Trade Assistant

A local, AI-assisted research & trading desk for Indian (NSE) stocks & options. It runs on your machine — market data via yfinance/NSE, and a local LLM (Ollama — pick the model top-right) for plain-English explanations. The LLM, your notes and all analysis stay on this PC. The only outbound traffic is what you configure: market-data fetches, Telegram alerts/approvals, Zerodha orders (live mode) and the optional Okta/Auth0 login.

🏗️ System at a glance

Your browser talks to a Node proxy, which forwards every /api/* call to a local Flask server. Flask fans out to deterministic “engines” (the math) and an LLM layer (the words) — the two never mix — while six background threads handle scanning, watching and trading around the clock.

🛡️ The golden rule — numbers vs words

This split is why the assistant is safe to trust on facts: it physically can’t make up a price or a Greek.

🔄 How the Live Signal keeps learning

The adaptive engine mines a rule, proves it on unseen data, saves it, and re-learns when a new day prints.

🤝 How a signal becomes an order (human-approved)

No order is ever placed automatically — every one needs your explicit Accept, on screen or on the Telegram buttons. Each stage below runs on its own background thread, so a slow scan never delays another.

• ① Signal scans (every 5 min, market hours) — two dedicated threads: the options scan proposes the pick when its confidence ≥ 80; the intraday stock scan (5-min candles) proposes the top setup when confidence ≥ 90. Both go silent at the position caps: max 3 open intraday trades, max 2 open option positions.
• ② Propose — from a scan or your click (Trader modal / options card). Sized as min(budget for that trade type, funds, ₹ per-trade cap) → whole lots (options) or shares. Intraday stock orders are MIS: only ~20% margin is blocked, so the same budget affords ~5× the shares vs CNC — the proposal shows exposure AND margin. Equity is risk-capped to ~1% of capital.
• ③ Approve — a pending card in the app + a Telegram push with ✅ Accept / ❌ Reject. Expires in 5 minutes; Telegram replies are nonce-verified; first decision wins.
• ④ Guards — kill switch, ₹50k/trade & 10/day caps, open-position caps, and a drift guard: aborts if price moved > 0.5% since the proposal.
• ⑤ Execute — 🧪 Paper (default): simulated fill + a simulated OCO GTT — full parity with live, for practice. 🔴 Live: real Kite MARKET order (equity NSE · options NFO/NRML) + a real two-leg OCO GTT (no GTT on MIS — the 15s watcher covers it). The trade then appears in 📌 Active trades, tagged 🧪/🔴 order vs ✍ logged.
• ⑥ Manage (15s watcher) — refreshes every open trade's LTP every 15 seconds, trails the stop up (breakeven at +1R, then LTP − initial risk) and detects hits: paper/logged trades auto-close at the level (booked to the journal); live trades get an instant alert while the broker GTT does the exit. Separately, the GTT trailer (15 min) ratchets equity stops up and tightens option premium GTTs by √-time decay — theta bleeds options all day, so the morning's targets are re-scaled toward entry as the close approaches. Paper GTTs are listed, trailed and triggered exactly like real ones.

Note: Kite login tokens expire daily (reconnect each morning) and live orders need your static IP whitelisted on the Kite developer console.

Deep dive on one NSE stock: a candlestick Price Action & Signals chart (1m–1d) with EMA 9/21, BUY/SELL arrows (EMA cross or your custom formula) and a profit-protecting ATR trailing-stop exit, plus entry/SL/target & 52-week levels overlaid; a 0–100 technical scorecard, key levels, indicators (EMA, RSI, MACD, ATR, Bollinger), fundamentals, returns table, and a plain-English read.

Use it for: “Is this stock healthy and where are the levels?” · Type a symbol (e.g. RELIANCE) and hit Enter, or pick a preset.

Run a strategy over history and see how it would have performed — equity curve, total return vs buy & hold, Sharpe, max drawdown, win rate and trade count.

Use it for: “Would this rule have worked?” Tune the parameters and compare against simply holding.

Two tools in one (sub-tabs at the top):

• 📊 Stock Screener — scans the full NSE universe (~2350 symbols) on your chosen candle timeframe and ranks by a transparent 0–100 composite (trend 40 · momentum 35 · 52-wk position 15 · volume 10). Intraday timeframes use the ~300 most liquid names.
• 💼 Portfolio Health — holdings with live P&L, a HOLD/SELL call with a confidence score, a positional target & stop-loss with expected hit dates, ⬇ Sync from Zerodha, and GTT protection: 🛡 per-row or Protect-all places a two-leg OCO GTT (stop + target) at the broker; active GTTs are listed with ✕ cancel.

Use it for: finding fresh ideas, or a quick checkup of what you already hold.

Ranked stock trade setups per horizon, each card with entry / stop-loss / target (1:1.5 intraday · 1:2 swing · 1:3 long-term), a confidence score and the expected date/time to hit both levels (projected through NSE market hours & holidays).

• ⚡ Intraday — candle timeframe selectable 1m–1d (default 5m); stops off the 20-bar swing low / 1×ATR.
• 📈 Swing / 🏛 Long-term — daily bars; fresh turns, pullbacks-in-uptrend, breakouts (swing) or durable 200-DMA uptrends (long-term).
• Budget bands (< ₹50 … ₹1000+) filter by share price; results sort by confidence, 12 per page.
• Click a card → trade view: chart with level lines, a timeframe selector that recomputes levels/confidence/ETA, an affordability line from your budget (~5× for intraday MIS margin), and Propose order (approval pipeline) or Log trade (journal only).
• Auto signal — a dedicated thread rescans intraday (5-min candles) every 5 minutes; a setup with confidence ≥ 90 becomes a ready-to-approve MIS order in Telegram. Stops suggesting once 3 intraday trades are open.
• 📌 Active trades — accepted orders and logged entries still open, shown separately with LTP/P&L/trailing SL refreshed every 15s; paper & logged trades auto-close when target/SL is hit.
• Each horizon keeps its own journal; a combined P&L ledger shows on Home.

