bbgo_origin/pkg/strategy/pivotshort/strategy.go

522 lines
15 KiB
Go

package pivotshort
import (
"context"
"fmt"
"os"
"sort"
"sync"
"github.com/sirupsen/logrus"
"github.com/c9s/bbgo/pkg/bbgo"
"github.com/c9s/bbgo/pkg/fixedpoint"
"github.com/c9s/bbgo/pkg/indicator"
"github.com/c9s/bbgo/pkg/types"
)
const ID = "pivotshort"
var one = fixedpoint.One
var zero = fixedpoint.Zero
var log = logrus.WithField("strategy", ID)
func init() {
bbgo.RegisterStrategy(ID, &Strategy{})
}
type IntervalWindowSetting struct {
types.IntervalWindow
}
// BreakLow -- when price breaks the previous pivot low, we set a trade entry
type BreakLow struct {
// Ratio is a number less than 1.0, price * ratio will be the price triggers the short order.
Ratio fixedpoint.Value `json:"ratio"`
// MarketOrder is the option to enable market order short.
MarketOrder bool `json:"marketOrder"`
// BounceRatio is a ratio used for placing the limit order sell price
// limit sell price = breakLowPrice * (1 + BounceRatio)
BounceRatio fixedpoint.Value `json:"bounceRatio"`
Quantity fixedpoint.Value `json:"quantity"`
StopEMARange fixedpoint.Value `json:"stopEMARange"`
StopEMA *types.IntervalWindow `json:"stopEMA"`
}
type BounceShort struct {
Enabled bool `json:"enabled"`
types.IntervalWindow
MinDistance fixedpoint.Value `json:"minDistance"`
NumLayers int `json:"numLayers"`
LayerSpread fixedpoint.Value `json:"layerSpread"`
Quantity fixedpoint.Value `json:"quantity"`
Ratio fixedpoint.Value `json:"ratio"`
}
type Entry struct {
CatBounceRatio fixedpoint.Value `json:"catBounceRatio"`
NumLayers int `json:"numLayers"`
TotalQuantity fixedpoint.Value `json:"totalQuantity"`
Quantity fixedpoint.Value `json:"quantity"`
MarginSideEffect types.MarginOrderSideEffectType `json:"marginOrderSideEffect"`
}
type Strategy struct {
*bbgo.Graceful
Environment *bbgo.Environment
Symbol string `json:"symbol"`
Market types.Market
// pivot interval and window
types.IntervalWindow
// persistence fields
Position *types.Position `persistence:"position"`
ProfitStats *types.ProfitStats `persistence:"profit_stats"`
TradeStats *types.TradeStats `persistence:"trade_stats"`
BreakLow BreakLow `json:"breakLow"`
BounceShort *BounceShort `json:"bounceShort"`
Entry Entry `json:"entry"`
ExitMethods []ExitMethod `json:"exits"`
session *bbgo.ExchangeSession
orderExecutor *bbgo.GeneralOrderExecutor
stopLossPrice fixedpoint.Value
lastLow fixedpoint.Value
pivot *indicator.Pivot
resistancePivot *indicator.Pivot
stopEWMA *indicator.EWMA
pivotLowPrices []fixedpoint.Value
resistancePrices []float64
currentBounceShortPrice fixedpoint.Value
// StrategyController
bbgo.StrategyController
}
func (s *Strategy) ID() string {
return ID
}
func (s *Strategy) Subscribe(session *bbgo.ExchangeSession) {
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{Interval: s.Interval})
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{Interval: types.Interval1m})
if s.BounceShort != nil && s.BounceShort.Enabled {
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{Interval: s.BounceShort.Interval})
}
if !bbgo.IsBackTesting {
session.Subscribe(types.MarketTradeChannel, s.Symbol, types.SubscribeOptions{})
}
}
func (s *Strategy) useQuantityOrBaseBalance(quantity fixedpoint.Value) fixedpoint.Value {
balance, hasBalance := s.session.Account.Balance(s.Market.BaseCurrency)
if hasBalance {
if quantity.IsZero() {
bbgo.Notify("sell quantity is not set, submitting sell with all base balance: %s", balance.Available.String())
quantity = balance.Available
} else {
quantity = fixedpoint.Min(quantity, balance.Available)
}
}
