AI Trading Platform - Enhanced Edition

🚀 Professional algorithmic trading platform with automated workflows, real-time monitoring, and comprehensive analytics.

✨ New Features (v2.0)

🔄 Auto-Refresh System

No manual refreshing needed - Data updates every 60 seconds automatically
Smart market scanning - Auto-scans during market hours (9:30 AM - 4:00 PM EST)
Real-time market status - Shows OPEN/CLOSED and time until next event
3 background threads - Data, scanning, and dashboard updates

📊 Transaction History Viewer

Complete trade history with P&L tracking
Filter by symbol and date range
Win rate calculator and statistics
CSV export for external analysis
Press Ctrl+H to open

⌨️ Keyboard Shortcuts

Shortcut	Action
`Ctrl + R`	Refresh Data
`Ctrl + H`	Transaction History
`Ctrl + Q`	Quit Application
`F1`	Show Help

🕐 Market Hours Detection

Timezone-aware (Eastern Time)
Pre-market and after-hours support
Shows time until market open/close
Auto-pauses scanning when market closed

🎯 Core Features

Trading Capabilities

✅ Manual order execution (market, limit, stop)
✅ Automated trading with technical analysis
✅ Bracket orders with TP/SL
✅ Risk management (daily loss limits, position sizing)
✅ Real-time market data

Security & Safety

✅ Encrypted credential storage (Fernet)
✅ Input validation on all trades
✅ Rate limiting (200 calls/min)
✅ Comprehensive audit logging
✅ Emergency stop button

Performance

✅ Smart caching (80% fewer API calls)
✅ Retry logic with exponential backoff
✅ Connection pooling
✅ Optimized data fetching

Monitoring

✅ Structured logging system
✅ Real-time notifications
✅ Complete trade history
✅ Portfolio snapshots
✅ Performance analytics

🚀 Quick Start

Installation

cd /home/taj702/Software/StockTrader

# Install dependencies (if needed)
pip install --user pytz pystray

# Run the platform
./run.sh

First-Time Setup

Launch the application
Go to Settings tab
Enter Alpaca API credentials
Enable Paper Trading (recommended)
Click Connect to Alpaca

📖 Usage Guide

Auto-Refresh Operation

The platform automatically:

Refreshes account data every 60 seconds
Scans markets every 60 seconds (during market hours only)
Updates dashboard every 5 seconds
Saves portfolio snapshots to database

Market Status Indicators:

🟢 OPEN - Market is currently trading
⚫ CLOSED - Market is closed
🟡 PRE-MARKET - Before market open
🟠 AFTER-HOURS - After market close

Transaction History

Access via:

Press Ctrl+H
Or add menu item (Tools → Transaction History)

Features:

View all trades with timestamps
Filter by symbol or date range
See win rate and total P&L
Export to CSV for analysis
Color-coded profits/losses

Manual Trading

Navigate to Trading tab
Enter symbol and quantity
Select order type (Market/Limit)
Review quote
Click BUY or SELL

Automated Trading

Navigate to Auto Trading tab
Configure strategy parameters
Click "Start Auto Trading"
Monitor in activity log
Stop anytime with "Stop Auto Trading"

Risk Controls

All trades validated against:

✓ Daily loss limits (default: 5%)
✓ Position size limits (max: 50%)
✓ Symbol concentration (max: 30%)
✓ Maximum positions (default: 3)

Customize in config.py:

MAX_DAILY_LOSS = 0.05
MAX_POSITION_SIZE = 0.50
MAX_POSITION_CONCENTRATION = 0.30
DEFAULT_MAX_POSITIONS = 3

📁 Project Structure

StockTrader/
├── trading_platform.py      # Main GUI application
├── config.py                 # Configuration settings
├── security.py               # Encryption & validation
├── logger.py                 # Logging system
├── database.py               # SQLite trade history
├── risk_manager.py           # Risk controls
├── notification_system.py    # Alerts
├── market_hours.py           # NEW - Market detection
├── transaction_viewer.py     # NEW - History viewer
├── data_manager.py           # Market data (enhanced)
├── alpaca_trader.py          # Broker API (enhanced)
├── strategy_engine.py        # Trading strategies
├── requirements.txt          # Dependencies
├── run.sh                    # Launcher script
└── logs/                     # Log files

🔧 Configuration

Auto-Refresh Settings

Edit config.py:

# Auto-Refresh
AUTO_REFRESH_ENABLED = True          # Enable/disable
AUTO_REFRESH_INTERVAL = 60           # Data refresh (seconds)
AUTO_SCAN_INTERVAL = 60              # Market scanning (seconds)
DASHBOARD_UPDATE_INTERVAL = 5        # Dashboard (seconds)

# Market Hours
MARKET_TIMEZONE = "America/New_York"
MARKET_HOURS_START = "09:30"
MARKET_HOURS_END = "16:00"

Risk Limits

MAX_DAILY_LOSS = 0.05               # 5% max daily loss
MAX_POSITION_SIZE = 0.50            # 50% max per position
MAX_POSITION_CONCENTRATION = 0.30   # 30% max per symbol

