- 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
171 lines
4.8 KiB
Markdown
171 lines
4.8 KiB
Markdown
# 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**
|
|
```typescript
|
|
// 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?
|