Overview

A modular trading data management system designed to store, process, and visualize trade activity. This project includes:

• A RESTful API for storing and querying trade data with authentication.
• A CSV batch importer to automate trade data ingestion from daily exchange reports.
• A PnL computation workflow that generates trade performance reports in the terminal.
• A web dashboard for traders to visualize their daily trading reports interactively.
• GitHub Actions for automating the trade import workflow by calling the API to input trade data.

System Requirements

Python >= 3.11

Steps before running the script.

1. Install poetry

pip install poetry

2. Initialise project

poetry install

3. Start APIs

uvicorn main:app --reload

Using the App

1. Access the API Docs: Go to http://localhost:8000/docs
2. Generate Report Run python generate_report_script.py -t <trader_id> -d <date in ISO format>

Running with docker-compose

1. Set up environment variables
2. Run docker-compose up -d
3. Access API Docs at http://localhost:8000/docs
4. Access PnL Dashboard at http://localhost:3000
5. Run scripts in shell by running docker exec -it power_trade_backend bash

Run Tests

1. Install poetry

pip install poetry

2. Initialise project

poetry install --with dev

3. Run tests

pytest -s