bbgo_origin/pkg/cmd/backtest.go
2021-12-05 02:17:15 +08:00

338 lines
9.2 KiB
Go

package cmd
import (
"bufio"
"context"
"fmt"
"os"
"strings"
"time"
"github.com/c9s/bbgo/pkg/accounting/pnl"
"github.com/c9s/bbgo/pkg/backtest"
"github.com/c9s/bbgo/pkg/bbgo"
"github.com/c9s/bbgo/pkg/cmd/cmdutil"
"github.com/c9s/bbgo/pkg/service"
"github.com/c9s/bbgo/pkg/types"
"github.com/pkg/errors"
log "github.com/sirupsen/logrus"
"github.com/spf13/cobra"
)
func init() {
BacktestCmd.Flags().String("exchange", "", "target exchange")
BacktestCmd.Flags().Bool("sync", false, "sync backtest data")
BacktestCmd.Flags().Bool("sync-only", false, "sync backtest data only, do not run backtest")
BacktestCmd.Flags().String("sync-from", "", "sync backtest data from the given time, which will override the time range in the backtest config")
BacktestCmd.Flags().Bool("base-asset-baseline", false, "use base asset performance as the competitive baseline performance")
BacktestCmd.Flags().CountP("verbose", "v", "verbose level")
BacktestCmd.Flags().String("config", "config/bbgo.yaml", "strategy config file")
BacktestCmd.Flags().Bool("force", false, "force execution without confirm")
RootCmd.AddCommand(BacktestCmd)
}
var BacktestCmd = &cobra.Command{
Use: "backtest",
Short: "backtest your strategies",
SilenceUsage: true,
RunE: func(cmd *cobra.Command, args []string) error {
verboseCnt, err := cmd.Flags().GetCount("verbose")
if err != nil {
return err
}
configFile, err := cmd.Flags().GetString("config")
if err != nil {
return err
}
if len(configFile) == 0 {
return errors.New("--config option is required")
}
wantBaseAssetBaseline, err := cmd.Flags().GetBool("base-asset-baseline")
if err != nil {
return err
}
wantSync, err := cmd.Flags().GetBool("sync")
if err != nil {
return err
}
force, err := cmd.Flags().GetBool("force")
if err != nil {
return err
}
syncOnly, err := cmd.Flags().GetBool("sync-only")
if err != nil {
return err
}
syncFromDateStr, err := cmd.Flags().GetString("sync-from")
if err != nil {
return err
}
exchangeNameStr, err := cmd.Flags().GetString("exchange")
if err != nil {
return err
}
exchangeName, err := types.ValidExchangeName(exchangeNameStr)
if err != nil {
return err
}
sourceExchange, err := cmdutil.NewExchange(exchangeName)
if err != nil {
return err
}
ctx, cancel := context.WithCancel(context.Background())
defer cancel()
userConfig, err := bbgo.Load(configFile, true)
if err != nil {
return err
}
if userConfig.Backtest == nil {
return errors.New("backtest config is not defined")
}
now := time.Now()
// set default start time to the past 6 months
if len(userConfig.Backtest.StartTime) == 0 {
userConfig.Backtest.StartTime = now.AddDate(0, -6, 0).Format("2006-01-02")
}
if len(userConfig.Backtest.EndTime) == 0 {
userConfig.Backtest.EndTime = now.Format("2006-01-02")
}
if len(userConfig.CrossExchangeStrategies) > 0 {
log.Warnf("backtest does not support CrossExchangeStrategy, strategies won't be added.")
}
startTime, err := userConfig.Backtest.ParseStartTime()
if err != nil {
return err
}
log.Infof("starting backtest with startTime %s", startTime.Format(time.ANSIC))
environ := bbgo.NewEnvironment()
if err := BootstrapBacktestEnvironment(ctx, environ, userConfig); err != nil {
return err
}
if environ.DatabaseService == nil {
return errors.New("database service is not enabled, please check your environment variables DB_DRIVER and DB_DSN")
}
backtestService := &service.BacktestService{DB: environ.DatabaseService.DB}
environ.BacktestService = backtestService
if wantSync {
var syncFromTime = startTime
// override the sync from time if the option is given
if len(syncFromDateStr) > 0 {
syncFromTime, err = time.Parse(types.DateFormat, syncFromDateStr)
if err != nil {
return err
}
if syncFromTime.After(startTime) {
return fmt.Errorf("sync-from time %s can not be latter than the backtest start time %s", syncFromTime, startTime)
}
} else {
// we need at least 1 month backward data for EMA and last prices
syncFromTime = syncFromTime.AddDate(0, -1, 0)
log.Infof("adjusted sync start time to %s for backward market data", syncFromTime)
}
log.Info("starting synchronization...")
for _, symbol := range userConfig.Backtest.Symbols {
if err := backtestService.Sync(ctx, sourceExchange, symbol, syncFromTime); err != nil {
return err
}
}
log.Info("synchronization done")
var corruptCnt = 0
for _, symbol := range userConfig.Backtest.Symbols {
log.Infof("verifying backtesting data...")
for interval := range types.SupportedIntervals {
log.Infof("verifying %s %s kline data...", symbol, interval)
klineC, errC := backtestService.QueryKLinesCh(startTime, time.Now(), sourceExchange, []string{symbol}, []types.Interval{interval})
var emptyKLine types.KLine
var prevKLine types.KLine
for k := range klineC {
if verboseCnt > 1 {
fmt.Print(".")
