Investpro

<p align="center"> <img src="src/main/resources/images/Invest.png" alt="InvestPro Logo" width="128" /> </p> <h1 align="center">InvestPro</h1> <p align="center"> <strong>A modern JavaFX trading workstation for strategy research, backtesting, market intelligence, and risk-controlled automation.</strong><br/> Strategy Builder · Agent Runtime · Local gRPC AI Advisory · Risk Management · Backtesting · Paper Trading · Multi-Exchange Execution </p> <p align="center"> Build strategies · Test ideas · Monitor markets · Control risk · Automate carefully </p> <p align="center"> <a href="https://github.com/nguemechieu/investpro/actions/workflows/maven.yml"> <img src="https://github.com/nguemechieu/investpro/actions/workflows/maven.yml/badge.svg" alt="Java CI" /> </a> <a href="https://github.com/nguemechieu/investpro/actions/workflows/docker-image.yml"> <img src="https://github.com/nguemechieu/investpro/actions/workflows/docker-image.yml/badge.svg" alt="Docker Build" /> </a> <a href="https://github.com/nguemechieu/investpro/actions/workflows/codecov.yaml"> <img src="https://github.com/nguemechieu/investpro/actions/workflows/codecov.yaml/badge.svg" alt="Code Coverage" /> </a> <a href="https://opensource.org/licenses/Apache-2.0"> <img src="https://img.shields.io/badge/License-Apache%202.0-blue.svg" alt="License" /> </a> <img src="https://img.shields.io/badge/Java-21-orange.svg" alt="Java 21" /> <img src="https://img.shields.io/badge/JavaFX-21.0.6-blue.svg" alt="JavaFX" /> <img src="https://img.shields.io/badge/status-active%20development-yellow.svg" alt="Status" /> </p>

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Table of Contents

• Overview
• Project Status
• Screenshots
• Why InvestPro?
• Core Features
• Architecture
• Signal Execution Pipeline
• Supported Exchanges & Brokers
• Stellar Workflow
• Installation
• Running the Application
• Docker / Browser Desktop Mode
• Configuration
• Quick Start
• Strategy Development
• User Strategy Setup
• Plugin Setup
• Production Readiness Checklist
• Risk Management Philosophy
• System Monitoring
• Roadmap
• Contributing
• Troubleshooting
• Disclaimer
• License
• Contact

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Overview

InvestPro is an open-source desktop trading workstation for serious traders, developers, and researchers. It combines a native JavaFX trading terminal with exchange adapters, strategy execution, agent-based automation, a local Python gRPC advisory runtime, risk controls, paper trading, and deployment support through Docker/noVNC.

The goal is to provide a complete research-to-execution environment:

1. Research strategies using market data and technical indicators.
2. Backtest and forward-test strategy behavior.
3. Paper trade safely before using real funds.
4. Monitor system health, signals, risk, and execution flow.
5. Execute live trades only after passing multiple safety gates.

Important: InvestPro does not guarantee profits. Trading and investing involve significant financial risk. Always validate strategies in paper trading before using real capital.

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Project Status

🚧 Active Development — Core systems are working, but the platform is still evolving. Some modules are experimental or still being stabilized. Paper trading is recommended before any live trading.

| Area | Status | |---|---:| | Java 21 + JavaFX desktop workstation | ✅ Working | | Exchange adapters | ✅ Implemented | | Real-time WebSocket streaming | ✅ Working | | Strategy engine + signal pipeline | ✅ Working | | Agent runtime / SmartBot | ✅ Working | | Paper trading | ✅ Working | | Live trading | ⚠️ Available, use carefully | | Risk management layer | ✅ Working | | AI reasoning integration | ✅ Working | | Telegram alerts / commands | ✅ Working | | Docker + noVNC desktop deployment | ✅ Working | | StrategyLab backtesting | ✅ Stabilized | | Automated test suite | ✅ Improved | | Web/mobile companion UI | 📋 Planned |

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Screenshots

| Trading Desk | Market Watch + Signals | |---|---| | | |

Screenshots reflect a development build. UI and layouts may continue to change.

Docker VNC Access

Access the full desktop from a browser:

http://localhost:6080/vnc.html?autoconnect=1&resize=scale

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Why InvestPro?

Many open-source trading systems are either pure algorithmic frameworks with no serious UI, or simple single-exchange bots with limited risk control. InvestPro is designed to bridge that gap.

