Source code for hftbacktest.data.utils.tardis

import gzip
from typing import List, Optional, Literal, Any

import numpy as np
import polars as pl
from numba import njit, from_dtype
from numba.experimental import jitclass
from numpy.typing import NDArray

from .. import FuseMarketDepth
from ..validation import correct_event_order, validate_event_order, correct_local_timestamp
from ...types import (
    DEPTH_EVENT,
    DEPTH_CLEAR_EVENT,
    DEPTH_SNAPSHOT_EVENT,
    TRADE_EVENT,
    BUY_EVENT,
    SELL_EVENT,
    event_dtype, DEPTH_BBO_EVENT, EVENT_ARRAY
)

trade_schema = {
    'exchange': pl.String,
    'symbol': pl.String,
    'timestamp': pl.Int64,
    'local_timestamp': pl.Int64,
    'id': pl.String,
    'side': pl.String,
    'price': pl.Float64,
    'amount': pl.Float64,
}

depth_schema = {
    'exchange': pl.String,
    'symbol': pl.String,
    'timestamp': pl.Int64,
    'local_timestamp': pl.Int64,
    'is_snapshot': pl.Boolean,
    'side': pl.String,
    'price': pl.Float64,
    'amount': pl.Float64,
}

book_ticker_schema = {
    'exchange': pl.String,
    'symbol': pl.String,
    'timestamp': pl.Int64,
    'local_timestamp': pl.Int64,
    'ask_amount': pl.Float64,
    'ask_price': pl.Float64,
    'bid_price': pl.Float64,
    'bid_amount': pl.Float64,
}


[docs] def convert( input_files: List[str], output_filename: Optional[str] = None, buffer_size: int = 100_000_000, ss_buffer_size: int = 1_000_000, base_latency: float = 0, snapshot_mode: Literal['process', 'ignore_sod', 'ignore'] = 'process', ) -> NDArray: r""" Converts Tardis.dev data files into a format compatible with HftBacktest. For Tardis's Binance Futures feed data, they use the 'E' event timestamp, representing the sending time, rather than the 'T' transaction time, indicating when the matching occurs. So the latency is slightly less than it actually is. If you encounter an ``IndexError`` due to an out-of-bounds, try increasing the ``buffer_size`` and ``ss_buffer_size``. Args: input_files: Input filenames for both incremental book and trades files. Trade files should be input before depth files. If a depth update generated by a trade is handled first, the queue position is reduced twice—once by the depth message and again by the subsequent trade message. Because the depth message already subtracts the traded quantity, the associated trade message must be processed first to prevent this double-counting. e.g. ['trades.csv.gz', 'incremental_book.csv.gz']. output_filename: If provided, the converted data will be saved to the specified filename in ``npz`` format. buffer_size: Sets a preallocated row size for the buffer. ss_buffer_size: Sets a preallocated row size for the snapshot. base_latency: The value to be added to the feed latency. See :func:`.correct_local_timestamp`. snapshot_mode: - If this is set to 'ignore', all snapshots are ignored. The order book will converge to a complete order book over time. - If this is set to 'ignore_sod', the SOD (Start of Day) snapshot is ignored. Since Tardis intentionally adds the SOD snapshot, not due to a message ID gap or disconnection, there