From 1ff5dfedb6f9b4535c8fc24adb16f85ef5d64b8f Mon Sep 17 00:00:00 2001 From: JamesTang Date: Wed, 4 Feb 2026 18:49:50 +0800 Subject: [PATCH] Add trading platform storyboards for equities and forex - Created detailed storyboards demonstrating complete workflow - Equities storyboard: AAPL example with 3 action plans (aggressive/conservative/wait) - Forex storyboard: EUR/USD example with pre-NFP strategy - Both include probability analysis, risk/reward calculations, and Moomoo API integration - Interactive mock interfaces showing platform workflow from data sourcing to execution --- .../storyboards/equities-storyboard.html | 731 +++++++++++++++ prototype/storyboards/forex-storyboard.html | 877 ++++++++++++++++++ 2 files changed, 1608 insertions(+) create mode 100644 prototype/storyboards/equities-storyboard.html create mode 100644 prototype/storyboards/forex-storyboard.html diff --git a/prototype/storyboards/equities-storyboard.html b/prototype/storyboards/equities-storyboard.html new file mode 100644 index 0000000..d709859 --- /dev/null +++ b/prototype/storyboards/equities-storyboard.html @@ -0,0 +1,731 @@ + + + + + + Equities Trading Storyboard - Quantitative Trading Platform + + + + + + + + + + + +
+ +
+

+ + Equities Trading Storyboard +

+

+ How the Quantitative Trading Platform sources data, analyzes equities, and provides actionable recommendations +

+
+ + View Forex Storyboard + + + Back to Prototype + +
+
+ + + + +
+
+
1
+

Data Sourcing from Moomoo API

+
+ +

+ The platform automatically connects to Moomoo API to fetch real-time and historical data for selected equities. +

+ +
+
+ +
Data Layer - Moomoo API Connector
+ Connected +
+ +
+
+
+ Fetching Data For +
+ AAPL + MSFT + GOOGL + TSLA +
+
+ +
+ Data Types Collected +
    +
  • Real-time price quotes
    • +
  • Historical OHLCV (1m, 5m, 1d intervals)
    • +
  • Company fundamentals
    • +
  • Market depth data
    • +
+
+
+ +
+
+ API Metrics +
+
+ Rate Limit Usage + 42/60 requests +
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+
+
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+ +
+
+ Data Freshness + < 100ms latency +
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+ +
+ + Automated Data Pipeline: The platform continuously monitors and updates equity data, triggering analysis when significant changes occur. +
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+ +
+ +
+ + +
+
+
2
+

Processing & Analysis Engine

+
+ +

+ Raw data is processed through multiple analytical models to identify trading opportunities and assess risk. +

+ +
+
+ +
Strategy Engine - Analysis Results
+
+ +
+
+
+
AAPL
+ Apple Inc. +
+
+ Current Price: + $182.45 +
+
+ Daily Change: + +2.3% +
+
+ Volume: + 45.2M +
+
+
+
+ +
+
+ Technical Indicators +
+
+
+ RSI (14): + 68.5 +
+
+ MACD: + Bullish +
+
+
+
+ Moving Avg (50): + Above +
+
+ Bollinger Band: + Upper Band +
+
+
+
+ +
+ Fundamental Analysis +
+
+
+ P/E Ratio: + 28.5 +
+
+ EPS Growth: + +12.4% +
+
+
+
+ Dividend Yield: + 0.6% +
+
+ Debt/Equity: + 1.8 +
+
+
+
+
+
+ +
+ + Signal Detected: AAPL showing strong momentum with bullish technical indicators and positive earnings growth. +
+
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+ +
+ +
+ + +
+
+
3
+

Intelligent Recommendations

+
+ +

+ Based on comprehensive analysis, the platform generates personalized recommendations with probability assessments. +

+ +
+
+ +
Trading Recommendation: AAPL
+ Medium Risk +
+ +
+ + Recommended Action: Consider adding AAPL to portfolio for short-to-medium term growth +
+ +
+
+
Probability Analysis
+
+
+ Target: +8% in 30 days + 72% probability +
+
+
+
+
+ +
+
+ Target: +15% in 90 days + 58% probability +
+
+
+
+
+ +
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+ Stop Loss: -5% + 18% probability +
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+
+
+
+
+ +
+
Key Factors
+
    +
  • ✓ Strong earnings growth (+12.4% YoY)
    • +
  • ✓ Bullish technical indicators (RSI: 68.5)
    • +
  • ⚠ Elevated P/E ratio (28.5 vs industry 22)
    • +
  • ✓ Positive market sentiment
    • +
  • ⚠ Moderate debt levels
    • +
+
+
+
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+ +
+ +
+ + +
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+
4
+

