify symbol exists on exchange
  2. Check if market is active/trading
  3. Ensure timeframe is supported
  4. Test with different symbol

Incomplete Historical Data

Problem: Insufficient historical data for backtesting.

Solution:

Data Quality Issues

Problem: Gaps or inconsistencies in price data.

Solution:

Trading Issues

Order Placement Failures

Problem: Orders rejected by exchange.

Solution:

  1. Check minimum order size requirements
  2. Verify sufficient balance
  3. Ensure price is within allowed range
  4. Check market hours and status

Position Management Issues

Problem: Position size or margin calculations incorrect.

Solution:

Slippage Issues

Problem: Significant price slippage on orders.

Solution:

Monitoring and Debugging

Enable Debug Logging

Test Exchange Connectivity

Monitor API Usage

Emergency Procedures

Stop All Trading

# Activate Planar project
import Pkg
Pkg.activate("Planar")

try
    using Planar
    @environment!
    
    # Emergency stop procedures (example)
    function emergency_stop_example(exchange_name)
        @warn "EMERGENCY STOP initiated for $exchange_name"
        
        # Real implementation would be:
        # emergency_stop(exchange)
        # close_all_positions(exchange)
        
        println("All orders would be cancelled")
        println("All positions would be closed")
        println("Trading would be halted")
    end
    
    # Example usage
    emergency_stop_example("binance")
    
    println("Emergency procedures defined")
    
catch e
    @warn "Planar not available: $e"
end

API Key Compromise

If you suspect API key compromise:

  1. Immediately disable API key on exchange
  2. Generate new API credentials
  3. Update user/secrets.toml
  4. Review recent trading activity
  5. Enable IP restrictions

Getting Help

For exchange-specific issues:

  1. Check exchange status pages
  2. Review exchange API documentation
  3. Contact exchange support
  4. Check Planar GitHub Issues
  5. Join community discussions