- 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
4.8 KiB
4.8 KiB
Strategy Mode Selector - Implementation Summary
✅ Phase 1 Complete: Strategy Mode Selector UI
What Was Built
1. New Component: StrategyModeSelector.tsx
Location: /frontend/src/components/StrategyModeSelector.tsx
Features:
- ⚡ SCALP Mode: Micro position sizing, 0.5% stops, 1% targets, 1m timeframe
- 📈 SWING Mode: Full position sizing, 2% stops, 8% targets, daily timeframe
- 🎯 HYBRID Mode: 70% swing + 30% scalp blend for balanced trading
Each mode has:
- Preset risk parameters (auto-calculated)
- Trading tips specific to strategy
- Compact and full UI variants
- Persistent localStorage storage
2. Updated: Daily Trading Plan Integration
- Added
strategyModetoTradingPlantype - Strategy mode now auto-adjusts plan parameters:
- Scalping: $50 daily target, $12.50 max loss, 20 max trades
- Swing: $500 daily target, $250 max loss, 3 max trades
- Hybrid: $250 daily target, $125 max loss, 10 max trades
- Added visual strategy info banner showing active mode & key metrics
- Strategy selector appears prominently in Daily Plan UI
3. Features Included
// Each strategy preset includes:
{
mode: 'SCALP' | 'SWING' | 'HYBRID',
riskPerTrade: number, // % of capital
stopLossPercent: number, // % stop loss
takeProfitPercent: number, // % take profit
timeFrame: string, // '1m', '5m', 'daily', etc.
maxHoldMinutes: number, // Maximum hold time
maxDailyTrades: number, // Trade limit per day
r2rRatio: number, // Risk:Reward ratio
description: string, // Strategy summary
emoji: string, // Visual indicator
}
Screenshots / Usage
-
Toggle Strategy Mode
- Click strategy buttons in Daily Trading Plan
- Plan parameters auto-update
- Choice saved to localStorage
-
View Strategy Details
- Click "Show Details" to see all parameters
- See specific tips for each strategy
- Understand position sizing logic
-
Quick Mode View
- On mobile, compact view shows 3 emoji buttons
- On desktop, full card view with details
- Responsive design
Parameter Comparison
| Feature | Scalping | Swing | Hybrid |
|---|---|---|---|
| Risk/Trade | 0.25% | 2% | 1.25% |
| Stop Loss | 0.5% | 2% | 1.25% |
| Take Profit | 1% | 8% | 4.5% |
| R:R Ratio | 1:1 | 1:3 | 1:2 |
| Time Frame | 1m | Daily | Mixed |
| Max Hold | 5m | 24h | 2h |
| Max Trades/Day | 20 | 3 | 10 |
| Daily Target | $50 | $500 | $250 |
| Max Loss | $12.50 | $250 | $125 |
Files Modified/Created
✅ Created:
/frontend/src/components/StrategyModeSelector.tsx- Main strategy selector component
✅ Modified:
/frontend/src/components/features/trading/DailyTradingPlan/types.ts- Added strategyMode field/frontend/src/components/features/trading/DailyTradingPlan/index.tsx- Integrated strategy selector
Next Steps (Todo List)
-
⏭️ Phase 2: Scalping Optimization
- Add 1-5 minute chart support
- Tight stop loss presets (0.5-1%)
- Rapid entry/exit signals
- Execution speed tracking
-
Phase 3: Swing Trading Optimization
- Trend confirmation filters
- Multi-day position tracking
- Partial profit-taking system (33%/66%/100%)
- News event tracking
-
Phase 4: Execution Speed Metrics
- Time-to-entry tracking
- Slippage cost analysis
- Profitability correlation
How to Use
For Scalpers
- Switch to SCALP mode
- Watch 1m charts with tight stops
- Take profits at 0.5-1%
- Execute 10-20 trades per day for income
For Swing Traders
- Switch to SWING mode
- Use daily charts with trend filters
- Target 6-8% moves
- Hold 1-5 days for trend capture
For Balanced Traders
- Switch to HYBRID mode
- Allocate capital: 70% swing, 30% scalp
- Let swings capture trends
- Let scalps fill daily income gaps
Technical Details
localStorage Keys
trading-strategy-mode: Current selected mode (SCALP/SWING/HYBRID)daily-trading-plan: Daily plan with strategy mode
State Management
- Strategy mode persists across sessions
- Plan auto-updates when mode changes
- All parameters reactive and real-time
Responsive Design
- Desktop: Full card with all details visible
- Tablet: Compact view with expandable details
- Mobile: Minimal buttons, full details on toggle
Quality Checklist
✅ TypeScript fully typed ✅ No ESLint errors ✅ Responsive design ✅ localStorage persistence ✅ Callback handlers optimized ✅ Icons from lucide-react ✅ Dark theme compatible ✅ Tailwind CSS styling ✅ Accessible markup
Next Implementation
Ready for Phase 2: Scalping Optimization Features
- Sub-5min chart timeframe selector
- Rapid entry trigger system
- Position size micro-formatter
- Execution speed metrics dashboard
Would you like me to proceed with Phase 2?