feat: Add core trading modules for risk management, backtesting, and execution algorithms, alongside a new ML transparency widget and related frontend dependencies.
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docs/DOCUMENTATION_UPDATE_SUMMARY.md
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docs/DOCUMENTATION_UPDATE_SUMMARY.md
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# Documentation Update Summary
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This document summarizes all documentation updates made to reflect the comprehensive improvement plan implementation.
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## Updated Files
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### Main Documentation
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1. **README.md**
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- ✅ Updated Features section with all new capabilities
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- ✅ Enhanced Trading section with advanced order types and execution algorithms
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- ✅ Updated Backtesting section with walk-forward analysis and Monte Carlo simulation
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- ✅ Enhanced Risk Management section with VaR, correlation analysis, advanced position sizing
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- ✅ Updated Portfolio Management section with rebalancing and risk analysis
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- ✅ Added Trade Journal to UI overview
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- ✅ Added mobile responsiveness to UI features
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### User Manual
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2. **docs/user_manual/getting_started.md**
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- ✅ Updated UI overview to include 7 pages (added Trade Journal)
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- ✅ Added dashboard widgets (Live P&L, ML confidence, market regime)
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- ✅ Enhanced trading description with advanced order types
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- ✅ Updated portfolio description with risk analysis and rebalancing
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- ✅ Updated backtesting description with advanced features
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3. **docs/user_manual/trading.md**
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- ✅ Added comprehensive "Order Types" section
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- ✅ Documented all advanced order types (trailing stop, bracket, OCO, iceberg)
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- ✅ Documented execution algorithms (TWAP/VWAP)
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- ✅ Added "Trade Journal" section with usage instructions
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- ✅ Enhanced ML-Based Autopilot features list with new capabilities
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4. **docs/user_manual/portfolio.md**
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- ✅ Added "Advanced Risk Management" section
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- ✅ Documented Value at Risk (VaR) calculation methods
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- ✅ Documented Portfolio Correlation Analysis features
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- ✅ Enhanced "Portfolio Rebalancing" section with trigger types
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5. **docs/user_manual/backtesting.md**
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- ✅ Added "Advanced Backtesting Features" section
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- ✅ Documented Walk-Forward Analysis with detailed explanation
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- ✅ Documented Monte Carlo Simulation with use cases
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- ✅ Enhanced Parameter Optimization section
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6. **docs/user_manual/configuration.md**
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- ✅ Added "Intelligent Autopilot Settings" section
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- ✅ Documented bootstrap configuration (days, timeframe, samples)
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- ✅ Documented online learning configuration
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- ✅ Documented confidence calibration settings
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- ✅ Added "Advanced Risk Settings" section
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- ✅ Documented VaR configuration
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- ✅ Documented correlation analysis settings
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- ✅ Documented advanced position sizing methods
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- ✅ Documented portfolio rebalancing configuration
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7. **docs/user_manual/README.md** (Table of Contents)
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- ✅ Added Trade Journal to navigation
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- ✅ Updated descriptions for backtesting and portfolio
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8. **docs/user_manual/trade_journal.md** (NEW)
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- ✅ Complete guide for Trade Journal feature
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- ✅ Overview and access instructions
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- ✅ Trade statistics explanation
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- ✅ Filtering capabilities documentation
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- ✅ Trade table column descriptions
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- ✅ Export functionality guide
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- ✅ Use cases and tips
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### Architecture Documentation
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9. **docs/architecture/overview.md**
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- ✅ Enhanced Risk Management component description
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- ✅ Added VaR calculator, correlation analyzer to components
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- ✅ Updated backtesting engine description with new features
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- ✅ Enhanced portfolio management section
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10. **docs/architecture/ui_architecture.md**
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- ✅ Added "Dashboard Widgets" section
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- ✅ Documented Live P&L Widget, ML Confidence Widget, Market Regime Widget
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- ✅ Added "Chart Components" section
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- ✅ Documented Enhanced Chart with indicators
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- ✅ Documented Chart Drawing Tools
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- ✅ Added "Mobile Responsiveness" section
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- ✅ Documented responsive navigation and layout
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### Existing Documentation (Previously Created)
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11. **docs/IMPROVEMENT_PLAN_IMPLEMENTATION.md**
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- ✅ Comprehensive implementation details
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- ✅ All new modules documented