Course of Action Options

+
+ +

+ The platform presents 3 distinct courses of action, each with detailed risk/reward profiles and execution plans. +

+ + +
+
+
+
+ 85% Confidence + Aggressive Entry +
+

Maximize short-term gains with higher risk tolerance

+
+ High Risk / High Reward +
+ +
+
+
Execution Plan
+
    +
  • Buy 100 shares at market price ($182.45)
    • +
  • Set stop loss at $173.33 (-5%)
    • +
  • Take profit at $197.05 (+8%)
    • +
  • Time horizon: 2-4 weeks
    • +
+
+
+
Expected Outcomes
+
+ Best Case: + +$1,460 profit +
+
+ Worst Case: + -$912 loss +
+
+ Expected Value: + +$876 +
+
+ Risk/Reward Ratio: + 1:1.6 +
+
+
+ +
+ + +
+
+ + +
+
+
+
+ 70% Confidence + Conservative Entry +
+

Steady growth with capital preservation focus

+
+ Medium Risk / Medium Reward +
+ +
+
+
Execution Plan
+
    +
  • Buy 50 shares using dollar-cost averaging
    • +
  • Set stop loss at $173.33 (-5%)
    • +
  • Take profit at $197.05 (+8%) in phases
    • +
  • Time horizon: 4-8 weeks
    • +
+
+
+
Expected Outcomes
+
+ Best Case: + +$730 profit +
+
+ Worst Case: + -$456 loss +
+
+ Expected Value: + +$438 +
+
+ Risk/Reward Ratio: + 1:1.6 +
+
+
+ +
+ + +
+
+ + +
+
+
+
+ 40% Confidence + Wait & Monitor +
+

Defer action until stronger confirmation signals

+
+ Low Risk / Low Reward +
+ +
+
+
Execution Plan
+
    +
  • Add AAPL to watchlist
    • +
  • Set price alert at $175 (buy opportunity)
    • +
  • Monitor earnings announcement (next 2 weeks)
    • +
  • Re-evaluate when RSI drops below 60
    • +
+
+
+
Expected Outcomes
+
+ Opportunity Cost: + -$0 to -$1,460 +
+
+ Capital Preservation: + 100% +
+
+ Information Gain: + High +
+
+ Next Review: + 7 days +
+
+
+ +
+ + +
+
+ +
+ + Risk Management Integration: Each action plan automatically integrates with platform risk controls including position sizing, sector limits, and circuit breakers. +
+
+ + +
+
+
5
+

User Decision & Automated Execution

+
+ +

+ The user selects their preferred course of action, and the platform handles execution with real-time monitoring. +

+ +
+
+ +
Trade Execution Interface
+ Paper Trading Mode +
+ +
+
+
+
+ + Selected Action: Conservative Entry +
+
+
+ Action: + BUY 50 AAPL +
+
+ Order Type: + Limit @ $182.00 +
+
+ Total Value: + $9,100.00 +
+
+ Portfolio Allocation: + 4.5% +
+
+ +
+ +
+
+
+ +
+
+
Real-time Monitoring
+
+
+ Order Status: + Pending Execution +
+
+ Fill Progress: + 0/50 shares +
+
+ Current Price: + $182.45 +
+
+ Price vs Limit: + -$0.45 below +
+
+ +
+
+
+ Waiting for price to reach limit order level +
+
+
+ +
+ + Automated Post-Trade Management: Once executed, the platform will automatically monitor the position, adjust stop losses based on volatility, and generate performance reports. +
+
+
+ + +
+

Continuous Revenue Generation Cycle

+

+ This process repeats for multiple equities, creating a diversified portfolio of algorithmic trades + with controlled risk and consistent probability-based returns. +

+ +
+
+
+
+ + Expected Monthly Outcomes +
+
+
+
8-12%
+ Target Return +
+
+
3-5%
+ Max Drawdown +
+
+
65-75%
+ Win Rate +
+
+
+
+
+ +
+ + + View Forex Trading Storyboard + +
+
+
+ + + + + + + \ No newline at end of file diff --git a/prototype/storyboards/forex-storyboard.html b/prototype/storyboards/forex-storyboard.html new file mode 100644 index 0000000..2eaa10d --- /dev/null +++ b/prototype/storyboards/forex-storyboard.html @@ -0,0 +1,877 @@ + + + + + + Forex Trading Storyboard - Quantitative Trading Platform + + + + + + + + + + + +
+ +
+

+ + Forex Trading Storyboard +

+

+ How the Quantitative Trading Platform analyzes forex markets and generates high-probability trading signals +

+
+ + View Equities Storyboard + + + Back to Prototype + +
+
+ + + + +
+
+
1
+

Forex Data Aggregation

+
+ +

+ The platform connects to multiple forex data sources via Moomoo API and other providers for comprehensive market coverage. +

