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AutoQuant

AutoQuant is an out-of-the-box quantitative investment platform.

It contains the full ML pipeline of data processing, strategy building(includes AI & traditionals), back-testing, and covers the entire chain of quantitative investment: alpha seeking, risk modeling, portfolio optimization, and order execution.

With AutoQuant, users can easily try ideas to create better Quant investment strategies.

Quick Start

Installation

pip install --upgrade autoquant

Data Preparation

fromautoquant.collectorimportCollectorfromautoquantimportMarketfromdatetimeimportdatecollector=Collector.default() data=collector.daily_prices( market=Market.SZ, code='002594', start=date(2021, 11, 1), end=date(2021, 11, 5) ) data=collector.quarter_statement( market=Market.SH, code='601318', quarter=date(2021, 9, 30) ) 

Backtest

fromautoquant.collectorimportCollectorfromautoquant.workflowimportWorkflowfromautoquant.brokerimportBrokerfromautoquantimportMarketfromdatetimeimportdatefromautoquant.workflowimportWorkflowfromautoquant.strategyimportMA_CrossOverclassSmaCross(MA_CrossOver): params=dict(fast=5, slow=20) collector=Collector.default() broker=Broker.default(kick_start=100000, commission=0.01) data=collector.daily_prices(market=Market.SZ, code='002594', start=date(2020, 1, 1), end=date(2021, 11, 1)) w=Workflow().with_broker(broker).with_strategy(SmaCross).backtest(data) w.visualize()

Advanced Topics

Market

AutoQuant support Shanghai, Shenzhen, HongKong and US markets now. Use Market Enum in codes:

fromautoquantimportMarketMarket.SZMarket.SHMarket.HKMarket.CNMarket.US

Index

AutoQuant support the indexes in multiple markets now.

Use StocksIndex Enum in codes:

fromautoquantimportStocksIndexStocksIndex.ZZ500StocksIndex.HS300StocksIndex.SZ50

Use FundsIndex Enum in codes:

fromautoquantimportFundsIndexFundsIndex.CN_ALLFundsIndex.CN_ETFFundsIndex.CN_QDIIFundsIndex.HUAXIA_SECTOR_ETF

Indicators

Specific Indicators

  • ParityIndex
  • AdjustedMomentum

Backtrader Indicators

All the indicators in Backtrader are available in AutoQuant.

For Example, if you were using the indicators of Backtrader like this:

frombacktrader.indicatorsimportMomentum

You can simply change the import sentence to use the indicators in AutoQuant. The codes would be:

fromautoquant.indicatorsimportMomentum

Metrics

Specific Metrics

  • Gross Rate Of Return
  • CAGR(Compound Annual Growth Rate)

TA-Lib Metrics

All the metrics in TA-Lib are available in AutoQuant.

For Example, if you were using the metrics of TA-Lib like this:

fromtalibimportSMAclose=numpy.random.random(100) output=MOM(close, timeperiod=5)

You can simply change the import sentence to use the metrics in AutoQuant. The codes would be:

fromAutoQuantimportSMAclose=numpy.random.random(100) output=MOM(close, timeperiod=5)

Providers

Price Provider

Provides List

  • BaostockProvider
  • TushareProvider
  • EastmoneyProvider

API

defdaily_prices(self, market: Market, code: str, start: date, end: date, **kwargs)

Financial Statement Provider

Provides List

  • SnowballProvider

API

defquarter_statement(self, market: Market, code: str, quarter: date, **kwargs) defyearly_balance_sheet(self, market: Market, code: str, years: list, **kwargs) defyearly_income_sheets(self, market: Market, code: str, years: list, **kwargs) defyearly_flow_sheets(self, market: Market, code: str, years: list, **kwargs)

Index Provider

Provides List

  • BaostockProvider
  • EastmoneyProvider

API

defstocks_of_index(self, index: StocksIndex, **kwargs) deffunds_of_index(self, index: FundsIndex, **kwargs)

Contribution Guide

Test

Test all

PYTHONPATH=./ pytest

Test specified test

PYTHONPATH=./ pytest tests/<YOUR_DISIRE_FILE>.py -k "<YOUR_DISIRE_TEST_CASE>" -s

Development

Generate Requirements

pipreqs ./ --encoding=utf8 --force

Package Update

python3 -m build python3 -m twine upload dist/*

About

AutoQuant is an out-of-the-box quantitative investment platform.

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