learning_ai_invt_trdg/backend

Bytelyst Trading Bot Service

Autonomous multi-profile crypto/equity trading bot with a pluggable rule-based strategy engine, per-profile execution, real-time dashboard integration, and AI-powered sentiment analysis.

Architecture

┌─────────────────────────────────────────────────────────┐
│                    Trading Loop                          │
│  for each symbol → for each profile → ProStrategyEngine │
│                                                          │
│  ┌──────────┐  ┌──────────┐  ┌──────────┐              │
│  │TrendBias │→ │ Session  │→ │  Zone    │→ ...          │
│  │  Rule    │  │  Rule    │  │  Rule    │               │
│  └──────────┘  └──────────┘  └──────────┘              │
│                                                          │
│  Signal → AutoTrader → RiskEngine → TradeExecutor       │
│                                       ↓                  │
│                              ┌────────────────┐         │
│                              │  Alpaca / CCXT  │         │
│                              └────────────────┘         │
└─────────────────────────────────────────────────────────┘
         ↕ Socket.IO + REST          ↕ Supabase
┌──────────────────┐        ┌──────────────────┐
│    Dashboard      │        │    PostgreSQL     │
│   (React App)     │        │  (Supabase DB)   │
└──────────────────┘        └──────────────────┘

Features

• Multi-Profile Execution — Each trade profile runs its own strategy rules, risk limits, and capital allocation independently
• 7-Rule Strategy Pipeline — TrendBias → Session → Zone → Momentum → EntryTrigger → RiskManagement → AIAnalysis
• Per-Profile Rule Config — Enable/disable rules, set parameters, and control execution order per profile
• Profile Hot-Reload — New profiles created from the dashboard are picked up automatically within 60 seconds
• Pluggable Exchanges — Alpaca (stocks/crypto) and CCXT (130+ exchanges) via factory pattern
• AI Sentiment Analysis — Perplexity, OpenAI, and Gemini with automatic fallback chain
• Real-Time Dashboard — Socket.IO for live price updates, signals, and position tracking
• Profile-Mapped Orders — Every order and trade history record is tagged with profile_id
• Configurable Everything — All thresholds, intervals, and parameters are configurable via env vars or per-profile JSON

Quick Start

Prerequisites

• Node.js 18+
• Supabase project (for auth, users, profiles, orders, trade history)
• Alpaca account (for trade execution) or CCXT-compatible exchange

Installation

git clone https://github.com/saravanakumardb/bytelyst-trading-bot-service.git
cd bytelyst-trading-bot-service
npm install

Configuration

Copy the example environment file:

cp .env.example .env

Edit .env with your credentials (see Environment Variables below).

Database Setup

Run the schema migration in your Supabase SQL Editor:

# Full schema setup (creates all tables + adds missing columns)
# Copy and paste the contents of:
schema/004_full_schema_sync.sql

Run

# Development (with hot-reload via tsx)
npm run dev

# Production
npm start

Project Structure

src/
├── config/
│   └── index.ts              # All configuration (env vars + defaults)
├── connectors/
│   ├── alpaca.ts              # Alpaca exchange connector
│   ├── ccxt.ts                # CCXT multi-exchange connector
│   ├── factory.ts             # Connector factory (pluggable)
│   └── types.ts               # IExchangeConnector interface
├── services/
│   ├── AutoTrader.ts          # Signal → trade decision logic
│   ├── TradeExecutor.ts       # Order execution + position tracking
│   ├── riskEngine.ts          # Position sizing + SL/TP calculation
│   ├── tradeMonitor.ts        # Background SL/trailing stop monitor
│   ├── SupabaseService.ts     # DB operations (orders, history, profiles)
│   ├── apiServer.ts           # REST + Socket.IO API for dashboard
│   ├── notifier.ts            # WhatsApp/webhook notifications
│   ├── aiClient.ts            # Multi-provider AI sentiment analysis
│   ├── ManualTrader.ts        # Manual trade execution via dashboard
│   └── MetricsService.ts      # Trading metrics calculation
├── strategies/
│   ├── ProStrategyEngine.ts   # Main strategy orchestrator
│   ├── directionTracker.ts    # Legacy signal tracker
│   └── rules/
│       ├── types.ts           # IRule interface, MarketContext, RuleResult
│       ├── TrendBiasRule.ts   # EMA50/200 trend direction (4H)
│       ├── SessionRule.ts     # Market session filter (London/NY)
│       ├── ZoneRule.ts        # Price-to-EMA proximity check
│       ├── MomentumRule.ts    # RSI momentum confirmation
│       ├── EntryTriggerRule.ts# EMA reclaim / wick patterns
│       ├── RiskManagementRule.ts # ATR-based SL/TP/position sizing
│       └── AIAnalysisRule.ts  # LLM sentiment validation
├── utils/
│   ├── indicators.ts          # EMA, RSI, ATR calculations
│   ├── logger.ts              # Winston logger
│   └── symbolMapper.ts        # Symbol format conversion
└── index.ts                   # Main entry point + trading loop

