System Requirements Document (SRD) for jolly-forex

1. Introduction

The jolly-forex project aims to create a cutting-edge forex bot generator that empowers users to automate trading strategies using preset methodologies. By leveraging this tool, users can quickly generate bots tailored to popular trading strategies without requiring coding or deep trading expertise. This document outlines the system requirements for the development and implementation of the jolly-forex platform.

This SRD has been tailored for Humphrey, based in Germany (DE), and assumes locale-specific defaults such as the Euro (€) as the primary currency and Central European Time (CET) as the default timezone.

2. System Overview

The jolly-forex platform will serve as an intuitive, user-friendly tool for generating forex trading bots. It will cater to both novice and experienced traders by providing a library of preset trading strategies, such as scalping, trend-following, and breakout strategies. Users will be able to customize parameters for these strategies and deploy bots to execute trades automatically.

The system will feature:

• A web-based interface for bot generation and management.
• Integration with popular forex trading platforms via APIs.
• A secure backend for storing user preferences and bot configurations.
• AI-driven recommendations to help users select optimal strategies.

3. Functional Requirements

As a User:

• I should be able to select a preset trading strategy from a library.
• I should be able to customize parameters for the selected strategy (e.g., stop-loss, take-profit, lot size).
• I should be able to generate a forex trading bot based on the selected strategy.
• I should be able to view a summary of the bot's configuration before deployment.
• I should be able to connect my forex trading account to the platform via API.
• I should be able to deploy the generated bot to my trading account.
• I should be able to monitor the bot's performance in real-time.
• I should be able to pause, modify, or stop a bot after deployment.
• I should be able to access educational resources about forex trading strategies.

As an Admin:

• I should be able to manage the library of preset strategies.
• I should be able to monitor user activity and bot deployment statistics.
• I should be able to update system configurations and integrations.

4. User Personas

1. Novice Trader

• Description: A beginner with little to no experience in forex trading, looking for an easy way to automate trades.
• Goals: Simplify trading, learn about strategies, and minimize risk.
• Needs: Intuitive interface, educational resources, and safe default settings.

2. Experienced Trader

• Description: A seasoned trader who wants to save time by automating repetitive tasks.
• Goals: Optimize trading efficiency and customize strategies for maximum returns.
• Needs: Advanced customization options and real-time performance monitoring.

3. Administrator

• Description: A system administrator responsible for maintaining the platform and ensuring smooth operations.
• Goals: Manage system resources, monitor user activity, and update strategy libraries.
• Needs: Comprehensive admin dashboard and analytics tools.

5. Visuals Colors and Theme

The jolly-forex platform will feature a sleek, professional design with a modern aesthetic. Below is the unique color palette:

• Background: #1A1F36 (Deep Navy Blue)
• Surface: #2C3E50 (Steel Gray)
• Text: #F5F7FA (Soft White)
• Accent: #E74C3C (Crimson Red)
• Muted Tones: #95A5A6 (Muted Gray)

This palette reflects trust, professionalism, and energy, aligning with the financial trading domain.

6. Signature Design Concept

The jolly-forex homepage will feature an interactive trading dashboard simulation as its centerpiece. Upon landing, users will see a dynamic, animated forex chart that reacts to their cursor movements. The chart will display live forex data (or simulated data for demo purposes) with glowing candlesticks and trend lines.

Key Features:

• Interactive Chart: Users can hover over data points to see detailed tooltips about market trends.
• Bot Showcase: A carousel below the chart will display the preset strategies, each represented by a unique animated icon (e.g., a lightning bolt for scalping, a wave for trend-following).
• Micro-Interactions: Buttons and icons will have subtle hover effects, such as glowing edges or slight enlargements.
• Transition Animations: Smooth transitions between sections, with elements sliding or fading into view as users scroll.
• Dark Mode Default: The platform will launch in dark mode, with the option to toggle to light mode.

This immersive design will captivate users and establish jolly-forex as a sophisticated, high-tech solution.

7. Non-Functional Requirements

• Performance: The system should handle up to 10,000 concurrent users without performance degradation.
• Security: All user data and API connections must be encrypted using industry-standard protocols (e.g., TLS 1.3).
• Scalability: The platform should be scalable to accommodate future growth in user base and feature set.
• Availability: The system should maintain 99.9% uptime.
• Localization: Support for multiple languages, with German as the default.

8. Tech Stack

Frontend

• React for Web

Backend

• Python
• FastAPI

Database

• MySQL (with Alembic for migrations)

AI Models

• GPT 5.4 for user-friendly responses
• Claude 4.6 Opas for coding-related tasks

AI Tools

• Langchain
• Litellm for LLM Routing

Orchestration

• Docker
• Kubernetes

9. Assumptions and Constraints

• The platform will initially support only major forex trading platforms (e.g., MetaTrader 4/5).
• Users must have an existing forex trading account to deploy bots.
• The system will prioritize preset strategies over custom strategy creation in the initial release.

10. Glossary

• Forex: Foreign exchange market where currencies are traded.
• Scalping: A trading strategy focused on making small profits from short-term market movements.
• Trend-Following: A strategy that aims to capitalize on market trends.
• API: Application Programming Interface, used for connecting systems.
• Bot: An automated trading program that executes trades based on predefined rules.