wise-idea System Requirements Document

Introduction

The "wise-idea" project is designed to assist Anil Lobo, a beginner trader from the UAE, in automating his trading strategies. This system will focus on identifying breakout stocks in the Indian market and integrating alerts with Visual Studio Code and Telegram for seamless trading experiences.

System Overview

The wise-idea system aims to provide a comprehensive solution for automating stock trading strategies based on breakout stock identification. The system will utilize a breakout screener to identify stocks based on specific criteria, such as volume and moving averages, and will automate alerts and trading strategies through integration with Visual Studio Code and Telegram.

Functional Requirements

• As a Trader, I should be able to identify breakout stocks based on volume and above 50-day moving average.
• As a Trader, I should be able to receive alerts on Telegram for identified breakout stocks.
• As a Trader, I should be able to link the breakout screener to Visual Studio Code for automated trading.
• As a Trader, I should be able to set and automate stop-loss strategies.
• As a Trader, I should be able to ensure a risk-to-reward ratio of 1:2.
• As a Trader, I should be able to utilize tested and successful trading strategies.

User Personas

• Trader: Anil Lobo, a beginner trader looking to automate trading strategies and receive alerts for breakout stocks.

Core User Flows

• Trader identifies breakout stocks -> System screens stocks based on criteria -> Alerts sent to Telegram -> Trader reviews alerts -> Trader executes or automates trades via Visual Studio Code.

Visuals Colors and Theme

• primary: #1E90FF (Dodger Blue)
• primary_light: #87CEFA (Light Sky Blue)
• secondary: #FF4500 (Orange Red)
• accent: #32CD32 (Lime Green)
• highlight: #FFD700 (Gold)
• bg: #F5F5F5 (White Smoke)
• surface: rgba(255, 255, 255, 0.9)
• text: #333333 (Dark Gray)
• text_muted: #777777 (Gray)
• border: rgba(0, 0, 0, 0.1)

Signature Design Concept

The homepage of the wise-idea platform will feature an interactive stock market dashboard that visualizes real-time data as a dynamic, 3D graph. Users can manipulate the graph using drag-and-drop interactions to explore different stock trends and breakout points. The dashboard will utilize @react-three/fiber for 3D rendering and gsap for smooth animations and transitions. As users hover over different data points, detailed stock information will appear, enhancing the interactive experience.

Interaction Model & Motion Direction

The landing page will utilize a "parallax" interaction model, providing a visually rich first impression with layered depth via scroll. The internal pages, such as the trading dashboard, will adopt an "animated" model with moderate scroll-triggered reveals and hover transitions to maintain a polished and engaging user experience.

Non-Functional Requirements

• The system should ensure data accuracy and timely updates for stock information.
• The platform must be secure, protecting user data and trading activities.
• The system should be scalable to handle increased data loads and user interactions.

Tech Stack

• Frontend: React for Web
• Backend: Python, FastAPI
• Database: MongoDB
• AI Models: Not specified
• AI Tools: Not specified
• Local Orchestration: Docker, docker-compose
• Server-side Orchestration: Kubernetes

Assumptions and Constraints

• The system assumes access to reliable stock market data sources.
• The platform is intended for personal use and may not support large-scale trading operations.
• The user is responsible for ensuring compliance with local trading regulations.

Glossary

• Breakout Stock: A stock that moves beyond a defined resistance or support level with increased volume.
• Stop-Loss: An order placed to sell a security when it reaches a certain price to limit loss.
• Risk-to-Reward Ratio: A measure used by traders to compare the expected returns of an investment to the amount of risk undertaken.