might not be a need to process SOD snapshot to build a complete order book. Please see https://docs.tardis.dev/historical-data-details#collected-order-book-data-details for more details. - Otherwise, all snapshot events will be processed. Returns: Converted data compatible with HftBacktest. """ tmp = np.empty(buffer_size, event_dtype) ss_bid = np.empty(ss_buffer_size, event_dtype) ss_ask = np.empty(ss_buffer_size, event_dtype) row_num = 0 for file in input_files: print('Reading %s' % file) schema = None if 'trades' in file: schema = trade_schema elif 'incremental_book_L2' in file: schema = depth_schema elif 'book_ticker' in file: schema = book_ticker_schema else: # Attempts to infer the file type using its header. try: if file.endswith('.gz'): with gzip.open(file) as f: line = f.readline() header = line.decode().strip().split(',') else: with open(file) as f: line = f.readline() header = line.strip().split(',') if header == list(trade_schema.keys()): schema = trade_schema elif header == list(depth_schema.keys()): schema = depth_schema elif header == list(book_ticker_schema.keys()): schema = book_ticker_schema except: # Fails to infer the file type; let Polars infer the schema. pass df = pl.read_csv(file, schema=schema) if df.columns == list(trade_schema.keys()): arr = ( df.with_columns( pl.when(pl.col('side') == 'buy') .then(BUY_EVENT | TRADE_EVENT) .when(pl.col('side') == 'sell') .then(SELL_EVENT | TRADE_EVENT) .otherwise(TRADE_EVENT) .cast(pl.UInt64, strict=True) .alias('ev'), (pl.col('timestamp') * 1000) .cast(pl.Int64, strict=True) .alias('exch_ts'), (pl.col('local_timestamp') * 1000) .cast(pl.Int64, strict=True) .alias('local_ts'), pl.col('price') .cast(pl.Float64, strict=True) .alias('px'), pl.col('amount') .cast(pl.Float64, strict=True) .alias('qty'), pl.lit(0) .cast(pl.UInt64, strict=True) .alias('order_id'), pl.lit(0) .cast(pl.Int64, strict=True) .alias('ival'), pl.lit(0.0) .cast(pl.Float64, strict=True) .alias('fval') ) .select(['ev', 'exch_ts', 'local_ts', 'px', 'qty', 'order_id', 'ival', 'fval']) .to_numpy(structured=True) ) tmp[row_num:row_num + len(arr)] = arr[:] row_num += len(arr) elif df.columns == list(depth_schema.keys()): arr = ( df.with_columns( (pl.col('timestamp') * 1000) .cast(pl.Int64, strict=True) .alias('exch_ts'), (pl.col('local_timestamp') * 1000) .cast(pl.Int64, strict=True) .alias('local_ts'), pl.col('price') .cast(pl.Float64, strict=True) .alias('px'), pl.col('amount') .cast(pl.Float64, strict=True) .alias('qty'), pl.when((pl.col('side') == 'bid') | (pl.col('side') == 'buy')) .then(1) .when((pl.col('side') == 'ask') | (pl.col('side') == 'sell')) .then(-1) .otherwise(0) .cast(pl.Int8, strict=True) .alias('side'), pl.when(pl.col('is_snapshot')) .then(1) .otherwise(0) .cast(pl.Int8, strict=True) .alias('is_snapshot') ) .select(['exch_ts', 'local_ts', 'px', 'qty', 'side', 'is_snapshot']) .to_numpy(structured=True) ) snapshot_mode_flag = 0 if snapshot_mode == 'ignore': snapshot_mode_flag = SNAPSHOT_MODE_IGNORE elif snapshot_mode == 'ignore_sod': snapshot_mode_flag = SNAPSHOT_MODE_IGNORE_SOD row_num = _convert_depth(tmp, arr, row_num, ss_bid, ss_ask, snapshot_mode_flag) elif df.columns == list(book_ticker_schema.keys()): raise ValueError('Use `convert_fuse` instead of `convert` to combine book ticker data with the depth data.') tmp = tmp[:row_num] print('Correcting the latency') tmp = correct_local_timestamp(tmp, base_latency) print('Correcting the event order') data = correct_event_order( tmp, np.argsort(tmp['exch_ts'], kind='mergesort'), np.argsort(tmp['local_ts'], kind='mergesort') ) validate_event_order(data) if output_filename is not None: print('Saving to %s' % output_filename) np.savez_compressed(output_filename, data=data) return data
SNAPSHOT_MODE_IGNORE = 1 SNAPSHOT_MODE_IGNORE_SOD = 2 @njit def _convert_depth(out, inp, row_num, ss_bid, ss_ask, snapshot_mode): ss_bid_rn = 0 ss_ask_rn = 0 is_sod_snapshot = True is_snapshot = False for rn in range(len(inp)): row = inp[rn] if row.is_snapshot == 1: if ( (snapshot_mode == SNAPSHOT_MODE_IGNORE) or (snapshot_mode == SNAPSHOT_MODE_IGNORE_SOD and is_sod_snapshot) ): continue # Prepare to insert DEPTH_SNAPSHOT_EVENT if not is_snapshot: is_snapshot = True ss_bid_rn = 0 ss_ask_rn = 0 if row.side == 1: ss_bid[ss_bid_rn].ev = DEPTH_SNAPSHOT_EVENT | BUY_EVENT ss_bid[ss_bid_rn].exch_ts = row.exch_ts ss_bid[ss_bid_rn].local_ts = row.local_ts ss_bid[ss_bid_rn].px = row.px ss_bid[ss_bid_rn].qty = row.qty ss_bid[ss_bid_rn].order_id = 0 ss_bid[ss_bid_rn].ival = 0 ss_bid[ss_bid_rn].fval = 0 ss_bid_rn += 1 else: ss_ask[ss_ask_rn].ev = DEPTH_SNAPSHOT_EVENT | SELL_EVENT ss_ask[ss_ask_rn].exch_ts = row.exch_ts ss_ask[ss_ask_rn].local_ts = row.local_ts ss_ask[ss_ask_rn].px = row.px ss_ask[ss_ask_rn].qty = row.qty ss_ask[ss_ask_rn].order_id = 0 ss_ask[ss_ask_rn].ival = 0 ss_ask[ss_ask_rn].fval = 0 ss_ask_rn += 1 else: is_sod_snapshot = False if is_snapshot: # End of the snapshot. is_snapshot = False # Add DEPTH_CLEAR_EVENT before refreshing the market depth by the snapshot. ss_bid = ss_bid[:ss_bid_rn] if len(ss_bid) > 0: # Clear the bid market depth within the snapshot bid range. out[row_num].ev = DEPTH_CLEAR_EVENT | BUY_EVENT out[row_num].exch_ts = ss_bid[0].exch_ts out[row_num].local_ts = ss_bid[0].local_ts out[row_num].px = ss_bid[-1].px out[row_num].qty = 0 out[row_num].order_id = 0 out[row_num].ival = 0 out[row_num].fval = 0 row_num += 1 # Add DEPTH_SNAPSHOT_EVENT for the bid snapshot out[row_num:row_num + len(ss_bid)] = ss_bid[:] row_num += len(ss_bid) ss_bid_rn = 0 ss_ask = ss_ask[:ss_ask_rn] if len(ss_ask) > 0: # Clear the ask market depth within the snapshot ask range. out[row_num].ev = DEPTH_CLEAR_EVENT | SELL_EVENT out[row_num].exch_ts = ss_ask[0].exch_ts out[row_num].local_ts = ss_ask[0].local_ts out[row_num].px = ss_ask[-1].px out[row_num].qty = 0 out[row_num].order_id = 0 out[row_num].ival = 0 out[row_num].fval = 0 row_num += 1 # Add DEPTH_SNAPSHOT_EVENT for the ask snapshot out[row_num:row_num + len(ss_ask)] = ss_ask[:] row_num += len(ss_ask) ss_ask_rn = 0 # Insert DEPTH_EVENT out[row_num].ev = DEPTH_EVENT | (BUY_EVENT if row.side == 1 else SELL_EVENT) out[row_num].exch_ts = row.exch_ts out[row_num].local_ts = row.local_ts