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IMPLEMENTATION_CHECKLIST.md

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AI-Trader Port Implementation Checklist

Setup & Foundation

  • Create directory structure (Services/, Models/, Data/, Configs/, Tools/)
  • Add required NuGet packages (OpenAI, Anthropic, HTTP, Logging)
  • Set up configuration system
  • Create environment variable management

Data Models

  • Create AgentConfig model
  • Create TradingAction model
  • Create Position model
  • Create StockPrice model
  • Create TradingLog model
  • Create AppConfig model for configuration

Services Layer

  • Implement IStockDataService interface
  • Implement StockDataService (with API integration)
  • Implement ITradingService interface
  • Implement TradingService
  • Implement IPositionService interface
  • Implement PositionService (JSONL read/write)
  • Implement IAgentService interface
  • Implement BaseAgentService
  • Implement IConfigService interface
  • Implement ConfigService

AI Integration

  • Set up OpenAI SDK integration
  • Set up Anthropic SDK integration
  • Create prompt templates
  • Implement tool calling system
  • Create trading tools (buy, sell, get_price, etc.)
  • Implement agent reasoning loop
  • Add error handling and retries

Data Management

  • Implement JSONL file reader
  • Implement JSONL file writer
  • Create data caching mechanism
  • Implement stock price data fetching
  • Add NASDAQ 100 symbol list
  • Create data merge utility

UI Components (Ivy Apps)

  • Create TradingArenaApp (main dashboard)
    • Date selector
    • Agent performance cards
    • Portfolio value chart
    • Position table
    • Trading log display
  • Create AgentPerformanceApp (comparison view)
    • Side-by-side agent comparison
    • Performance metrics table
    • Win/loss statistics
  • Create StockDataApp (stock viewer)
    • Stock list/browser
    • Price charts
    • Filter and search

Configuration & Settings

  • Create default config JSON template
  • Implement config validation
  • Add config file loading
  • Support environment variable substitution
  • Create config editor UI (optional)

Testing

  • Unit tests for services
  • Unit tests for models
  • Integration tests for trading flow
  • Mock data for testing
  • End-to-end simulation test

Documentation

  • Update README with C# setup instructions
  • Document configuration format
  • Document API requirements
  • Add code comments
  • Create developer guide

Polish & Optimization

  • Error handling throughout
  • Logging implementation
  • Performance optimization
  • UI/UX improvements
  • Loading states and progress indicators
  • Responsive design considerations

Deployment

  • Environment configuration
  • Docker setup (if needed)
  • Deployment documentation
  • Production configuration guide

Future Enhancements

  • Database integration option (SQLite/PostgreSQL)
  • Real-time data feeds
  • Advanced charting options
  • Strategy marketplace
  • Risk management features
  • Multi-timeframe analysis