Algo Trading Platform Project

Project: Algo Trading Platform Document Purpose: This file summarizes the current software features, the enhancements already added during recent development, missing capabilities, and recommended add-on improvements to complete the application into a more polished trading platform. 1. Current Core Features - Modular Python trading architecture with separate modules for broker integration, data fetching, backtesting, portfolio management, and strategy execution. - Dhan broker support via `src/broker/dhan_broker.py` and optional yfinance fallback in `src/data/data_fetcher.py`. - Multiple strategy implementations including moving average crossover, RSI, Bollinger Bands, and various option strategies. - Portfolio manager and risk manager modules for tracking positions and enforcing risk rules. - Backtesting engine in `src/backtesting/backtester.py` with commissions and slippage. - Web dashboard UI served by `dashboard/templates/index.html` and `run_dashboard.py`. - Dashboard tabs for strategy control, configuration, credential management, risk, order management, market sections, and trade views. 2. Recent Enhancements Added - Updated dashboard to include a dedicated `Dashboard` page that shows summary cards, market pulse, top performing strategy, and recent trades. - Added trade listing with open/closed position filters and date range filtering in the dashboard. - Implemented client-side filtering logic for recent trades using `setDashboardTradeFilter()` and `filterDashboardTrades()`. - Improved dashboard spacing with additional horizontal page padding and refined spacing around modules. - Simplified dashboard styling for a cleaner, more basic appearance. - Added visible trade Date column to the recent trades table for meaningful date-range filtering. 3. Existing Documented Features - Strategy toggling and parameter editing from the web dashboard. - Backtest runner and equity-chart visualization from the UI. - Credential storage in `dashboard/data/credentials.json` and config viewer in the dashboard. - Support for a paper trading mode via configuration. 4. Missing / Incomplete Capabilities - Full live order execution workflow is not yet confirmed or integrated. - Persistent trade history backend and database storage are missing. - User authentication and authorization are not implemented. - Deployment-ready packaging and Docker/container support are absent. - Error handling and user feedback for failed API calls, invalid credentials, and network issues need strengthening. - Complete strategy management persistence across browser sessions and server restarts is not present. - Market data caching, refresh throttling, and historical trade data handling are not fully implemented. - Responsive mobile layout and cross-browser UI polish require improvement. - A proper API-level route list and backend route documentation are not yet finalized. 5. Recommended Add-On Points to Complete the Application - Add backend storage: use SQLite/PostgreSQL for trade history, positions, strategy configurations, and user settings. - Implement authentication: session-based login or token-based API auth for secure dashboard access. - Complete live trading flow: connect order placement from UI to Dhan API, with paper/live toggle and status tracking. - Add user roles: admin, trader, and observer permissions for a multi-user environment. - Enhance dashboard analytics: add P&L charts, daily summary, win/loss ratios, and risk exposure gauges. - Add alerting: price alerts, margin call warnings, strategy signal notifications, and email/SMS alerts. - Improve UI/UX: responsive layout, consistent card spacing, dark/light theme toggle, and clear mobile experience. - Add configuration management: allow saving strategy presets, risk presets, and option trade templates. - Add testing and validation: unit tests for dashboard logic, API endpoints, and strategy signal generation. - Add deployment docs: include Dockerfile, deployment scripts, and a README section for production launch. 6. Suggested Priority Roadmap 1. Stabilize backend: add persistence, API routes, and error handling. 2. Secure the platform: credential management, authentication, and access control. 3. Complete trading workflow: wire live order execution and position updates. 4. Polish the UI: responsive design, clean layout, and dashboard usability. 5. Add analytics: trade history, P&L reporting, and risk dashboards. 6. Document the project: create a complete developer and user manual. 7. Notes for Project Route - This file is saved at the repository root for easy access. - Use this document as a reference when planning the next development sprint. - Update it regularly as new features are added or requirements change.