out[row_num].px = row.px out[row_num].qty = row.qty out[row_num].order_id = 0 out[row_num].ival = 0 out[row_num].fval = 0 row_num += 1 return row_num @jitclass class _Fuse: depth: FuseMarketDepth.class_type.instance_type ev: from_dtype(event_dtype)[:] ss_bid: from_dtype(event_dtype)[:] ss_ask: from_dtype(event_dtype)[:] def __init__(self, tick_size: float, lot_size: float, ss_buffer_size: int): self.depth = FuseMarketDepth(tick_size, lot_size) self.ev = np.zeros(1, event_dtype) self.ss_bid = np.zeros(ss_buffer_size, event_dtype) self.ss_ask = np.zeros(ss_buffer_size, event_dtype) def close(self) -> None: self.depth.close() def process_depth(self, inp: NDArray, rn: int, snapshot_mode: int) -> int: ss_bid_rn = 0 ss_ask_rn = 0 is_sod_snapshot = True is_snapshot = False for rn in range(rn, len(inp)): row = inp[rn] if row.is_snapshot == 1: # Prepare to insert DEPTH_SNAPSHOT_EVENT if not is_snapshot: is_snapshot = True ss_bid_rn = 0 ss_ask_rn = 0 if row.side == 1: self.ss_bid[ss_bid_rn].ev = DEPTH_SNAPSHOT_EVENT | BUY_EVENT self.ss_bid[ss_bid_rn].exch_ts = row.exch_ts self.ss_bid[ss_bid_rn].local_ts = row.local_ts self.ss_bid[ss_bid_rn].px = row.px self.ss_bid[ss_bid_rn].qty = row.qty ss_bid_rn += 1 else: self.ss_ask[ss_ask_rn].ev = DEPTH_SNAPSHOT_EVENT | SELL_EVENT self.ss_ask[ss_ask_rn].exch_ts = row.exch_ts self.ss_ask[ss_ask_rn].local_ts = row.local_ts self.ss_ask[ss_ask_rn].px = row.px self.ss_ask[ss_ask_rn].qty = row.qty ss_ask_rn += 1 else: add = not ( (snapshot_mode == SNAPSHOT_MODE_IGNORE) or (snapshot_mode == SNAPSHOT_MODE_IGNORE_SOD and is_sod_snapshot) ) is_sod_snapshot = False if is_snapshot: # End of the snapshot. is_snapshot = False # Add DEPTH_CLEAR_EVENT before refreshing the market depth by the snapshot. if ss_bid_rn > 0: # Clear the bid market depth within the snapshot bid range. self.ev[0].ev = DEPTH_CLEAR_EVENT | BUY_EVENT self.ev[0].exch_ts = self.ss_bid[0].exch_ts self.ev[0].local_ts = self.ss_bid[0].local_ts self.ev[0].px = self.ss_bid[ss_bid_rn - 1].px self.ev[0].qty = 0 self.depth.process_event(self.ev, 0, add) # Add DEPTH_SNAPSHOT_EVENT for the bid snapshot for srn in range(ss_bid_rn): self.depth.process_event(self.ss_bid, srn, add) if ss_ask_rn > 0: # Clear the ask market depth within the snapshot ask range. self.ev[0].ev = DEPTH_CLEAR_EVENT | SELL_EVENT self.ev[0].exch_ts = self.ss_ask[0].exch_ts self.ev[0].local_ts = self.ss_ask[0].local_ts self.ev[0].px = self.ss_ask[ss_ask_rn - 1].px self.ev[0].qty = 0 self.depth.process_event(self.ev, 0, add) # Add DEPTH_SNAPSHOT_EVENT for the ask snapshot for srn in range(ss_ask_rn): self.depth.process_event(self.ss_ask, srn, add) return rn - 1 else: # Insert DEPTH_EVENT self.ev[0].ev = DEPTH_EVENT | (BUY_EVENT if row.side == 1 else SELL_EVENT) self.ev[0].exch_ts = row.exch_ts self.ev[0].local_ts = row.local_ts self.ev[0].px = row.px self.ev[0].qty = row.qty self.depth.process_event(self.ev, 0, True) break return rn def process_bbo(self, inp: NDArray, rn: int) -> None: row = inp[rn] self.ev[0].ev = DEPTH_BBO_EVENT | SELL_EVENT self.ev[0].exch_ts = row.exch_ts self.ev[0].local_ts = row.local_ts self.ev[0].px = row.ask_price self.ev[0].qty = row.ask_amount self.depth.process_event(self.ev, 0, True) self.ev[0].ev = DEPTH_BBO_EVENT | BUY_EVENT self.ev[0].exch_ts = row.exch_ts self.ev[0].local_ts = row.local_ts self.ev[0].px = row.bid_price self.ev[0].qty = row.bid_amount self.depth.process_event(self.ev, 0, True) def process( self, depth_arr: NDArray, book_ticker_arr: NDArray, snapshot_mode: int ) -> None: ticker_rn = 0 depth_rn = 0 while True: if ticker_rn < len(book_ticker_arr): ticker_ts = book_ticker_arr[ticker_rn].local_ts else: ticker_ts = 0 if depth_rn < len(depth_arr): depth_ts = depth_arr[depth_rn].local_ts else: depth_ts = 0 if ticker_ts > 0 and depth_ts > 0: if ticker_ts < depth_ts: self.process_bbo(book_ticker_arr, ticker_rn) ticker_rn += 1 else: depth_rn = self.process_depth(depth_arr, depth_rn, snapshot_mode) depth_rn += 1 elif ticker_ts > 0: self.process_bbo(book_ticker_arr, ticker_rn) ticker_rn += 1 elif depth_ts > 0: depth_rn = self.process_depth(depth_arr, depth_rn, snapshot_mode) depth_rn += 1 else: break @property def fused_events(self) -> EVENT_ARRAY: return self.depth.fused_events
[docs] def convert_fuse( trades_filename: str, depth_filename: str, book_ticker_filename: str, tick_size: float, lot_size: float, output_filename: Optional[str] = None, ss_buffer_size: int = 1_000_000, base_latency: float = 0, snapshot_mode: Literal['process', 'ignore_sod', 'ignore'] = 'process', ) -> NDArray: r""" Converts Tardis.dev data files into a format compatible with HftBacktest. For Tardis's Binance Futures feed data, they use the 'E' event timestamp, representing the sending time, rather than the 'T' transaction time, indicating when the matching occurs. So the latency is slightly less than it actually is. If you encounter an ``IndexError`` due to an out-of-bounds, try increasing the ``ss_buffer_size``. Args: trades_filename: Input filenames for a trades file. depth_filename: Input filenames for an incremental book file. book_ticker_filename: Input filenames for a book ticker file. tick_size: tick size. lot_size: lot_size. output_filename: If provided, the converted data will be saved to the specified filename in ``npz`` format. ss_buffer_size: Sets a preallocated row size for the snapshot. base_latency: The value to be added to the feed latency. See :func:`.correct_local_timestamp`. snapshot_mode: - If this is set to 'ignore', all snapshots are ignored. The order book will converge to a complete order book over time. - If this is set to 'ignore_sod', the SOD (Start of Day) snapshot is ignored. Since Tardis intentionally adds the SOD snapshot, not due to a message ID gap or disconnection, there might not be a need to process SOD snapshot to build a complete order book. Please see https://docs.tardis.dev/historical-data-details#collected-order-book-data-details for more details. - Otherwise, all snapshot events will be processed. Returns: Converted data compatible with HftBacktest. """ df = pl.read_csv(trades_filename, schema=trade_schema) if df.columns != list(trade_schema.keys()): raise KeyError trades_arr = ( df.with_columns( pl.when(pl.col('side') == 'buy') .then(BUY_EVENT | TRADE_EVENT) .when(pl.col('side') == 'sell') .then(SELL_EVENT | TRADE_EVENT) .otherwise(TRADE_EVENT) .cast(pl.UInt64, strict=True) .alias('ev'), (pl.col('timestamp') * 1000) .cast(pl.Int64, strict=True) .alias('exch_ts'), (pl.col('local_timestamp') * 1000) .cast(pl.Int64, strict=True) .alias('local_ts'), pl.col('price') .cast(pl.Float64, strict=True) .alias('px'), pl.col('amount') .cast(pl.Float64, strict=True) .alias('qty'), pl.lit(0) .cast(pl.UInt64, strict=True) .alias('order_id'), pl.lit(0) .cast(pl.Int64, strict=True) .alias('ival'), pl.lit(0.0) .cast(pl.Float64, strict=True) .alias('fval') ) .select(['ev', 'exch_ts', 'local_ts', 'px', 'qty', 'order_id', 'ival', 'fval']) .to_numpy(structured=True) ) df = pl.read_csv(book_ticker_filename, schema=book_ticker_schema) if df.columns != list(book_ticker_schema.keys()): raise KeyError ticker_arr = ( df.with_columns( (pl.col('timestamp') * 1000) .cast(pl.Int64, strict=True) .alias('exch_ts'), (pl.col('local_timestamp') * 1000) .cast(pl.Int64, strict=True) .alias('local_ts'), pl.col('ask_amount') .cast(pl.Float64, strict=True), pl.col('ask_price') .cast(pl.Float64, strict=True), pl.col('bid_price') .cast(pl.Float64, strict=True), pl.col('bid_amount') .cast(pl.Float64, strict=True), ) .select(['exch_ts', 'local_ts', 'ask_amount', 'ask_price', 'bid_price', 'bid_amount']) .to_numpy(structured=True) ) df = pl.read_csv(depth_filename, schema=depth_schema) if df.columns != list(depth_schema.keys()): raise KeyError depth_arr = ( df.with_columns( (pl.col('timestamp') * 1000) .cast(pl.Int64, strict=True) .alias('exch_ts'), (pl.col('local_timestamp') * 1000) .cast(pl.Int64, strict=True) .alias('local_ts'), pl.col('price') .cast(pl.Float64, strict=True) .alias('px'), pl.col('amount') .cast(pl.Float64, strict=True) .alias('qty'), pl.when((pl.col('side') == 'bid') | (pl.col('side') == 'buy')) .then(1) .when((pl.col('side') == 'ask') | (pl.col('side') == 'sell')) .then(-1) .otherwise(0) .cast(pl.Int8, strict=True) .alias('side'), pl.when(pl.col('is_snapshot')) .then(1) .otherwise(0) .cast(pl.Int8, strict=True) .alias('is_snapshot') ) .select(['exch_ts', 'local_ts', 'px', 'qty', 'side', 'is_snapshot']) .to_numpy(structured=True) ) snapshot_mode_flag = 0 if snapshot_mode == 'ignore': snapshot_mode_flag = SNAPSHOT_MODE_IGNORE elif snapshot_mode == 'ignore_sod': snapshot_mode_flag = SNAPSHOT_MODE_IGNORE_SOD fuse = _Fuse(tick_size, lot_size, ss_buffer_size) fuse.process(depth_arr, ticker_arr, snapshot_mode_flag) tmp = np.empty(len(trades_arr) + len(fuse.fused_events), event_dtype) tmp[:len(trades_arr)] = trades_arr tmp[len(trades_arr):] = fuse.fused_events fuse.close() print('Correcting the latency') tmp = correct_local_timestamp(tmp, base_latency) print('Correcting the event order') data = correct_event_order( tmp, np.argsort(tmp['exch_ts'], kind='mergesort'), np.argsort(tmp['local_ts'], kind='mergesort') ) validate_event_order(data) if output_filename is not None: print('Saving to %s' % output_filename) np.savez_compressed(output_filename, data=data) return data