bbgo_origin/pkg/strategy/supertrend/strategy.go
2022-06-09 16:37:19 +08:00

405 lines
12 KiB
Go

package supertrend
import (
"context"
"fmt"
"github.com/c9s/bbgo/pkg/bbgo"
"github.com/c9s/bbgo/pkg/fixedpoint"
"github.com/c9s/bbgo/pkg/indicator"
"github.com/c9s/bbgo/pkg/types"
"github.com/pkg/errors"
"github.com/sirupsen/logrus"
"sync"
)
const ID = "supertrend"
const stateKey = "state-v1"
var log = logrus.WithField("strategy", ID)
func init() {
// Register the pointer of the strategy struct,
// so that bbgo knows what struct to be used to unmarshal the configs (YAML or JSON)
// Note: built-in strategies need to imported manually in the bbgo cmd package.
bbgo.RegisterStrategy(ID, &Strategy{})
}
type Strategy struct {
*bbgo.Graceful
*bbgo.Notifiability
*bbgo.Persistence
Environment *bbgo.Environment
session *bbgo.ExchangeSession
Market types.Market
// persistence fields
Position *types.Position `json:"position,omitempty" persistence:"position"`
ProfitStats *types.ProfitStats `json:"profitStats,omitempty" persistence:"profit_stats"`
// Order and trade
orderStore *bbgo.OrderStore
tradeCollector *bbgo.TradeCollector
// groupID is the group ID used for the strategy instance for canceling orders
groupID uint32
stopC chan struct{}
// Symbol is the market symbol you want to trade
Symbol string `json:"symbol"`
// Interval is how long do you want to update your order price and quantity
Interval types.Interval `json:"interval"`
// FastDEMAWindow DEMA window for checking breakout
FastDEMAWindow int `json:"fastDEMAWindow"`
// SlowDEMAWindow DEMA window for checking breakout
SlowDEMAWindow int `json:"slowDEMAWindow"`
fastDEMA *indicator.DEMA
slowDEMA *indicator.DEMA
// SuperTrend indicator
//SuperTrend SuperTrend `json:"superTrend"`
Supertrend *indicator.Supertrend
// SupertrendWindow ATR window for calculation of supertrend
SupertrendWindow int `json:"supertrendWindow"`
// SupertrendMultiplier ATR multiplier for calculation of supertrend
SupertrendMultiplier float64 `json:"supertrendMultiplier"`
// Leverage
Leverage float64 `json:"leverage"`
// TakeProfitMultiplier TP according to ATR multiple, 0 to disable this
TakeProfitMultiplier float64 `json:"takeProfitMultiplier"`
// StopLossByTriggeringK Set SL price to the low of the triggering Kline
StopLossByTriggeringK bool `json:"stopLossByTriggeringK"`
// TPSLBySignal TP/SL by reversed signals
TPSLBySignal bool `json:"tpslBySignal"`
currentTakeProfitPrice fixedpoint.Value
currentStopLossPrice fixedpoint.Value
// StrategyController
bbgo.StrategyController
}
func (s *Strategy) ID() string {
return ID
}
func (s *Strategy) InstanceID() string {
return fmt.Sprintf("%s:%s", ID, s.Symbol)
}
func (s *Strategy) Validate() error {
if len(s.Symbol) == 0 {
return errors.New("symbol is required")
}
if len(s.Interval) == 0 {
return errors.New("interval is required")
}
if s.Leverage == 0.0 {
return errors.New("leverage is required")
}
return nil
}
func (s *Strategy) Subscribe(session *bbgo.ExchangeSession) {
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{Interval: s.Interval})
}
// Position control
func (s *Strategy) CurrentPosition() *types.Position {
return s.Position
}
func (s *Strategy) ClosePosition(ctx context.Context, percentage fixedpoint.Value) error {
base := s.Position.GetBase()
if base.IsZero() {
return fmt.Errorf("no opened %s position", s.Position.Symbol)
}
// make it negative
quantity := base.Mul(percentage).Abs()
side := types.SideTypeBuy
if base.Sign() > 0 {
side = types.SideTypeSell
}
if quantity.Compare(s.Market.MinQuantity) < 0 {
return fmt.Errorf("order quantity %v is too small, less than %v", quantity, s.Market.MinQuantity)
}
orderForm := s.generateOrderForm(side, quantity, types.SideEffectTypeAutoRepay)
s.Notify("Submitting %s %s order to close position by %v", s.Symbol, side.String(), percentage, orderForm)
createdOrders, err := s.session.Exchange.SubmitOrders(ctx, orderForm)
if err != nil {
log.WithError(err).Errorf("can not place position close order")
}
s.orderStore.Add(createdOrders...)
