robinhood/docs/POSITION_ASSISTANT_INTEGRATION.md

Position Assistant - Integration Example

Quick Integration

Add the Position Assistant to your trading interface in 3 steps:

Step 1: Import the Component

// In your App.tsx or main trading view
import PositionAssistant from './components/PositionAssistant';

Step 2: Add to Your Layout

function TradingView() {
  return (
    <div className="container mx-auto p-4">
      {/* Your existing components */}
      <div className="grid grid-cols-1 lg:grid-cols-2 gap-4 mb-4">
        <ManualTradeLogger />
        <DailyTradingPlan />
      </div>
      
      {/* Add Position Assistant */}
      <div className="mb-4">
        <PositionAssistant refreshInterval={10000} />
      </div>
      
      {/* Other components */}
      <TradingPerformanceChart />
    </div>
  );
}

Step 3: Start Backend & Frontend

# Terminal 1: Start backend
cd backend
./start.sh

# Terminal 2: Start frontend  
cd frontend
npm run dev

Live Demo

Test with Your Scenario

1. Open the app at http://localhost:5173
2. Scroll to "Position Assistant" section
3. Enter your position:
   • Direction: SHORT
   • Entry Price: 4070
   • Current Price: 4085
   • Stop Loss: 4109
   • Quantity: 1.0
4. Click "Get Mitigation Plan"

What You'll See

🛡️ Position Assistant
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

⚠️ AT RISK                    -$15.00
   6.8 hours in trade          -0.37%

Distance to Stop Loss: $24.00
█████░░░░░░░░░░░░░░░░░░░░░░░░ 0.59%

💡 Consider closing 50% at break-even to reduce risk

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📋 NEXT ACTIONS
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
• Primary: Close 50% of position at $4070.00
• Watch for reversal at $4008.95 (End of day)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
🛡️ MITIGATION STRATEGIES
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

[LOW RISK] Break-Even Exit (Partial)
Close 50% of position at $4070.00
💡 Reduces exposure while keeping upside potential
✅ Cuts risk by 50%, frees up margin

[MEDIUM RISK] Scale Out Gradually
Close 25% now, 25% at $4070, keep 50%
💡 Balanced approach between risk reduction and profit
✅ Reduces emotional pressure, maintains upside

... (3 more strategies)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
🔮 PREDICTED REVERSAL ZONES
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

$4008.95    [70% probability]    End of day
Estimated previous day low - strong support
[Daily Support] [Psychological Level]

$4079.27    [65% probability]    2-4 hours
38.2% Fibonacci retracement
[Fibonacci 38.2%]

... (1 more zone)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
✅ OPTIMAL EXIT PLAN
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Level 1: Close 100% at $4008.95
         High probability reversal zone

Level 2: Close 50% at $4079.27
         Quick bounce opportunity

[← Edit Position]  [🔄 Refresh Analysis]

Auto-Refresh Feature

Enable the checkbox to get real-time updates every 10 seconds:

[✓] Auto-refresh (10s)

As the price moves, you'll see:

• P&L updating in real-time
• Status changing (HEALTHY → AT_RISK → CRITICAL)
• Distance to stop loss shrinking/growing
• New alerts appearing

API Testing (Alternative)

If you want to test the API directly without the UI:

curl -X POST 'http://localhost:8000/api/position-assistant/analyze?current_price=4085' \
  -H 'Content-Type: application/json' \
  -d '{
    "symbol": "XAU/USD",
    "direction": "SHORT",
    "entry_price": 4070,
    "quantity": 1.0,
    "stop_loss": 4109,
    "entry_time": "2025-11-24T10:00:00Z"
  }'

Response:

{
  "health": {
    "status": "AT_RISK",
    "current_pnl": -15.0,
    ...
  },
  "mitigation_strategies": [ ... ],
  "reversal_zones": [ ... ],
  ...
}

Browser Notifications (Future Enhancement)

To get alerts when position becomes CRITICAL, you can add:

// In PositionAssistant.tsx
useEffect(() => {
  if (plan?.health.status === 'CRITICAL') {
    if ('Notification' in window && Notification.permission === 'granted') {
      new Notification('Position Alert!', {
        body: 'Your position is CRITICAL - immediate action needed',
        icon: '/alert-icon.png'
      });
    }
  }
}, [plan?.health.status]);

Styling Notes

The component uses Tailwind CSS classes matching your existing design:

• .card - Main container
• .input - Input fields
• Background colors match dark theme
• Status colors: green (WINNING), blue (HEALTHY), amber (AT_RISK), red (CRITICAL)

Mobile Responsiveness

Component is responsive with:

• Grid layouts that stack on mobile
• Readable text sizes
• Touch-friendly buttons

Test on mobile by opening DevTools → Device Toolbar.

Tips for Best Experience

1. Keep Backend Running: Make sure ./start.sh is active
2. Enable Auto-Refresh: For active positions, let it update automatically
3. Set Browser Alerts: Get notified when you need to act
4. Use Alongside Daily Plan: Position Assistant + Live Dashboard = complete monitoring

Troubleshooting

Component not showing?

• Check console for import errors
• Verify backend is running on port 8000
• Check CORS settings in backend/app/main.py

Styles look wrong?

• Ensure Tailwind CSS is configured
• Check that dark theme classes are available
• Review existing component styles for consistency

API errors?

• Verify backend is running: curl http://localhost:8000/docs
• Check browser console for network errors
• Ensure prices are valid numbers

Next Steps

1. ✅ Add component to your main trading view
2. ✅ Test with your current position
3. ✅ Execute a mitigation strategy
4. ✅ Compare results to "just holding"
5. ✅ Build confidence in systematic risk management

Ready to use! The Position Assistant is fully functional and waiting to help you manage your trades intelligently.