Files
robinhood/docs/archive/STRATEGY_MODE_IMPLEMENTATION.md
T
Krikorios 48e60d015f 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
2025-11-27 10:23:58 +02:00

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 strategyMode to TradingPlan type
  • 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

  1. Toggle Strategy Mode

    • Click strategy buttons in Daily Trading Plan
    • Plan parameters auto-update
    • Choice saved to localStorage
  2. View Strategy Details

    • Click "Show Details" to see all parameters
    • See specific tips for each strategy
    • Understand position sizing logic
  3. 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)

  1. ⏭️ Phase 2: Scalping Optimization

    • Add 1-5 minute chart support
    • Tight stop loss presets (0.5-1%)
    • Rapid entry/exit signals
    • Execution speed tracking
  2. Phase 3: Swing Trading Optimization

    • Trend confirmation filters
    • Multi-day position tracking
    • Partial profit-taking system (33%/66%/100%)
    • News event tracking
  3. Phase 4: Execution Speed Metrics

    • Time-to-entry tracking
    • Slippage cost analysis
    • Profitability correlation

How to Use

For Scalpers

  1. Switch to SCALP mode
  2. Watch 1m charts with tight stops
  3. Take profits at 0.5-1%
  4. Execute 10-20 trades per day for income

For Swing Traders

  1. Switch to SWING mode
  2. Use daily charts with trend filters
  3. Target 6-8% moves
  4. Hold 1-5 days for trend capture

For Balanced Traders

  1. Switch to HYBRID mode
  2. Allocate capital: 70% swing, 30% scalp
  3. Let swings capture trends
  4. 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?