RAM vs Processor vs # of Cores ... what matters most for a trading rig?

I thi k your old machine specs were more than powerful enough.

Yes, I have no doubt that it is, but as I've written ITT, I stupidly did not prioritize a 4K screen when it has turned out to be one of the more important features for my purposes. So I'm buying another (17" + 4K display) and don't want to end up with a $5K laptop with specs that are a massive waste for my purposes...hence creation of this thread in which I try to ferret out what I can trade off.
 
Buying a new dedicated trading rig, and trying to make sure I splurge for the "right", most worthwhile upgrades. I plan on using this as a dedicated trading computer: I run IB TWS software (+occasionally others), Excel with a streaming-data API, and sometimes misc charting software. FWIW my Excel workbook is very resource-intensive: a 20MB file and streams 500+ real-time symbols via API, and runs a bunch of real-time calculations.

I've done some reading about RAM, processor, and # of cores, but still not entirely sure which I should prioritize for my purposes. I've typically been filtering minimums of:
  • 64GB RAM
  • i7-10xxxx processor
  • 6+ cores (I know the least about this variable, other than more seems better)
Qs:
  1. Those min specs (+4K display) however will usually limit me to $3K+ gaming laptops so I want to know whether, given my trading uses, some of those specs are just overkill.
  2. I also don't know how to 'trade-off' those specs against each other. For example, my old machine was:
    • Intel i7-8750H (6 cores), 32GB, NVIDIA GEFORCE RTX 2080 8G Max-Q, 144Hz 3ms.
    • So is that better or worse than: Intel i7-1165G7 4-Core, 64GB RAM, 512GB m.2 SATA SSD + 1TB HDD, MX450 (i.e. higher processor #, twice the RAM, but only 4 vs 6 "cores"?
  3. Should I care at all about processor performance in clocking tests? The 2nd set of specs in #2 above comes from the HP Envy 17t-cg...but I've been reading that despite the claimed raw specs, their performance for whatever reason has been quite bad when tested.
  4. I've basically been ignoring any graphics card specs, figuring those are moot for a trading / non-gaming machine. Is that right or might there be some advantage to a good graphics card?

completely overkill for an amateur trader, are you a virgin?
 
Yes, I have no doubt that it is, but as I've written ITT, I stupidly did not prioritize a 4K screen when it has turned out to be one of the more important features for my purposes. So I'm buying another (17" + 4K display) and don't want to end up with a $5K laptop with specs that are a massive waste for my purposes...hence creation of this thread in which I try to ferret out what I can trade off.

Ahaha I see.

I'd just grab an Alienware 17" or Asus ROG cheapest one with 16GB/32gb ram.
Only issue I've ever had with my XPS setup was it running a little hot - these days I was using it for trading, working and home media simultaneously.

I have 3 screen setup for my lappy, I downgrade the screen to 1080p for TWS, and my two other screens also 1080p native.

I can't see shit on 4k 15"!!
For my scanners, I set everything up on the 4k screen at first, but I couldn't get the scaling nice, so I reverted back to 1080p and it works a treat.
 
Asus do a really cool machine where there's a main screen and a smaller secondary screen that flips out.
I've got my eye on that. Cool for a portable machine. If your trading you could stick your scanners or maybe your order panel or watchlist in the 2nd screen part.
 