if quantity.IsZero() {
log.Errorf("quantity is zero, can not submit sell order, please check settings")
}
return quantity
}
func (s *Strategy) placeLimitSell(ctx context.Context, price, quantity fixedpoint.Value, tag string) {
_, _ = s.orderExecutor.SubmitOrders(ctx, types.SubmitOrder{
Symbol: s.Symbol,
Price: price,
Side: types.SideTypeSell,
Type: types.OrderTypeLimit,
Quantity: quantity,
MarginSideEffect: types.SideEffectTypeMarginBuy,
Tag: tag,
})
}
func (s *Strategy) placeMarketSell(ctx context.Context, quantity fixedpoint.Value, tag string) {
_, _ = s.orderExecutor.SubmitOrders(ctx, types.SubmitOrder{
Symbol: s.Symbol,
Side: types.SideTypeSell,
Type: types.OrderTypeMarket,
Quantity: quantity,
MarginSideEffect: types.SideEffectTypeMarginBuy,
Tag: tag,
})
}
func (s *Strategy) InstanceID() string {
return fmt.Sprintf("%s:%s", ID, s.Symbol)
}
func (s *Strategy) CurrentPosition() *types.Position {
return s.Position
}
func (s *Strategy) ClosePosition(ctx context.Context, percentage fixedpoint.Value) error {
bbgo.Notify("Closing position", s.Position)
return s.orderExecutor.ClosePosition(ctx, percentage)
}
func (s *Strategy) Run(ctx context.Context, orderExecutor bbgo.OrderExecutor, session *bbgo.ExchangeSession) error {
var instanceID = s.InstanceID()
if s.Position == nil {
s.Position = types.NewPositionFromMarket(s.Market)
}
if s.ProfitStats == nil {
s.ProfitStats = types.NewProfitStats(s.Market)
}
if s.TradeStats == nil {
s.TradeStats = &types.TradeStats{}
}
s.lastLow = fixedpoint.Zero
// StrategyController
s.Status = types.StrategyStatusRunning
s.OnSuspend(func() {
// Cancel active orders
_ = s.orderExecutor.GracefulCancel(ctx)
})
s.OnEmergencyStop(func() {
// Cancel active orders
_ = s.orderExecutor.GracefulCancel(ctx)
// Close 100% position
_ = s.ClosePosition(ctx, fixedpoint.One)
})
// initial required information
s.session = session
s.orderExecutor = bbgo.NewGeneralOrderExecutor(session, s.Symbol, ID, instanceID, s.Position)
s.orderExecutor.BindEnvironment(s.Environment)
s.orderExecutor.BindProfitStats(s.ProfitStats)
s.orderExecutor.BindTradeStats(s.TradeStats)
s.orderExecutor.TradeCollector().OnPositionUpdate(func(position *types.Position) {
bbgo.Sync(s)
})
s.orderExecutor.Bind()
store, _ := session.MarketDataStore(s.Symbol)
standardIndicator, _ := session.StandardIndicatorSet(s.Symbol)
s.pivot = &indicator.Pivot{IntervalWindow: s.IntervalWindow}
s.pivot.Bind(store)
if kLinesP, ok := store.KLinesOfInterval(s.IntervalWindow.Interval); ok {
s.pivot.Update(*kLinesP)
}
// update pivot low data
session.MarketDataStream.OnKLineClosed(func(kline types.KLine) {
if kline.Symbol != s.Symbol || kline.Interval != s.Interval {
return
}
lastLow := fixedpoint.NewFromFloat(s.pivot.LastLow())
if lastLow.IsZero() {
return
}
if lastLow.Compare(s.lastLow) != 0 {
log.Infof("new pivot low detected: %f %s", s.pivot.LastLow(), kline.EndTime.Time())
}
s.lastLow = lastLow
s.pivotLowPrices = append(s.pivotLowPrices, s.lastLow)
})
if s.BounceShort != nil && s.BounceShort.Enabled {
s.resistancePivot = &indicator.Pivot{IntervalWindow: s.BounceShort.IntervalWindow}
s.resistancePivot.Bind(store)
}
if s.BreakLow.StopEMA != nil {
s.stopEWMA = standardIndicator.EWMA(*s.BreakLow.StopEMA)
}
for _, method := range s.ExitMethods {
method.Bind(session, s.orderExecutor)
}
if s.BounceShort != nil && s.BounceShort.Enabled {
session.UserDataStream.OnStart(func() {
lastKLine := s.preloadPivot(s.pivot, store)
if s.resistancePivot != nil {
s.preloadPivot(s.resistancePivot, store)
}
if lastKLine == nil {
return
}
if s.resistancePivot != nil {