Environment Variables

Required

Variable	Description	Example
SUPABASE_URL	Supabase project URL	https://xxx.supabase.co
SUPABASE_KEY	Supabase service role key	eyJ...
PROVIDER	Default exchange provider	alpaca or ccxt
ALPACA_API_KEY	Alpaca API key	PK...
ALPACA_API_SECRET	Alpaca secret key	...

Exchange Configuration

Variable	Default	Description
DATA_PROVIDER	$PROVIDER	Provider for market data
EXECUTION_PROVIDER	$PROVIDER	Provider for order execution
EXCHANGE	binance	CCXT exchange (if using ccxt)
CCXT_API_KEY	—	CCXT exchange API key
CCXT_API_SECRET	—	CCXT exchange secret
PAPER_TRADING	false	Use paper trading keys
ASSET_CLASS	crypto	crypto or us_equity

Trading Symbols & Intervals

Variable	Default	Description
SYMBOLS	BTC/USD	Comma-separated trading pairs
POLLING_INTERVAL	60000	Main loop interval (ms)
SYMBOL_DELAY_MS	2000	Delay between symbol processing
TIMEFRAME	1Min	Legacy candle timeframe

Execution & Risk

Variable	Default	Description
ENABLE_TRADING	false	Enable live trade execution
TOTAL_CAPITAL	1000	Default total capital ($)
MAX_OPEN_TRADES	3	Max concurrent positions
COOLDOWN_MS	3600000	Post-trade cooldown (ms)
PROFIT_EXIT_PERCENT	1.0	Auto-exit profit threshold (%)
TRAILING_STOP_PERCENT	0.001	Trailing stop pullback (0.1%)

Strategy Parameters

Variable	Default	Description
ENABLED_RULES	all 7 rules	Comma-separated rule list
R_TREND_TIMEFRAME	4h	Trend bias timeframe
R_TREND_EMA_FAST	50	Fast EMA period
R_TREND_EMA_SLOW	200	Slow EMA period
R_RSI_PERIOD	14	RSI calculation period
R_RSI_OVERBOUGHT	70	RSI overbought threshold
R_RSI_OVERSOLD	30	RSI oversold threshold
R_ZONE_EMA_PERIOD	20	Zone EMA period
R_ATR_PERIOD	14	ATR calculation period
R_RISK_PER_TRADE	0.01	Risk per trade (1%)
R_RISK_REWARD_RATIO	1.5	Risk/reward ratio
R_SL_MULTIPLIER	1.5	Stop loss ATR multiplier
R_SESSION_WINDOWS	JSON array	Session time windows

AI Configuration

Variable	Default	Description
AI_PROVIDER	openai	Primary AI provider
PERPLEXITY_API_KEY	—	Perplexity API key
OPENAI_API_KEY	—	OpenAI API key
GEMINI_API_KEY	—	Google Gemini API key
AI_FALLBACK_LIST	openai,perplexity,gemini	Fallback chain
AI_MODEL	gpt-4o	AI model to use
AI_CONFIDENCE_THRESHOLD	70	Min confidence score
AI_CACHE_HOURS	4	Cache duration (hours)

