robinhood/docs/archive/QUICKSTART_AUTOMATION.md

Quick Start Guide - Intelligent Automation System

🚀 Get Started in 5 Minutes

This guide will help you quickly integrate the new Smart Trade Hub and Live Performance Dashboard into your existing application.

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Prerequisites

• Backend running on http://localhost:8000
• Frontend running on http://localhost:3000
• Python 3.11+
• Node.js 18+

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Step 1: Backend Setup (2 minutes)

The backend API routes are already registered. Just restart your server:

cd backend
python -m uvicorn app.main:app --reload --port 8000

Verify Backend:

# Check health
curl http://localhost:8000/health

# Test Smart Trade Hub API
curl -X POST http://localhost:8000/api/smart-trade-hub/prefill \
  -H "Content-Type: application/json" \
  -d '{"symbol": "XAU/USD", "action": "BUY"}'

# Test Live Dashboard API
curl http://localhost:8000/api/live-dashboard/status

You should see JSON responses with no errors.

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Step 2: Frontend Integration (3 minutes)

Option A: Quick Demo (No Code Changes)

1. Open your browser's console on the existing app
2. Import the new components directly:

// In your browser console or a test file
import SmartTradeHub from './components/SmartTradeHub';
import LivePerformanceDashboard from './components/LivePerformanceDashboard';

Option B: Full Integration

Edit frontend/src/App.tsx:

import SmartTradeHub from './components/SmartTradeHub';
import LivePerformanceDashboard from './components/LivePerformanceDashboard';

export default function App() {
  const [currentPrice, setCurrentPrice] = useState(2034.25);
  
  return (
    <div className="app-container">
      {/* 1. Add sticky performance dashboard at the top */}
      <LivePerformanceDashboard 
        position="sticky"
        refreshInterval={5000}
        onLimitReached={() => {
          alert('⛔ Daily trading limits reached!');
        }}
      />
      
      <div className="main-content">
        {/* 2. Replace old trade entry with Smart Trade Hub */}
        <SmartTradeHub 
          currentPrice={currentPrice}
          onTradeExecuted={(trade) => {
            console.log('✅ Trade executed:', trade);
            // Refresh your portfolio, charts, etc.
            refreshPortfolio();
            refreshCharts();
          }}
        />
        
        {/* Your existing components... */}
        <LiveMarketPanel />
        <GoldChart />
        {/* etc... */}
      </div>
    </div>
  );
}

Restart frontend:

cd frontend
npm run dev

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Step 3: Test the Flow (1 minute)

Test Smart Trade Hub

1. Open http://localhost:3000
2. You should see the Smart Trade Hub component
3. Click "BUY" button
4. Verify:
   • ✅ Quantity auto-fills from last trade (or defaults to 1.0)
   • ✅ Price auto-fills with current market price
   • ✅ AI guard suggestions appear (ATR-based SL/TP)
5. Click "🟢 Execute Buy"
6. Verify success message: "✅ Trade executed: BUY 1.0 XAU/USD @ $2034.25"

Test Live Dashboard

1. Look at the top of the page for "📊 Today's Performance"
2. Verify you see:
   • Daily target progress bar
   • Max loss buffer
   • Trade count (should show 1/3 after your test trade)
3. Execute 2 more trades
4. Verify alert: "⚠️ Only 1 trade remaining before limit"

---

Common Issues & Fixes

Issue 1: "Failed to load smart suggestions"

Cause: Backend not running or wrong URL
Fix:

# Check backend is running
curl http://localhost:8000/health

# If not, start it:
cd backend
python -m uvicorn app.main:app --reload --port 8000

Issue 2: "Unable to load performance data"

Cause: No trading plan configured
Fix: The system creates a default plan. If you see this error, check:

curl http://localhost:8000/api/live-dashboard/status

You should see a plan with target: 500, max_loss: 250, max_trades: 3

Issue 3: Dashboard not updating

Cause: Auto-refresh might be disabled
Fix: Check the refreshInterval prop (default 5000ms). Force refresh:

<LivePerformanceDashboard refreshInterval={5000} />

Issue 4: Guards not applying

Cause: Smart guards toggle disabled
Fix: In Smart Trade Hub, ensure the checkbox is checked:

✅ Apply Smart Guards (ATR-based SL/TP)

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API Reference - Quick Cheat Sheet