lows := s.resistancePivot.Lows
minDistance := s.BounceShort.MinDistance.Float64()
closePrice := lastKLine.Close.Float64()
s.resistancePrices = findPossibleResistancePrices(closePrice, minDistance, lows)
log.Infof("last price: %f, possible resistance prices: %+v", closePrice, s.resistancePrices)
if len(s.resistancePrices) > 0 {
resistancePrice := fixedpoint.NewFromFloat(s.resistancePrices[0])
if resistancePrice.Compare(s.currentBounceShortPrice) != 0 {
log.Infof("updating resistance price... possible resistance prices: %+v", s.resistancePrices)
_ = s.orderExecutor.GracefulCancel(ctx)
s.currentBounceShortPrice = resistancePrice
s.placeBounceSellOrders(ctx, s.currentBounceShortPrice)
}
}
}
})
}
// Always check whether you can open a short position or not
session.MarketDataStream.OnKLineClosed(func(kline types.KLine) {
if s.Status != types.StrategyStatusRunning {
return
}
if kline.Symbol != s.Symbol || kline.Interval != types.Interval1m {
return
}
if !s.Position.IsClosed() && !s.Position.IsDust(kline.Close) {
return
}
if len(s.pivotLowPrices) == 0 {
log.Infof("currently there is no pivot low prices, skip placing orders...")
return
}
previousLow := s.pivotLowPrices[len(s.pivotLowPrices)-1]
// truncate the pivot low prices
if len(s.pivotLowPrices) > 10 {
s.pivotLowPrices = s.pivotLowPrices[len(s.pivotLowPrices)-10:]
}
ratio := fixedpoint.One.Add(s.BreakLow.Ratio)
breakPrice := previousLow.Mul(ratio)
openPrice := kline.Open
closePrice := kline.Close
// if previous low is not break, skip
if closePrice.Compare(breakPrice) >= 0 {
return
}
// we need the price cross the break line
// or we do nothing
if !(openPrice.Compare(breakPrice) > 0 && closePrice.Compare(breakPrice) < 0) {
return
}
log.Infof("%s breakLow signal detected, closed price %f < breakPrice %f", kline.Symbol, closePrice.Float64(), breakPrice.Float64())
// stop EMA protection
if s.stopEWMA != nil && !s.BreakLow.StopEMARange.IsZero() {
ema := fixedpoint.NewFromFloat(s.stopEWMA.Last())
if ema.IsZero() {
return
}
emaStopShortPrice := ema.Mul(fixedpoint.One.Sub(s.BreakLow.StopEMARange))
if closePrice.Compare(emaStopShortPrice) < 0 {
log.Infof("stopEMA protection: close price %f < EMA(%v) = %f", closePrice.Float64(), s.BreakLow.StopEMA, ema.Float64())
return
}
}
_ = s.orderExecutor.GracefulCancel(ctx)
quantity := s.useQuantityOrBaseBalance(s.BreakLow.Quantity)
if s.BreakLow.MarketOrder {
bbgo.Notify("%s price %f breaks the previous low %f with ratio %f, submitting market sell to open a short position", s.Symbol, kline.Close.Float64(), previousLow.Float64(), s.BreakLow.Ratio.Float64())
s.placeMarketSell(ctx, quantity, "breakLowMarket")
} else {
sellPrice := previousLow.Mul(fixedpoint.One.Add(s.BreakLow.BounceRatio))
bbgo.Notify("%s price %f breaks the previous low %f with ratio %f, submitting limit sell @ %f", s.Symbol, kline.Close.Float64(), previousLow.Float64(), s.BreakLow.Ratio.Float64(), sellPrice.Float64())
s.placeLimitSell(ctx, sellPrice, quantity, "breakLowLimit")
}
})
session.MarketDataStream.OnKLineClosed(func(kline types.KLine) {
// StrategyController
if s.Status != types.StrategyStatusRunning {
return
}
if s.BounceShort == nil || !s.BounceShort.Enabled {
return
}
if kline.Symbol != s.Symbol || kline.Interval != s.BounceShort.Interval {
return
}
if s.resistancePivot != nil {
closePrice := kline.Close.Float64()
minDistance := s.BounceShort.MinDistance.Float64()
lows := s.resistancePivot.Lows
s.resistancePrices = findPossibleResistancePrices(closePrice, minDistance, lows)
if len(s.resistancePrices) > 0 {
resistancePrice := fixedpoint.NewFromFloat(s.resistancePrices[0])
