// src/screens/docs/DocsScreen_Pages_Trading.cpp // // Trading and quant analytics docs pages: Crypto/Paper/Algo Trading, // Backtesting, Equity Research, Surface Analytics, Derivatives, Portfolio, // M&A Analytics, AI Quant Lab, QuantLib, AI Chat, Agent Config, Alpha Arena. // // Part of the partial-class split of DocsScreen.cpp. #include "screens/docs/DocsScreen.h" #include "screens/docs/DocsScreen_internal.h" #include "ui/theme/Theme.h" #include #include #include #include #include #include namespace fincept::screens { using fincept::screens::docs_internal::SCROLL_SS; QWidget* DocsScreen::page_crypto_trading() { auto* scroll = new QScrollArea; scroll->setWidgetResizable(true); scroll->setStyleSheet(SCROLL_SS()); auto* page = new QWidget(this); page->setStyleSheet(QString("background: %1;").arg(ui::colors::BG_BASE())); auto* vl = new QVBoxLayout(page); vl->setContentsMargins(20, 16, 20, 20); vl->setSpacing(12); vl->addWidget(make_heading(tr("CRYPTO TRADING"))); vl->addWidget(make_muted_label(tr("Multi-exchange crypto trading terminal"))); auto* sep = new QFrame; sep->setFrameShape(QFrame::HLine); sep->setStyleSheet(QString("color: %1;").arg(ui::colors::BORDER_DIM())); vl->addWidget(sep); vl->addWidget( make_section_panel("■", tr("OVERVIEW"), tr("A full-featured crypto trading terminal supporting 10+ exchanges with real-time " "WebSocket feeds. Features OHLC charts, order book depth, order entry with market/" "limit/stop orders, watchlist, and a paper trading engine for risk-free practice."), ui::colors::AMBER)); vl->addWidget(make_section_panel("■", tr("SUPPORTED EXCHANGES"), tr("Kraken | Binance | Bybit | OKX | Coinbase | Bitget\n" "Gate | KuCoin | MEXC | HTX\n\n" "Each exchange supports: spot trading, real-time orderbook, OHLC candles, " "ticker data, and trade history via WebSocket."), ui::colors::POSITIVE)); vl->addWidget( make_section_panel("■", tr("PANELS"), tr("■ Command Bar — Exchange selector, symbol input, paper/live toggle, API config\n" "■ Ticker Bar — Real-time price, 24h change, high/low, volume\n" "■ Watchlist — 8+ default pairs with live prices\n" "■ OHLC Chart — Candlestick chart with multiple timeframes\n" "■ Order Entry — Market, Limit, Stop-Limit with SL/TP\n" "■ Order Book — Live bid/ask depth visualization\n" "■ Bottom Panel — Open orders, order history, positions, balances"), ui::colors::INFO)); vl->addWidget(make_section_panel("■", tr("PAPER TRADING"), tr("Built-in paper trading engine with:\n" "■ Simulated order matching with realistic fills\n" "■ Virtual portfolio tracking (default $100,000 USDT)\n" "■ P&L tracking per position\n" "■ Order history persistence\n" "■ Switch between Paper and Live mode with one click"), ui::colors::CYAN)); vl->addWidget(make_skill_panel( tr("Start in Paper mode. Pick BTC/USDT, place a small market buy, watch it fill. Learn the order book."), tr("Try limit orders at support levels. Use stop-loss. Track P&L across multiple positions."), tr("Switch to Live mode with API keys. Use multiple exchanges. Implement SL/TP strategies."), tr("Run simultaneous positions across exchanges. Use order flow data for scalping. Combine with algo " "strategies."))); vl->addStretch(); scroll->setWidget(page); return scroll; } QWidget* DocsScreen::page_paper_trading() { return make_page( tr("PAPER TRADING"), tr("Risk-free simulated trading engine"), { {tr("OVERVIEW"), tr("The paper trading engine simulates real market execution with a virtual portfolio. " "Available in Crypto Trading screen via the Paper/Live toggle. Your paper portfolio " "starts with $100,000 USDT and supports all order types.")