AI Trading App

About

Welcome to the AI Trading App!

It connects to Alpaca to read positions/orders and place trades.

Main features:

• Alpaca integration: paper/live support, positions, orders, market-clock awareness.
• Trading UI: search tickers, buy/sell, portfolio dashboard.
• Composer/defsymphony strategies: import strategies and evaluate them locally into target allocations.
• Automated rebalancing: scheduled portfolio rebalances with logs and cash/position reconciliation.
• Diagnostics: allocation diff/trace endpoint + one-shot rebalance trigger for fixing mismatched holdings.
• Data + analytics: price caching with multi-source fallback (Yahoo/Tiingo/Stooq/Alpaca), equity snapshots/history.
• Optional sentiment/news tooling (work in progress).

Credit for UI: OktarianTB

Stack

Backend: NodeJS with Python Scripts, AI: ChatGPT (collaborative strategy feature), Claude & Vertex (AI Fund feature)

Frontend: React, Material 5

Data: MongoDB

Devops: Github, Vercel, Render, Google Cloud Build, Gitguardian

Product Management: Notion

Project Management: Jira

Hackathons

Friday, May 26 2023 - 6:00 PM Anthropic AI Hackathon Build AI Apps with leading AI models! Submitted project

Friday, July 7 2023 - 6:00 PM Google Cloud Vertex AI Hackathon Be the first to build an AI App on Google’s AI models! Submitted project

Installation

Make sure you have NodeJS installed. You can check your Node.js version by running the command node -v in your terminal. If your version is older than 14.20.1, you will need to update Node.js. Please make sure that node -v gives you a version after 14.20.1 before doing anything else.

Go to the server folder:

cd server

Then install the required packages for the server with:

npm install

Go to the client folder:

cd ..

cd client

Install the required packages for the client with:

npm install

Then you have to set up the .env files for the server and the client: Go to the different services, create accounts and get the API keys

In tradingapp/server/config/ you have an example file. Rename it .env and change the keys with yours.

In tradingapp/client/ you have an example file. Rename it .env and change the keys with yours.

Check REACT_APP_BASE_URL_DEV=http://localhost:3000 and make sure it matches your server port.

For deployments (Vercel frontend + Render backend), set REACT_APP_BASE_URL_PROD to your backend URL (ex: https://your-service.onrender.com), not the Vercel app URL.

Tip: after deploying the backend, visit https://<backend>/api/health to confirm MongoDB is connected and required env vars are present.

Please make sure you have created a .env in the server AND in the client or it will not work

To use Vertex you will need to create /tradingapp/server/config/googlecredentials.json with your google credentials

Then you can start the server and the client

Go to the client folder

And run the client with:

npm run start

Open another terminal window and then run the server with:

Go to the server folder

npm run start

Code explanation: Video

Polymarket (Copy Trader)

The Polymarket “copy trader (paper)” strategy syncs trades for a given wallet address.

Server env vars (in tradingapp/server/config/.env):

• Trade source: POLYMARKET_TRADES_SOURCE=auto|clob-l2|data-api (default: auto, falls back to data-api if CLOB auth fails)
• CLOB L2 creds (only needed if forcing clob-l2): POLYMARKET_API_KEY, POLYMARKET_SECRET, POLYMARKET_PASSPHRASE, POLYMARKET_AUTH_ADDRESS
• Execution mode: POLYMARKET_EXECUTION_MODE=paper|live (default: paper)
  • Live trading requires: POLYMARKET_PRIVATE_KEY (signer), plus the CLOB L2 creds above.
  • You can also provide the signer key via file (first non-empty line): POLYMARKET_PRIVATE_KEY_FILE=/path/to/key.txt (useful for Render secret files).
  • Optional live settings: POLYMARKET_CHAIN_ID=137|80002, POLYMARKET_SIGNATURE_TYPE=0|1, POLYMARKET_FUNDER_ADDRESS=0x..., POLYMARKET_MARKET_ORDER_TYPE=fak|fok
  • Safety: live execution runs only for incremental syncs by default; to allow a one-time live rebalance after a backfill (to enter the copied positions), set POLYMARKET_BACKFILL_LIVE_REBALANCE=true (requires “Size trades to my budget”).
• Data API options (optional): POLYMARKET_DATA_API_HOST, POLYMARKET_DATA_API_TAKER_ONLY, POLYMARKET_DATA_API_USER_AGENT
• CLOB HTTP user agent (optional, helps with Cloudflare 403s): POLYMARKET_CLOB_USER_AGENT (default: tradingapp/1.0)
• CLOB HTTP proxy (optional, supports comma-separated lists; round-robin per request): POLYMARKET_CLOB_PROXY (fallbacks: POLYMARKET_HTTP_PROXY, HTTP_PROXY, HTTPS_PROXY)
• CLOB auth retry cooldown in auto mode (optional, default 1h): POLYMARKET_CLOB_AUTH_FAILURE_COOLDOWN_MS

