Local changes: Updated model training, removed debug instrumentation, and configuration improvements

backend/api/__init__.py

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+"""API routers package."""

backend/api/alerts.py

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+"""Alerts API endpoints."""
+
+from typing import List, Optional
+from fastapi import APIRouter, HTTPException, Depends
+from pydantic import BaseModel
+from datetime import datetime
+from sqlalchemy import select
+
+from src.core.database import Alert, get_database
+
+router = APIRouter()
+
+
+def get_alert_manager():
+    """Get alert manager instance."""
+    from src.alerts.manager import get_alert_manager as _get_alert_manager
+    return _get_alert_manager()
+
+
+class AlertCreate(BaseModel):
+    """Create alert request."""
+    name: str
+    alert_type: str  # price, indicator, risk, system
+    condition: dict
+
+
+class AlertUpdate(BaseModel):
+    """Update alert request."""
+    name: Optional[str] = None
+    condition: Optional[dict] = None
+    enabled: Optional[bool] = None
+
+
+class AlertResponse(BaseModel):
+    """Alert response."""
+    id: int
+    name: str
+    alert_type: str
+    condition: dict
+    enabled: bool
+    triggered: bool
+    triggered_at: Optional[datetime] = None
+    created_at: datetime
+    updated_at: datetime
+
+    class Config:
+        from_attributes = True
+
+
+@router.get("/", response_model=List[AlertResponse])
+async def list_alerts(
+    enabled_only: bool = False,
+    manager=Depends(get_alert_manager)
+):
+    """List all alerts."""
+    try:
+        alerts = await manager.list_alerts(enabled_only=enabled_only)
+        return [AlertResponse.model_validate(alert) for alert in alerts]
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/", response_model=AlertResponse)
+async def create_alert(
+    alert_data: AlertCreate,
+    manager=Depends(get_alert_manager)
+):
+    """Create a new alert."""
+    try:
+        alert = await manager.create_alert(
+            name=alert_data.name,
+            alert_type=alert_data.alert_type,
+            condition=alert_data.condition
+        )
+        return AlertResponse.model_validate(alert)
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/{alert_id}", response_model=AlertResponse)
+async def get_alert(alert_id: int):
+    """Get alert by ID."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Alert).where(Alert.id == alert_id)
+            result = await session.execute(stmt)
+            alert = result.scalar_one_or_none()
+            if not alert:
+                raise HTTPException(status_code=404, detail="Alert not found")
+            return AlertResponse.model_validate(alert)
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.put("/{alert_id}", response_model=AlertResponse)
+async def update_alert(alert_id: int, alert_data: AlertUpdate):
+    """Update an alert."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Alert).where(Alert.id == alert_id)
+            result = await session.execute(stmt)
+            alert = result.scalar_one_or_none()
+            if not alert:
+                raise HTTPException(status_code=404, detail="Alert not found")
+            
+            if alert_data.name is not None:
+                alert.name = alert_data.name
+            if alert_data.condition is not None:
+                alert.condition = alert_data.condition
+            if alert_data.enabled is not None:
+                alert.enabled = alert_data.enabled
+            
+            await session.commit()
+            await session.refresh(alert)
+            return AlertResponse.model_validate(alert)
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.delete("/{alert_id}")
+async def delete_alert(alert_id: int):
+    """Delete an alert."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Alert).where(Alert.id == alert_id)
+            result = await session.execute(stmt)
+            alert = result.scalar_one_or_none()
+            if not alert:
+                raise HTTPException(status_code=404, detail="Alert not found")
+            
+            await session.delete(alert)
+            await session.commit()
+            return {"status": "deleted", "alert_id": alert_id}
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))