}, {tr("KEY FEATURES"), tr("■ Realistic order matching with market simulation\n" "■ Market, Limit, and Stop-Limit order types\n" "■ Stop-loss and take-profit support\n" "■ Per-position P&L tracking\n" "■ Full order history with timestamps\n" "■ Portfolio balance and equity tracking\n" "■ Persistent state — resumes between sessions")}, {tr("REAL-WORLD USAGE"), tr("■ Strategy testing: Validate a new strategy without risking capital\n" "■ Learning: Understand order types, market mechanics, P&L calculation\n" "■ Confidence building: Track your paper P&L before going live\n" "■ Backtesting comparison: Compare paper results with backtest predictions")}, {tr("SKILL LEVELS"), tr("BEGINNER: Place market orders, understand fills, track basic P&L\n" "INTERMEDIATE: Use limit orders at key levels, implement stop-losses\n" "ADVANCED: Develop a consistent paper trading journal and strategy\n" "PRO: Use paper trading for A/B testing new strategies before live deployment")}, }); } QWidget* DocsScreen::page_algo_trading() { return make_page( tr("ALGO TRADING"), tr("Algorithmic strategy builder, scanner, and deployment"), { {tr("OVERVIEW"), tr("The Algo Trading screen provides a complete environment for building, testing, " "and deploying algorithmic trading strategies. It includes a strategy builder, " "market scanner, and deployment dashboard.")}, {tr("KEY FEATURES"), tr("■ Strategy Builder — Define entry/exit rules, position sizing, risk limits\n" "■ Market Scanner — Scan markets for strategy-matching conditions\n" "■ Deployment Dashboard — Monitor live strategy performance\n" "■ Strategy Library — 50+ pre-built strategies as templates\n" "■ Risk Management — Max drawdown, position limits, daily loss limits\n" "■ Real-time monitoring with P&L and trade logs")}, {tr("REAL-WORLD USAGE"), tr("■ Momentum strategies: Scan for breakouts, deploy auto-entry\n" "■ Mean reversion: Detect overbought/oversold conditions\n" "■ Pairs trading: Monitor spread and auto-execute when divergence detected\n" "■ Market making: Automated bid/ask placement with spread capture")}, {tr("SKILL LEVELS"), tr("BEGINNER: Explore pre-built strategies, understand entry/exit logic\n" "INTERMEDIATE: Modify strategy parameters, run scanner on your watchlist\n" "ADVANCED: Build custom strategies, combine multiple signals, set risk limits\n" "PRO: Deploy multi-strategy portfolios, optimize parameters, run live with real capital")}, }); } QWidget* DocsScreen::page_backtesting() { return make_page( tr("BACKTESTING"), tr("Historical strategy testing with 6 providers and 50+ strategies"), { {tr("OVERVIEW"), tr("The Backtesting screen lets you test trading strategies against historical data " "using multiple backtesting providers. Supports 9 commands, 50+ built-in strategies, " "and detailed performance analytics.")}, {tr("PROVIDERS"), tr("■ Backtrader — Python-based, full-featured backtesting engine\n" "■ Zipline — Quantopian's backtesting library\n" "■ VectorBT — Vectorized backtesting for high performance\n" "■ QuantConnect (Lean) — Cloud-based institutional backtesting\n" "■ Custom Python — Write your own backtesting scripts\n" "■ Built-in Engine — Simple built-in for quick tests")}, {tr("KEY METRICS"), tr("■ Total Return, CAGR, Max Drawdown\n" "■ Sharpe Ratio, Sortino Ratio, Calmar Ratio\n" "■ Win Rate, Profit Factor, Average Win/Loss\n" "■ Trade count, Average holding period\n" "■ Equity curve, Drawdown chart, Trade distribution")}, {tr("SKILL LEVELS"), tr("BEGINNER: Run a pre-built SMA crossover strategy on SPY, read the performance report\n" "INTERMEDIATE: Compare multiple strategies, optimize parameters, test on different assets\n" "ADVANCED: Build multi-asset strategies, walk-forward optimization, Monte Carlo simulation\n" "PRO: Custom backtesting engines, survivorship bias correction, transaction cost modeling")}, }); } // ============================================================================ // Research & Analytics // ============================================================================ QWidget* DocsScreen::page_equity_research() { return make_page( tr("EQUITY RESEARCH"), tr("Comprehensive stock analysis and fundamental research"), { {tr("OVERVIEW"), tr("The Equity Research screen provides institutional-grade fundamental analysis tools " "including financial statements, valuation models, peer comparison, and analyst estimates.")