InvestPro provides:

• Desktop-first trading workstation with charts, market watch, orders, signals, and portfolio views.
• Multi-exchange architecture so strategies can run across different brokers and venues.
• Strategy-first design where trading logic is modular, testable, and replaceable.
• Agent runtime for symbol-level automation and system orchestration.
• Risk-first execution so signals are reviewed before orders reach the market.
• Paper trading by default to validate behavior before live execution.
• AI-assisted reasoning as an optional review layer, never as a direct executor.
• Docker/noVNC deployment for browser-based access to the desktop app.

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Core Features

Market Data & Streaming

• Real-time WebSocket feeds for ticker, trades, order book depth, and candles.
• Multi-timeframe support: 1m, 5m, 15m, 30m, 1h, 4h, 1d, 1w, 1M.
• REST fallback when WebSocket data is unavailable.
• Rate-limit handling for HTTP 429 and exchange ban/cooldown responses.
• Exchange capability probing to determine what each venue supports.

Trading Capabilities

• Paper trading with configurable virtual balance.
• Live trading through authenticated exchange APIs.
• Market, limit, stop-loss, take-profit, and bracket-style order support where available.
• Order lifecycle management: create, cancel, track fills, and review status.
• Small-account mode for conservative sizing.
• Symbol cooldown logic to reduce open/close thrashing.

Symbol Tradability Controls

• InvestPro uses UniversalTradabilityService to normalize per-symbol permissions across exchanges and brokers.
• Market watch and research views can include symbols where marketDataAllowed=true.
• Bot symbol selection is restricted to botTradingAllowed=true symbols.
• Live order submission performs an immediate recheck requiring orderSubmissionAllowed=true before sending an order.
• Backtesting accepts symbols with marketDataAllowed=true, even when live trading is disabled for that symbol.
• Tradability metadata is surfaced in UI filters and columns so restrictions are visible before execution.

Strategy Engine

• Pluggable TradingStrategy interface.
• StrategyEngine for running multiple strategies per symbol.
• StrategyCatalog for built-in strategies.
• StrategyBootstrapper for default strategy initialization.
• StrategyLab for backtesting and forward testing.
• Signal classification, filtering, scoring, and safety review.

Agent Runtime

• AgentRuntime manages trading agent lifecycle.
• AgentEventBus decouples system components through events.
• SymbolAgent evaluates market state per symbol (in symbol/ package).
• SymbolAgentManager controls active symbol agents.
• PortfolioAgent manages capital allocation and exposure (in portfolio/ package).
• Auto-trading starts OFF by default and must be explicitly enabled.

Risk Management

• RiskManagementSystem reviews every trade candidate.
• Configurable max risk per trade.
• Configurable max daily loss.
• Small-account mode.
• Portfolio heat / exposure checks.
• Execution gate before live orders.
• AI reasoning gate when enabled.

AI-Assisted Analysis

• AiReasoningService interface for pluggable AI providers (in ai/ package).
• LocalAiRuntimeService uses the local Python gRPC service for advisory trade review and backtest scoring.
• OpenAiReasoningService remains available as an optional fallback provider.
• LocalAiReasoningService remains the deterministic offline fallback.
• The Python advisory service should start alongside InvestPro so AI review is available at launch.
• AiAuditLogger records AI decisions for auditability.
• AI can approve, reject, or explain signals.
• Python AI recommends, Java risk gates decide, and Java execution places orders.
• AI does not execute trades directly.

Charting & Technical Analysis

• Interactive candlestick charts.
• Multi-timeframe analysis.
• Rich indicators/ package: MA, EMA, RSI, MACD, Bollinger Bands, ATR, ADX, CCI, VWAP, Ichimoku, Stochastic, OBV, Parabolic SAR, Zigzag, Fibonacci, and more.
• Indicator picker is populated from the catalog so the full supported indicator list is available from the chart UI.
• Engine-backed indicator fallbacks let catalog indicators render even when they do not have a dedicated chart class yet.
• Zoom and pan support.
• Support/resistance and annotation-ready chart structure.

Notifications

• Telegram bot integration.
• Telegram commands such as /status and /setapikey when enabled.
• Email notifications through SMTP.
• Signal monitoring logs for every stage of the signal pipeline.

Deployment

• Native JavaFX desktop app.
• Docker image with JavaFX, Xvfb, Fluxbo