Home

Genetic programming (GP) is an evolutionary algorithm that optimizes a population of computer programs according to a fitness landscape determined by a program's ability to perform a user-defined task. The first experiments with GP were reported by Smith (1980) and Cramer (1985), and the seminal book is Koza (1992).

Financial Applications of Genetic Programming

Most cited paper:
Neely, Weller and Dittmar, (1996)

Park and Irwin's (2004) excellent technical analysis review paper includes 11 studies that implement GP: five were positive, two mixed and four negative.

Bibliography

Ranked in order of citations per year.
  1. NEELY, Christopher, Paul WELLER and Robert DITTMAR, 1996. Is technical analysis in the foreign exchange market profitable?: a genetic programming approach. [Cited by 126] (13.20/year)
  2. Using genetic programming techniques to find technical trading rules, we find strong evidence of economically significant out-of-sample excess returns to those rules for each of six exchange rates, over the period 1981-1995. Further, when the dollar/deutschemark rules are allowed to determine trades in the other markets, there is a significant improvement in performance in all cases, except for the deutschemark/yen. Betas calculated for the returns according to various benchmark portfolios provide no evidence that the returns to these rules are compensation for bearing systematic risk. Bootstrapping results on the dollar/deutschemark indicate that the trading rules are detecting patterns in the data that are not captured by standard statistical models.
  3. CHEN, S.H. and C.H. YEH, 2001. Evolving Traders and the Business School with Genetic Programming: A New Architecture of the Agent-Based Stock Market. Journal of Economic Dynamics & Control. [Cited by 52] (11.43/year)
  4. In this paper, we propose a new architecture to study artificial stock markets. This architecture rests on a mechanism called 'school' which is a procedure to map the phenotype to the genotype or, in plain English, to uncover the secret of success. We propose an agent-based model of 'school', and consider school as an evolving population driven by single-population GP (SGP). The architecture also takes into consideration traders' search behavior. By simulated annealing, traders' search density can be connected to psychological factors, such as peer pressure or economic factors such as the standard of living. This market architecture was then implemented in a standard artificial stock market. Our econometric study of the resultant arti"cial time series evidences that the return series is independently and identically distributed (iid), and hence supports the e$cient market hypothesis (EMH). What is interesting though is that this iid series was generated by traders, who do not believe in the EMH at all. In fact, our study indicates that many of our traders were able to "nd useful signals quite often from business school, even though these signals were short-lived. not used?
  5. NEELY, Christopher and Paul WELLER, 2001. Technical analysis and central bank intervention. Journal of International Money and Finance. [Cited by 25] (5.50/year)
  6. not relevant?
  7. GOONATILAKE, S. and P.C. TRELEAVEN, 1995. Intelligent systems for finance and business. Chichester; New York: Wiley. [Cited by 55] (5.21/year)
  8. book
  9. POTVIN, J.Y., P. SORIANO and M. VALLEE, 2004. Generating trading rules on the stock markets with genetic programming.. Computers & Operations Research. [Cited by 8] (5.17/year)
  10. Technical analysis is aimed at devising trading rules capable of exploiting short-term fluctuations on the financial markets. Recent results indicate that this market timing approach may be a viable alternative to the buy-and-hold approach, where the assets are kept over a relatively long time period. In this paper, we propose genetic programming as a means to automatically generate such short-term trading rules on the stock markets. Rather than using a composite stock index for this purpose, the trading rules are adjusted to individual stocks. Computational results, basedon historical pricing andtransaction volume data, are reportedfor 14 Canadian companies listedon the Toronto stock exchange market. Conclusion: The results show that the trading rules generated by GP are generally bene3cial when the market falls or when it is stable. On the other hand, these rules do not match the buy-and-hold approach when the market is rising.
  11. PHELPS, S., et al., 2002. Co-evolution of auction mechanisms and trading strategies: Towards a novel approach to microeconomic …. GECCO-02 Workshop on Evolutionary Computation in Multi-Agent …. [Cited by 17] (4.79/year)
  12. KABOUDAN, M.A., 2000. Genetic Programming Prediction of Stock Prices. Computational Economics. [Cited by 23] (4.15/year)
  13. Based on predictions of stock-prices using genetic programming (or GP), a possibly profitable trading strategy is proposed. A metric quantifying the probability that a specific time series is GP-predictable is presented first. It is used to show that stock prices are predictable. GP then evolves regression models that produce reasonable one-day-ahead forecasts only. This limited ability led to the development of a single day-trading strategy (SDTS) in which trading decisions are based on GP-forecasts of daily highest and lowest stock prices. SDTS executed for fifty consecutive trading days of six stocks yielded relatively high returns on investment.
