bbgo_origin/pkg/strategy/liquiditymaker/strategy.go
2024-10-28 18:08:34 +08:00

541 lines
16 KiB
Go

package liquiditymaker
import (
"context"
"fmt"
"sync"
"time"
"github.com/prometheus/client_golang/prometheus"
log "github.com/sirupsen/logrus"
"github.com/c9s/bbgo/pkg/bbgo"
"github.com/c9s/bbgo/pkg/dbg"
"github.com/c9s/bbgo/pkg/fixedpoint"
indicatorv2 "github.com/c9s/bbgo/pkg/indicator/v2"
"github.com/c9s/bbgo/pkg/strategy/common"
"github.com/c9s/bbgo/pkg/types"
"github.com/c9s/bbgo/pkg/util"
"github.com/c9s/bbgo/pkg/util/tradingutil"
)
const ID = "liquiditymaker"
const IDAlias = "liqmaker"
func init() {
bbgo.RegisterStrategy(ID, &Strategy{})
bbgo.RegisterStrategy(IDAlias, &Strategy{})
}
// Strategy is the strategy struct of LiquidityMaker
// liquidity maker does not care about the current price, it tries to place liquidity orders (limit maker orders)
// around the current mid price
// liquidity maker's target:
// - place enough total liquidity amount on the order book, for example, 20k USDT value liquidity on both sell and buy
// - ensure the spread by placing the orders from the mid price (or the last trade price)
type Strategy struct {
*common.Strategy
Environment *bbgo.Environment
Market types.Market
Symbol string `json:"symbol"`
LiquidityUpdateInterval types.Interval `json:"liquidityUpdateInterval"`
AdjustmentUpdateInterval types.Interval `json:"adjustmentUpdateInterval"`
AdjustmentOrderMaxQuantity fixedpoint.Value `json:"adjustmentOrderMaxQuantity"`
AdjustmentOrderPriceType types.PriceType `json:"adjustmentOrderPriceType"`
NumOfLiquidityLayers int `json:"numOfLiquidityLayers"`
LiquiditySlideRule *bbgo.SlideRule `json:"liquidityScale"`
LiquidityPriceRange fixedpoint.Value `json:"liquidityPriceRange"`
AskLiquidityAmount fixedpoint.Value `json:"askLiquidityAmount"`
BidLiquidityAmount fixedpoint.Value `json:"bidLiquidityAmount"`
StopBidPrice fixedpoint.Value `json:"stopBidPrice"`
StopAskPrice fixedpoint.Value `json:"stopAskPrice"`
StopEMA *struct {
Enabled bool `json:"enabled"`
types.IntervalWindow
} `json:"stopEMA"`
stopEMA *indicatorv2.EWMAStream
UseProtectedPriceRange bool `json:"useProtectedPriceRange"`
UseLastTradePrice bool `json:"useLastTradePrice"`
Spread fixedpoint.Value `json:"spread"`
MaxPrice fixedpoint.Value `json:"maxPrice"`
MinPrice fixedpoint.Value `json:"minPrice"`
MaxPositionExposure fixedpoint.Value `json:"maxPositionExposure"`
MinProfit fixedpoint.Value `json:"minProfit"`
common.ProfitFixerBundle
liquidityOrderBook, adjustmentOrderBook *bbgo.ActiveOrderBook
liquidityScale bbgo.Scale
orderGenerator *LiquidityOrderGenerator
logger log.FieldLogger
metricsLabels prometheus.Labels
}
func (s *Strategy) Initialize() error {
if s.Strategy == nil {
s.Strategy = &common.Strategy{}
}
s.logger = log.WithFields(log.Fields{
"symbol": s.Symbol,
"strategy": ID,
"strategy_id": s.InstanceID(),
})
s.metricsLabels = prometheus.Labels{