}, {tr("KEY FEATURES"), tr("■ Financial statements — Income, Balance Sheet, Cash Flow (quarterly/annual)\n" "■ Valuation models — DCF, comparable analysis, precedent transactions\n" "■ Peer comparison — Compare metrics across competitors\n" "■ Analyst estimates — Consensus EPS, revenue, price targets\n" "■ Technical overlays — Combine fundamental with technical analysis\n" "■ Export to report builder for presentation-ready output")}, {tr("REAL-WORLD USAGE"), tr("■ Due diligence before investing in a new position\n" "■ Quarterly earnings analysis and comparison to estimates\n" "■ Sector analysis with peer group comparison\n" "■ Valuation-driven investment thesis development")}, {tr("SKILL LEVELS"), tr("BEGINNER: Look up basic financials (revenue, earnings, P/E ratio) for a stock\n" "INTERMEDIATE: Compare peers, analyze quarterly trends, read cash flow statements\n" "ADVANCED: Build DCF models, identify valuation discrepancies, create investment theses\n" "PRO: Multi-factor screening + fundamental overlay, integrate with algo trading signals")}, }); } QWidget* DocsScreen::page_surface_analytics() { return make_page( tr("SURFACE ANALYTICS"), tr("35 financial surfaces across derivatives, fixed income, FX, credit, and more"), { {tr("OVERVIEW"), tr("Surface Analytics provides 3D visualization of financial surfaces including " "volatility surfaces, yield curves, credit spreads, and more. Supports 35 surface " "types across 7 asset classes with real-time and historical data.")}, {tr("SURFACE CATEGORIES (35 TOTAL)"), tr("EQUITY DERIVATIVES (7): Vol surface, local vol, implied distribution, skew, " "term structure, risk reversal, butterfly spread\n\n" "FIXED INCOME (5): Yield curve, forward curve, swap spread, basis swap, " "inflation breakeven\n\n" "FX (5): Vol surface, risk reversal, butterfly, cross-currency basis, carry\n\n" "CREDIT (5): CDS spread, default probability, recovery rate, basis, " "capital structure\n\n" "COMMODITIES (5): Forward curve, vol surface, calendar spread, crack spread, " "basis\n\n" "RISK (4): Correlation, covariance, VaR, stress test\n\n" "MACRO (4): GDP growth, inflation, rates, employment")}, {tr("REAL-WORLD USAGE"), tr("■ Options trading: Analyze vol surface for mispriced options\n" "■ Fixed income: Monitor yield curve shape for recession signals\n" "■ Risk management: Correlation and VaR surfaces for portfolio risk\n" "■ Relative value: Compare surfaces across maturities and strikes")}, {tr("SKILL LEVELS"), tr("BEGINNER: View pre-built surfaces, understand 3D visualization axes\n" "INTERMEDIATE: Compare surface snapshots over time, identify trends\n" "ADVANCED: Use surface analytics for options trading edge, relative value\n" "PRO: Real-time surface monitoring, custom Databento feeds, surface arbitrage")}, }); } QWidget* DocsScreen::page_derivatives() { return make_page( tr("DERIVATIVES PRICING"), tr("Bond, equity option, FX option, swap, and CDS pricing"), { {tr("OVERVIEW"), tr("The Derivatives screen provides pricing models for major derivative types using " "embedded Python analytics. Supports bonds, equity options, FX options, interest " "rate swaps, and credit default swaps.")