Trading Defaults

DEFAULT_MAX_POSITIONS = 3
DEFAULT_POSITION_SIZE = 0.10        # 10% of portfolio
DEFAULT_STOP_LOSS = 0.08            # 8%
DEFAULT_TAKE_PROFIT = 0.15          # 15%

📊 Database

Location: trading_database.db

Tables:

trades - Complete trade history
portfolio_snapshots - Historical portfolio states
positions - Position tracking
activity_log - System events
strategy_performance - Strategy metrics

Query Examples:

from database import DatabaseManager

db = DatabaseManager()
trades = db.get_trades(symbol='NVDA', limit=50)
stats = db.get_trading_statistics()

📝 Logs

Location: logs/ directory

File	Content
`trading_platform.log`	System events
`trading.log`	Trade executions
`security.log`	Security events
`performance.log`	Performance metrics

Log Rotation:

10MB per file
5 backup files kept
Automatic rotation

🔐 Security

Credential Storage

Encrypted with Fernet (symmetric encryption)
PBKDF2 key derivation (100,000 iterations)
Salt stored separately
Never committed to git

Input Validation

Symbols: 1-5 uppercase letters
Quantities: 1-10,000 range
Prices: Positive, reasonable values

Rate Limiting

200 API calls per minute enforced
Automatic request throttling
Prevents API abuse

⚠️ Disclaimers

Trading Risk: This software is for educational purposes. Trading involves substantial risk of loss. Always use paper trading before live trading.

Not Financial Advice: This tool does not provide financial advice. You are responsible for your trading decisions.

API Limits: Respect Alpaca's API rate limits and terms of service.

🐛 Troubleshooting

Application Won't Start

# Check Python version
python3 --version  # Need 3.8+

# Reinstall dependencies
pip install --user -r requirements.txt

# Use launcher script
./run.sh

Auto-Refresh Not Working

Check config.py → AUTO_REFRESH_ENABLED = True
Look for errors in logs/trading_platform.log
Verify API connection in Settings tab

Transaction History Empty

Ensure trades have been executed
Check trading_database.db exists
Verify database permissions

Market Status Shows "UNKNOWN"

Check internet connection
Verify pytz is installed
Check logs for timezone errors

📚 Additional Resources

Alpaca API Docs: https://alpaca.markets/docs
QUICKSTART.md: Launch troubleshooting
Implementation Plan: See artifacts directory
Walkthrough: Complete feature documentation

🎓 Tips for Success

Start with Paper Trading - Test strategies risk-free
Monitor Logs - Watch logs/trading.log for activity
Set Conservative Limits - Start with low position sizes
Use Auto-Refresh - Let the platform monitor for you
Review Transaction History - Learn from past trades
Backup Database - Export trades regularly

💡 Features Coming Soon

⏳ Enhanced candlestick charts
⏳ Portfolio equity curve visualization
⏳ Stock browser with search
⏳ System tray / background mode
⏳ Multi-timeframe analysis
⏳ Advanced backtesting

📞 Support

For issues or questions:

Check logs/ for error details
Review QUICKSTART.md
Verify all dependencies installed
Ensure API credentials are correct

Version: 2.0.0
Last Updated: 2025-12-02
License: MIT

Name		Name	Last commit message	Last commit date
Latest commit History 3 Commits
.github		.github
.env.example		.env.example
.gitignore		.gitignore
QUICKSTART.md		QUICKSTART.md
README.md		README.md
RELEASE_NOTES.md		RELEASE_NOTES.md
advanced_orders_extension.py		advanced_orders_extension.py
alert_system.py		alert_system.py
alpaca_trader.py		alpaca_trader.py
chart_components.py		chart_components.py
config.py		config.py
data_manager.py		data_manager.py
database.py		database.py
execute_queued_method.py		execute_queued_method.py
install_dependencies.sh		install_dependencies.sh
live_stats.py		live_stats.py
logger.py		logger.py
market_hours.py		market_hours.py
notification_system.py		notification_system.py
orders_queue_panel.py		orders_queue_panel.py
performance_analytics.py		performance_analytics.py
position_details.py		position_details.py
position_monitor_method.py		position_monitor_method.py
position_tracker.py		position_tracker.py
requirements.txt		requirements.txt
risk_manager.py		risk_manager.py
risk_visualization.py		risk_visualization.py
run.sh		run.sh
security.py		security.py
stock-universe.txt		stock-universe.txt
strategy_engine.py		strategy_engine.py
test_modules.py		test_modules.py
trade_exporter.py		trade_exporter.py
trade_queue.py		trade_queue.py
trading_platform.py		trading_platform.py
transaction_viewer.py		transaction_viewer.py
ui_utils.py		ui_utils.py

aingram702/StockTraderAuto

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