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QuantInsti Quantitative Learning

How to Backtest an Options Strategy in Python (Start With the Data Nobody Cleans)

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Breakdown

0:00lesson

Data cleaning is 40% of options analysis

  • Cleaning data takes 40% of time
  • Raw data is unstructured and unreadable
  • Unix time format needs conversion
  • Column names vary by provider
  • Standard fields are essential
2:16lesson

Standard options data fields

  • Underlying asset info
  • Strike price = exercise price
  • Expiry date
  • Call or put type
  • Bid/ask, open interest, IV
4:28lesson

Standardizing column names

  • Use lowercase letters
  • Remove spaces
  • Add descriptive columns
  • Delete unnecessary columns
  • Improve code accessibility
4:29lesson

Handling missing data and outliers

  • NaN values can be replaced
  • Use nearest value for 1-min data
  • Avoid big timestamp jumps
  • Filter low-liquidity contracts
  • Check and handle nulls
4:30lesson

Final data pipeline: clean, merge, filter

  • Read zip files
  • Extract and merge text files
  • Clean columns and data
  • Filter near-month contracts
  • Save cleaned data locally

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