bbgo_origin/pkg/strategy/bollmaker/strategy.go

504 lines
15 KiB
Go

package bollmaker
import (
"context"
"fmt"
"math"
"sync"
"time"
"github.com/c9s/bbgo/pkg/indicator"
"github.com/pkg/errors"
"github.com/sirupsen/logrus"
"github.com/c9s/bbgo/pkg/bbgo"
"github.com/c9s/bbgo/pkg/exchange/max"
"github.com/c9s/bbgo/pkg/fixedpoint"
"github.com/c9s/bbgo/pkg/service"
"github.com/c9s/bbgo/pkg/types"
)
const ID = "bollmaker"
const stateKey = "state-v1"
var one = fixedpoint.NewFromFloat(1.0)
var defaultFeeRate = fixedpoint.NewFromFloat(0.001)
var log = logrus.WithField("strategy", ID)
func init() {
bbgo.RegisterStrategy(ID, &Strategy{})
}
type State struct {
Position *types.Position `json:"position,omitempty"`
ProfitStats bbgo.ProfitStats `json:"profitStats,omitempty"`
}
type BollingerSetting struct {
types.IntervalWindow
BandWidth float64 `json:"bandWidth"`
}
type Strategy struct {
*bbgo.Graceful
*bbgo.Notifiability
*bbgo.Persistence
StandardIndicatorSet *bbgo.StandardIndicatorSet
Symbol string `json:"symbol"`
Interval types.Interval `json:"interval"`
Quantity fixedpoint.Value `json:"quantity"`
MinSpread fixedpoint.Value `json:"minSpread"`
Spread fixedpoint.Value `json:"spread"`
MinProfitSpread fixedpoint.Value `json:"minProfitSpread"`
UseTickerPrice bool `json:"useTickerPrice"`
// MaxExposurePosition is the maximum position you can hold
// +10 means you can hold 10 ETH long position by maximum
// -10 means you can hold -10 ETH short position by maximum
MaxExposurePosition fixedpoint.Value `json:"maxExposurePosition"`
// DisableShort means you can don't want short position during the market making
DisableShort bool `json:"disableShort"`
DefaultBollinger *BollingerSetting `json:"defaultBollinger"`
// NeutralBollinger is the smaller range of the bollinger band
// If price is in this band, it usually means the price is oscillating.
NeutralBollinger *BollingerSetting `json:"neutralBollinger"`
// StrongDowntrendSkew is the order quantity skew for strong downtrend band.
// when the bollinger band detect a strong downtrend, what's the order quantity skew we want to use.
// greater than 1.0 means when placing buy order, place sell order with less quantity
// less than 1.0 means when placing sell order, place buy order with less quantity
StrongDowntrendSkew fixedpoint.Value `json:"strongDowntrendSkew"`
// StrongUptrendSkew is the order quantity skew for strong uptrend band.
// when the bollinger band detect a strong uptrend, what's the order quantity skew we want to use.
// greater than 1.0 means when placing buy order, place sell order with less quantity
// less than 1.0 means when placing sell order, place buy order with less quantity
StrongUptrendSkew fixedpoint.Value `json:"strongUptrendSkew"`
// DowntrendSkew is the order quantity skew for normal downtrend band.
// The price is still in the default bollinger band.
// greater than 1.0 means when placing buy order, place sell order with less quantity
// less than 1.0 means when placing sell order, place buy order with less quantity
DowntrendSkew fixedpoint.Value `json:"downtrendSkew"`
// UptrendSkew is the order quantity skew for normal uptrend band.
// The price is still in the default bollinger band.
// greater than 1.0 means when placing buy order, place sell order with less quantity
// less than 1.0 means when placing sell order, place buy order with less quantity
UptrendSkew fixedpoint.Value `json:"uptrendSkew"`
session *bbgo.ExchangeSession
book *types.StreamOrderBook
market types.Market
state *State
activeMakerOrders *bbgo.LocalActiveOrderBook
orderStore *bbgo.OrderStore
tradeCollector *bbgo.TradeCollector
groupID uint32
stopC chan struct{}
// defaultBoll is the BOLLINGER indicator we used for predicting the price.