if resistancePrice.Compare(s.currentBounceShortPrice) != 0 {
log.Infof("updating resistance price... possible resistance prices: %+v", s.resistancePrices)
_ = s.orderExecutor.GracefulCancel(ctx)
s.currentBounceShortPrice = resistancePrice
s.placeBounceSellOrders(ctx, s.currentBounceShortPrice)
}
}
}
})
if !bbgo.IsBackTesting {
// use market trade to submit short order
session.MarketDataStream.OnMarketTrade(func(trade types.Trade) {
})
}
s.Graceful.OnShutdown(func(ctx context.Context, wg *sync.WaitGroup) {
_, _ = fmt.Fprintln(os.Stderr, s.TradeStats.String())
wg.Done()
})
return nil
}
func (s *Strategy) findHigherPivotLow(price fixedpoint.Value) (fixedpoint.Value, bool) {
for l := len(s.pivotLowPrices) - 1; l > 0; l-- {
if s.pivotLowPrices[l].Compare(price) > 0 {
return s.pivotLowPrices[l], true
}
}
return price, false
}
func (s *Strategy) placeBounceSellOrders(ctx context.Context, resistancePrice fixedpoint.Value) {
futuresMode := s.session.Futures || s.session.IsolatedFutures
totalQuantity := s.BounceShort.Quantity
numLayers := s.BounceShort.NumLayers
if numLayers == 0 {
numLayers = 1
}
numLayersF := fixedpoint.NewFromInt(int64(numLayers))
layerSpread := s.BounceShort.LayerSpread
quantity := totalQuantity.Div(numLayersF)
log.Infof("placing bounce short orders: resistance price = %f, layer quantity = %f, num of layers = %d", resistancePrice.Float64(), quantity.Float64(), numLayers)
for i := 0; i < numLayers; i++ {
balances := s.session.GetAccount().Balances()
quoteBalance := balances[s.Market.QuoteCurrency]
baseBalance := balances[s.Market.BaseCurrency]
// price = (resistance_price * (1.0 + ratio)) * ((1.0 + layerSpread) * i)
price := resistancePrice.Mul(fixedpoint.One.Add(s.BounceShort.Ratio))
spread := layerSpread.Mul(fixedpoint.NewFromInt(int64(i)))
price = price.Add(spread)
log.Infof("price = %f", price.Float64())
log.Infof("placing bounce short order #%d: price = %f, quantity = %f", i, price.Float64(), quantity.Float64())
if futuresMode {
if quantity.Mul(price).Compare(quoteBalance.Available) <= 0 {
s.placeOrder(ctx, price, quantity)
}
} else {
if quantity.Compare(baseBalance.Available) <= 0 {
s.placeOrder(ctx, price, quantity)
}
}
}
}
func (s *Strategy) placeOrder(ctx context.Context, price fixedpoint.Value, quantity fixedpoint.Value) {
_, _ = s.orderExecutor.SubmitOrders(ctx, types.SubmitOrder{
Symbol: s.Symbol,
Side: types.SideTypeSell,
Type: types.OrderTypeLimitMaker,
Price: price,
Quantity: quantity,
})
}
func (s *Strategy) preloadPivot(pivot *indicator.Pivot, store *bbgo.MarketDataStore) *types.KLine {
klines, ok := store.KLinesOfInterval(pivot.Interval)
if !ok {
return nil
}
last := (*klines)[len(*klines)-1]
log.Infof("last %s price: %f", s.Symbol, last.Close.Float64())
log.Debugf("updating pivot indicator: %d klines", len(*klines))
for i := pivot.Window; i < len(*klines); i++ {
pivot.Update((*klines)[0 : i+1])
}
log.Infof("found %s %v previous lows: %v", s.Symbol, pivot.IntervalWindow, pivot.Lows)
log.Infof("found %s %v previous highs: %v", s.Symbol, pivot.IntervalWindow, pivot.Highs)
return &last
}
func findPossibleResistancePrices(closePrice float64, minDistance float64, lows []float64) []float64 {
// sort float64 in increasing order
sort.Float64s(lows)
var resistancePrices []float64
for _, low := range lows {
if low < closePrice {
continue
}
last := closePrice
if len(resistancePrices) > 0 {
last = resistancePrices[len(resistancePrices)-1]
}
if (low / last) < (1.0 + minDistance) {
continue
}
resistancePrices = append(resistancePrices, low)
}
return resistancePrices
}