Chapter 7: Futures Market and Derivatives Strategies¶
This chapter is currently maintained in Chinese first.
- Chinese chapter: 第 7 章:期货市场与衍生品策略
- Textbook home: Chinese textbook index
- Practice links:
- Primary example: examples/textbook/ch07_futures.py
- Extended example: examples/04_mixed_assets.py
- Guide: Strategy Guide
China futures config highlights¶
BacktestConfig.china_futures supports prefix-level futures templates and validation:
- Prefix template fields:
multiplier,margin_ratio,tick_size,lot_size - Prefix commission override:
commission_rate - Prefix validation switches:
enforce_tick_size,enforce_lot_size - Session behavior switch:
enforce_sessions
The config now validates early during object construction (fail-fast):
- Empty
symbol_prefixis rejected - Invalid numeric ranges (e.g. non-positive
multiplier) are rejected - Duplicate prefixes in the same list are rejected with index-aware messages
For complete examples and explanations, refer to the Chinese chapter section “AKQuant 中国期货配置速览”.
Priority matrix¶
| Scenario | Highest priority | Secondary priority | Fallback |
|---|---|---|---|
Contract fields (multiplier, margin_ratio, tick_size, lot_size) |
Explicit InstrumentConfig fields |
instrument_templates_by_symbol_prefix |
run_backtest defaults |
| Prefix commission | fee_by_symbol_prefix |
Template commission_rate |
StrategyConfig.commission_rate |
| Prefix validation switches | validation_by_symbol_prefix |
Template enforce_tick_size / enforce_lot_size |
Global ChinaFuturesConfig.enforce_* |
| Market selection | use_china_futures_market=False or mixed-asset fallback |
use_china_futures_market=True with futures-only set |
use_simple_market |
Notes:
- Within the same layer, explicit prefix rules override template defaults.
- In order validation matching, a more specific prefix (longer match) wins.
Low-level Engine API naming:
- Futures fee APIs are standardized as
set_futures_fee_rulesandset_futures_fee_rules_by_prefix. - Legacy singular names
set_future_fee_rules*are removed.