defaultBoll *indicator.BOLL
// neutralBoll is the neutral price section
neutralBoll *indicator.BOLL
}
func (s *Strategy) ID() string {
return ID
}
func (s *Strategy) Subscribe(session *bbgo.ExchangeSession) {
// session.Subscribe(types.BookChannel, s.Symbol, types.SubscribeOptions{})
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{
Interval: string(s.Interval),
})
if s.DefaultBollinger != nil && s.DefaultBollinger.Interval != "" {
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{
Interval: string(s.DefaultBollinger.Interval),
})
}
if s.NeutralBollinger != nil && s.NeutralBollinger.Interval != "" {
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{
Interval: string(s.NeutralBollinger.Interval),
})
}
}
func (s *Strategy) Validate() error {
if len(s.Symbol) == 0 {
return errors.New("symbol is required")
}
return nil
}
func (s *Strategy) SaveState() error {
if err := s.Persistence.Save(s.state, ID, s.Symbol, stateKey); err != nil {
return err
} else {
log.Infof("state is saved => %+v", s.state)
}
return nil
}
func (s *Strategy) LoadState() error {
var state State
// load position
if err := s.Persistence.Load(&state, ID, s.Symbol, stateKey); err != nil {
if err != service.ErrPersistenceNotExists {
return err
}
s.state = &State{}
} else {
s.state = &state
log.Infof("state is restored: %+v", s.state)
}
// if position is nil, we need to allocate a new position for calculation
if s.state.Position == nil {
s.state.Position = types.NewPositionFromMarket(s.market)
}
// init profit states
s.state.ProfitStats.Symbol = s.market.Symbol
s.state.ProfitStats.BaseCurrency = s.market.BaseCurrency
s.state.ProfitStats.QuoteCurrency = s.market.QuoteCurrency
if s.state.ProfitStats.AccumulatedSince == 0 {
s.state.ProfitStats.AccumulatedSince = time.Now().Unix()
}
return nil
}
// cancelOrders cancels the orders gracefully
func (s *Strategy) cancelOrders(ctx context.Context) {
if err := s.session.Exchange.CancelOrders(ctx, s.activeMakerOrders.Orders()...); err != nil {
log.WithError(err).Errorf("can not cancel %s orders", s.Symbol)
}
for s.activeMakerOrders.NumOfOrders() > 0 {
orders := s.activeMakerOrders.Orders()
log.Warnf("%d orders are not cancelled yet:", len(orders))
s.activeMakerOrders.Print()
if err := s.session.Exchange.CancelOrders(ctx, s.activeMakerOrders.Orders()...); err != nil {
log.WithError(err).Errorf("can not cancel %s orders", s.Symbol)
continue
}
log.Infof("waiting for orders to be cancelled...")
select {
case <-time.After(3 * time.Second):
case <-ctx.Done():
break
}
// verify the current open orders via the RESTful API
if s.activeMakerOrders.NumOfOrders() > 0 {
log.Warnf("there are orders not cancelled, using REStful API to verify...")
openOrders, err := s.session.Exchange.QueryOpenOrders(ctx, s.Symbol)
if err != nil {
log.WithError(err).Errorf("can not query %s open orders", s.Symbol)
continue
}
openOrderStore := bbgo.NewOrderStore(s.Symbol)
openOrderStore.Add(openOrders...)
for _, o := range s.activeMakerOrders.Orders() {
// if it does not exist, we should remove it
if !openOrderStore.Exists(o.OrderID) {
s.activeMakerOrders.Remove(o)
}
}
}
}
}
func (s *Strategy) placeOrders(ctx context.Context, orderExecutor bbgo.OrderExecutor, midPrice fixedpoint.Value) {
askPrice := midPrice.Mul(one + s.Spread)
bidPrice := midPrice.Mul(one - s.Spread)
base := s.state.Position.GetBase()
balances := s.session.Account.Balances()
log.Infof("mid price:%f spread: %s ask:%f bid: %f position: %s",
midPrice.Float64(),
s.Spread.Percentage(),
askPrice.Float64(),