Smart Trade Hub Endpoints

Execute Trade

POST /api/smart-trade-hub/execute
Body: {
  "action": "BUY" | "SELL" | "CLOSE",
  "symbol": "XAU/USD",
  "quantity": 1.0,          # Optional, auto-filled
  "price": 2034.25,         # Optional, uses market price
  "apply_smart_guards": true,
  "use_last_trade_defaults": true
}

Get Pre-Fill Suggestions

POST /api/smart-trade-hub/prefill?symbol=XAU/USD&action=BUY

Get Guard Suggestions

GET /api/smart-trade-hub/suggestions?symbol=XAU/USD&action=BUY&quantity=1.0

Live Dashboard Endpoints

Get Dashboard Status

GET /api/live-dashboard/status

Get Full Widget Data

GET /api/live-dashboard/widget

Check Trading Limits

POST /api/live-dashboard/check-limits

Get Session Summary

GET /api/live-dashboard/session-summary

---

Component Props Reference

SmartTradeHub

interface SmartTradeHubProps {
  currentPrice?: number;              // Current market price
  onTradeExecuted?: (trade: TradeResponse) => void;  // Callback after trade
}

LivePerformanceDashboard

interface LivePerformanceDashboardProps {
  refreshInterval?: number;           // Auto-refresh in ms (default: 5000)
  position?: 'sticky' | 'inline';     // Layout position (default: 'sticky')
  onLimitReached?: () => void;        // Callback when limits hit
}

---

Customization Examples

Change Default Risk Settings

Edit backend/app/api/smart_trade_hub.py:

# Change max risk from 2% to 1%
if risk_percent > 1.0:  # Was 2.0
    adjusted_quantity = (equity * 0.01) / sl_distance  # Was 0.02
    risk_percent = 1.0  # Was 2.0

Change Daily Plan Defaults

Edit backend/app/api/live_dashboard.py:

def _get_today_plan_from_storage() -> Optional[Dict]:
    return {
        "date": date.today().isoformat(),
        "daily_target": 1000.0,  # Change from 500
        "max_loss": 500.0,        # Change from 250
        "max_trades": 5,          # Change from 3
        "bias": "NEUTRAL",
    }

Change Dashboard Colors

Edit frontend/src/components/LivePerformanceDashboard.tsx:

const getProgressBarColor = () => {
  if (daily_plan.actual_pnl >= daily_plan.target) return 'bg-purple-500';  // Was green
  if (daily_plan.progress_percent >= 70) return 'bg-teal-500';  // Was blue
  // ...
};

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Performance Tips

1. Reduce Dashboard Refresh Rate (for slower networks):

   <LivePerformanceDashboard refreshInterval={10000} /> // 10 seconds
   

2. Disable Smart Guards (for manual traders):

   // In SmartTradeHub, uncheck the checkbox or:
   const [useSmartGuards, setUseSmartGuards] = useState(false);
   

3. Collapse Dashboard by Default:

   const [collapsed, setCollapsed] = useState(true); // In LivePerformanceDashboard
   

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Next Steps

1. ✅ Test the basics - Execute a few trades, see dashboard update
2. ✅ Customize - Adjust colors, defaults, risk settings
3. 🔜 Phase 2 - Implement AI Daily Plan Automation
4. 🔜 Phase 3 - Add Intelligent Risk Automation
5. 🔜 Phase 4 - Enable Auto-Context Journaling

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Support

• Backend Issues: Check backend/app/api/smart_trade_hub.py and live_dashboard.py
• Frontend Issues: Check frontend/src/components/SmartTradeHub.tsx and LivePerformanceDashboard.tsx
• Documentation: See INTELLIGENT_AUTOMATION_IMPLEMENTATION.md for detailed info
• Roadmap: See INTELLIGENT_AUTOMATION_ROADMAP.md for future phases

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Success Checklist

• Backend running and health check passes
• Frontend displays Smart Trade Hub
• Frontend displays Live Performance Dashboard
• Can execute a BUY trade successfully
• Dashboard updates with trade count and P&L
• AI guard suggestions appear
• Dashboard shows alerts when near limits
• Can execute CLOSE trade
• Dashboard shows "target met" or "limit reached" status

Once all checked, you're ready! 🎉

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Quick Start Version: 1.0
Last Updated: November 24, 2025
Estimated Setup Time: 5 minutes