"strategy_type": ID,
"strategy_id": s.InstanceID(),
"exchange": "", // FIXME
"symbol": s.Symbol,
}
return nil
}
func (s *Strategy) ID() string {
return ID
}
func (s *Strategy) InstanceID() string {
return fmt.Sprintf("%s:%s", ID, s.Symbol)
}
func (s *Strategy) Subscribe(session *bbgo.ExchangeSession) {
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{Interval: s.AdjustmentUpdateInterval})
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{Interval: s.LiquidityUpdateInterval})
if s.StopEMA != nil && s.StopEMA.Interval != "" {
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{Interval: s.StopEMA.Interval})
}
}
func (s *Strategy) Defaults() error {
if s.AdjustmentOrderPriceType == "" {
s.AdjustmentOrderPriceType = types.PriceTypeMaker
}
if s.LiquidityUpdateInterval == "" {
s.LiquidityUpdateInterval = types.Interval1h
}
if s.AdjustmentUpdateInterval == "" {
s.AdjustmentUpdateInterval = types.Interval5m
}
return nil
}
func (s *Strategy) liquidityWorker(ctx context.Context, interval types.Interval) {
ticker := time.NewTicker(interval.Duration())
defer ticker.Stop()
s.placeLiquidityOrders(ctx)
for {
select {
case <-ctx.Done():
return
case <-ticker.C:
s.placeLiquidityOrders(ctx)
}
}
}
func (s *Strategy) Run(ctx context.Context, _ bbgo.OrderExecutor, session *bbgo.ExchangeSession) error {
if s.ProfitFixerBundle.ProfitFixerConfig != nil {
market, _ := session.Market(s.Symbol)
s.Position = types.NewPositionFromMarket(market)
s.ProfitStats = types.NewProfitStats(market)
if err := s.ProfitFixerBundle.Fix(ctx, s.Symbol, s.Position, s.ProfitStats, session); err != nil {
return err
}
bbgo.Notify("Fixed %s position", s.Symbol, s.Position)
bbgo.Notify("Fixed %s profitStats", s.Symbol, s.ProfitStats)
}
s.Strategy.Initialize(ctx, s.Environment, session, s.Market, ID, s.InstanceID())
if s.StopEMA != nil && s.StopEMA.Enabled {
s.stopEMA = session.Indicators(s.Symbol).EMA(s.StopEMA.IntervalWindow)
}
s.orderGenerator = &LiquidityOrderGenerator{
Symbol: s.Symbol,
Market: s.Market,
logger: s.logger,
}
s.liquidityOrderBook = bbgo.NewActiveOrderBook(s.Symbol)
s.liquidityOrderBook.BindStream(session.UserDataStream)
s.adjustmentOrderBook = bbgo.NewActiveOrderBook(s.Symbol)
s.adjustmentOrderBook.BindStream(session.UserDataStream)
scale, err := s.LiquiditySlideRule.Scale()
if err != nil {
return err
}
if err := scale.Solve(); err != nil {
return err
}
s.liquidityScale = scale
if err := tradingutil.UniversalCancelAllOrders(ctx, session.Exchange, s.Symbol, nil); err != nil {
return err
}
session.MarketDataStream.OnKLineClosed(func(k types.KLine) {
if k.Interval == s.AdjustmentUpdateInterval {
s.placeAdjustmentOrders(ctx)
}
})
if intervalProvider, ok := session.Exchange.(types.CustomIntervalProvider); ok {
if intervalProvider.IsSupportedInterval(s.LiquidityUpdateInterval) {
session.UserDataStream.OnAuth(func() {
s.placeLiquidityOrders(ctx)
})