bidPrice.Float64(),
s.state.Position.String(),
)
quantity := s.Quantity
sellOrder := types.SubmitOrder{
Symbol: s.Symbol,
Side: types.SideTypeSell,
Type: types.OrderTypeLimitMaker,
Quantity: quantity.Float64(),
Price: askPrice.Float64(),
Market: s.market,
GroupID: s.groupID,
}
buyOrder := types.SubmitOrder{
Symbol: s.Symbol,
Side: types.SideTypeBuy,
Type: types.OrderTypeLimitMaker,
Quantity: quantity.Float64(),
Price: bidPrice.Float64(),
Market: s.market,
GroupID: s.groupID,
}
var submitOrders []types.SubmitOrder
minQuantity := fixedpoint.NewFromFloat(s.market.MinQuantity)
baseBalance, hasBaseBalance := balances[s.market.BaseCurrency]
quoteBalance, hasQuoteBalance := balances[s.market.QuoteCurrency]
canBuy := hasQuoteBalance && quoteBalance.Available > s.Quantity.Mul(midPrice) && (s.MaxExposurePosition > 0 && base < s.MaxExposurePosition)
canSell := hasBaseBalance && baseBalance.Available > s.Quantity && (s.MaxExposurePosition > 0 && base > -s.MaxExposurePosition)
// adjust quantity for closing position if we over sold or over bought
if s.MaxExposurePosition > 0 && base.Abs() > s.MaxExposurePosition {
scale := &bbgo.ExponentialScale{
Domain: [2]float64{0, s.MaxExposurePosition.Float64()},
Range: [2]float64{quantity.Float64(), base.Abs().Float64()},
}
if err := scale.Solve(); err != nil {
log.WithError(err).Errorf("scale solving error")
return
}
qf := scale.Call(base.Abs().Float64())
_ = qf
if base > minQuantity {
// sellOrder.Quantity = qf
} else if base < -minQuantity {
// buyOrder.Quantity = qf
}
}
if midPrice.Float64() > s.neutralBoll.LastDownBand() && midPrice.Float64() < s.neutralBoll.LastUpBand() {
// we don't have position yet
if base == 0 || base.Abs() < minQuantity {
// place orders on both side if it's in oscillating band
if canBuy {
submitOrders = append(submitOrders, buyOrder)
}
if !s.DisableShort && canSell {
submitOrders = append(submitOrders, sellOrder)
}
}
} else if midPrice.Float64() > s.defaultBoll.LastDownBand() && midPrice.Float64() < s.neutralBoll.LastDownBand() { // downtrend, might bounce back
skew := 2.0
ratio := 1.0 / skew
sellOrder.Quantity = math.Max(s.market.MinQuantity, buyOrder.Quantity*ratio)
} else if midPrice.Float64() < s.defaultBoll.LastUpBand() && midPrice.Float64() > s.neutralBoll.LastUpBand() { // uptrend, might bounce back
skew := 0.5
buyOrder.Quantity = math.Max(s.market.MinQuantity, sellOrder.Quantity*skew)
} else if midPrice.Float64() < s.defaultBoll.LastDownBand() { // strong downtrend
skew := s.StrongDowntrendSkew.Float64()
ratio := 1.0 / skew
sellOrder.Quantity = math.Max(s.market.MinQuantity, buyOrder.Quantity*ratio)
} else if midPrice.Float64() > s.defaultBoll.LastUpBand() { // strong uptrend
skew := s.StrongUptrendSkew.Float64()
buyOrder.Quantity = math.Max(s.market.MinQuantity, sellOrder.Quantity*skew)
}
if midPrice > s.state.Position.AverageCost.MulFloat64(1.0+s.MinProfitSpread.Float64()) && canSell {
if !(s.DisableShort && (base.Float64()-sellOrder.Quantity < 0)) {
submitOrders = append(submitOrders, sellOrder)
}
}
if midPrice < s.state.Position.AverageCost.MulFloat64(1.0-s.MinProfitSpread.Float64()) && canBuy {
// submitOrders = append(submitOrders, buyOrder)
}
if canBuy {
submitOrders = append(submitOrders, buyOrder)
}
if len(submitOrders) == 0 {
return
}
createdOrders, err := orderExecutor.SubmitOrders(ctx, submitOrders...)
if err != nil {
log.WithError(err).Errorf("can not place ping pong orders")
}
s.orderStore.Add(createdOrders...)
s.activeMakerOrders.Add(createdOrders...)
