/ docs / src / API / instances.md
instances.md
 1  # Instances API
 2  
 3  The Instances module manages asset instances within strategies, handling position tracking, margin management, and asset-specific data. It provides the bridge between abstract assets and their concrete usage in trading strategies.
 4  
 5  ## Overview
 6  
 7  The Instances module handles:
 8  - Asset instance creation and management
 9  - Position tracking for spot and margin trading
10  - OHLCV data association with assets
11  - Fee calculation and management
12  - Balance and cash tracking
13  - Margin and leverage management
14  
15  ## Core Types
16  
17  ### Asset Instance
18  
19  
20  ### Position Types
21  
22  
23  ## Asset Instance Management
24  
25  ### Basic Asset Instance Operations
26  
27  
28  ### Asset Instance Information
29  
30  
31  ### Data Access and Management
32  
33  
34  ## Position Management
35  
36  ### Spot Trading Positions
37  
38  
39  ### Margin Trading Positions
40  
41  
42  ## Fee Management
43  
44  ### Fee Calculation
45  
46  
47  ## Cash and Balance Management
48  
49  ### Cash Operations
50  
51  
52  ### Portfolio Value Calculation
53  
54  
55  ## Performance Optimization
56  
57  ### Efficient Instance Operations
58  
59  
60  ## Integration Examples
61  
62  ### Strategy Integration
63  
64  
65  ## Complete API Reference
66  
67  ```@autodocs
68  Modules = [Planar.Engine.Instances]
69  ```
70  
71  ## See Also
72  
73  - **[Instruments API](instruments.md)** - Financial instrument definitions
74  - **[Strategies API](strategies.md)** - Strategy base classes and interfaces
75  - **[Data API](../data.md)** - Data structures and management
76  - **[Executors API](executors.md)** - Order execution and management
77  - **[Strategy Development Guide](../guides/strategy-development.md)** - Building trading strategies
78  - **[Advanced Trading Guide](../advanced/risk-management.md)** - Margin and derivative trading