}, {tr("SUPPORTED INSTRUMENTS"), tr("■ Bonds — Price, yield, duration, convexity, spread\n" "■ Equity Options — Black-Scholes, binomial, Monte Carlo pricing\n" "■ FX Options — Garman-Kohlhagen, barrier options, digital options\n" "■ Interest Rate Swaps — Fixed-float, basis swaps, forward starting\n" "■ Credit Default Swaps — Spread pricing, default probability, CVA")}, {tr("REAL-WORLD USAGE"), tr("■ Options traders: Price options, calculate Greeks, find mispricing\n" "■ Fixed income: Price bonds, analyze yield sensitivity, duration matching\n" "■ Risk management: Calculate CVA, price CDS for credit hedging\n" "■ Treasury: Swap valuation for interest rate risk management")}, {tr("SKILL LEVELS"), tr("BEGINNER: Price a simple call option with Black-Scholes, understand Greeks\n" "INTERMEDIATE: Compare pricing models, analyze sensitivity to volatility\n" "ADVANCED: Price exotic options, build structured products, calculate CVA\n" "PRO: Custom pricing models, volatility surface calibration, Greeks hedging")}, }); } QWidget* DocsScreen::page_portfolio() { return make_page( tr("PORTFOLIO"), tr("Multi-portfolio management with analytics and AI agent"), { {tr("OVERVIEW"), tr("The Portfolio screen supports multiple portfolios with holdings tracking, performance " "analytics, sector heatmap, historical chart, blotter, and an AI agent panel for " "intelligent portfolio insights.")}, {tr("KEY FEATURES"), tr("■ Multiple named portfolios with separate tracking\n" "■ Holdings table — symbol, quantity, cost basis, market value, P&L\n" "■ Sector heatmap — Visual allocation by sector\n" "■ Performance chart — Time series of portfolio returns\n" "■ Trade blotter — Complete transaction history\n" "■ FFN analytics — Advanced factor analysis\n" "■ AI Agent — Natural language portfolio insights")}, {tr("REAL-WORLD USAGE"), tr("■ Track your actual brokerage positions with real-time P&L\n" "■ Compare multiple portfolio strategies side by side\n" "■ Monitor sector allocation drift and rebalance\n" "■ Use AI agent to ask questions about your portfolio performance")}, {tr("SKILL LEVELS"), tr("BEGINNER: Create a portfolio, add holdings, track basic P&L\n" "INTERMEDIATE: Use sector heatmap for diversification, review trade blotter\n" "ADVANCED: Multiple portfolios for different strategies, FFN analytics\n" "PRO: AI agent for portfolio optimization, factor exposure analysis, risk budgeting")}, }); } QWidget* DocsScreen::page_ma_analytics() { return make_page( tr("M&A ANALYTICS"), tr("Merger and acquisition analysis tools"), { {tr("OVERVIEW"), tr("The M&A Analytics screen provides tools for analyzing mergers, acquisitions, " "and corporate actions including deal comparison, accretion/dilution analysis, " "and precedent transaction databases.")}, {tr("KEY FEATURES"), tr("■ Deal screen — Browse recent and historical M&A transactions\n" "■ Accretion/Dilution analysis — Model EPS impact of acquisitions\n" "■ Comparable transactions — Find similar deals for valuation\n" "■ Premium analysis — Analyze deal premiums by sector\n" "■ Timeline tracking — Monitor deal progress and regulatory approvals")}, {tr("REAL-WORLD USAGE"), tr("■ Investment banking: Model potential acquisition targets\n" "■ Event-driven trading: Analyze merger arbitrage opportunities\n" "■ Due diligence: Research comparable transactions for valuation\n" "■ Risk assessment: Track regulatory risk for pending deals")}, {tr("SKILL LEVELS"), tr("BEGINNER: Browse recent deals, understand deal structure basics\n" "INTERMEDIATE: Compare deal multiples, analyze premiums paid\n" "ADVANCED: Build accretion/dilution models, identify merger arb opportunities\n" "PRO: Custom deal screening, multi-factor M&A prediction models")}, }); } // ============================================================================ // AI & Quantitative // ============================================================================ QWidget* DocsScreen::page_ai_quant_lab() { return make_page( tr("AI QUANT LAB"), tr("18-module quantitative research platform with ML, factor discovery, and RL trading"), { {tr("OVERVIEW"), tr("The AI Quant Lab is a comprehensive quantitative research environment with 18 modules " "covering machine learning, factor discovery, high-frequency trading, reinforcement " "learning, and advanced statistical methods.")