Server & Notifications

Variable	Default	Description
API_PORT	5000	API server port
NOTIFICATION_PHONE_NUMBERS	—	Comma-separated phone numbers
NOTIFICATION_API_HOST	www.zenhustles.com	Notification API host
NOTIFICATION_API_PATH	/api/whatsapp/send	Notification API path
WEBHOOK_URL	—	Legacy webhook URL

System Intervals

Variable	Default	Description
PROFILE_SYNC_INTERVAL_MS	60000	Profile hot-reload interval
MONITOR_INTERVAL_MS	60000	Position monitor polling

Database Schema

7 tables are used (see schema/004_full_schema_sync.sql for full DDL):

Table	Purpose
users	User accounts + exchange API keys
entries	Watchlist & manual positions
trade_profiles	Strategy profiles with per-profile rule config
orders	Active/pending orders (with profile_id)
trade_history	Completed trade ledger (with profile_id)
bot_config	Global config key-value store
dynamic_config	Runtime config overrides

strategy_config JSON Structure

Each profile stores its strategy configuration as a jsonb column:

{
  "rules": [
    { "ruleId": "TrendBiasRule", "enabled": true, "params": { "emaFast": 50, "emaSlow": 200 } },
    { "ruleId": "SessionRule", "enabled": true, "params": { "allowedSessions": ["NY", "LDN"] } },
    { "ruleId": "ZoneRule", "enabled": true, "params": { "emaPeriod": 20 } },
    { "ruleId": "MomentumRule", "enabled": true, "params": { "rsiPeriod": 14 } },
    { "ruleId": "EntryTriggerRule", "enabled": true, "params": {} },
    { "ruleId": "RiskManagementRule", "enabled": true, "params": { "atrPeriod": 14 } },
    { "ruleId": "AIAnalysisRule", "enabled": false, "params": { "minConfidence": 80 } }
  ],
  "riskLimits": {
    "maxDailyLossUsd": 50,
    "dailyProfitTargetUsd": 100,
    "maxConsecutiveLosses": 2,
    "maxOpenTrades": 3
  },
  "execution": {
    "orderType": "market",
    "cooldownMinutes": 30,
    "minRulePassRatio": 0.70
  }
}

API Endpoints

REST

Method	Endpoint	Description
GET	/health	Health check with uptime
GET	/api/status	Bot status, settings, symbols, positions
GET	/api/config	Current bot configuration (non-secret)
GET	/api/alerts	Recent alerts (supports ?limit=N)
GET	/api/symbol/:symbol	Single symbol data
POST	/api/trade	Execute manual trade
POST	/api/chat	AI-powered profile generation (see below)

POST /api/chat — AI Strategy Assistant

Translates plain English into structured trading profile configurations using the bot's AI fallback chain (Perplexity → OpenAI → Gemini).

Request:

{
  "message": "Create a conservative BTC swing trader with $2000 capital",
  "context": [{ "id": "...", "name": "Existing Profile", "allocated_capital": 1000, ... }]
}

Response:

{
  "action": "create_profile",
  "profile": {
    "name": "Conservative BTC Swing Trader",
    "allocated_capital": 2000,
    "risk_per_trade_percent": 1,
    "symbols": "BTC/USDT",
    "is_active": true,
    "strategy_config": { "rules": [...], "riskLimits": {...}, "execution": {...} }
  },
  "summary": "Created a conservative BTC swing trading profile with $2000 capital and 1% risk per trade.",
  "reasoning": "Conservative profiles use lower risk and fewer aggressive rules."
}

Supported actions: create_profile, update_profile, explain

Socket.IO Events

Event	Direction	Description
state	Server → Client	Full bot state update
symbol_update	Server → Client	Single symbol price/signal update
new_alert	Server → Client	New trading alert
orders_update	Server → Client	Order status change
positions_update	Server → Client	Aggregated positions from all profiles

License

ISC