s.tradeCollector.Process()
_ = s.Persistence.Sync(s)
return err
}
// setupIndicators initializes indicators
func (s *Strategy) setupIndicators() {
if s.FastDEMAWindow == 0 {
s.FastDEMAWindow = 144
}
s.fastDEMA = &indicator.DEMA{IntervalWindow: types.IntervalWindow{Interval: s.Interval, Window: s.FastDEMAWindow}}
if s.SlowDEMAWindow == 0 {
s.SlowDEMAWindow = 169
}
s.slowDEMA = &indicator.DEMA{IntervalWindow: types.IntervalWindow{Interval: s.Interval, Window: s.SlowDEMAWindow}}
if s.SupertrendWindow == 0 {
s.SupertrendWindow = 39
}
if s.SupertrendMultiplier == 0 {
s.SupertrendMultiplier = 3
}
s.Supertrend = &indicator.Supertrend{IntervalWindow: types.IntervalWindow{Window: s.SupertrendWindow, Interval: s.Interval}, ATRMultiplier: s.SupertrendMultiplier}
s.Supertrend.AverageTrueRange = &indicator.ATR{IntervalWindow: types.IntervalWindow{Window: s.SupertrendWindow, Interval: s.Interval}}
}
// updateIndicators updates indicators
func (s *Strategy) updateIndicators(kline types.KLine) {
closePrice := kline.GetClose().Float64()
// Update indicators
if kline.Interval == s.fastDEMA.Interval {
s.fastDEMA.Update(closePrice)
}
if kline.Interval == s.slowDEMA.Interval {
s.slowDEMA.Update(closePrice)
}
if kline.Interval == s.Supertrend.Interval {
s.Supertrend.Update(kline.GetHigh().Float64(), kline.GetLow().Float64(), closePrice)
}
}
func (s *Strategy) generateOrderForm(side types.SideType, quantity fixedpoint.Value, marginOrderSideEffect types.MarginOrderSideEffectType) types.SubmitOrder {
orderForm := types.SubmitOrder{
Symbol: s.Symbol,
Market: s.Market,
Side: side,
Type: types.OrderTypeMarket,
Quantity: quantity,
MarginSideEffect: marginOrderSideEffect,
}
return orderForm
}
// calculateQuantity returns leveraged quantity
func (s *Strategy) calculateQuantity(currentPrice fixedpoint.Value) fixedpoint.Value {
balance, ok := s.session.GetAccount().Balance(s.Market.QuoteCurrency)
if !ok {
log.Error("can not update balance from exchange")
return fixedpoint.Zero
}
amountAvailable := balance.Available.Mul(fixedpoint.NewFromFloat(s.Leverage))
quantity := amountAvailable.Div(currentPrice)
return quantity
}
func (s *Strategy) Run(ctx context.Context, orderExecutor bbgo.OrderExecutor, session *bbgo.ExchangeSession) error {
s.session = session
// If position is nil, we need to allocate a new position for calculation
if s.Position == nil {
s.Position = types.NewPositionFromMarket(s.Market)
}
// Always update the position fields
s.Position.Strategy = ID
s.Position.StrategyInstanceID = s.InstanceID()
s.stopC = make(chan struct{})
// Profit
if s.ProfitStats == nil {
s.ProfitStats = types.NewProfitStats(s.Market)
}
s.orderStore = bbgo.NewOrderStore(s.Symbol)
s.orderStore.BindStream(session.UserDataStream)
// StrategyController
s.Status = types.StrategyStatusRunning
s.OnSuspend(func() {
_ = s.Persistence.Sync(s)
})
s.OnEmergencyStop(func() {
// Close 100% position
if err := s.ClosePosition(ctx, fixedpoint.One); err != nil {
s.Notify("can not close position")
}
})
// Setup indicators
s.setupIndicators()
s.currentStopLossPrice = fixedpoint.Zero
s.currentTakeProfitPrice = fixedpoint.Zero
session.MarketDataStream.OnKLineClosed(func(kline types.KLine) {
// StrategyController
if s.Status != types.StrategyStatusRunning {
return
}
// skip k-lines from other symbols or other intervals
if kline.Symbol != s.Symbol || kline.Interval != s.Interval {
return
}
// Update indicators
s.updateIndicators(kline)
// Get signals
closePrice := kline.GetClose().Float64()
openPrice := kline.GetOpen().Float64()
stSignal := s.Supertrend.GetSignal()
var demaSignal types.Direction
if closePrice > s.fastDEMA.Last() && closePrice > s.slowDEMA.Last() && !(openPrice > s.fastDEMA.Last() && openPrice > s.slowDEMA.Last()) {
demaSignal = types.DirectionUp
} else if closePrice < s.fastDEMA.Last() && closePrice < s.slowDEMA.Last() && !(openPrice < s.fastDEMA.Last() && openPrice < s.slowDEMA.Last()) {
