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CHANGELOG.md

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0.2.1

  • Added VolatilitySignal class to calculate rolling annualised volatility of returns for an asset
  • Removed errors for orders that exceed cash account balance in SimulatedBroker and Portfolio. Replaced with console warnings.

0.2.0

  • Significant overhaul of Position, PositionHandler, Portfolio, Transaction and SimulatedBroker classes to correctly account for short selling of assets
  • Addition of LongShortLeveragedOrderSizer to allow long/short leveraged portfolios
  • Added a new long/short leveraged portfolio example backtest
  • Added some unit and integration tests to improve test coverage slightly

0.1.4

  • Added ValueError with more verbose description for NaN pricing data when backtest start date too early
  • Removed usage of 'inspect' library for updating attributes of Position within PositionHandler
  • Added unit tests for Cash asset, StaticUniverse, DynamicUniverse and string colour utility function
  • Added two more statistics to the JSON statistics calculation

0.1.3

  • Fixed bug involving DynamicUniverse not adding assets to momentum and signal calculation if not present at start of backtest
  • Modified MomentumSignal and SMASignal to allow calculation if available prices less than lookbacks
  • Added daily rebalancing capability
  • Added some unit tests to improve test coverage slightly

0.1.2

  • Added RiskModel class hierarchy
  • Modified API for MomentumSignal and SMASignal to utilise inherited Signal object
  • Added SignalsCollection entity to update data for derived Signal classes
  • Removed unnecessary BufferAlphaModel
  • Added some unit tests to improve test coverage slightly

0.1.1

  • Removed the need to specify a CSV data directory as an environment variable by adding a default of the current working directory of the executed script
  • Addes CI support for Python 3.5, 3.6 and 3.8 in addition to 3.7
  • Added some unit tests to improve test coverage slightly

0.1.0

  • Initial relase of QSTrader to PyPI