  14. PRICE, T.C., 1997. Using co-evolutionary programming to simulate strategic behaviour in markets. Journal of Evolutionary Economics. [Cited by 32] (3.74/year)
  15. DWORMAN, Garett, Steven O. KIMBROUGH and James D. LAING, 1996. Bargaining by artificial agents in two coalition games: A study in genetic programming for …. Genetic Programming. [Cited by 34] (3.56/year)
  16. MCKEE, T.E. and T. LENSBERG, 2002. Genetic programming and rough sets: a hybrid approach to bankruptcy classification. European Journal of Operational Research. [Cited by 12] (3.38/year)
  17. CHEN, S.H., 2002. Genetic algorithms and genetic programming in computational finance. books.google.com. [Cited by 12] (3.38/year)
  18. CHEN, Shu-Heng and Chia-Hsuan YEH, 1997. Toward a Computable Approach to the Efficient Market Hypothesis: An Application of Genetic Programming. Journal of Economic Dynamics and Control. [Cited by 27] (3.16/year)
  19. CHEN, S.H. and C.H. YEH, 1997. Toward a Computable Approach to the Efficient Market Hypothesis: An Application of Genetic …. Journal of Economic Dynamics and Control. [Cited by 27] (3.16/year)
  20. NEELY, Christopher J. and Paul A. WELLER, 1997. Technical trading rules in the European Monetary System. [Cited by 26] (3.04/year)
  21. OUSSAIDENE, M., et al., 1997. Parallel Genetic Programming and its Application to Trading Model Induction. Parallel Computing. [Cited by 25] (2.92/year)
  22. OUSSAIDÈNE, Mouloud, et al., 1997. Parallel Genetic Programming and its Application to Trading Model Induction. Parallel Computing. [Cited by 25] (2.92/year)
  23. DEMPSTER, M.A.H. and C.M. JONES, 2000. A real-time adaptive trading system using genetic programming. [Cited by 16] (2.88/year)
  24. NEELY, Christopher J. and Paul A. WELLER, 1999. Intraday technical trading in the foreign exchange market. [Cited by 18] (2.75/year)
  25. BECKER, Lee A. and Mukund SESHADRI, 2003. GP-evolved Technical Trading Rules Can Outperform Buy and Hold. Proc. 6th Int'l Conf. on Computational Intelligence and …. [Cited by 6] (2.35/year)
  26. IBA, H. and T. SASAKI, 1999. Using genetic programming to predict financial data. Proceedings of the 1999 Congress of Evolutionary Computation …. [Cited by 14] (2.14/year)
  27. CHEN, S.H., C.H. YEH and W.C. CHANG, 1997. Modeling Speculators with Genetic Programming. Evolutionary Programming. [Cited by 17] (1.99/year)
  28. IBA, H. and N. NIKOLAEV, 2000. 'Genetic Programming Polynomial Models of Financial Data Series'. Proc. of CEC. [Cited by 10] (1.80/year)
  29. BHATTACHARYYA, S., O.V. PICTET and G. ZUMBACH, 2002. Knowledge-intensive genetic discovery in foreign exchange markets. IEEE Transactions on Evolutionary Computation. [Cited by 6] (1.69/year)
  30. OUSSAIDENE, M., et al., 1996. Parallel genetic programming: An application to trading models evolution. Genetic Programming. [Cited by 16] (1.68/year)
  31. WANG, J., 2000. Trading and hedging in S & P 500 spot and futures markets using genetic programming. Journal of Futures Markets. [Cited by 9] (1.62/year)
  32. LI, J. and E.P.K. TSANG, 2000. Reducing Failures in Investment Recommendations using Genetic Programming. Computing in Economics and Finance Conference, Barcelona, …. [Cited by 9] (1.62/year)
  33. TSANG, E.P.K., et al., 2001. EDDIE in Financial Decision Making. Journal of Management and Economics. [Cited by 7] (1.54/year)
  34. LI, Jin and Edward P. K. TSANG, 1999. Investment Decision Making Using FGP: A Case Study. Proceedings of Congress on Evolutionary Computation (CEC'99) …. [Cited by 10] (1.53/year)
  35. LI, J. and E.P.K. TSANG, 1999. Investment Decision Making Using FGP: A Case Study. Proceedings of Congress on Evolutionary Computation (CEC'99) …. [Cited by 10] (1.53/year)
