qust 0.1.5

A crate for finance quantative reserach
Documentation
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
use std::sync::Arc;

use super::pms::GetPmsFromTa;
use super::prelude::Convert;
use crate::idct::fore::ForeTaCalc;
use crate::idct::part::Part::*;
use crate::prelude::{find_day_index_night_flat, KlineState, PriBox};
use crate::trade::di::Di;
use crate::trade::ticker::Comm;
use qust_ds::roll::RollFunc;
use qust_ds::prelude::*;
use qust_derive::*;
use dyn_clone::{clone_trait_object, DynClone};

#[ta_derive]
pub enum KlineType {
    Time,
    Open,
    High,
    Low,
    Close,
    Volume,
}

#[clone_trait]
pub trait Ta {
    fn start(&self, _di: &Di) {}
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.c()]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32;
    fn end(&self, _di: &Di) {}
}

#[derive(Clone, Serialize, Deserialize, AsRef)]
pub struct ForeTa(pub Box<dyn Ta>, pub Box<dyn ForeTaCalc>);

impl std::fmt::Debug for ForeTa {
    fn fmt(&self, f: &mut std::fmt::Formatter<'_>) -> std::fmt::Result {
        write!(f, "{:?} + {:?}", self.0, self.1)
    }
}

#[typetag::serde]
impl Ta for ForeTa {
    fn start(&self, di: &Di) {
        di.part.write().unwrap().push(ono);
    }
    fn calc_di(&self, di: &Di) -> avv32 {
        let part = di
            .part
            .read()
            .unwrap()
            .iter()
            .rev()
            .skip(1)
            .take(1)
            .next()
            .unwrap()
            .clone();
        let pms = (part, self.0.clone()).get_pms_from_ta(di);
        di.calc(&pms)
    }
    fn calc_da(&self, da: Vec<&[f32]>, di: &Di) -> vv32 {
        self.1.fore_ta_calc(da, di)
    }
    fn end(&self, di: &Di) {
        di.part.write().unwrap().pop();
    }
}

#[ta_derive]
pub struct CommSlip(pub f32, pub f32);

impl Di {
    pub fn profit2(&self) -> Vec<f32> {
        let c = self.c();
        let c_lag = c.lag(1f32);
        let mut res = izip!(c.iter(), c_lag.iter())
            .map(|(x, y)| x / y - 1.)
            .collect_vec();
        res[0] = 0f32;
        res
    }

    pub fn profit(&self) -> Vec<f32> {
        let c = self.c();
        let c_lag = c.lag(1f32);
        let mut res = izip!(c.iter(), c_lag.iter(), self.pcon.price.ki.rolling(2))
            .map(|(x, y, z)| {
                if z.first().unwrap().contract == z.last().unwrap().contract {
                    x / y - 1.
                } else {
                    0.
                }
            })
            .collect_vec();
        res[0] = 0f32;
        res
    }
}

#[typetag::serde]
impl Ta for CommSlip {
    fn calc_da(&self, data: Vec<&[f32]>, di: &Di) -> vv32 {
        let c = *di.c().last().unwrap();
        let ticker_info = di.pcon.ticker.info();
        let tz = ticker_info.tz;
        let pv = ticker_info.pv;
        let comm_percent = match ticker_info.comm {
            Comm::F(i) => self.0 * i / (c * pv),
            Comm::P(i) => self.0 * i,
        };
        let slip_percent = self.1 * ticker_info.slip * tz / c;
        let s = data[0].len();
        vec![
            vec![comm_percent; s],
            vec![comm_percent; s],
            vec![slip_percent; s],
            vec![slip_percent; s],
        ]
    }
}

#[typetag::serde]
impl Ta for KlineType {
    fn calc_di(&self, di: &Di) -> avv32 {
        use KlineType::*;
        match self {
            Open => di.o(),
            High => di.h(),
            Low => di.l(),
            Close => di.c(),
            _ => todo!(),
        }
        .pip(|x| vec![x])
    }