session.MarketDataStream.OnKLineClosed(func(k types.KLine) {
if k.Interval == s.LiquidityUpdateInterval {
s.placeLiquidityOrders(ctx)
}
})
} else {
session.UserDataStream.OnStart(func() {
go s.liquidityWorker(ctx, s.LiquidityUpdateInterval)
})
}
}
bbgo.OnShutdown(ctx, func(ctx context.Context, wg *sync.WaitGroup) {
defer wg.Done()
if err := s.liquidityOrderBook.GracefulCancel(ctx, s.Session.Exchange); err != nil {
util.LogErr(err, "unable to cancel liquidity orders")
}
if err := s.adjustmentOrderBook.GracefulCancel(ctx, s.Session.Exchange); err != nil {
util.LogErr(err, "unable to cancel adjustment orders")
}
if err := tradingutil.UniversalCancelAllOrders(ctx, s.Session.Exchange, s.Symbol, nil); err != nil {
util.LogErr(err, "unable to cancel all orders")
}
bbgo.Sync(ctx, s)
})
return nil
}
func (s *Strategy) placeAdjustmentOrders(ctx context.Context) {
_ = s.adjustmentOrderBook.GracefulCancel(ctx, s.Session.Exchange)
if s.Position.IsDust() {
return
}
ticker, err := s.Session.Exchange.QueryTicker(ctx, s.Symbol)
if util.LogErr(err, "unable to query ticker") {
return
}
if _, err := s.Session.UpdateAccount(ctx); err != nil {
util.LogErr(err, "unable to update account")
return
}
baseBal, _ := s.Session.Account.Balance(s.Market.BaseCurrency)
quoteBal, _ := s.Session.Account.Balance(s.Market.QuoteCurrency)
var adjOrders []types.SubmitOrder
posSize := s.Position.Base.Abs()
if !s.AdjustmentOrderMaxQuantity.IsZero() {
posSize = fixedpoint.Min(posSize, s.AdjustmentOrderMaxQuantity)
}
tickSize := s.Market.TickSize
if s.Position.IsShort() {
price := s.AdjustmentOrderPriceType.GetPrice(ticker, types.SideTypeBuy)
price = profitProtectedPrice(types.SideTypeBuy, s.Position.AverageCost, price.Add(tickSize.Neg()), s.Session.MakerFeeRate, s.MinProfit)
quoteQuantity := fixedpoint.Min(price.Mul(posSize), quoteBal.Available)
bidQuantity := quoteQuantity.Div(price)
if s.Market.IsDustQuantity(bidQuantity, price) {
return
}
adjOrders = append(adjOrders, types.SubmitOrder{
Symbol: s.Symbol,
Type: types.OrderTypeLimitMaker,
Side: types.SideTypeBuy,
Price: price,
Quantity: bidQuantity,
Market: s.Market,
TimeInForce: types.TimeInForceGTC,
})
} else if s.Position.IsLong() {
price := s.AdjustmentOrderPriceType.GetPrice(ticker, types.SideTypeSell)
price = profitProtectedPrice(types.SideTypeSell, s.Position.AverageCost, price.Add(tickSize), s.Session.MakerFeeRate, s.MinProfit)
askQuantity := fixedpoint.Min(posSize, baseBal.Available)
if s.Market.IsDustQuantity(askQuantity, price) {
return
}
adjOrders = append(adjOrders, types.SubmitOrder{
Symbol: s.Symbol,
Type: types.OrderTypeLimitMaker,
Side: types.SideTypeSell,
Price: price,
Quantity: askQuantity,
Market: s.Market,
TimeInForce: types.TimeInForceGTC,
})
}
createdOrders, err := s.OrderExecutor.SubmitOrders(ctx, adjOrders...)
if util.LogErr(err, "unable to place liquidity orders") {
return
}
s.adjustmentOrderBook.Add(createdOrders...)
