Summary
The client spends time connecting market analysis, strategy rules, and broker actions by hand.
The solution became a trading platform with configurable strategies, broker APIs, and live execution.
The platform is made to reduce manual work and execution effort from market data to controlled trades.
Client story
The client is a stock trading firm from the Czech Republic. It works with market data, trading strategies, broker connections, and order execution.
Manual analysis and order placement cost the firm time. The operation also needs validation before live execution, risk control during trading, activity monitoring, and retained records.
The request was simple: connect real-time market data and official broker APIs, apply the firm’s own strategy rules and signals, manage risk, and test performance against historical data.
The solution was shaped as separate strategy and execution modules. Monitoring, backtesting, and audit records were provided alongside them.
This kept the strategy layer distinct from broker execution while giving the firm configurable controls and paper or live modes.
The client asked for
- Connect live market data and broker APIs for automated order management
- Apply custom strategies, indicators, candle rules, and incoming signals
- Set position sizing, stops, risk limits, and safety controls
- Back-test strategies with P&L and performance reporting
Why ready-made software did not fit
Ready-made brokerage platforms provide trading and analysis, but their descriptions do not cover this client’s custom rules, incoming signals, and broker links together. The solution was designed to keep these parts in one controlled platform instead of leaving the strategy layer and execution process split across separate tools.
Project overview
The solution was designed around a modular strategy and signal layer. It applies trading parameters, indicator or candle conditions, documented rules, and incoming signals before generating buy and sell signals.
To handle live execution, broker API connections were provided for market, limit, and stop orders. The platform manages order placement, modification, and cancellation, with selectable paper or live modes.
Special attention was paid to risk controls. Position sizing, stop-loss and take-profit settings, risk limits, and an emergency kill switch are available before and during execution.
Historical testing was provided alongside live monitoring. The platform runs strategies against historical market data and presents P&L, win rate, and drawdown.
An order blotter and event timeline address the need for retained trading records. A decision log, exception list, CSV export, and SQLite record view complete the audit trail.
Key features delivered
- Real-time market-data capture
- Configurable strategy and signal rules
- Automated market, limit, and stop orders
- Broker API integration
- Paper and live execution modes
- Position-size calculation
- Risk limits and safety controls
- Historical strategy backtesting
- Live positions, orders, and P&L dashboard
- Trade and audit log generation