qbtrade/pkg/strategy/dca/strategy.go
2024-06-27 22:42:38 +08:00

158 lines
4.1 KiB
Go

package dca
import (
"context"
"fmt"
"time"
"github.com/sirupsen/logrus"
"git.qtrade.icu/lychiyu/qbtrade/pkg/fixedpoint"
"git.qtrade.icu/lychiyu/qbtrade/pkg/qbtrade"
"git.qtrade.icu/lychiyu/qbtrade/pkg/types"
)
const ID = "dca"
var log = logrus.WithField("strategy", ID)
func init() {
qbtrade.RegisterStrategy(ID, &Strategy{})
}
type BudgetPeriod string
const (
BudgetPeriodDay BudgetPeriod = "day"
BudgetPeriodWeek BudgetPeriod = "week"
BudgetPeriodMonth BudgetPeriod = "month"
)
func (b BudgetPeriod) Duration() time.Duration {
var period time.Duration
switch b {
case BudgetPeriodDay:
period = 24 * time.Hour
case BudgetPeriodWeek:
period = 24 * time.Hour * 7
case BudgetPeriodMonth:
period = 24 * time.Hour * 30
}
return period
}
// Strategy is the Dollar-Cost-Average strategy
type Strategy struct {
Environment *qbtrade.Environment
Symbol string `json:"symbol"`
Market types.Market
// BudgetPeriod is how long your budget quota will be reset.
// day, week, month
BudgetPeriod BudgetPeriod `json:"budgetPeriod"`
// Budget is the amount you invest per budget period
Budget fixedpoint.Value `json:"budget"`
// InvestmentInterval is the interval of each investment
InvestmentInterval types.Interval `json:"investmentInterval"`
budgetPerInvestment fixedpoint.Value
Position *types.Position `persistence:"position"`
ProfitStats *types.ProfitStats `persistence:"profit_stats"`
BudgetQuota fixedpoint.Value `persistence:"budget_quota"`
BudgetPeriodStartTime time.Time `persistence:"budget_period_start_time"`
session *qbtrade.ExchangeSession
orderExecutor *qbtrade.GeneralOrderExecutor
qbtrade.StrategyController
}
func (s *Strategy) ID() string {
return ID
}
func (s *Strategy) Subscribe(session *qbtrade.ExchangeSession) {
session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{Interval: s.InvestmentInterval})
}
func (s *Strategy) ClosePosition(ctx context.Context, percentage fixedpoint.Value) error {
return s.orderExecutor.ClosePosition(ctx, percentage)
}
func (s *Strategy) InstanceID() string {
return fmt.Sprintf("%s:%s", ID, s.Symbol)
}
func (s *Strategy) Run(ctx context.Context, _ qbtrade.OrderExecutor, session *qbtrade.ExchangeSession) error {
if s.BudgetQuota.IsZero() {
s.BudgetQuota = s.Budget
}
if s.Position == nil {
s.Position = types.NewPositionFromMarket(s.Market)
}
if s.ProfitStats == nil {
s.ProfitStats = types.NewProfitStats(s.Market)
}
instanceID := s.InstanceID()
s.session = session
s.orderExecutor = qbtrade.NewGeneralOrderExecutor(session, s.Symbol, ID, instanceID, s.Position)
s.orderExecutor.BindEnvironment(s.Environment)
s.orderExecutor.BindProfitStats(s.ProfitStats)
s.orderExecutor.TradeCollector().OnPositionUpdate(func(position *types.Position) {
qbtrade.Sync(ctx, s)
})
s.orderExecutor.Bind()
numOfInvestmentPerPeriod := fixedpoint.NewFromFloat(float64(s.BudgetPeriod.Duration()) / float64(s.InvestmentInterval.Duration()))
s.budgetPerInvestment = s.Budget.Div(numOfInvestmentPerPeriod)
session.UserDataStream.OnStart(func() {})
session.MarketDataStream.OnKLine(func(kline types.KLine) {})
session.MarketDataStream.OnKLineClosed(func(kline types.KLine) {
if kline.Symbol != s.Symbol || kline.Interval != s.InvestmentInterval {
return
}
if s.BudgetPeriodStartTime == (time.Time{}) {
s.BudgetPeriodStartTime = kline.StartTime.Time().Truncate(time.Minute)
}
if kline.EndTime.Time().Sub(s.BudgetPeriodStartTime) >= s.BudgetPeriod.Duration() {
// reset budget quota
s.BudgetQuota = s.Budget
s.BudgetPeriodStartTime = kline.StartTime.Time()
}
// check if we have quota
if s.BudgetQuota.Compare(s.budgetPerInvestment) <= 0 {
return
}
price := kline.Close
quantity := s.budgetPerInvestment.Div(price)
_, err := s.orderExecutor.SubmitOrders(ctx, types.SubmitOrder{
Symbol: s.Symbol,
Side: types.SideTypeBuy,
Type: types.OrderTypeMarket,
Quantity: quantity,
Market: s.Market,
})
if err != nil {
log.WithError(err).Errorf("submit order failed")
}
})
return nil
}