+ +
+
+ +
Forex Data Layer - Multi-Source Integration
+ All Systems Connected +
+ +
+
+
+ Monitoring Currency Pairs +
+ EUR/USD + GBP/USD + USD/JPY + AUD/USD + USD/CAD + NZD/USD +
+
+ +
+ Data Types Collected +
    +
  • Real-time bid/ask spreads
    • +
  • Historical price data (tick, minute, hourly)
    • +
  • Central bank announcements & economic calendars
    • +
  • Order book depth and market sentiment
    • +
  • Carry trade interest rate differentials
    • +
+
+
+ +
+
+ Forex-Specific Metrics +
+
+ Average Spread (EUR/USD): + 0.8 pips +
+
+ Market Volatility (VIX): + 18.5 +
+
+ Liquidity Score: + 94/100 +
+
+ Data Latency: + < 50ms +
+
+
+ +
+ + 24/5 Market Coverage: The platform continuously monitors all major, minor, and exotic currency pairs across global trading sessions. +
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+ + +
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+
2
+

Multi-Timeframe Forex Analysis

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+ +

+ Advanced analysis combining technical, fundamental, and sentiment factors across multiple timeframes. +

+ +
+
+ +
Forex Analysis: EUR/USD Focus
+ High Impact News Expected +
+ +
+
+
+
EUR/USD
+ Euro vs US Dollar +
+
+ Bid/Ask: + 1.0854 / 1.0856 +
+
+ Daily Change: + +14 pips +
+
+ Spread: + 0.2 pips +
+
+
+
+ +
+
+
+
+ Technical Analysis +
+
+ Trend (H4): + Bullish +
+
+ RSI (14): + 62.3 +
+
+ Support: + 1.0820 +
+
+ Resistance: + 1.0880 +
+
+
+
+
+
+ Fundamental Factors +
+
+ ECB Rate: + 4.50% +
+
+ Fed Rate: + 5.25% +
+
+ Interest Diff: + -0.75% +
+
+ CPI (EU): + 2.8% +
+
+
+
+
+ +
+ Market Sentiment & News +
+
+ Commitment of Traders: + Net Long EUR +
+
+ Next Major Event: + US NFP in 2 days +
+
+ Risk Sentiment: + Risk-On +
+
+
+
+
+ +
+ + High Impact Event Alert: US Non-Farm Payrolls report in 48 hours - Expected volatility increase of 30-40%. +
+
+
+ +
+ +
+ + +
+
+
3
+

Forex Trading Recommendation

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+ +

+ Probability-based forex trading signals with detailed risk/reward analysis tailored to currency pair characteristics. +

+ +
+
+ +
Forex Trading Signal: EUR/USD
+ Pre-NFP Strategy +
+ +
+ + Recommended Strategy: Buy EUR/USD on dips before US NFP report with tight risk management +
+ +
+
+
Probability Matrix
+
+
+ Target: +50 pips before NFP + 68% probability +
+
+
+
+
+ +
+
+ Target: +100 pips post-NFP + 45% probability +
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+
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+ +
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+ Stop Loss: -30 pips + 32% probability +
+
+
+
+
+ +
+
+ Breakeven + News Scalp + 55% probability +
+
+
+
+
+
+ +
+
Forex-Specific Factors
+
    +
  • ✓ Bullish technical breakout on H4 chart
    • +
  • ✓ Positive EU economic data surprise
    • +
  • ⚠ Negative interest rate differential (-0.75%)
    • +
  • ✓ Risk-on market sentiment supporting EUR
    • +
  • ⚠ High volatility expected around NFP
    • +
  • ℹ Seasonal tendency for EUR strength in current period
    • +
+
+
+ +
+
+
+
Carry Trade Analysis
+
+ Daily Interest: + -$0.82 per lot +
+
+ Weekly Rollover: + -$5.74 +
+ Negative carry reduces attractiveness for long-term holds +
+
+
+
+
Volatility Assessment
+
+ Current ATR (Daily): + 85 pips +
+
+ Expected NFP ATR: + 110-130 pips +
+ Position sizing adjusted for increased volatility +
+
+
+
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+ +
+ +
+ + +
+
+
4
+

Forex-Specific Action Plans

+
+ +

+ Three distinct forex trading approaches accounting for leverage, pip values, and currency-specific risk factors. +

