File size: 6,609 Bytes
d5789cd
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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
import numpy as np
import pandas as pd
import torch
from torch.utils.data import Dataset, DataLoader
from typing import Optional, Tuple, List, Dict

def compute_technical_indicators(df):
    df = df.copy()
    df['ret'] = df['close'].pct_change()
    df['log_ret'] = np.log(df['close'] / df['close'].shift(1))
    df['volatility_5'] = df['ret'].rolling(5).std()
    df['volatility_20'] = df['ret'].rolling(20).std()
    df['ma_5'] = df['close'].rolling(5).mean()
    df['ma_20'] = df['close'].rolling(20).mean()
    delta = df['close'].diff()
    gain = delta.where(delta > 0, 0)
    loss = -delta.where(delta < 0, 0)
    avg_gain = gain.rolling(14).mean()
    avg_loss = loss.rolling(14).mean()
    rs = avg_gain / avg_loss
    df['rsi'] = 100 - (100 / (1 + rs))
    ema_12 = df['close'].ewm(span=12).mean()
    ema_26 = df['close'].ewm(span=26).mean()
    df['macd'] = ema_12 - ema_26
    df['macd_signal'] = df['macd'].ewm(span=9).mean()
    df['vol_ma_5'] = df['volume'].rolling(5).mean()
    df['volume_ratio'] = df['volume'] / df['vol_ma_5']
    high_low = df['high'] - df['low']
    high_close = np.abs(df['high'] - df['close'].shift())
    low_close = np.abs(df['low'] - df['close'].shift())
    tr = pd.concat([high_low, high_close, low_close], axis=1).max(axis=1)
    df['atr'] = tr.rolling(14).mean()
    df = df.fillna(0)
    return df

def normalize_features(arr):
    mean = arr.mean(axis=0, keepdims=True)
    std = arr.std(axis=0, keepdims=True) + 1e-6
    return (arr - mean) / std

class FinancialTrajectoryDataset(Dataset):
    def __init__(self, data, n_assets=1, context_window=60, target_window=5,
                 feature_cols=None, stride=1, normalize=True):
        self.data = data.reset_index(drop=True)
        self.n_assets = n_assets
        self.context_window = context_window
        self.target_window = target_window
        self.stride = stride
        self.normalize = normalize
        if feature_cols is None:
            feature_cols = ['open', 'high', 'low', 'close', 'volume', 'ret', 'log_ret',
                           'volatility_5', 'volatility_20', 'rsi', 'macd', 'macd_signal',
                           'volume_ratio', 'atr']
        self.feature_cols = [c for c in feature_cols if c in self.data.columns]
        self.n_features = len(self.feature_cols)
        self.features = self.data[self.feature_cols].values.astype(np.float32)
        if normalize:
            self.features = normalize_features(self.features)
        self.returns = self.data['ret'].values.astype(np.float32)
        self.total_len = len(self.data)
        self.indices = list(range(0, self.total_len - context_window - target_window, stride))

    def __len__(self):
        return len(self.indices)

    def __getitem__(self, idx):
        start = self.indices[idx]
        ctx_end = start + self.context_window
        tgt_end = ctx_end + self.target_window
        context = self.features[start:ctx_end]
        target = self.features[ctx_end:tgt_end]
        future_ret = self.returns[ctx_end:tgt_end]
        avg_ret = future_ret.mean() if len(future_ret) > 0 else 0.0
        if self.n_assets == 1:
            weights = np.array([1.0], dtype=np.float32)
        else:
            weights = np.random.dirichlet(np.ones(self.n_assets)).astype(np.float32)
        if avg_ret > 0.01:
            signal = 0
        elif avg_ret < -0.01:
            signal = 1
        else:
            signal = 2
        signals = np.array([signal] * self.n_assets, dtype=np.int64)
        hedge = 0
        return {
            "context": torch.from_numpy(context),
            "target": torch.from_numpy(target),
            "weights": torch.from_numpy(weights),
            "signals": torch.from_numpy(signals),
            "hedge": torch.tensor(hedge, dtype=torch.long),
        }

def build_dataloaders(data, n_assets=1, context_window=60, target_window=5,
                      batch_size=64, train_ratio=0.8, val_ratio=0.1, num_workers=0):
    n = len(data)
    train_end = int(n * train_ratio)
    val_end = int(n * (train_ratio + val_ratio))
    train_data = data.iloc[:train_end]
    val_data = data.iloc[train_end:val_end]
    test_data = data.iloc[val_end:]
    train_ds = FinancialTrajectoryDataset(train_data, n_assets, context_window, target_window)
    val_ds = FinancialTrajectoryDataset(val_data, n_assets, context_window, target_window)
    test_ds = FinancialTrajectoryDataset(test_data, n_assets, context_window, target_window)
    return {
        "train": DataLoader(train_ds, batch_size=batch_size, shuffle=True, num_workers=num_workers, drop_last=True),
        "val": DataLoader(val_ds, batch_size=batch_size, shuffle=False, num_workers=num_workers, drop_last=True),
        "test": DataLoader(test_ds, batch_size=batch_size, shuffle=False, num_workers=num_workers, drop_last=True),
    }

def load_hf_stock_data(dataset_name="paperswithbacktest/Stocks-Daily-Price", symbols=None, max_rows=100_000):
    try:
        from datasets import load_dataset
        ds = load_dataset(dataset_name, split="train", streaming=True)
        rows = []
        for i, row in enumerate(ds):
            if i >= max_rows:
                break
            if symbols is not None and row["symbol"] not in symbols:
                continue
            rows.append({
                "symbol": row["symbol"],
                "date": row["date"],
                "open": row["open"],
                "high": row["high"],
                "low": row["low"],
                "close": row["close"],
                "volume": row["volume"],
                "adj_close": row.get("adj_close", row["close"]),
            })
        df = pd.DataFrame(rows)
        df = compute_technical_indicators(df)
        return df
    except Exception as e:
        print(f"Error loading HF dataset: {e}")
        return generate_synthetic_data(n_timesteps=max_rows, n_assets=1 if symbols is None else len(symbols))

def generate_synthetic_data(n_timesteps=5000, n_assets=1, seed=42):
    np.random.seed(seed)
    price = 100.0
    data = []
    for t in range(n_timesteps):
        ret = np.random.normal(0.0002, 0.02)
        price *= (1 + ret)
        high = price * (1 + abs(np.random.normal(0, 0.005)))
        low = price * (1 - abs(np.random.normal(0, 0.005)))
        open_p = price * (1 + np.random.normal(0, 0.003))
        vol = int(np.random.lognormal(15, 0.5))
        data.append({
            "open": open_p, "high": high, "low": low, "close": price,
            "volume": vol, "adj_close": price,
        })
    df = pd.DataFrame(data)
    df = compute_technical_indicators(df)
    return df