}
func (s *Strategy) placeLiquidityOrders(ctx context.Context) {
err := s.liquidityOrderBook.GracefulCancel(ctx, s.Session.Exchange)
if util.LogErr(err, "unable to cancel orders") {
return
}
ticker, err := s.Session.Exchange.QueryTicker(ctx, s.Symbol)
if util.LogErr(err, "unable to query ticker") {
return
}
if s.IsHalted(ticker.Time) {
s.logger.Warn("circuitBreakRiskControl: trading halted")
return
}
if _, err := s.Session.UpdateAccount(ctx); err != nil {
util.LogErr(err, "unable to update account")
return
}
baseBal, _ := s.Session.Account.Balance(s.Market.BaseCurrency)
quoteBal, _ := s.Session.Account.Balance(s.Market.QuoteCurrency)
if ticker.Buy.IsZero() && ticker.Sell.IsZero() {
ticker.Sell = ticker.Last.Add(s.Market.TickSize)
ticker.Buy = ticker.Last.Sub(s.Market.TickSize)
} else if ticker.Buy.IsZero() {
ticker.Buy = ticker.Sell.Sub(s.Market.TickSize)
} else if ticker.Sell.IsZero() {
ticker.Sell = ticker.Buy.Add(s.Market.TickSize)
}
s.logger.Infof("ticker: %+v", ticker)
lastTradedPrice := ticker.Last
midPrice := ticker.Sell.Add(ticker.Buy).Div(fixedpoint.Two)
currentSpread := ticker.Sell.Sub(ticker.Buy)
sideSpread := s.Spread.Div(fixedpoint.Two)
if s.UseLastTradePrice && !lastTradedPrice.IsZero() {
midPrice = lastTradedPrice
}
s.logger.Infof("current spread: %f lastTradedPrice: %f midPrice: %f", currentSpread.Float64(), lastTradedPrice.Float64(), midPrice.Float64())
ask1Price := midPrice.Mul(fixedpoint.One.Add(sideSpread))
bid1Price := midPrice.Mul(fixedpoint.One.Sub(sideSpread))
askLastPrice := midPrice.Mul(fixedpoint.One.Add(s.LiquidityPriceRange))
bidLastPrice := midPrice.Mul(fixedpoint.One.Sub(s.LiquidityPriceRange))
s.logger.Infof("wanted side spread: %f askRange: %f ~ %f bidRange: %f ~ %f",
sideSpread.Float64(),
ask1Price.Float64(), askLastPrice.Float64(),
bid1Price.Float64(), bidLastPrice.Float64())
placeBid := true
placeAsk := true
if s.StopBidPrice.Sign() > 0 && midPrice.Compare(s.StopBidPrice) > 0 {
s.logger.Infof("mid price %f > stop bid price %f, turning off bid orders", midPrice.Float64(), s.StopBidPrice.Float64())
placeBid = false
}
if s.StopAskPrice.Sign() > 0 && midPrice.Compare(s.StopAskPrice) < 0 {
s.logger.Infof("mid price %f < stop ask price %f, turning off ask orders", midPrice.Float64(), s.StopAskPrice.Float64())
placeAsk = false
}
if s.stopEMA != nil {
emaPrice := fixedpoint.NewFromFloat(s.stopEMA.Last(0))
if midPrice.Compare(emaPrice) > 0 {
s.logger.Infof("mid price %f > stop ema price %f, turning off bid orders", midPrice.Float64(), emaPrice.Float64())
placeBid = false
}
if midPrice.Compare(emaPrice) < 0 {
s.logger.Infof("mid price %f < stop ema price %f, turning off ask orders", midPrice.Float64(), emaPrice.Float64())
placeAsk = false
}
}
availableBase := baseBal.Available
availableQuote := quoteBal.Available
s.logger.Infof("balances before liq orders: %s, %s",
baseBal.String(),
quoteBal.String())
if !s.Position.IsDust() {
positionBase := s.Position.GetBase()
if s.Position.IsLong() {
availableBase = availableBase.Sub(positionBase)
availableBase = s.Market.RoundDownQuantityByPrecision(availableBase)
if s.UseProtectedPriceRange {
ask1Price = profitProtectedPrice(types.SideTypeSell, s.Position.AverageCost, ask1Price, s.Session.MakerFeeRate, s.MinProfit)