+ + +
+
+
+
+ 75% Confidence + Momentum Breakout +
+

Capture pre-NFP bullish momentum with tight stops

+
+ High Frequency +
+ +
+
+
Execution Plan
+
    +
  • Buy 2 standard lots EUR/USD @ 1.0850
    • +
  • Stop loss: 1.0820 (-30 pips)
    • +
  • Take profit 1: 1.0900 (+50 pips) - 50% position
    • +
  • Take profit 2: 1.0950 (+100 pips) - 50% position
    • +
  • Leverage: 10:1 | Margin: $21,700
    • +
+
+
+
Risk/Reward Profile
+
+ Risk per Lot: + -$300 +
+
+ Reward (TP1): + +$500 +
+
+ Reward (TP2): + +$1,000 +
+
+ Risk/Reward Ratio: + 1:2.5 +
+
+ Expected Value: + +$425 +
+
+
+ +
+ + Time-Sensitive: Entry window closes 4 hours before NFP release. Position will be reduced by 50% 1 hour before announcement. +
+ +
+ + +
+
+ + +
+
+
+
+ 60% Confidence + NFP News Scalp +
+

Quick in-and-out around news release with minimal exposure

+
+ Medium Frequency +
+ +
+
+
Execution Plan
+
    +
  • Wait for NFP release (Friday 8:30 AM EST)
    • +
  • Enter on initial spike (direction agnostic)
    • +
  • Position: 1 standard lot
    • +
  • Stop loss: 20 pips from entry
    • +
  • Take profit: 40 pips from entry
    • +
  • Maximum hold time: 15 minutes
    • +
+
+
+
Risk/Reward Profile
+
+ Risk per Trade: + -$200 +
+
+ Reward per Trade: + +$400 +
+
+ Risk/Reward Ratio: + 1:2 +
+
+ Win Rate Required: + 33.3% +
+
+ Historical Win Rate: + 52% +
+
+
+ +
+ + High Execution Skill Required: This strategy requires precise timing and may experience slippage during high volatility. +
+ +
+ + +
+
+ + +
+
+
+
+ 40% Confidence + Carry Trade Hedge +
+

Long-term position with interest rate hedge

+
+ Low Frequency +
+ +
+
+
Execution Plan
+
    +
  • Sell EUR/USD 0.5 lots @ current
    • +
  • Buy USD/CHF 0.5 lots as hedge
    • +
  • Stop loss: 100 pips on each pair
    • +
  • Target: 200 pips over 4-6 weeks
    • +
  • Collect positive carry on USD/CHF
    • +
  • Net carry: +$1.24 daily
    • +
+
+
+
Risk/Reward Profile
+
+ Total Risk: + -$1,000 +
+
+ Total Reward: + +$2,000 +
+
+ Daily Carry: + +$1.24 +
+
+ Monthly Carry: + +$37.20 +
+
+ Risk/Reward Ratio: + 1:2 +
+
+
+ +
+ + Positive Carry: This strategy generates daily interest income regardless of price movement. +
+ +
+ + +
+
+
+ + +
+
+
5
+

Forex Execution & Risk Management

+
+ +

+ Specialized forex execution with pip-based risk controls, leverage management, and currency correlation monitoring. +

+ +
+
+ +
Forex Execution Dashboard
+ Leverage: 10:1 +
+ +
+
+
+
+ + Selected Action: Momentum Breakout +
+
+
+ Action: + BUY 2 lots EUR/USD +
+
+ Entry: + Limit @ 1.0850 +
+
+ Margin Required: + $21,700 +
+
+ Free Margin: + $128,300 +
+
+ Margin Level: + 590% +
+
+ +
+ +
+
+
+ +
+
+
Forex Risk Controls
+
+
+ Max Daily Loss: + 2% ($3,000) +
+
+ Position Sizing: + 1% risk per trade +
+
+ Currency Correlation: + Within limits +
+
+ Hedging: + Active +
+
+ News Filter: + NFP Alert Active +
+
+ +
+
+
+ Daily risk limit used: 0.65% ($975) +
+
+
+ +
+
+
+
+ + Forex-Specific Considerations +
+
+
+ Swap/Rollover +
Calculated daily at 5 PM EST
+
+
+ Session Overlaps +
London-New York: High liquidity
+
+
+ Weekend Risk +
Positions held over weekend
+
+
+
+
+
+
+
+ + +
+

Forex Trading Revenue Model

+

+ Combining multiple forex strategies creates diversified income streams from directional trades, + carry interest, and volatility capture across different currency pairs and timeframes. +

+ +
+
+
+
+ + Monthly Forex Trading Expectations +
+
+
+
5-8%
+ Target Return +
+
+
2-4%
+ Max Drawdown +
+
+
55-65%
+ Win Rate +
+
+
0.1-0.3%
+ Daily Carry +
+
+
+ + Based on $100,000 capital with 10:1 leverage across 5-7 currency pairs + +
+
+
+
+ +
+ + + View Equities Trading Storyboard + +
+
+
+ + + + + + + \ No newline at end of file