microsoft / microsoft/qlib

Monthly Task RollingGen

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enhancement
Dominant language
Python
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Description

🌟 Feature Description

Is it possible to provide a way to rolling train the model (and consequently, the backtest) at an irregular interval (e.g., weekly or monthly).

Sorry to post it if there is already a way to do it in qlib.

Motivation

  • In many scenarios, investors may rebalance the portofolio weekly or monthly.
  • A natural way to backtest the model and strategy is to simulate this process, and fine-tune the pre-trained model just before the re-balancing date, based on the latest obervations.
  • However, the current version of qlib seems to only support regular interval rolling training (e.g., 20 days), which is not perfectly aligned with the trading calendar.

Alternatives

Additional Notes

Contributor guide

No contributing guide indexed for this repository

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

Start by tracing qlib's rolling-training and backtest scheduling around the trading calendar. Define how weekly or monthly rebalance dates should trigger training and backtesting, then verify the behavior against irregular calendar intervals and existing regular-interval behavior.

Written by the indexing model from the issue text.

Assessment

Tech stack
python
Domain
fintech-quant, machine-learning
Issue type
Feature
Difficulty
5/5
Estimated time
Over a week
Activity status
Stale
Clarity
Needs clarification
Newbie friendliness
30/100

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