}, {tr("MODULES (18)"), tr("PREDICTION: ML price prediction, time series forecasting\n" "FACTORS: Factor discovery, alpha generation, smart beta\n" "RISK: ML risk models, tail risk, regime detection\n" "HFT: High-frequency signals, microstructure analysis\n" "RL TRADING: Reinforcement learning agents for trading\n" "NLP: Sentiment analysis, news parsing, earnings call analysis\n" "ALTERNATIVE DATA: Satellite, social media, web scraping\n" "PORTFOLIO: ML portfolio optimization, dynamic allocation\n" "EXECUTION: Smart order routing, execution quality analysis\n" "And 9 more covering derivatives, crypto, macro, and cross-asset")}, {tr("REAL-WORLD USAGE"), tr("■ Quant research: Discover new alpha factors from alternative data\n" "■ ML models: Train prediction models on historical market data\n" "■ Risk management: Regime detection for dynamic hedging\n" "■ Strategy development: RL agents that learn optimal trading policies")}, {tr("SKILL LEVELS"), tr("BEGINNER: Explore pre-built modules, run demo predictions on sample data\n" "INTERMEDIATE: Train basic ML models, test factor strategies on historical data\n" "ADVANCED: Custom factor research, multi-model ensembles, walk-forward validation\n" "PRO: Production RL trading agents, HFT signal research, custom model deployment")}, }); } QWidget* DocsScreen::page_quantlib() { return make_page( tr("QUANTLIB SUITE"), tr("18 quantitative analysis modules with 590+ endpoints"), { {tr("OVERVIEW"), tr("The QuantLib Suite provides access to 590+ quantitative analysis endpoints organized " "into 18 modules. Powered by a REST API backend, it covers everything from basic " "statistics to complex derivative pricing and risk modeling.")}, {tr("MODULES (18)"), tr("■ Core — Fundamental quantitative operations\n" "■ Analysis — Statistical analysis and hypothesis testing\n" "■ Curves — Yield curves, forward curves, discount factors\n" "■ Economics — Macro modeling, GDP, inflation, employment\n" "■ Instruments — Bond, swap, option, futures pricing\n" "■ ML — Machine learning models for finance\n" "■ Models — Interest rate models (Hull-White, HJM, LMM)\n" "■ Numerical — Numerical methods, PDE solvers, Monte Carlo\n" "■ Physics — Physics-inspired financial models\n" "■ Portfolio — Portfolio optimization, efficient frontier\n" "■ Pricing — Exotic option pricing, structured products\n" "■ Regulatory — Basel III/IV, FRTB, CVA/DVA/FVA\n" "■ Risk — VaR, CVaR, stress testing, scenario analysis\n" "■ Scheduling — Date math, day count conventions, roll rules\n" "■ Solver — Root finding, optimization, calibration\n" "■ Statistics — Distributions, regression, time series\n" "■ Stochastic — Stochastic processes, Brownian motion, jump diffusion\n" "■ Volatility — Vol models, SABR, Heston, local vol")}, {tr("REAL-WORLD USAGE"), tr("■ Quantitative analyst: Price complex derivatives, calibrate models\n" "■ Risk manager: Run VaR, stress tests, regulatory calculations\n" "■ Portfolio manager: Optimize allocation, efficient frontier analysis\n" "■ Fixed income: Yield curve construction, swap valuation")}, {tr("SKILL LEVELS"), tr("BEGINNER: Use the Statistics module for basic data analysis\n" "INTERMEDIATE: Price bonds and options, build yield curves\n" "ADVANCED: Calibrate vol models, run Monte Carlo simulations, regulatory calculations\n" "PRO: Custom model development, multi-curve pricing, XVA calculations")}, }); } QWidget* DocsScreen::page_ai_chat() { return make_page( tr("AI CHAT"), tr("AI-powered financial assistant"), { {tr("OVERVIEW"), tr("The AI Chat provides a conversational interface powered by large language models " "for financial analysis, market insights, and terminal assistance.")