demaSignal = types.DirectionDown
} else {
demaSignal = types.DirectionNone
}
base := s.Position.GetBase()
baseSign := base.Sign()
// TP/SL if there's non-dust position
if !s.Market.IsDustQuantity(base.Abs(), kline.GetClose()) {
if s.StopLossByTriggeringK && !s.currentStopLossPrice.IsZero() && ((baseSign < 0 && kline.GetClose().Compare(s.currentStopLossPrice) > 0) || (baseSign > 0 && kline.GetClose().Compare(s.currentStopLossPrice) < 0)) {
// SL by triggered Kline low
if err := s.ClosePosition(ctx, fixedpoint.One); err != nil {
s.Notify("can not place SL order")
} else {
s.currentStopLossPrice = fixedpoint.Zero
s.currentTakeProfitPrice = fixedpoint.Zero
}
} else if s.TakeProfitMultiplier > 0 && !s.currentTakeProfitPrice.IsZero() && ((baseSign < 0 && kline.GetClose().Compare(s.currentTakeProfitPrice) < 0) || (baseSign > 0 && kline.GetClose().Compare(s.currentTakeProfitPrice) > 0)) {
// TP by multiple of ATR
if err := s.ClosePosition(ctx, fixedpoint.One); err != nil {
s.Notify("can not place TP order")
} else {
s.currentStopLossPrice = fixedpoint.Zero
s.currentTakeProfitPrice = fixedpoint.Zero
}
} else if s.TPSLBySignal {
// Use signals to TP/SL
if (baseSign < 0 && (stSignal == types.DirectionUp || demaSignal == types.DirectionUp)) || (baseSign > 0 && (stSignal == types.DirectionDown || demaSignal == types.DirectionDown)) {
if err := s.ClosePosition(ctx, fixedpoint.One); err != nil {
s.Notify("can not place TP/SL order")
} else {
s.currentStopLossPrice = fixedpoint.Zero
s.currentTakeProfitPrice = fixedpoint.Zero
}
}
}
}
// Open position
var side types.SideType
if stSignal == types.DirectionUp && demaSignal == types.DirectionUp {
side = types.SideTypeBuy
if s.StopLossByTriggeringK {
s.currentStopLossPrice = kline.GetLow()
}
if s.TakeProfitMultiplier > 0 {
s.currentTakeProfitPrice = kline.GetClose().Add(fixedpoint.NewFromFloat(s.Supertrend.AverageTrueRange.Last() * s.TakeProfitMultiplier))
}
} else if stSignal == types.DirectionDown && demaSignal == types.DirectionDown {
side = types.SideTypeSell
if s.StopLossByTriggeringK {
s.currentStopLossPrice = kline.GetHigh()
}
if s.TakeProfitMultiplier > 0 {
s.currentTakeProfitPrice = kline.GetClose().Sub(fixedpoint.NewFromFloat(s.Supertrend.AverageTrueRange.Last() * s.TakeProfitMultiplier))
}
}
if side == types.SideTypeSell || side == types.SideTypeBuy {
// Close opposite position if any
if !s.Market.IsDustQuantity(base.Abs(), kline.GetClose()) && ((side == types.SideTypeSell && baseSign > 0) || (side == types.SideTypeBuy && baseSign < 0)) {
if err := s.ClosePosition(ctx, fixedpoint.One); err != nil {
s.Notify("can not place close position order")
}
}
orderForm := s.generateOrderForm(side, s.calculateQuantity(kline.GetClose()), types.SideEffectTypeMarginBuy)
log.Infof("submit open position order %v", orderForm)
order, err := orderExecutor.SubmitOrders(ctx, orderForm)
if err != nil {
log.WithError(err).Errorf("can not place open position order")
s.Notify("can not place open position order")
} else {
s.orderStore.Add(order...)
}
s.tradeCollector.Process()
_ = s.Persistence.Sync(s)
}
})
s.tradeCollector = bbgo.NewTradeCollector(s.Symbol, s.Position, s.orderStore)
// Record profits
s.tradeCollector.OnTrade(func(trade types.Trade, profit, netProfit fixedpoint.Value) {
s.Notifiability.Notify(trade)
s.ProfitStats.AddTrade(trade)
if profit.Compare(fixedpoint.Zero) == 0 {
s.Environment.RecordPosition(s.Position, trade, nil)
} else {
log.Infof("%s generated profit: %v", s.Symbol, profit)
p := s.Position.NewProfit(trade, profit, netProfit)
p.Strategy = ID
p.StrategyInstanceID = s.InstanceID()
s.Notify(&p)
s.ProfitStats.AddProfit(p)
s.Notify(&s.ProfitStats)
s.Environment.RecordPosition(s.Position, trade, &p)
}
})
s.tradeCollector.BindStream(session.UserDataStream)
// Graceful shutdown
s.Graceful.OnShutdown(func(ctx context.Context, wg *sync.WaitGroup) {
defer wg.Done()
close(s.stopC)
s.tradeCollector.Process()
})
return nil
}