}
func (s *Strategy) Run(ctx context.Context, orderExecutor bbgo.OrderExecutor, session *bbgo.ExchangeSession) error {
if s.MinProfitSpread == 0 {
s.MinProfitSpread = fixedpoint.NewFromFloat(0.001)
}
if s.StrongUptrendSkew == 0 {
s.StrongUptrendSkew = fixedpoint.NewFromFloat(1.0 / 2.0)
}
if s.StrongDowntrendSkew == 0 {
s.StrongDowntrendSkew = fixedpoint.NewFromFloat(2.0)
}
if s.UptrendSkew == 0 {
s.UptrendSkew = fixedpoint.NewFromFloat(1.0 / 1.2)
}
if s.DowntrendSkew == 0 {
s.DowntrendSkew = fixedpoint.NewFromFloat(1.2)
}
// initial required information
s.session = session
market, ok := session.Market(s.Symbol)
if !ok {
return fmt.Errorf("market %s not found", s.Symbol)
}
s.market = market
s.neutralBoll = s.StandardIndicatorSet.BOLL(s.NeutralBollinger.IntervalWindow, s.NeutralBollinger.BandWidth)
s.defaultBoll = s.StandardIndicatorSet.BOLL(s.DefaultBollinger.IntervalWindow, s.DefaultBollinger.BandWidth)
// calculate group id for orders
instanceID := fmt.Sprintf("%s-%s", ID, s.Symbol)
s.groupID = max.GenerateGroupID(instanceID)
log.Infof("using group id %d from fnv(%s)", s.groupID, instanceID)
// restore state
if err := s.LoadState(); err != nil {
return err
}
s.stopC = make(chan struct{})
s.activeMakerOrders = bbgo.NewLocalActiveOrderBook(s.Symbol)
s.activeMakerOrders.BindStream(session.UserDataStream)
s.orderStore = bbgo.NewOrderStore(s.Symbol)
s.orderStore.BindStream(session.UserDataStream)
s.tradeCollector = bbgo.NewTradeCollector(s.Symbol, s.state.Position, s.orderStore)
s.tradeCollector.OnProfit(func(trade types.Trade, profit fixedpoint.Value, netProfit fixedpoint.Value) {
p := bbgo.Profit{
Symbol: s.Symbol,
Profit: profit,
NetProfit: netProfit,
TradeAmount: fixedpoint.NewFromFloat(trade.QuoteQuantity),
ProfitMargin: profit.DivFloat64(trade.QuoteQuantity),
NetProfitMargin: netProfit.DivFloat64(trade.QuoteQuantity),
QuoteCurrency: s.state.Position.QuoteCurrency,
BaseCurrency: s.state.Position.BaseCurrency,
Time: trade.Time.Time(),
}
s.state.ProfitStats.AddProfit(p)
s.Notify(&p)
s.Notify(&s.state.ProfitStats)
})
s.tradeCollector.OnTrade(func(trade types.Trade) {
log.Infof("trade: %s", trade)
s.Notifiability.Notify(trade)
s.state.ProfitStats.AddTrade(trade)
})
s.tradeCollector.OnPositionUpdate(func(position *types.Position) {
log.Infof("position changed: %s", s.state.Position)
s.Notify(s.state.Position)
})
s.tradeCollector.BindStream(session.UserDataStream)
session.UserDataStream.OnStart(func() {
if s.UseTickerPrice {
ticker, err := s.session.Exchange.QueryTicker(ctx, s.Symbol)
if err != nil {
return
}
midPrice := fixedpoint.NewFromFloat((ticker.Buy + ticker.Sell) / 2)
s.placeOrders(ctx, orderExecutor, midPrice)
} else {
if price, ok := session.LastPrice(s.Symbol); ok {
s.placeOrders(ctx, orderExecutor, fixedpoint.NewFromFloat(price))
}
}
})
session.MarketDataStream.OnKLineClosed(func(kline types.KLine) {
if kline.Symbol != s.Symbol {
return
}
if kline.Interval != s.Interval {
return
}
if err := s.activeMakerOrders.GracefulCancel(ctx, s.session.Exchange); err != nil {
log.WithError(err).Errorf("graceful cancel order error")
}
s.tradeCollector.Process()
if s.UseTickerPrice {
ticker, err := s.session.Exchange.QueryTicker(ctx, s.Symbol)
if err != nil {
return
}
midPrice := fixedpoint.NewFromFloat((ticker.Buy + ticker.Sell) / 2)
s.placeOrders(ctx, orderExecutor, midPrice)
} else {
s.placeOrders(ctx, orderExecutor, fixedpoint.NewFromFloat(kline.Close))
}
})
// s.book = types.NewStreamBook(s.Symbol)
// s.book.BindStreamForBackground(session.MarketDataStream)
s.Graceful.OnShutdown(func(ctx context.Context, wg *sync.WaitGroup) {
defer wg.Done()
close(s.stopC)
if err := s.activeMakerOrders.GracefulCancel(ctx, s.session.Exchange); err != nil {
log.WithError(err).Errorf("graceful cancel order error")
}
if err := s.SaveState(); err != nil {
log.WithError(err).Errorf("can not save state: %+v", s.state)
}
})
return nil
}