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dynamic-cache-mock-20230220
bug-milk-class-3-future-options-expiration
bug-buying-power-model-convergence
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feature-ib-fa-groups
feature-python-dataframe-performance-2
feature-notebook-engine
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Lean
/
Algorithm.Python
/
StatisticsResultsAlgorithm.py
Lean
/
Algorithm.Python
/
StatisticsResultsAlgorithm.py
StatisticsResultsAlgorithm.py 6.43 KB
一键复制 编辑 原始数据 按行查看 历史
Jhonathan Abreu 提交于 2025年05月09日 06:06 +08:00 . More Python syntax check improvements (#8758)
# QUANTCONNECT.COM - Democratizing Finance, Empowering Individuals.
# Lean Algorithmic Trading Engine v2.0. Copyright 2014 QuantConnect Corporation.
#
# Licensed under the Apache License, Version 2.0 (the "License");
# you may not use this file except in compliance with the License.
# You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing, software
# distributed under the License is distributed on an "AS IS" BASIS,
# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
# See the License for the specific language governing permissions and
# limitations under the License.
from AlgorithmImports import *
from System.Collections.Generic import Dictionary
### <summary>
### Demonstration of how to access the statistics results from within an algorithm through the `Statistics` property.
### </summary>
class StatisticsResultsAlgorithm(QCAlgorithm):
most_traded_security_statistic = "Most Traded Security"
most_traded_security_trade_count_statistic = "Most Traded Security Trade Count"
def initialize(self):
self.set_start_date(2013, 10, 7)
self.set_end_date(2013, 10, 11)
self.set_cash(100000)
self.spy = self.add_equity("SPY", Resolution.MINUTE).symbol
self.ibm = self.add_equity("IBM", Resolution.MINUTE).symbol
self.fast_spy_ema = self.ema(self.spy, 30, Resolution.MINUTE)
self.slow_spy_ema = self.ema(self.spy, 60, Resolution.MINUTE)
self.fast_ibm_ema = self.ema(self.spy, 10, Resolution.MINUTE)
self.slow_ibm_ema = self.ema(self.spy, 30, Resolution.MINUTE)
self.trade_counts = {self.spy: 0, self.ibm: 0}
def on_data(self, data: Slice):
if not self.slow_spy_ema.is_ready: return
if self.fast_spy_ema > self.slow_spy_ema:
self.set_holdings(self.spy, 0.5)
elif self.securities[self.spy].invested:
self.liquidate(self.spy)
if self.fast_ibm_ema > self.slow_ibm_ema:
self.set_holdings(self.ibm, 0.2)
elif self.securities[self.ibm].invested:
self.liquidate(self.ibm)
def on_order_event(self, order_event):
if order_event.status == OrderStatus.FILLED:
# We can access the statistics summary at runtime
statistics = self.statistics.summary
statistics_str = "".join([f"{kvp.key}: {kvp.value}" for kvp in statistics])
self.debug(f"Statistics after fill:{statistics_str}")
# Access a single statistic
self.log(f"Total trades so far: {statistics[PerformanceMetrics.TOTAL_ORDERS]}")
self.log(f"Sharpe Ratio: {statistics[PerformanceMetrics.SHARPE_RATIO]}")
# --------
# We can also set custom summary statistics:
if all(count == 0 for count in self.trade_counts.values()):
if StatisticsResultsAlgorithm.most_traded_security_statistic in statistics:
raise AssertionError(f"Statistic {StatisticsResultsAlgorithm.most_traded_security_statistic} should not be set yet")
if StatisticsResultsAlgorithm.most_traded_security_trade_count_statistic in statistics:
raise AssertionError(f"Statistic {StatisticsResultsAlgorithm.most_traded_security_trade_count_statistic} should not be set yet")
else:
# The current most traded security should be set in the summary
most_trade_security, most_trade_security_trade_count = self.get_most_trade_security()
self.check_most_traded_security_statistic(statistics, most_trade_security, most_trade_security_trade_count)
# Update the trade count
self.trade_counts[order_event.symbol] += 1
# Set the most traded security
most_trade_security, most_trade_security_trade_count = self.get_most_trade_security()
self.set_summary_statistic(StatisticsResultsAlgorithm.most_traded_security_statistic, str(most_trade_security))
self.set_summary_statistic(StatisticsResultsAlgorithm.most_traded_security_trade_count_statistic, most_trade_security_trade_count)
# Re-calculate statistics:
statistics = self.statistics.summary
# Let's keep track of our custom summary statistics after the update
self.check_most_traded_security_statistic(statistics, most_trade_security, most_trade_security_trade_count)
def on_end_of_algorithm(self):
statistics = self.statistics.summary
if StatisticsResultsAlgorithm.most_traded_security_statistic not in statistics:
raise AssertionError(f"Statistic {StatisticsResultsAlgorithm.most_traded_security_statistic} should be in the summary statistics")
if StatisticsResultsAlgorithm.most_traded_security_trade_count_statistic not in statistics:
raise AssertionError(f"Statistic {StatisticsResultsAlgorithm.most_traded_security_trade_count_statistic} should be in the summary statistics")
most_trade_security, most_trade_security_trade_count = self.get_most_trade_security()
self.check_most_traded_security_statistic(statistics, most_trade_security, most_trade_security_trade_count)
def check_most_traded_security_statistic(self, statistics: Dictionary[str, str], most_traded_security: Symbol, trade_count: int):
most_traded_security_statistic = statistics[StatisticsResultsAlgorithm.most_traded_security_statistic]
most_traded_security_trade_count_statistic = statistics[StatisticsResultsAlgorithm.most_traded_security_trade_count_statistic]
self.log(f"Most traded security: {most_traded_security_statistic}")
self.log(f"Most traded security trade count: {most_traded_security_trade_count_statistic}")
if most_traded_security_statistic != most_traded_security:
raise AssertionError(f"Most traded security should be {most_traded_security} but it is {most_traded_security_statistic}")
if most_traded_security_trade_count_statistic != str(trade_count):
raise AssertionError(f"Most traded security trade count should be {trade_count} but it is {most_traded_security_trade_count_statistic}")
def get_most_trade_security(self) -> tuple[Symbol, int]:
most_trade_security = max(self.trade_counts, key=lambda symbol: self.trade_counts[symbol])
most_trade_security_trade_count = self.trade_counts[most_trade_security]
return most_trade_security, most_trade_security_trade_count
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