    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        vec![da[0].to_vec()]
    }
}

/* #region Rsi */
#[ta_derive]
// #[derive(AsRef)]
pub struct Rsi(pub usize);

#[typetag::serde]
impl Ta for Rsi {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.c()]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let da = da[0];
        let ret = izip!(da.iter(), da.lag((1usize, f32::NAN)).iter())
            .map(|(a, b)| a - b)
            .collect_vec();
        let ret_l = ret
            .iter()
            .map(|x| if x > &0f32 { *x } else { 0f32 })
            .collect_vec();
        let ret_s = ret
            .iter()
            .map(|x| if x < &0f32 { -x } else { 0f32 })
            .collect_vec();
        let ret_l = ret_l.ema(self.0);
        let ret_s = ret_s.ema(self.0);
        let res = izip!(ret_l.iter(), ret_s.iter())
            .map(|(x, y)| (100f32 * x) / (x + y))
            .collect_vec();
        vec![res]
        // vec![ret_s, ret_l, res]
    }
}
/* #endregion */

/* #region Tr */
#[ta_derive]
pub struct Tr;

#[typetag::serde]
impl Ta for Tr {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.h(), di.l(), di.c()]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let h = da[0];
        let l = da[1];
        let c = da[2];
        let h_c = h.iter().zip(c.iter()).map(|(&a, &b)| (a - b).abs());
        let l_1 = c.lag(1f32);
        let c_l = l.iter().zip(l_1.iter()).map(|(&a, &b)| (a - b).abs());
        let h_l = h.iter().zip(l.iter()).map(|(&a, &b)| (a - b).abs());
        let res = izip!(h_c, c_l, h_l)
            .map(|(a, b, c)| a.max(b).max(c))
            .collect();
        vec![res]
    }
}
/* #endregion */

/* #region Atr */
#[ta_derive]
pub struct Atr(pub usize);

#[typetag::serde]
impl Ta for Atr {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.calc(&Tr)[0].clone()]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let res = da[0].ema(self.0);
        vec![res]
    }
}

#[ta_derive]
pub struct RollTa<T>(pub T, pub RollFunc, pub RollOps);

#[typetag::serde(name = "rollta_klinetype")]
impl Ta for RollTa<KlineType> {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.c()]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        da.roll(self.1, self.2.clone())
    }
}

impl AsRef<Box<dyn Ta>> for Box<dyn Ta> {
    fn as_ref(&self) -> &Box<dyn Ta> {
        self
    }
}

#[typetag::serde(name = "rollta_boxta")]
impl Ta for RollTa<Box<dyn Ta>> {
    fn calc_di(&self, di: &Di) -> avv32 {
        di.calc::<&Box<dyn Ta>, Box<dyn Ta>, avv32>(&self.0)
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        da.roll(self.1, self.2.clone())
    }
}

#[ta_derive]
pub struct Max(pub KlineType, pub usize);

#[typetag::serde]
impl Ta for Max {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.get_kline(&self.0)]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        da.roll_max(self.1)
    }
}

#[ta_derive]
pub struct Min(pub KlineType, pub usize);

#[typetag::serde]
impl Ta for Min {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.get_kline(&self.0)]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        da.roll_min(self.1)
    }
}

/* #endregion */

/* #region KDayRatio */
#[ta_derive]
pub struct KDayRatio(pub usize);

#[typetag::serde]
impl Ta for KDayRatio {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.o(), di.c()]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let gap = izip!(da[0].iter(), da[1].iter())
            .map(|(x, y)| (x - y).abs())
            .collect::<v32>();
        let k_range_ma = gap.roll_mean(self.0);
        let res = izip!(gap.iter(), k_range_ma.iter())
            .map(|(x, y)| 100. * x / y)
            .collect::<v32>();
        vec![res]
    }
}
/* #endregion */

