System Requirements Document for intra-ai

1. Introduction

The intra-ai project aims to develop an Autonomous Indian Intraday AI Paper-Trading System. This system is designed for the National Stock Exchange (NSE) and focuses on paper trading only, ensuring that no real orders are placed and no real funds are touched. The target audience is a single self-directed retail trader managing ₹15,000 of simulated capital.

2. System Overview

The intra-ai system is an autonomous multi-agent pipeline that operates during NSE market hours, requiring minimal manual intervention. It scans eligible NSE stocks, ranks candidates, analyzes them through various lenses, and simulates trade execution. The system is strictly for paper trading, with no real order placement capabilities. It integrates with Upstox using a read-only market-data scope and ensures all trading activities are simulated within its own database.

2a. Product Interpretation and Delivery Boundary

The system is designed to operate autonomously, with the operator responsible for configuring parameters, initiating the trading day, and reviewing outcomes. It uses a read-only integration with Upstox, ensuring no real trades are executed. The system's safety boundary is non-negotiable, emphasizing paper trading only. Future enhancements are excluded unless explicitly approved.

2b. Source Content Inventory

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2c. Page Content and Component Coverage

Dashboard

• Information/State: Trading day summary, equity status, agent status.
• Primary Actions: Connect/Disconnect Upstox, Start/Stop trading pipeline.
• Components:
  • Equity curve, current equity vs. ₹15,000 starting capital, distance to ₹5,000 kill switch.
  • Current position details with entry/target/stop-loss.
  • Upstox connection status: "Connected ✓" or "Disconnected — reconnect required".
  • Trade journal/history log from the Learning Engine.
  • Manual STOP/HALT control.
  • Compact agent list with status (approved/rejected/waiting).

Broker Connection

• Information/State: Upstox connection status.
• Primary Actions: Connect/Disconnect Upstox.
• Components: Connection button, status indicator.

3. Functional Requirements

• As an Operator, I should be able to configure trading parameters such as starting capital, risk limits, and session windows to tailor the trading system to my preferences. (explicit)
• As an Operator, I should be able to start and stop the trading pipeline manually to control the trading session. (explicit)
• As an Operator, I should be able to view a live dashboard with real-time updates on equity, positions, and trade history to monitor the trading day's progress. (explicit)
• As an Operator, I should be able to connect to Upstox manually each day to ensure secure and authorized access to market data. (explicit)
• As an Operator, I should be able to review trade proposals with detailed analysis to make informed decisions. (explicit)
• As an Operator, I should be able to access a trade log for reviewing past trades and analyzing performance. (explicit)

4. User Personas

Operator / Trader

• Product Context: Configures and supervises the paper-trading system.
• Primary Goal: Ensure the system runs autonomously without placing real orders.
• Responsibilities: Configure parameters, start/stop the pipeline, review trades.
• Interactions: Manages Upstox connection, monitors dashboard, reviews trade proposals.
• Success: A fully autonomous trading day with accurate simulation and comprehensive logs.

5. Core User Flows

1. Operator Login and Setup

   • Start: Operator accesses the Dashboard.
   • Action: Connects to Upstox via the connection button.
   • Result: Upstox connection established, live feed activates.
   • Next Step: Configure trading parameters.

2. Configuration of Trading Parameters

   • Start: Operator accesses the configuration section on the Dashboard.
   • Action: Edits parameters such as capital, risk, and session times.
   • Result: Parameters are saved for the trading session.
   • Next Step: Start the trading pipeline.

3. Starting the Trading Pipeline

   • Start: Operator accesses the Dashboard.
   • Action: Clicks the Start button.
   • Result: Trading pipeline begins, scanning and ranking candidates.
   • Next Step: Monitor progress on the Dashboard.

4. Monitoring and Managing Trades

   • Start: Operator views the Dashboard.
   • Action: Monitors equity, positions, and trade proposals.
   • Result: Real-time updates on trading status.
   • Next Step: Review trade proposals for decision-making.

5. Reviewing Trade Proposals

   • Start: Operator accesses the trade proposal section on the Dashboard.
   • Action: Reviews detailed analysis for each proposal.
   • Result: Informed decision on whether to proceed or wait.
   • Next Step: Monitor positions or adjust parameters as needed.

6. Ending the Trading Session

   • Start: Operator accesses the Dashboard.
   • Action: Clicks the STOP/HALT button.
   • Result: Trading pipeline halts, and session ends.
   • Next Step: Review the Trade Log for session analysis.

6. Visuals Colors and Theme

• Muse: MARQ by Garmin
• Palette:
  • Background: #0E1113
  • Surface: #181C1F
  • Text: #E9EDEF
  • Primary: #D9A441
  • Accent: #3FD1A8
  • Muted: #7A848C
  • Loss Red: #E4483C
  • Champagne: #C9B48A
• Typography:
  • Headings: Barlow Condensed
  • Body: Saira
  • Scale: 1.25 modular

7. Signature Design Concept

The public entry features a full-bleed graphite instrument bay with a 520px circular equity dial as the hero object. The dial has a titanium bezel, 60 tick marks, and an amber needle. A red arc indicates the ₹5,000 kill switch. The headline "PAPER ONLY. NO ORDERS. EVER." is prominently displayed in 96px Barlow Condensed uppercase.

8. Interaction Model & Motion Direction

• Interaction Model: Layered_2d
• Motion Tempo: Restrained
• Hero Dimensionality: Layered_2d
• Landing Hero Motion Brief: The equity dial needle eases to each new tick over 240ms, with tabular figures counting up in steps. The live status string updates with each tick, maintaining a mechanical and precise feel.

9. Non-Functional Requirements

• The system must ensure no real orders are placed under any circumstances. (explicit)
• The Upstox integration must remain read-only, with no order-placement capabilities. (explicit)
• All trading parameters must be configurable through a single layer without code changes. (explicit)

10. Tech Stack

• Frontend: React
• Backend: Python/FastAPI
• Database: PostgreSQL
• Deployment: Docker, Kubernetes (if required)

11. Assumptions and Constraints

• The system assumes a stable internet connection for real-time data updates.
• The system is constrained to operate within NSE market hours only.
• The manual daily login to Upstox is a necessary security measure.

12. Glossary

• NSE: National Stock Exchange of India.
• Upstox: A trading platform providing market data.
• LLM: Large Language Model, used for generating rationales.
• P&L: Profit and Loss, a financial statement.
• R:R: Reward to Risk ratio, a measure of trade profitability.