Use it for: “what's worth trading today / this week / this quarter, and at what levels?” — every ℹ dot explains the math behind that number.

NIFTY options cockpit: snapshot, a candlestick price chart (1m–1d) you can switch between the NIFTY underlying and the selected option (a Black-Scholes model premium), with BUY/SELL signal arrows drawn on the exact candle, EMA 9/21, and your key levels & trade plan on the price (support/resistance, max-pain, ATM, expected-move, entry/SL/targets), the live chain, ATM Greeks (collapsed by default), PCR, max-pain, expected move, and a condition-aware Suggested Strategy (e.g. iron condor in a calm range, debit spread in a trend) with legs, breakevens and rationale. The option pick carries a confidence score and an expected time-to-hit for target & stop; picks scoring ≥ 80 are pushed to Telegram as ready-to-approve orders (Accept → real Kite order + premium GTT in live mode).

Use it for: “What option structure fits today’s conditions?” Click +AI View for a written read.

Latest headlines for a stock or the market, with an AI sentiment/impact read.

Use it for: a quick “what’s driving this name today?” Type a symbol and Enter.

Build, generate, blend and test indicators. Six sub-tabs:

• 🔄 Live Signal — a self-updating BUY/SELL call; mines & re-learns the best rule on the latest data.
• 🛠️ Build — type your own formula (or pick a template); the app charts it.
• 🤖 AI Generate — the AI suggests a formula; the app computes it.
• ✨ Auto-Generate — invents formulas from the data. Parametric sweeps known shapes; Genetic evolves brand-new ones. Ranked out-of-sample.
• 🧬 Composite — blend the app’s sub-signals into one 0–100 score with your own weights.
• 🔬 Discover — backtest a fixed list of known indicators and rank them by alpha.

Tip: for trustworthy mined rules, use 3y–5y of history and prefer rows without the ⚠ overfit tag.

Auto-generate intraday BUY/SELL rules on any candle timeframe (1m–1d) and keep a live watchlist. Signals are mined on the underlying spot (NIFTY/equity) — option-premium history isn’t available locally, so the same spot signal times both option and equity entries.

• ✨ Generate — mines ranked candidate formulas for the chosen symbol & timeframe and shows the top rule’s live call.
• 🔄 Adaptive — a single self-retraining signal (re-learns when a new bar prints).
• ➕ Pin / ✕ Remove — add any formula to the watchlist (equity or options underlying); it then shows its live BUY/SELL and persists across restarts. The watchlist refreshes every minute while open.

Note: shorter timeframes carry less history (1m≈7d, ≤30m≈60d, 1h≈730d) and intraday rules are noisier — analysis, not advice.

Any formula generated in Indicator Lab (Auto-Generate / Live) or Live Signals can be reused elsewhere — click the ⧉ Copy button next to it, then paste it where you need:

• 🧪 Backtest → 📋 Custom formula (paste) — choose that strategy, paste the formula, pick Long/Flat or Long/Short, and run a full equity-curve backtest on any symbol(s).
• 🎯 Option Chain → 🧮 Custom signal — paste the formula to get the live BUY/SELL bias on NIFTY and the option stance it favours (calls vs puts vs range).

Same engine everywhere: the formula is evaluated by the identical deterministic math, so a rule behaves consistently whether mined, backtested, or read against the chain.

The app’s memory, gated by you. Everything generated is auto-queued here for review — nothing is stored until you Accept it. Accepted notes are embedded and retrieved (RAG) to ground future answers. You can add your own notes, and the store auto-compacts over its size cap.

Use it for: curating what the assistant “knows”. The nav badge shows how many items await review.

This page — the searchable guide you’re reading. Overview, architecture, every tab & term, and shortcuts.

A floating chatbot (the 💬 button) that answers any market/stock/trading question — prices, technicals, options, fundamentals, definitions — with multi-turn memory. Simple lookups get a one-line answer plus follow-up suggestions; analysis questions get more depth.

• Top bar: grouped tabs (Home · Research · Trader · Options · Tools · More); the active group reveals its sub-tabs below.
• 🧪 PAPER / 🔴 LIVE — the trading-mode toggle. Paper simulates fills; live places real Zerodha orders (needs a connected broker). Persists across restarts.
• ₹ funds button — opens the budget editor: total funds (editable in paper; read from Zerodha in live) + per-type budgets for options / intraday / swing / long-term. These budgets size every proposed order.
• 🔗 Broker chip — connect/disconnect Zerodha Kite (token expires daily ~6 AM — reconnect each morning).
• NIFTY spot + change, market session badge (open/closed) and a live clock on the sub-nav strip.
• 🎨 Theme — pick a colour theme (Midnight · Daylight · Terminal · Nord · Emerald · Colorblind-safe). ⊞ Density — compact layout. ◐ Contrast — high-contrast (all top-right, persisted).
• A live P&L chip appears when you have holdings — click it to jump to the position. When Okta/Auth0 login is enabled, the signed-in user + logout show here too.

Tabs are grouped in the top bar — Home · Research (Analyze · Screener · Portfolio · News) · Options · Tools (Backtest · Indicators · Live Signals) · More (Knowledge · Docs). Shortcuts are ignored while you’re typing in a text box (except Esc). Header buttons: ⊞ density · ◐ contrast.