#[ta_derive]
pub enum IndexSpec {
    First,
    Last,
    Max,
    Min,
}

impl IndexSpec {
    fn get(&self, data: &[f32]) -> f32 {
        match self {
            IndexSpec::First => data[0],
            IndexSpec::Last => *data.last().unwrap(),
            IndexSpec::Max => data.max(),
            IndexSpec::Min => data.min(),
        }
    }
}

///0: shift len 2: which data 3: how
#[ta_derive]
pub struct ShiftDays(pub usize, pub KlineType, pub IndexSpec);

#[typetag::serde]
impl Ta for ShiftDays {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.get_kline(&self.1)]
    }

    fn calc_da(&self, da: Vec<&[f32]>, di: &Di) -> vv32 {
        // let da_vec = di.t().iter().map(|x| x.date()).collect();
        let da_vec = find_day_index_night_flat(di.t());
        let grp = Grp(da_vec);
        let (vec_index, vec_value) = grp.apply(da[0], |x| self.2.get(x));
        let vec_value = vec_value.lag(self.0 as f32);
        let ri = Reindex::new(&vec_index[..], &grp.0[..]);
        let res = ri.reindex(&vec_value[..]).fillna(f32::NAN);
        vec![res]
    }
}

#[ta_derive]
pub struct ShiftInter {
    pub inter: PriBox,
    pub n: usize,
    pub kline: KlineType,
    pub index_spec: IndexSpec,
}

#[typetag::serde]
impl Ta for ShiftInter {
    fn calc_di(&self, di: &Di) -> avv32 {
        let price_arc = di.calc(Convert::Event(self.inter.clone()));
        let finished_vec = &price_arc.finished.unwrap();
        let mut da_vec = Vec::with_capacity(finished_vec.len());
        let mut index = 0.;
        finished_vec
            .iter()
            .for_each(|x| {
                da_vec.push(index);
                if let KlineState::Finished = x {
                    index += 1.;
                }
            });
         vec![di.get_kline(&self.kline), Arc::new(da_vec)]
    }

    fn calc_da(&self,da:Vec<&[f32]>, _di: &Di) -> vv32 {
        let da_vec = da[1].to_vec();
        let grp = Grp(da_vec);
        let(vec_index, vec_value) = grp.apply(da[0], |x| self.index_spec.get(x));
        let vec_value = vec_value.lag(self.n as f32);
        let ri = Reindex::new(&vec_index[..], &grp.0[..]);
        let res = ri.reindex(&vec_value[..]).fillna(f32::NAN);
        vec![res]
    }
}


#[ta_derive]
pub struct DayKlineWrapper(pub KlineType);

#[typetag::serde(name = "DayKlineWrapper")]
impl Ta for DayKlineWrapper {
    fn calc_da(&self, _da: Vec<&[f32]>, di: &Di) -> vv32 {
        let da_vec = find_day_index_night_flat(di.t());
        let grp = Grp(da_vec);
        let (_, vec_value) = match self.0 {
            KlineType::Open => grp.apply(&di.o(), |x| vec![x[0]; x.len()]),
            KlineType::High => grp.apply(&di.h(), |x| x.cum_max()),
            KlineType::Low => grp.apply(&di.l(), |x| x.cum_min()),
            KlineType::Close => grp.apply(&di.c(), |x| vec![*x.last().unwrap(); x.len()]),
            _ => panic!("this type of Kline does not implement DayKlineWrapper"),
        };
        vec![vec_value.concat()]
    }
}

/* #region Mace */
#[ta_derive]
pub struct Diff(pub usize, pub usize);

#[typetag::serde]
impl Ta for Diff {
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let res = izip!(da[0].ema(self.0), da[0].ema(self.1))
            .map(|(x, y)| x - y)
            .collect_vec();
        vec![res]
    }
}

#[ta_derive]
pub struct Macd(pub usize, pub usize, pub usize);