}
if prevKLine != emptyKLine {
if prevKLine.StartTime.Add(interval.Duration()) != k.StartTime {
corruptCnt++
log.Errorf("found kline data corrupted at time: %s kline: %+v", k.StartTime, k)
log.Errorf("between %d and %d",
prevKLine.StartTime.Unix(),
k.StartTime.Unix())
}
}
prevKLine = k
}
if verboseCnt > 1 {
fmt.Println()
}
if err := <-errC; err != nil {
return err
}
}
}
log.Infof("backtest verification completed")
if corruptCnt > 0 {
log.Errorf("found %d corruptions", corruptCnt)
} else {
log.Infof("found %d corruptions", corruptCnt)
}
if syncOnly {
return nil
}
}
log.Warn("!!! To run backtest, you should use an isolated database for storing backtest trades !!!")
log.Warn("!!! The trade record in the current database WILL ALL BE DELETE !!!")
if !force {
if !confirmation("Are you sure to continue?") {
return nil
}
}
if err := environ.TradeService.DeleteAll(); err != nil {
return err
}
backtestExchange := backtest.NewExchange(exchangeName, backtestService, userConfig.Backtest)
environ.SetStartTime(startTime)
environ.AddExchange(exchangeName.String(), backtestExchange)
if err := environ.Init(ctx); err != nil {
return err
}
trader := bbgo.NewTrader(environ)
if verboseCnt == 2 {
log.SetLevel(log.DebugLevel)
} else if verboseCnt > 0 {
log.SetLevel(log.InfoLevel)
} else {
// default mode, disable strategy logging and order executor logging
log.SetLevel(log.ErrorLevel)
trader.DisableLogging()
}
if err := trader.Configure(userConfig); err != nil {
return err
}
if err := trader.Run(ctx); err != nil {
return err
}
<-backtestExchange.Done()
log.Infof("shutting down trader...")
shutdownCtx, cancel := context.WithDeadline(ctx, time.Now().Add(10*time.Second))
trader.Graceful.Shutdown(shutdownCtx)
cancel()
// put the logger back to print the pnl
log.SetLevel(log.InfoLevel)
for _, session := range environ.Sessions() {
for symbol, trades := range session.Trades {
market, ok := session.Market(symbol)
if !ok {
return fmt.Errorf("market not found: %s", symbol)
}
calculator := &pnl.AverageCostCalculator{
TradingFeeCurrency: backtestExchange.PlatformFeeCurrency(),
Market: market,
}
startPrice, ok := session.StartPrice(symbol)
if !ok {
return fmt.Errorf("start price not found: %s", symbol)
}
log.Infof("%s PROFIT AND LOSS REPORT", symbol)
log.Infof("===============================================")
lastPrice, ok := session.LastPrice(symbol)
if !ok {
return fmt.Errorf("last price not found: %s", symbol)
}
report := calculator.Calculate(symbol, trades.Trades, lastPrice)
report.Print()
initBalances := userConfig.Backtest.Account.Balances.BalanceMap()
finalBalances := session.Account.Balances()
log.Infof("INITIAL BALANCES:")
initBalances.Print()
log.Infof("FINAL BALANCES:")
finalBalances.Print()
if wantBaseAssetBaseline {
initBaseAsset := inBaseAsset(initBalances, market, startPrice)
finalBaseAsset := inBaseAsset(finalBalances, market, lastPrice)
log.Infof("INITIAL ASSET ~= %s %s (1 %s = %f)", market.FormatQuantity(initBaseAsset), market.BaseCurrency, market.BaseCurrency, startPrice)
log.Infof("FINAL ASSET ~= %s %s (1 %s = %f)", market.FormatQuantity(finalBaseAsset), market.BaseCurrency, market.BaseCurrency, lastPrice)
log.Infof("%s BASE ASSET PERFORMANCE: %.2f%% (= (%.2f - %.2f) / %.2f)", market.BaseCurrency, (finalBaseAsset-initBaseAsset)/initBaseAsset*100.0, finalBaseAsset, initBaseAsset, initBaseAsset)
log.Infof("%s PERFORMANCE: %.2f%% (= (%.2f - %.2f) / %.2f)", market.BaseCurrency, (lastPrice-startPrice)/startPrice*100.0, lastPrice, startPrice, startPrice)
}
}
}
return nil
},
}
func confirmation(s string) bool {
reader := bufio.NewReader(os.Stdin)
for {
fmt.Printf("%s [y/N]: ", s)
response, err := reader.ReadString('\n')
if err != nil {
log.Fatal(err)
}
response = strings.ToLower(strings.TrimSpace(response))
if response == "y" || response == "yes" {
return true
} else if response == "n" || response == "no" {
return false
} else {
return false
}
}
}