  36. DEMPSEY, I., M. O'NEILL and A. BRABAZON, 2002. Investigations into Market Index Trading Models Using Evolutionary Automatic Programming. AICS. [Cited by 5] (1.41/year)
  37. LI, Jin and Edward P. K. TSANG, 1999. Improving Technical Analysis Predictions: An Application of Genetic Programming. FLAIRS Conference. [Cited by 9] (1.37/year)
  38. LI, J. and E.P.K. TSANG, 1999. Improving Technical Analysis Predictions: An Application of Genetic Programming. FLAIRS Conference. [Cited by 9] (1.37/year)
  39. CHEN, S.H. and C.H. YEH, 1996. Genetic programming and the efficient market hypothesis. Genetic Programming. [Cited by 13] (1.36/year)
  40. PARK, C.H. and S.H. IRWIN, 2004. The Profitability of Technical Analysis: A Review.. AgMAS Project Research Report No. [Cited by 2] (1.29/year)
  41. CHIDAMBARAN, N.K., 2003. Genetic Programming with Monte Carlo Simulation for Option Pricing. Unpublished Working Paper. [Cited by 3] (1.18/year)
  42. CHEN, S.H., 2001. Fundamental issues in the use of genetic programming in agent-based computational economics. [Cited by 5] (1.10/year)
  43. FYFE, C., J.P. MARNEY and H.F.E. TARBERT, 1999. Technical Analysis versus Market Efficiency--A Genetic Programming Approach. Applied Financial Economics. [Cited by 7] (1.07/year)
  44. NEELY, C., P. WELLER and R. DITTMAR, 1997. Is technical analysis profitable in the foreign exchange market? A genetic programming approach. Journal of Financial and Quantitative Analysis. [Cited by 8] (0.94/year)
  45. CHIDAMBARAN, N.K., C.H.J. LEE and J.R. TRIGUEROS, 1998. An adaptive evolutionary approach to option pricing via genetic programming. Genetic Programming. [Cited by 7] (0.93/year)
  46. KABOUDAN, M.A., 1999. A measure of time series' predictability using genetic programming applied to stock returns. Journal of Forecasting. [Cited by 6] (0.92/year)
  47. O'NEILL, M., et al., 2001. Evolving Market Index Trading Rules Using Grammatical Evolution. EvoWorkshops. [Cited by 4] (0.88/year)
  48. O'NEILL, M., et al., 2001. Developing a Market Timing System using Grammatical Evolution. Proceedings of the Genetic and Evolutionary Computation …. [Cited by 4] (0.88/year)
  49. CHEN, S.H. and C.H. YEH, 1997. Speculative trades and financial regulations: simulations based on genetic programming. Computational Intelligence for Financial Engineering (CIFEr) …. [Cited by 7] (0.82/year)
  50. THOMAS, J.D. and K. SYCARA, 1999. The importance of simplicity and validation in genetic programming for data mining in financial data. Proceedings of the joint GECCO-99 and AAAI-99 Workshop on …. [Cited by 5] (0.76/year)
  51. THOMAS, J.D. and K. SYCARA, 1999. The importance of simplicity and validation in genetic programming for data mining in financial data. Proceedings of the joint GECCO-99 and AAAI-99 Workshop on …. [Cited by 5] (0.76/year)
  52. TSANG, E.P.K. and J. LI, 2000. Combining Ordinal Financial Predictions with Genetic Programming. IDEAL. [Cited by 4] (0.72/year)
  53. CHEN, Shu-Heng, 2001. On the Relevance of Genetic Programming to Evolutionary Economics. Evolutionary Controversy in Economics towards a New Method …. [Cited by 3] (0.66/year)
  54. CHEN, S.H., 2001. On the Relevance of Genetic Programming to Evolutionary Economics. Evolutionary Controversy in Economics towards a New Method …. [Cited by 3] (0.66/year)
  55. CHEN, S.H., W.C. LEE and C.H. YEH, 1999. Hedging derivative securities with genetic programming. International Journal of Intelligent Systems in Accounting …. [Cited by 4] (0.61/year)
  56. BUTLER, J.M., 1997. EDDIE beats the market, data mining and decision support through genetic programming. Developments, Reuters Limited. [Cited by 5] (0.58/year)
