Detecting Toxic Flow

Fuente: arXiv
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Main Authors: Cartea, Álvaro, Duran-Martin, Gerardo, Sánchez-Betancourt, Leandro
Format: Preprint
Published: 2023
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author Cartea, Álvaro
Duran-Martin, Gerardo
Sánchez-Betancourt, Leandro
author_facet Cartea, Álvaro
Duran-Martin, Gerardo
Sánchez-Betancourt, Leandro
contents This paper develops a framework to predict toxic trades that a broker receives from her clients. Toxic trades are predicted with a novel online learning Bayesian method which we call the projection-based unification of last-layer and subspace estimation (PULSE). PULSE is a fast and statistically-efficient Bayesian procedure for online training of neural networks. We employ a proprietary dataset of foreign exchange transactions to test our methodology. Neural networks trained with PULSE outperform standard machine learning and statistical methods when predicting if a trade will be toxic; the benchmark methods are logistic regression, random forests, and a recursively-updated maximum-likelihood estimator. We devise a strategy for the broker who uses toxicity predictions to internalise or to externalise each trade received from her clients. Our methodology can be implemented in real-time because it takes less than one millisecond to update parameters and make a prediction. Compared with the benchmarks, online learning of a neural network with PULSE attains the highest PnL and avoids the most losses by externalising toxic trades.
format Preprint
id arxiv_https___arxiv_org_abs_2312_05827
institution arXiv
publishDate 2023
record_format arxiv
spellingShingle Detecting Toxic Flow
Cartea, Álvaro
Duran-Martin, Gerardo
Sánchez-Betancourt, Leandro
Trading and Market Microstructure
Machine Learning
This paper develops a framework to predict toxic trades that a broker receives from her clients. Toxic trades are predicted with a novel online learning Bayesian method which we call the projection-based unification of last-layer and subspace estimation (PULSE). PULSE is a fast and statistically-efficient Bayesian procedure for online training of neural networks. We employ a proprietary dataset of foreign exchange transactions to test our methodology. Neural networks trained with PULSE outperform standard machine learning and statistical methods when predicting if a trade will be toxic; the benchmark methods are logistic regression, random forests, and a recursively-updated maximum-likelihood estimator. We devise a strategy for the broker who uses toxicity predictions to internalise or to externalise each trade received from her clients. Our methodology can be implemented in real-time because it takes less than one millisecond to update parameters and make a prediction. Compared with the benchmarks, online learning of a neural network with PULSE attains the highest PnL and avoids the most losses by externalising toxic trades.
title Detecting Toxic Flow
topic Trading and Market Microstructure
Machine Learning
url https://arxiv.org/abs/2312.05827