Streamlit UI Overview¶

This guide covers the Streamlit multipage trading dashboard. All data is sourced live from the Alpaca paper trading API and the PostgreSQL database — no simulated or placeholder values.

Prerequisites¶

• FastAPI backend running on port 8001: python -m src.web.main
• Streamlit running on port 8501: python streamlit_ui/run_streamlit.py

Navigation¶

The sidebar lists all pages in workflow order. Streamlit's automatic navigation uses the filename numeric prefix to control ordering.

Trading System
├── Dashboard          ← streamlit_app.py (home)
├── Portfolio          ← pages/1_Portfolio.py
├── Analysis           ← pages/2_Analysis.py
├── Screener           ← pages/3_Screener.py
├── Pairs Trading      ← pages/4_Pairs_Trading.py
├── Backtest Review    ← pages/5_Backtest_Review.py
├── Settings           ← pages/6_Settings.py
└── About              ← pages/7_About.py

Dashboard (Home)¶

The home page provides an account-at-a-glance view on every load.

• Greeting: Time-aware (Good morning / Good afternoon / Good evening)
• Market Clock Banner: MARKET OPEN (green) or MARKET CLOSED (red) with the next open/close time
• Account Metrics: Portfolio Value, Today's P&L (with % delta), Buying Power, Open Positions
• Positions Table: Symbol, Side, Qty, Avg Entry, Current Price, Market Value, Unrealized P&L, Today %
• Open Orders Panel: Up to 8 open orders with side color coding (green = BUY, red = SELL)
• Sidebar: Equity, day P&L, buying power, cash, open position count

Portfolio¶

Full account management — the primary page for day-to-day trading operations.

• Account Summary: Equity, Cash, Buying Power, Long Market Value, Today's P&L
• Positions: Table with close-position controls (requires one confirmation click)
• Allocation Chart: Pie chart of position market values (Plotly)
• Open Orders tab: List with cancel controls
• Recent Trades tab: Trade history from Alpaca
• Place Order tab: Market/limit order form with side, quantity, and optional limit price

Analysis¶

Market analysis using OHLC data stored in the PostgreSQL database by the data ingestion pipeline.

• Symbol Selection: Dropdown from available symbols; selection persists to session state
• Timeframe: 1D, 1W, 1M, 3M, 6M, 1Y; selection persists to session state
• Candlestick Chart: OHLC bars with volume subplot
• Technical Indicators: SMA (20, 50, 200), EMA (12, 26), RSI (14), MACD, Bollinger Bands (20, 2σ)

Note: The Analysis page requires the data ingestion pipeline to have populated market data for the selected symbol. If no data is available, a warning is displayed rather than showing simulated data.

Screener¶

Stock screening with two operating modes:

AI Mode (requires Ollama with phi3 model): - Enter natural language queries: "Find semiconductor stocks with RSI below 40" - Results returned with AI interpretation

Filter Mode (no dependencies): - Sector, price range, volume threshold, RSI range, market cap filters - Results table with technical indicators, sortable columns, CSV export

Pairs Trading¶

Live monitoring for the statistical arbitrage strategy.

• Status Bar: Strategy active/inactive, total pairs, active pairs, aggregate P&L, last update time
• Controls: Start Strategy, Stop Strategy, Emergency Stop (two-click confirmation)
• Active Pairs Table: Z-score color coded — red (|z| > 2.0σ), orange (|z| > 1.5σ), normal otherwise
• Z-Score Chart: Historical spread z-score with entry/exit threshold lines; adjustable history window (7–90 days)
• Performance Summary: Sharpe ratio, max drawdown, win rate, average hold time
• Pair Details: Expandable panel — hedge ratio, half-life, cointegration p-value, open trade, last signal

The strategy executes two-legged trades on Alpaca (paper account). The Prefect flow runs on schedule 0 14-21 * * 1-5 UTC (9 AM–5 PM ET, Mon–Fri).

Backtest Review¶

Historical validation of pairs trading configurations before live execution.

• Pair Selector: Choose pair with rank score indicator
• Run Backtest: Executes in-process against database data (fills at next-bar open to avoid look-ahead bias)
• Pass/Fail Gates: Sharpe > 0.5, max drawdown < 15%, win rate > 45%
• Equity Curve: Portfolio value over backtest period
• Metrics: Sharpe, max drawdown, win rate, profit factor, Kelly fraction
• Trade Log: Individual trade entries and exits
• Run History: Compare results across multiple backtest runs
• Stock Analysis (expandable):
• Risk Flags: 7 automated checks
• Fundamentals: Company cards and key statistics
• Price Chart: Normalised price with z-score overlay and dividend/split markers
• Correlation: Rolling 30-bar Pearson correlation with stability verdict

Settings¶

System configuration and connection verification. Contains no hardcoded values.

Connection Status - API server health (green/red badge) - Alpaca account number and paper/live mode - Market open/closed status

Analysis Preferences - Default symbol (written to st.session_state.selected_symbol) - Default timeframe (written to st.session_state.selected_timeframe) - These values pre-populate the Analysis page on next visit

System Info - API base URL (from API_BASE_URL environment variable or http://localhost:8001) - Session start time - Streamlit and Python versions

About¶

System overview and author information: - Author: Nishant Nayar, VP – Lead Solution Analyst, Greater Chicago Area - Project features and technology stack - Contact: LinkedIn, GitHub, Medium, Portfolio (nishantnayar.vercel.app)

Session State¶

Troubleshooting¶