feat: Add Phase 4 advanced metrics and components
- Add advanced metrics dashboard with trade analytics - Add new trading components (EntryTypeAnalysis, MultiDayPositionTracker, NewsEventTracker, etc.) - Add strategy mode selector and trend confirmation - Add risk automation panel and slippage correlation analysis - Add daily trading plan enhancements with modal components - Add custom hooks (useApi, useLocalStorage, useAdvancedTradeMetrics) - Add broker service integration and trading API - Add test setup and vitest configuration - Include parquet data files for live market data - Add comprehensive documentation in docs/ folder
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# Gold Trading Assistant – Product Vision
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## 1. What this product is
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This project is an **AI‑powered trading assistant** for gold (XAU/USD) traders.
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It is designed to:
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- Help you **prepare** for the trading day (checklists, AI daily plan, news, economic calendar).
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- Support your **decisions** during the session (AI analysis, risk sizing, pattern insights, coaching).
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- Make it easy to **log** trades and **review** performance (journal, equity curve, analytics, lessons).
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The assistant focuses on **workflow, clarity, and discipline** — not on automation or execution.
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---
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## 2. What this product is NOT
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This product is **not**:
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- A broker or exchange.
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- An order‑execution or auto‑trading platform.
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- A place where real money trades are placed.
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All **actual trades** are executed on **external platforms** such as:
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- Your broker (e.g., MT5, cTrader, web platform),
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- TradingView broker integration,
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- Or any other execution venue you choose.
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The assistant only helps you **decide**, **document**, and **improve**.
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It never sends orders or connects to your broker account.
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---
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## 3. Core user
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The primary user is a **discretionary or semi‑systematic gold trader** who:
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- Trades **intraday or swing** (1m to 1D timeframes).
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- Wants **structure and discipline**:
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- Clear daily routine,
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- Consistent trade logging,
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- Data‑driven review and improvement.
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- Is comfortable executing trades on an external platform but wants a **“trading copilot”** for analysis and decision support.
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We design everything for this user first.
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---
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## 4. Core workflow: Prepare → Decide → Execute elsewhere → Log → Review
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The assistant is built around one daily loop:
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1. **Prepare (Today tab)**
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- Morning checklist (risk, news, economic calendar, levels).
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- AI‑assisted daily trading plan.
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- News and economic events relevant for gold.
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- Coaching focus for the day (what to watch in your behavior).
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2. **Decide (Trade tab)**
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- Live gold price and charts.
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- AI analysis (bias, key levels, risk context).
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- Risk management tools (position sizing, RR, exposure).
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- Clear picture of your current and planned trades.
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3. **Execute elsewhere (external platform)**
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- You place all trades on your broker or charting platform.
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- The assistant **never** sends orders or holds capital.
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4. **Log (Trade tab)**
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- After entering or exiting a trade, you log it in the assistant:
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- Entry, exit, size, screenshots, rationale.
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- This builds a complete dataset of your actual behavior.
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5. **Review (Review tab)**
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- End‑of‑day/weekly review of:
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- Equity curve and PnL.
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- Patterns, strengths, weaknesses.
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- Journal notes and habits.
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- Use this to refine rules, checklists, and your playbook.
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Every feature should reinforce some part of this loop.
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---
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## 5. Design principles
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To keep the product aligned with the vision, we follow these principles:
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1. **Assistant, not autopilot**
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- AI can propose ideas, not promises.
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- User makes the final decision.
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- No direct execution or “one‑click trading.”
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2. **Clarity over complexity**
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- Fewer, more meaningful screens (Today / Trade / Review).
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- Key information visible at a glance.
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- Avoid overwhelming the trader during live market hours.
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3. **Workflow‑first design**
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- Every component should answer: “Where in the daily loop is this used?”
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- Prefer features that enforce good process (checklists, journaling, review).
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4. **Transparent AI**
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- Show reasoning and context (not just signals).
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- Make it clear what data the AI is using.
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- Encourage the trader to **critically think**, not blindly follow.
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5. **Safety and responsibility**
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- Repeatedly remind: “This is decision support only.”
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- Encourage proper risk management and capital allocation.
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- No promises of profit, no “holy grail” marketing.
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---
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## 6. How docs and code should align with this vision
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- **Docs**
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- Must describe the app as an **assistant**.
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- Must explicitly say that **trades are executed externally**.
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- Any doc that suggests direct execution should be updated or archived.
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- **Frontend**
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- Tab names and labels should reflect this workflow:
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- Today / Trade / Review.
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- Buttons and labels: “Log Trade”, “Get AI Analysis”, “Plan”, “Review” — **not** “Execute Trade”.
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- **Backend**
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- Endpoints should be described as:
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- `/ai/...`: analysis and plan generation.
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- `/daily-helper/...`: structure, routines, checklists.
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- `/analytics/...`: review, stats, patterns.
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- No integration with broker APIs for order execution.
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If a new feature or doc does not fit this vision, it should be re‑designed or dropped.
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