#[typetag::serde]
impl Ta for Macd {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.calc(Diff(self.0, self.1))[0].clone()]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let res = izip!(da[0].iter(), da[0].ema(self.2).iter())
            .map(|(x, y)| x - y)
            .collect();
        vec![res]
    }
}

/* #endregion */

/* #region K D J */

#[ta_derive]
pub struct Kta(pub usize, pub usize, pub usize);
#[ta_derive]
pub struct Dta(pub usize, pub usize, pub usize);
#[ta_derive]
pub struct Jta(pub usize, pub usize, pub usize);

#[typetag::serde]
impl Ta for Kta {
    fn calc_di(&self, di: &Di) -> avv32 {
        // vec![di.h(), di.l(), di.c()]
        vec![di.c(), di.c(), di.c()]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let rsvnum =
            izip!(da[2].iter(), da[1].roll(RollFunc::Min, RollOps::N(self.0))).map(|(x, y)| x - y);
        let rsvdom = izip!(
            da[0].roll(RollFunc::Max, RollOps::N(self.0)),
            rsvnum.clone()
        )
        .map(|(x, y)| x - y);
        let rsv = izip!(rsvnum, rsvdom).map(|(x, y)| 100. * x / y);
        vec![rsv.collect_vec().ema(self.1)]
    }
}

#[typetag::serde]
impl Ta for Dta {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![di.calc(Kta(self.0, self.1, self.2))[0].clone()]
    }
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        vec![da[0].ema(self.2)]
    }
}

#[typetag::serde]
impl Ta for Jta {
    fn calc_di(&self, di: &Di) -> avv32 {
        vec![
            di.calc(Kta(self.0, self.1, self.2))[0].clone(),
            di.calc(Dta(self.0, self.1, self.2))[0].clone(),
        ]
    }

    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let res = izip!(da[1].iter(), da[0].iter())
            .map(|(x, y)| 3. * x - 2. * y)
            .collect_vec();
        vec![res]
    }
}
/* #endregion */

/* #region EffRatio */
#[ta_derive]
pub struct EffRatio(pub usize, pub usize);

#[typetag::serde]
impl Ta for EffRatio {
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let lag_da = da[0].lag(self.0 as f32);
        let diff_data = izip!(da[0].iter(), lag_da.iter())
            .map(|(x, y)| x - y)
            .collect_vec();
        let vol = diff_data
            .iter()
            .map(|x| x.abs())
            .collect_vec()
            .roll(RollFunc::Sum, RollOps::N(self.1));
        let res = izip!(diff_data.iter(), vol.iter())
            .map(|(x, &y)| if y == 0. { f32::NAN } else { 100. * x / y })
            .collect_vec();
        vec![res]
    }
}
/* #endregion */

/* #region Spread */
#[ta_derive]
pub struct Spread(pub usize);

#[typetag::serde]
impl Ta for Spread {
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let res = izip!(
            da[0].iter(),
            da[0].roll(RollFunc::Mean, RollOps::N(self.0)).iter()
        )
        .map(|(x, y)| (x / y) - 1.)
        .collect_vec();
        vec![res]
    }
}
/* #endregion */

/* #region Rankma */
#[ta_derive]
pub struct Rankma(pub usize, pub usize);

#[typetag::serde]
impl Ta for Rankma {
    fn calc_da(&self, da: Vec<&[f32]>, _di: &Di) -> vv32 {
        let ma = da[0].roll(RollFunc::Mean, RollOps::N(self.0));
        let madiff = ma
            .rolling(2)
            .map(|x| if x.len() == 1 { 0f32 } else { x[1] - x[0] })
            .collect_vec();
        let mafac = madiff
            .iter()
            .map(|x| if x > &0. { 1f32 } else { 0f32 })
            .collect_vec();
        vec![mafac.roll(RollFunc::Sum, RollOps::N(self.1))]
    }
}
/* #endregion */