Asus do a really cool machine where there's a main screen and a smaller secondary screen that flips out.
I've got my eye on that. Cool for a portable machine. If your trading you could stick your scanners or maybe your order panel or watchlist in the 2nd screen part.
  • Yeah, they sell a whole bunch of these "flip-out" additional screens for laptops...though most of them are sold separately with some method to affix them to your laptop rather than coming as part of the machine. One of best purchases I ever made was this 17" USB 4K portable external display. Powered entirely via the TB3 cable too so no power cable needed.
  • Maybe the ASUS product you're thinking about is this intriguing "Zenbook Pro Duo", which has a main 4K display and secondary 3840 x 1100 screen on the base, so effectively 3840 x 3260(!) Unfort they don't make a 17" version of it and 4K on 15" requires serious squinting.
  • Found one last option for 17" @ 4K, from Gigabyte (hadn't heard of them before). There really aren't all that many choices, but at this point I'm down to:
  1. Lenovo ThinkPad P73 (~$3K) Workstation Laptop (Intel i7-9850H 6-Core, 64GB RAM, 128GB PCIe SSD + 1TB HDD, NVIDIA Quadro T2000, 17.3" 4K UHD (link)
  2. HP Envy 17t-cg (~$2K) 4K Home and Business Laptop (Intel i7-1165G7 4-Core, 64GB RAM, 512GB m.2 SATA SSD + 1TB HDD, MX450, 17.3" 4K UHD (link)
  3. Gigabyte AERO 17 HDR YC (~$3K) Intel Core i9-10980HK 8 x 2.4 - 5.3 GHz, Comet Lake-H, NVIDIA GeForce RTX 3080 Laptop GPU, 32 GB SO-DIMM DDR4-3200 (2nd slot for up to 64GB)
The lack of TB3 on the HP is probably a dealbreaker for me, so likely going w/ Lenovo or Gigabyte I guess. Not sure if the difference between Intel i7-9850H (Lenovo) vs Intel Core i9-10980HK (Giga) is one I should care about. Gist from this thread seems to be that for my purposes the above are all essentially equivalent machines and I wouldn't be able to tell the difference in performance.
 
Buying a new dedicated trading rig, and trying to make sure I splurge for the "right", most worthwhile upgrades. I plan on using this as a dedicated trading computer: I run IB TWS software (+occasionally others), Excel with a streaming-data API, and sometimes misc charting software. FWIW my Excel workbook is very resource-intensive: a 20MB file and streams 500+ real-time symbols via API, and runs a bunch of real-time calculations.

I've done some reading about RAM, processor, and # of cores, but still not entirely sure which I should prioritize for my purposes. I've typically been filtering minimums of:
  • 64GB RAM
  • i7-10xxxx processor
  • 6+ cores (I know the least about this variable, other than more seems better)
Qs:
  1. Those min specs (+4K display) however will usually limit me to $3K+ gaming laptops so I want to know whether, given my trading uses, some of those specs are just overkill.
  2. I also don't know how to 'trade-off' those specs against each other. For example, my old machine was:
    • Intel i7-8750H (6 cores), 32GB, NVIDIA GEFORCE RTX 2080 8G Max-Q, 144Hz 3ms.
    • So is that better or worse than: Intel i7-1165G7 4-Core, 64GB RAM, 512GB m.2 SATA SSD + 1TB HDD, MX450 (i.e. higher processor #, twice the RAM, but only 4 vs 6 "cores"?
  3. Should I care at all about processor performance in clocking tests? The 2nd set of specs in #2 above comes from the HP Envy 17t-cg...but I've been reading that despite the claimed raw specs, their performance for whatever reason has been quite bad when tested.
  4. I've basically been ignoring any graphics card specs, figuring those are moot for a trading / non-gaming machine. Is that right or might there be some advantage to a good graphics card?
Eventually you will want to replace Excel with an easy to program language such as Python. Because Excel isn't meant for this task, even Python would be faster. So many people are using Python, there are many places to go to find help. Here is a YouTube Playlist called Python - Finance - All which shows you how to use Python to access the SEC, EDGAR database, TD Ameritrade and Interactive Brokers. The Interactive Brokers videos are numbers 49 to 56.

Later, you can also tweak Python to go faster using various methods such as branching to C++ for the slower parts or simply replacing code using NumPy or pandas. You can easily install Python with the free Anaconda Distribution. Anaconda allows you to easily add or update all of the Python packages or you can use Pip install.

As you mentioned, Excel is probably freezing because of the IB API calls. Either the data isn't coming through fast enough or there is corruption somewhere. With Python you would be able to test the data for corruption. Here is a book which also shows how to use IB data: Algorithmic Trading with Interactive Brokers (Python and C++).