  57. YEH, C.H. and S.H. CHEN, 2001. Market Diversity and Market Efficiency: The Approach Based on Genetic Programming. Artificial Intelligence and Simulation of Behaviour Journal. [Cited by 2] (0.44/year)
  58. YEH, C.H. and S.H. CHEN, 2001. The Influence of Market Size in an Artificial Stock Market: The Approach Based on Genetic …. Preprint: I-Shou University ? x. [Cited by 2] (0.44/year)
  59. SANTINI, M. and A. TETTAMANZI, 2001. Genetic Programming for Financial Time Series Prediction. EuroGP. [Cited by 2] (0.44/year)
  60. CHIDAMBARAN, N.K., C.W.J. LEE and J.R. TRIGUEROS, 1998. Adapting Black-Scholes to a non-Black-Scholes environment via Genetic Programming. The 1998 IEEE/IAFE/INFORMS Conference on Computational …. [Cited by 3] (0.40/year)
  61. BECKER, Lee A. and Mukund SESHADRI, 2003. Comprehensibility and overfitting avoidance in genetic programming for technical trading rules. Technical report, Worcester Polytechnic Institute, Ma. [Cited by 1] (0.39/year)
  62. MARNEY, J.P., H. TARBERT and C. FYFE, 2000. Technical trading versus market efficiency—a genetic programming approach. Computing in Economics andFinance, Society for Computational …. [Cited by 2] (0.36/year)
  63. ZUMBACH, Gilles, Olivier V. PICTET and Oliver MASUTTI, 2001. Genetic programming with syntactic restrictions applied to financial volatility forecasting. [Cited by 1] (0.22/year)
  64. ZHANG, X.B., Y.K. TSE and W.S. CHAN, 2000. Detecting structural changes using genetic programming with an application to the Greater-China …. Statistics and Finance: An Interface. [Cited by 1] (0.18/year)
  65. YEH, S.H.C.C.H., Bridging the Gap between Nonlinearity Tests and the Efficient Market Hypothesis by Genetic …. ieeexplore.ieee.org. [Cited by 3] (?/year)
  66. YEH, C.H. and S.H. CHEN, … in Agent-Based Computational Stock Markets: The Approach Based on Population Genetic Programming. fmwww.bc.edu. [Cited by 2] (?/year)
  67. YAN, Wei, 2003. “Profitable, Return Enhancing” Portfolio Adjustments – An Application of Genetic Programming with Constrained Syntactic Structure.
  68. NEELY, Chris, Paul WELLER and Rob DITTMAR, What Does Genetic Programming Teach us About the Foreign Exchange Market?, 1998.
  69. NEELY, C.J. and P.A. WELLER, Predicting Exchange Rate Volatility: Genetic Programming vs. GARCH and RiskMetrics?. research.stlouisfed.org. [Cited by 8] (?/year)
  70. NEELY, C.J. and P. WELLER, 2002. Predicting Exchange Rate Volatility: Genetic Programming Versus GARCH and RiskMetrics, The …. Louis. May-June. [not cited] (0/year)
  71. MCCLUSKEY, Peter C., 1993. Feedforward and recurrent neural networks and genetic programs for stock market and time series …. Master of Applied Science thesis, Department of Computer &h. [Cited by 11] (?/year)
  72. LOIA, V. and S. SCANDIZZO, Proceedings of the Third International Symposium on …. Qualitative selection strategies in genetic-based evolutionary economic models. [Cited by 6] (?/year)
  73. KAPISHNIKOV, A., 2002. OPTIMIZATION OF TECHNICAL RULES ON THE BASIS OF INTELLIGENT HYBRID SYSTEMS. dssg.cs.rtu.lv. [not cited] (?/year)
  74. CHEN, S.H. and C.H. YEH, Proceedings of the 1999 Congress on Evolutionary Computation …. Genetic programming in the agent-based artificial stock market. [Cited by 3] (?/year)
  75. CHEN, S.H. and C.C. NI, Proceedings of the 1996 IEEE International Symposium on …. Understanding the nature of predatory pricing in the large-scale market economy with genetic …. [Cited by 2] (?/year)
  76. CHEN, S. and C. YEH, Genetic programming, predictability, and stock market efficiency. Proceedings of the Modelling and Control of National and …. [Cited by 5] (?/year)
  77. BECKER, Lee A. and Mukund SESHADRI, Cooperative Coevolution of Technical Trading Rules, 2003.