Tech Analyzer — Paper Trading Dashboard

Intraday paper trading system for NSE stocks using Upstox live data, candlestick pattern detection, and a real-time web dashboard.

• Python 3.11+
• Node.js 18+
• TA-Lib C library (must be installed before pip install)
• Upstox developer account — developer.upstox.com

git clone <repo-url>
cd tech-analyzer
python -m venv .venv
.venv\Scripts\activate        # Windows
# source .venv/bin/activate   # macOS / Linux

pip install -e .

cp .env.example .env

Edit .env and fill in your Upstox API credentials:

UPSTOX_API_KEY=your-api-key
UPSTOX_API_SECRET=your-api-secret
UPSTOX_REDIRECT_URI=http://127.0.0.1:8000/callback

cd web
npm install
cd ..

uvicorn tech_analyzer.web.app:app --reload --port 8000

Upstox tokens expire at end of each trading day.

With the server running, open this in your browser:

http://localhost:8000/api/auth/url

Copy the URL from the JSON response, open it, log in with your Upstox credentials. You will be redirected back and shown a "Login successful" page. The token is saved automatically — no restart needed.

Check auth status: http://localhost:8000/api/auth/status

http://localhost:8000

Click ▶ Start, choose your watchlist, interval, and capital, then start the session.

Run two terminals simultaneously:

Terminal 1 — backend (auto-reloads on Python changes):

uvicorn tech_analyzer.web.app:app --reload --port 8000

Terminal 2 — frontend (instant browser hot-reload):

cd web
npm run dev

Open http://localhost:5173 — API and WebSocket calls are proxied to port 8000. No npm run build needed while developing.

When you want the backend to serve the frontend directly at port 8000:

cd web
npm run build
cd ..
uvicorn tech_analyzer.web.app:app --port 8000

# Authenticate
python -m tech_analyzer --auth

# Paper trade (Bank Nifty, 15m candles, ₹2L capital)
python -m tech_analyzer --paper --watchlist nifty_bank --interval 15m --capital 200000

# Backtest
python -m tech_analyzer --symbol RELIANCE.NS --backtest

tech_analyzer/
  data/           Upstox API: live candles, LTP, instrument lookup, auth
  patterns/       Candlestick pattern detection (TA-Lib)
  trading/        Paper trading: portfolio, engine, session, EOD report
  web/            FastAPI backend: REST API, WebSocket broadcaster, auth
  screener/       Watchlists (nifty_bank, nifty50)
  cli.py          Entry point for --auth / --paper / --backtest

web/              React + Vite frontend
  src/
    components/   SessionControls, SymbolTable, TradeFeed, CandleChart, ...
    ws/           WebSocket client (useWebSocket hook, event types)
    api/          REST API client

output/
  paper_trading/  EOD charts saved here (PNG per instrument, per day)

~/.tech_analyzer/
  upstox_token.json     Cached auth token
  paper_portfolio.json  Persisted portfolio state (survives restarts)
  instruments_*.csv     Cached Upstox instrument master

• The session runs from 09:15 to 15:30 IST, Monday–Friday. All open positions are force-closed at 15:25.
• EOD charts and a P&L statement are generated at session end under output/paper_trading/YYYY-MM-DD/.
• Portfolio state is persisted to ~/.tech_analyzer/paper_portfolio.json and survives server restarts.
• The Stop button interrupts the current inter-candle sleep immediately.