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- ✅ Usage examples provided
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12. **docs/architecture/ml_improvements.md**
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- ✅ Complete ML enhancements documentation
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- ✅ Online learning, confidence calibration, explainability, regime detection
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13. **docs/architecture/risk_management.md**
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- ✅ Enhanced risk management documentation
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- ✅ VaR, correlation analysis, position sizing
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14. **docs/FINAL_IMPLEMENTATION_STATUS.md**
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- ✅ Complete status of all 25 todos
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- ✅ New files listing
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15. **docs/UI_IMPROVEMENTS_SUMMARY.md**
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- ✅ UI component status and implementation details
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16. **docs/TODO_STATUS_VERIFICATION.md**
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- ✅ Verification of all completed items
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## Documentation Coverage
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### Features Documented
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✅ **Trading Features**
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- Basic order types
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- Advanced order types (trailing stop, bracket, OCO, iceberg)
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- Execution algorithms (TWAP/VWAP)
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- Trade Journal
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✅ **Risk Management**
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- Value at Risk (VaR) - all methods
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- Portfolio correlation analysis
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- Advanced position sizing
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- Portfolio rebalancing
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✅ **Backtesting**
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- Walk-forward analysis
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- Monte Carlo simulation
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- Parameter optimization
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✅ **Machine Learning**
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- Online learning
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- Confidence calibration
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- Model explainability (SHAP)
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- Advanced regime detection
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- Bootstrap configuration
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✅ **UI Features**
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- Dashboard widgets
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- Chart indicators
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- Chart drawing tools
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- Mobile responsiveness
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- Trade Journal page
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## Documentation Structure
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```
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docs/
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├── user_manual/
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│ ├── getting_started.md ✅ Updated
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│ ├── trading.md ✅ Updated
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│ ├── portfolio.md ✅ Updated
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│ ├── backtesting.md ✅ Updated
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│ ├── configuration.md ✅ Updated
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│ ├── trade_journal.md ✅ NEW
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│ └── README.md ✅ Updated
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├── architecture/
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│ ├── overview.md ✅ Updated
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│ ├── ui_architecture.md ✅ Updated
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│ ├── risk_management.md ✅ Updated (previously)
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│ └── ml_improvements.md ✅ Created (previously)
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├── IMPROVEMENT_PLAN_IMPLEMENTATION.md ✅ Created (previously)
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├── FINAL_IMPLEMENTATION_STATUS.md ✅ Created (previously)
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└── README.md ✅ Updated
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```
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## Key Documentation Highlights
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### User-Facing Documentation
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- All new features documented in user manuals
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- Step-by-step guides for new capabilities
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- Configuration options explained
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- Use cases and best practices included
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### Developer Documentation
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- Architecture updates reflect new components
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- Technical details for ML improvements
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- Risk management enhancements documented
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- UI architecture with new components
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### Reference Documentation
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- Complete feature lists in README
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- Implementation status tracking
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- Verification documentation
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## Next Steps for Users
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1. Review updated user manuals for new features
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2. Check configuration guide for new settings
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3. Explore Trade Journal for trade analysis
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4. Review portfolio guide for risk management features
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5. Check backtesting guide for advanced analysis methods
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## Documentation Quality
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- ✅ All new features documented
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- ✅ User-facing guides updated
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- ✅ Architecture documentation current
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- ✅ Configuration options explained
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- ✅ Examples and use cases provided
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- ✅ Cross-references maintained
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- ✅ Consistent formatting and style
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