}
} else if s.Position.IsShort() {
posSizeInQuote := positionBase.Mul(ticker.Sell)
availableQuote = availableQuote.Sub(posSizeInQuote)
if s.UseProtectedPriceRange {
bid1Price = profitProtectedPrice(types.SideTypeBuy, s.Position.AverageCost, bid1Price, s.Session.MakerFeeRate, s.MinProfit)
}
}
if s.MaxPositionExposure.Sign() > 0 {
if positionBase.Abs().Compare(s.MaxPositionExposure) > 0 {
if s.Position.IsLong() {
s.logger.Infof("long position size %f exceeded max position exposure %f, turnning off bid orders",
positionBase.Float64(), s.MaxPositionExposure.Float64())
placeBid = false
}
if s.Position.IsShort() {
s.logger.Infof("short position size %f exceeded max position exposure %f, turnning off ask orders",
positionBase.Float64(), s.MaxPositionExposure.Float64())
placeAsk = false
}
}
}
}
s.logger.Infof("place bid: %v, place ask: %v", placeBid, placeAsk)
s.logger.Infof("bid liquidity amount %f, ask liquidity amount %f", s.BidLiquidityAmount.Float64(), s.AskLiquidityAmount.Float64())
var bidExposureInUsd = fixedpoint.Zero
var askExposureInUsd = fixedpoint.Zero
var orderForms []types.SubmitOrder
if placeBid {
bidOrders := s.orderGenerator.Generate(types.SideTypeBuy,
fixedpoint.Min(s.BidLiquidityAmount, quoteBal.Available),
bid1Price,
bidLastPrice,
s.NumOfLiquidityLayers,
s.liquidityScale)
bidExposureInUsd = sumOrderQuoteQuantity(bidOrders)
orderForms = append(orderForms, bidOrders...)
}
if placeAsk {
askOrders := s.orderGenerator.Generate(types.SideTypeSell,
s.AskLiquidityAmount,
ask1Price,
askLastPrice,
s.NumOfLiquidityLayers,
s.liquidityScale)
askOrders = filterAskOrders(askOrders, baseBal.Available)
askExposureInUsd = sumOrderQuoteQuantity(askOrders)
orderForms = append(orderForms, askOrders...)
}
dbg.DebugSubmitOrders(s.logger, orderForms)
createdOrders, err := s.OrderExecutor.SubmitOrders(ctx, orderForms...)
if util.LogErr(err, "unable to place liquidity orders") {
return
}
s.liquidityOrderBook.Add(createdOrders...)
openOrderBidExposureInUsdMetrics.With(s.metricsLabels).Set(bidExposureInUsd.Float64())
openOrderAskExposureInUsdMetrics.With(s.metricsLabels).Set(askExposureInUsd.Float64())
s.logger.Infof("%d liq orders are placed successfully", len(orderForms))
for _, o := range createdOrders {
s.logger.Infof("liq order: %+v", o)
}
}
func profitProtectedPrice(
side types.SideType, averageCost, price, feeRate, minProfit fixedpoint.Value,
) fixedpoint.Value {
switch side {
case types.SideTypeSell:
minProfitPrice := averageCost.Add(
averageCost.Mul(feeRate.Add(minProfit)))
return fixedpoint.Max(minProfitPrice, price)
case types.SideTypeBuy:
minProfitPrice := averageCost.Sub(
averageCost.Mul(feeRate.Add(minProfit)))
return fixedpoint.Min(minProfitPrice, price)
}
return price
}
func sumOrderQuoteQuantity(orders []types.SubmitOrder) fixedpoint.Value {
sum := fixedpoint.Zero
for _, order := range orders {
sum = sum.Add(order.Price.Mul(order.Quantity))
}
return sum
}
func filterAskOrders(askOrders []types.SubmitOrder, available fixedpoint.Value) (out []types.SubmitOrder) {
usedBase := fixedpoint.Zero
for _, askOrder := range askOrders {
if usedBase.Add(askOrder.Quantity).Compare(available) > 0 {
return out
}
usedBase = usedBase.Add(askOrder.Quantity)
out = append(out, askOrder)
}
return out
}