Whenever I build a system, the first thing I do, even before installing an O/S, is to test the RAM. If you haven't tested the RAM, you can do this overnight or while you are AFK. I always use free MemTest86 with 3 passes. You write MemTest86 to a USB stick and boot from it, bypassing the O/S. One sign of faulty RAM is a spontaneous reboot. Everyone building or buying their computer should test their RAM at least once and then yearly afterwards.

There is a Microsoft group called Sysinternals which makes several useful free utilities. The utilities are Process Monitor, Process Explorer, Autoruns and TCPView. I have used all 4. Process Monitor allows you to monitor selected or all activity on Windows. If you run Process Monitor, select what you want to monitor and wait for Excel to freeze, you might be able to deduce why Excel is freezing. The problem is Windows has a lot of activity in the background and Process Monitor can create a huge log very quickly. I have never left Process Monitor collecting data for more than 40 minutes, let alone 2 days. Process Monitor can collect 1 million events in less than 30 minutes. If you set, Options > History Depth, to 1 million it should reduce the amount of RAM PM uses. Although, I tried this setting and it did not seem to work.

If you want to know the load your GeForce RTX 2080 is under, install free TechPowerUp GPU-Z. I doubt it is using very much GPU capacity, probably under 45%. If anyone wants to know the load their GPU or built-in (CPU)GPU is under, use GPU-Z. If you are running your broker charting interface or are seeing an HD 60 FPS video and you want to know if your GPU can manage the load, use GPU-Z. If the load is greater than 85%, then you know you need a new GPU.

Finally, if you haven't already, you should make a partition backup of your Windows and then tweak it. Windows 10 can have many unnecessary processes running. Having so many processes running simultaneously can cause your programs to stutter or lose performance. There are many sources to tweak your Windows. Here is one: Speed Up Windows 10 in 2020.

Use all the above mentioned programs and utilities at your own risk. Make all changes to your system at your own risk.
 
It is better to have some knowledge and experience and that is something that matters a lot. With the right information, a trader can make good profits and take careful decisions. It also helps them in managing their accounts and focusing on the two most important things - money management and risk management. In my experience, it is always a good idea to pay due attention to how much you are risking and managing your capital. This will be a really helpful thing that traders can do to save them from any unexpected losses.
 
1) I don't know my RAM usage when Excel has frozen/crashed on me; didn't think to check, and frankly I would suspect (as have some ITT) that it's not a RAM overload issue...sometimes the IB API connection is what gets corrupted somehow; other times Excel simply stops responding. I've gone far down the rabbit hole diagnosing / optimizing my workbook, but the conclusion I keep coming back to is that I'm simply using Excel for a task (500+ real-time tick-by-tick symbols + calculations) far in excess of what it was really meant for.

Excel is meant for static analysis and things that are not mission critical (like trading). I still do some basic analysis sometimes in Excel, it's good for that but not much else. For trading it's really not suitable at all. IB doesn't seem to develop the ActiveX/DDE as much either, probably because they know they can never make it completely stable and suitable for larger projects. You can't make bread from shit as they say my part of the world.

3) Yes, I've heard that "laptop hardware" performs far more poorly than the "equivalent" hardware in a desktop...though it's not really clear why that should be if it's truly equivalent. Is it just a cooling issue? (i.e. desktops have more room and better fans / circulation?)

The laptop CPU model might seem same/similar but it's still capped because laptop components have to operate in a small space and temperatures have to be strictly controlled. When the CPU gets hot, that hot air isn't directly sent to the exhaust as it will pass by other components that might also be hot. This all compounds the problems. That's not really a concern for most desktop components since (as you stated) most modern cases have multiple fans and plenty of room for air flow, air flow from the front of the case through CPU and GPU is often separate from PSU and so forth.
 
Whenever I build a system, the first thing I do, even before installing an O/S, is to test the RAM. If you haven't tested the RAM, you can do this overnight or while you are AFK. I always use free MemTest86 with 3 passes. You write MemTest86 to a USB stick and boot from it, bypassing the O/S. One sign of faulty RAM is a spontaneous reboot. Everyone building or buying their computer should test their RAM at least once and then yearly afterwards.

Yep, top advice.

Out of 4 systems I've built, 1 had faulty RAM so sort that problem out right from the start.
 
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