Financial Analysis and Trading Platform

A comprehensive, high-performance Python platform for financial analysis, algorithmic trading, and portfolio management. It provides a modular and extensible framework for backtesting strategies, connecting to live brokerages, and building custom analysis tools.

Key Features

Modular Broker Integration: A flexible, abstract broker interface that currently supports Interactive Brokers for live trading and data streaming. Easily extensible to other brokers.
Robust Backtesting Engine: A native backtesting engine to simulate and evaluate the performance of trading strategies.
Rich Technical Analysis Library: A collection of common technical indicators (MACD, RSI, Bollinger Bands, etc.) and stochastic processes (Ornstein-Uhlenbeck), all with corresponding unit tests.
Advanced Visualization: Standardized, interactive charts using Plotly for visualizing financial data, indicators, and strategy performance.
Strategy Framework: A clear and organized structure for developing and testing new trading strategies, from simple rule-based systems to complex machine learning models.
Standalone Analysis Apps: Includes a Dash application for Principal Component Analysis (PCA) on stock returns, ready for integration into a larger dashboard.

Getting Started

Prerequisites

Python 3.9+
Git

Installation

Clone the repository:

git clone https://github.com/noahbean33/financial_analysis_platform.git
cd financial_analysis_platform

Install the required dependencies:
```
pip install -r requirements.txt
```
Set up Brokerage APIs (Optional):
- For Interactive Brokers, you will need to have the TWS or Gateway application running.

Documentation

For detailed information on how to use and extend the platform, please see our guides:

User Guide: For users who want to run backtests, analyze data, and use the platform's features.
Developer Guide: For developers who want to contribute to the platform by adding new strategies, indicators, or brokers.

Future Development Roadmap

The platform is built on a solid foundation, with several exciting paths for future expansion:

Build a Live Trading Application: Connect the InteractiveBrokersBroker to a chosen strategy (like pairs trading) to execute trades in real-time.
Develop and Integrate More Strategies: Implement more advanced strategies, including momentum, mean-reversion, and machine learning models, using the native backtesting engine.
Create a Unified Dashboard: Build a central dashboard that integrates live market data, interactive charts, strategy controls, and performance analytics.
Enhance the Risk Management Module: Develop a formal risk management component to track portfolio-level risk, calculate Value-at-Risk (VaR), and enforce position limits.

Disclaimer

This platform is for informational and educational purposes only. The information and tools provided should not be construed as investment advice. All financial decisions are your own responsibility. The creators and contributors of this platform are not liable for any losses or damages arising from the use of this software. Always do your own research.

noahbean33/financial_analysis_platform

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