}, {tr("KEY FEATURES"), tr("■ Natural language market queries\n" "■ Financial analysis and interpretation\n" "■ Code generation for trading strategies\n" "■ Portfolio insights and suggestions\n" "■ Configurable LLM provider and model")}, {tr("REAL-WORLD USAGE"), tr("■ Quick analysis: \"What's driving NVDA today?\"\n" "■ Strategy help: \"Write a mean reversion strategy for crypto\"\n" "■ Learning: \"Explain how VaR is calculated\"\n" "■ Data queries: \"Compare AAPL and MSFT P/E ratios over 5 years\"")}, {tr("SKILL LEVELS"), tr("BEGINNER: Ask basic market questions, get explanations of financial concepts\n" "INTERMEDIATE: Generate analysis code, get portfolio recommendations\n" "ADVANCED: Complex multi-step analysis, custom strategy development\n" "PRO: Multi-agent workflows, MCP server integration, automated research pipelines")}, }); } QWidget* DocsScreen::page_agent_config() { return make_page( tr("AGENT STUDIO"), tr("Configure and manage AI agents, teams, and workflows"), { {tr("OVERVIEW"), tr("The Agent Studio (Agent Config) provides an 8-view interface for creating, " "managing, and orchestrating AI agents with specialized financial capabilities.")}, {tr("VIEWS (8)"), tr("■ Agents — Browse and manage configured agents\n" "■ Create — Build new agents with custom capabilities\n" "■ Teams — Organize agents into collaborative teams\n" "■ Workflows — Define multi-step agent pipelines\n" "■ Planner — AI task planning and decomposition\n" "■ Tools — Manage tools available to agents\n" "■ Chat — Interact with agents in conversation\n" "■ System — System-level agent configuration")}, {tr("AGENT TYPES"), tr("■ Geopolitics Agent — Monitors global events, conflict analysis\n" "■ Economic Agent — Macro analysis, indicator tracking\n" "■ Hedge Fund Agent — Multi-strategy portfolio management\n" "■ Trader Agent — Technical analysis and trade execution\n" "■ Investor Agent — Long-term fundamental analysis\n" "■ Deep Agent — Complex multi-step research tasks")}, {tr("SKILL LEVELS"), tr("BEGINNER: Browse pre-configured agents, chat with the general assistant\n" "INTERMEDIATE: Create custom agents with specific tool access\n" "ADVANCED: Build agent teams, define multi-step workflows\n" "PRO: Custom MCP server integration, multi-agent orchestration, automated research")}, }); } QWidget* DocsScreen::page_alpha_arena() { return make_page( tr("ALPHA ARENA"), tr("Competitive alpha research and strategy ranking"), { {tr("OVERVIEW"), tr("Alpha Arena is a competitive environment where trading strategies are ranked " "by performance. Submit strategies, compare against peers, and discover new " "alpha sources through community insights.")}, {tr("KEY FEATURES"), tr("■ Strategy leaderboard with real-time rankings\n" "■ Performance metrics comparison (Sharpe, returns, drawdown)\n" "■ Strategy submission and backtesting\n" "■ Community insights and discussion\n" "■ Historical performance tracking")}, {tr("REAL-WORLD USAGE"), tr("■ Benchmark your strategies against others\n" "■ Discover new trading ideas from top performers\n" "■ Competitive motivation to improve strategy quality\n" "■ Community learning through shared insights")}, {tr("SKILL LEVELS"), tr("BEGINNER: Browse the leaderboard, study top strategies\n" "INTERMEDIATE: Submit your first strategy, analyze performance metrics\n" "ADVANCED: Optimize strategies for ranking, study factor exposures\n" "PRO: Multi-strategy submission, alpha decay analysis, ensemble approaches")}, }); } // ============================================================================ // Data Sources // ============================================================================ } // namespace fincept::screens