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Portfolio Web App by Intelligent Trading Foundation

This JS web app provides the hosted service and UI for managing a portfolio of assets.

Scope V1

  • create account with email, password
  • save API keys for Binance
  • display currencies available Binance
  • set desired % allocations for a portfolio of any number of different currencies (Manual Option) (0.01% accuracy)
  • select % of portfolio dedicated to autotrading (minimum 0%, maximum 100% of portfolio)
  • poll ITF API for auto-trading portfolio signal
  • max draw-down kill-switch moves stable coin
  • saving trade history (paginated)
  • chart historical balance (total value over time)
  • chart historical performance (% loss/gains over time)
  • hosted on Heroku
  • admin CRUD interface (some standard plugin ok)

Scope v2

  • complete questionaire according to legal requirements (1940 Act)
  • save API keys for CoinbasePro
  • subscribe to multiple SNS topics for auto-trading on different strategies
  • user chooses between multiple options for auto-trading services
  • display currencies available on all connected exchanges
  • stop loss settings
  • download trade history as CSV
  • admin tools (needs specific requirements)

Scope v3

  • Analytics on top performing strategies
  • Measure costs lost to trading fees

Auto-Trading Strategies

  • 1 - pure Technical Analysis strategies
  • 2 - Deep Learning AI - 2 RNN neural nets trading on price predictions and anolomy detection
  • 3 - Genetic Programming AI - 1000 highly-evolved and backtested mutant strategies

Not in Scope

  • currency wallets, wallet addresses, or managed funds
  • moving, saving, sending, or receiving currencies

Possible Future Scope

  • credit card processing for subscription payments
  • shared view other users's fund performance (leaderboard)
  • copy-trading other users's portfolio allocation settings

UI and Design

TBD

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ITF Portfolio Application

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