Magic/email wallets (separate signer + funded profile):

• POLYMARKET_AUTH_ADDRESS must be the signer address (the one derived from POLYMARKET_PRIVATE_KEY).
• POLYMARKET_FUNDER_ADDRESS must be the funded profile address (where USDC/allowance lives).
• POLYMARKET_SIGNATURE_TYPE=1 is commonly required for Magic accounts.

Smoke test:

cd tradingapp/server
node scripts/polymarket_smoke_test.js 0xYourWalletAddress

Debug endpoint (useful after deploying the backend):

• GET /api/health/polymarket?maker=0xYourWalletAddress (returns CLOB /time, /auth/api-keys, and /data/trades status + env credential fingerprints/lengths)
  • If POLYMARKET_DEBUG_TOKEN is set server-side, include header x-debug-token: <token>

Interpreting strategy logs:

• If the “Executed orders” list shows FAILED (401/403) and orderId is empty, the CLOB rejected the order (often geo-block / invalid auth). Check the error string and whether POLYMARKET_GEO_BLOCK_TOKEN is set.
• portfolioUpdated: false means the app did not assume fills (it will retry next sync instead of pretending the trade happened).

Fix 401 Unauthorized/Invalid api key (regenerate CLOB L2 creds):

cd tradingapp/server

# Option A: provide the wallet private key via env (recommended to run locally)
POLYMARKET_PRIVATE_KEY=0x... node scripts/polymarket_create_or_derive_api_key.js

# Option B: read the private key from a file (first non-empty line)
POLYMARKET_PRIVATE_KEY_FILE=/path/to/private_key.txt node scripts/polymarket_create_or_derive_api_key.js

Notes:

• The script writes POLYMARKET_API_KEY, POLYMARKET_SECRET, POLYMARKET_PASSPHRASE, POLYMARKET_AUTH_ADDRESS into tradingapp/server/config/.env (and creates a *.bak.* backup by default).
• It never prints full secrets to stdout (only status + lengths).

Strategy Evaluation Parity (Composer/defsymphony)

The server evaluates defsymphony strategies locally. To keep results aligned with Composer, the defaults are:

• RSI: Wilder (COMPOSER_RSI_METHOD=wilder)
• Price adjustment: split (COMPOSER_DATA_ADJUSTMENT=split)
• As-of mode: previous close (COMPOSER_ASOF_MODE=previous-close)
• Price source: Yahoo with Tiingo fallback (COMPOSER_PRICE_SOURCE=yahoo)
• Price refresh: disabled by default (COMPOSER_PRICE_REFRESH=false) to avoid unexpected allocation changes
• Indicators are computed using the prior bar when previous-close is used (lookahead-safe, closer to Composer backtests)

If you override these settings (ex: RSI_METHOD=simple or PRICE_DATA_SOURCE=alpaca), the app will still work but allocations can differ from Composer; rebalance logs will include a warning.

Debug endpoints

These endpoints are helpful when investigating mismatched holdings vs expected allocation:

• Diagnose allocation inputs/trace: GET /api/strategies/diagnose/:userId/:strategyId
• Trigger an immediate rebalance: POST /api/strategies/rebalance-now/:userId/:strategyId

Deployment

The front is optimized to be deployed on Vercel. Don't forget to add env variables.

The back is optimized to be deployed on Render. Don't forget to add env variables.

Usage

You can edit you API keys in Settings

To buy stocks you can go in Search, search for a stock and buy

You can sell from the dashboard clicking on stocks ticker

You can implement a collaborative strategy that you found online in Strategies, copy paste it and add a name for the strategy. It will buy the stocks. This create a strategy portfolio that will show up on the dashboard

Paper vs live trading depends on which Alpaca credentials are configured.

How collaborative strategy evaluation works

See tradingapp/docs/collaborative-strategies.md.

Roadmap

• Improve AI Fund signals (news quality, sentiment analysis).
• Add transaction cost displays (slippage/fees) for strategy evaluation.
• Add support for more brokers (ex: DeGiro) and crypto (via Alpaca).

Links

Discord: Discord