# invest-bot: Tech Giants Trading Bot

## Algorithmic trading system using Alpaca API

`invest-bot` is a sophisticated algorithmic trading bot designed to trade a diversified portfolio of 50 "Tech Giants" stocks. It employs a hybrid strategy combining momentum and mean-reversion principles, leveraging various technical indicators to generate precise trade signals. The bot supports both live paper trading and extensive backtesting with historical data, complete with a real-time web dashboard for monitoring performance.

## Table of Contents

- [Features](#features)
- [Getting Started](#getting-started)
  - [Prerequisites](#prerequisites)
  - [Installation](#installation)
  - [Configuration](#configuration)
- [Usage](#usage)
  - [Live Trading](#live-trading)
  - [Backtesting](#backtesting)
  - [Web Dashboard](#web-dashboard)
- [Strategy Overview](#strategy-overview)
- [Technology Stack](#technology-stack)
- [Contributing](#contributing)
- [License](#license)
- [Acknowledgements](#acknowledgements)

## Features

-   **Hybrid Trading Strategy**: Combines momentum and mean-reversion logic for robust signal generation.
-   **Multi-Indicator Analysis**: Utilizes a suite of technical indicators including:
    -   Relative Strength Index (RSI)
    -   Moving Average Convergence Divergence (MACD)
    -   Exponential Moving Averages (EMA)
    -   Average Directional Index (ADX)
    -   Bollinger Bands
    -   Custom Momentum Indicators
-   **Live Paper Trading**: Execute trades in a simulated environment using the Alpaca API, without risking real capital.
-   **Comprehensive Backtesting**: Test the strategy against historical data over custom periods (years, months) and initial capital.
-   **Real-time Web Dashboard**: Monitor portfolio performance, account statistics, and open positions through a responsive web interface.
-   **Configurable Timeframes**: Run the bot on `Daily` or `Hourly` data bars.
-   **Robust Logging**: Detailed logging for both console and file, aiding in monitoring and debugging.
-   **Error Handling & Rate Limiting**: Graceful error management and adherence to API rate limits for stable operation.

## Getting Started

Follow these instructions to set up and run the `invest-bot`.

### Prerequisites

-   [Rust](https://www.rust-lang.org/tools/install) (latest stable version recommended)
-   [Alpaca API Key and Secret Key](https://alpaca.markets/) (for paper trading)

### Installation

1.  **Clone the repository:**

    ```bash
    git clone https://github.com/your-username/invest-bot.git
    cd invest-bot
    ```

2.  **Build the project:**

    ```bash
    cargo build --release
    ```
    This will compile the optimized release binary in `target/release/invest-bot`.

### Configuration

The bot requires API credentials and can be configured via environment variables. Create a `.env` file in the project root directory:

```
ALPACA_API_KEY=YOUR_ALPACA_API_KEY
ALPACA_SECRET_KEY=YOUR_ALPACA_SECRET_KEY
DASHBOARD_PORT=5000 # Optional: Customize the dashboard port
```

**Note:** Replace `YOUR_ALPACA_API_KEY` and `YOUR_ALPACA_SECRET_KEY` with your actual Alpaca paper trading API keys.

## Usage

### Live Trading

To run the bot in live paper trading mode:

```bash
cargo run --release
# Or, if you have built the release binary:
# ./target/release/invest-bot
```

By default, the bot runs with `Daily` timeframe bars. To specify `Hourly` bars:

```bash
cargo run --release -- --timeframe hourly
```

The bot will continuously analyze the market during trading hours, execute trades, and update the dashboard.

### Backtesting

To backtest the strategy with historical data, use the `--backtest` flag. You can specify the duration (years/months) and initial capital.

-   **Backtest for 3 years (default capital):**

    ```bash
    cargo run --release -- --backtest --years 3
    ```

-   **Backtest for 5 years with custom capital:**

    ```bash
    cargo run --release -- --backtest --years 5 --capital 50000
    ```

-   **Combine years and months:**

    ```bash
    cargo run --release -- --backtest --years 1 --months 6
    ```

-   **Hourly timeframe backtest:**

    ```bash
    cargo run --release -- --backtest --years 1 --timeframe hourly
    ```

Backtest results, including equity curve and trades, will be saved to `backtest_equity_curve.csv` and `backtest_trades.csv` respectively.

### Web Dashboard

When running in live trading mode, a real-time web dashboard is automatically started. Access it in your browser at:

```
http://localhost:5000
```
(or your custom `DASHBOARD_PORT`). The dashboard displays:

-   Account summary (portfolio value, cash, buying power)
-   Real-time portfolio performance graph
-   Current open positions

## Strategy Overview

The `invest-bot` utilizes a dynamic hybrid strategy. It identifies potential trades using a combination of:

-   **RSI (Relative Strength Index):** To gauge overbought/oversold conditions and mean-reversion opportunities.
-   **MACD (Moving Average Convergence Divergence):** For trend identification and reversals.
-   **EMA (Exponential Moving Averages):** To determine short-term and long-term trends.
-   **ADX (Average Directional Index):** To measure trend strength.
-   **Bollinger Bands:** To identify volatility and potential price breakouts/reversals.
-   **Momentum:** Custom indicators to capture price acceleration.

Risk management includes position sizing based on portfolio value and buying power, with integrated stop-loss and take-profit mechanisms.

## Technology Stack

-   **Rust**: Primary programming language for performance and safety.
-   **Tokio**: Asynchronous runtime for concurrent operations (e.g., API calls, dashboard).
-   **Alpaca API**: For market data, account information, and trade execution (paper trading).
-   **Axum**: Web framework for building the real-time dashboard.
-   **Chart.js**: JavaScript library for interactive chart visualization on the dashboard.
-   **Serde**: Rust serialization/deserialization framework for JSON and CSV.
-   **Clap**: Command-line argument parser for a user-friendly CLI.
-   **Dotenvy**: For managing environment variables.
-   **Tracing**: Structured logging framework.

## Contributing

Contributions are welcome! Please feel free to open an issue or submit a pull request.

## License

This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details (if applicable).

## Acknowledgements

-   [Alpaca.markets](https://alpaca.markets/) for their accessible trading API.
-   [Rust Community](https://www.rust-lang.org/) for an amazing language and ecosystem.
-   [Chart.js](https://www.chartjs.org/) for the powerful charting library.