backend/api/autopilot.py

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+"""AutoPilot API endpoints."""
+
+from typing import Dict, Any, Optional, List
+from fastapi import APIRouter, HTTPException, BackgroundTasks
+from pydantic import BaseModel
+
+from ..core.dependencies import get_database
+from ..core.schemas import OrderSide
+from src.core.database import get_database as get_db
+# Import autopilot - path should be set up in main.py
+from src.autopilot import (
+    stop_all_autopilots,
+    get_intelligent_autopilot,
+    get_strategy_selector,
+    get_performance_tracker,
+    get_performance_tracker,
+    get_autopilot_mode_info,
+)
+from src.worker.tasks import train_model_task
+from src.core.config import get_config
+from celery.result import AsyncResult
+
+router = APIRouter()
+
+
+
+
+
+class BootstrapConfig(BaseModel):
+    """Bootstrap training data configuration."""
+    days: int = 90
+    timeframe: str = "1h"
+    min_samples_per_strategy: int = 10
+    symbols: List[str] = ["BTC/USD", "ETH/USD"]
+
+
+class MultiSymbolAutopilotConfig(BaseModel):
+    """Multi-symbol autopilot configuration."""
+    symbols: List[str]
+    mode: str = "intelligent"
+    auto_execute: bool = False
+    timeframe: str = "1h"
+    exchange_id: int = 1
+    paper_trading: bool = True
+    interval: float = 60.0
+
+
+
+
+
+
+# =============================================================================
+# Intelligent Autopilot Endpoints
+# =============================================================================
+
+class IntelligentAutopilotConfig(BaseModel):
+    symbol: str
+    exchange_id: int = 1
+    timeframe: str = "1h"
+    interval: float = 60.0
+    paper_trading: bool = True
+
+
+# =============================================================================
+# Unified Autopilot Endpoints
+# =============================================================================
+
+class UnifiedAutopilotConfig(BaseModel):
+    """Unified autopilot configuration (Inteligent Mode)."""
+    symbol: str
+    mode: str = "intelligent"  # Kept for compatibility but only "intelligent" is supported
+    auto_execute: bool = False
+    interval: float = 60.0
+    exchange_id: int = 1
+    timeframe: str = "1h"
+    paper_trading: bool = True
+
+
+@router.post("/intelligent/start", deprecated=True)
+async def start_intelligent_autopilot(
+    config: IntelligentAutopilotConfig,
+    background_tasks: BackgroundTasks
+):
+    """Start the Intelligent Autopilot engine.
+    
+    .. deprecated:: Use /start-unified instead with mode='intelligent'
+    """
+    try:
+        autopilot = get_intelligent_autopilot(
+            symbol=config.symbol,
+            exchange_id=config.exchange_id,
+            timeframe=config.timeframe,
+            interval=config.interval,
+            paper_trading=config.paper_trading
+        )
+        
+        if not autopilot.is_running:
+            background_tasks.add_task(autopilot.start)
+        
+        return {
+            "status": "started",
+            "symbol": config.symbol,
+            "timeframe": config.timeframe
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/intelligent/stop")
+async def stop_intelligent_autopilot(symbol: str, timeframe: str = "1h"):
+    """Stop the Intelligent Autopilot engine."""
+    try:
+        autopilot = get_intelligent_autopilot(symbol=symbol, timeframe=timeframe)
+        autopilot.stop()
+        return {"status": "stopped", "symbol": symbol}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/intelligent/status/{symbol:path}")
+async def get_intelligent_status(symbol: str, timeframe: str = "1h"):
+    """Get Intelligent Autopilot status."""
+    try:
+        autopilot = get_intelligent_autopilot(symbol=symbol, timeframe=timeframe)
+        return autopilot.get_status()
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/intelligent/performance")
+async def get_intelligent_performance(
+    strategy_name: Optional[str] = None,
+    days: int = 30
+):
+    """Get strategy performance metrics."""
+    try:
+        tracker = get_performance_tracker()
+        if strategy_name:
+            metrics = tracker.calculate_metrics(strategy_name, period_days=days)
+            return {"strategy": strategy_name, "metrics": metrics}
+        else:
+            # Get all strategies
+            history = tracker.get_performance_history(days=days)
+            if history.empty:
+                return {"strategies": []}
+            
+            strategies = history['strategy_name'].unique()
+            results = {}
+            for strat in strategies:
+                results[strat] = tracker.calculate_metrics(strat, period_days=days)
+            
+            return {"strategies": results}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/intelligent/training-stats")
+async def get_training_stats(days: int = 365):
+    """Get statistics about available training data.
+    
+    Returns:
+        Dictionary with total samples and per-strategy counts
+    """
+    try:
+        tracker = get_performance_tracker()
+        counts = await tracker.get_strategy_sample_counts(days=days)
+        
+        return {
+            "total_samples": sum(counts.values()),
+            "strategy_counts": counts
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/intelligent/retrain")
+async def retrain_model(force: bool = False, bootstrap: bool = True):
+    """Manually trigger model retraining (Background Task).
+    
+    Offloads training to Celery worker.
+    """
+    try:
+        # Get all bootstrap config to pass to worker
+        config = get_config()
+        symbols = config.get("autopilot.intelligent.bootstrap.symbols", ["BTC/USD", "ETH/USD"])
+        days = config.get("autopilot.intelligent.bootstrap.days", 90)
+        timeframe = config.get("autopilot.intelligent.bootstrap.timeframe", "1h")
+        min_samples = config.get("autopilot.intelligent.bootstrap.min_samples_per_strategy", 10)
+        
+        # Submit to Celery with all configured parameters
+        task = train_model_task.delay(
+            force_retrain=force, 
+            bootstrap=bootstrap, 
+            symbols=symbols,
+            days=days,
+            timeframe=timeframe,
+            min_samples_per_strategy=min_samples
+        )
+        
+        return {
+            "status": "queued",
+            "message": "Model retraining started in background",
+            "task_id": task.id
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/intelligent/model-info")
+async def get_model_info():
+    """Get ML model information."""
+    try:
+        selector = get_strategy_selector()
+        return selector.get_model_info()
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/intelligent/reset")
+async def reset_model():
+    """Reset/delete all saved ML models and training data.
+    
+    This clears all persisted model files AND training data from database,
+    allowing for a fresh start with new features.
+    """
+    try:
+        from pathlib import Path
+        from src.core.database import get_database, MarketConditionsSnapshot, StrategyPerformance
+        from sqlalchemy import delete
+        
+        # Get model directory
+        model_dir = Path.home() / ".local" / "share" / "crypto_trader" / "models"
+        
+        deleted_count = 0
+        if model_dir.exists():
+            # Delete all strategy selector model files
+            for model_file in model_dir.glob("strategy_selector_*.joblib"):
+                model_file.unlink()
+                deleted_count += 1
+        
+        # Clear training data from database
+        db = get_database()
+        db_cleared = 0
+        try:
+            async with db.get_session() as session:
+                # Delete all market conditions snapshots
+                result1 = await session.execute(delete(MarketConditionsSnapshot))
+                # Delete all strategy performance records
+                result2 = await session.execute(delete(StrategyPerformance))
+                await session.commit()
+                db_cleared = result1.rowcount + result2.rowcount
+        except Exception as e:
+            # Database clearing is optional - continue even if it fails
+            pass
+        
+        # Reset the in-memory model state
+        selector = get_strategy_selector()
+        from src.autopilot.models import StrategySelectorModel
+        selector.model = StrategySelectorModel(model_type="classifier")
+        
+        return {
+            "status": "success",
+            "message": f"Deleted {deleted_count} model file(s) and {db_cleared} training records. Model reset to untrained state.",
+            "deleted_count": deleted_count,
+            "db_records_cleared": db_cleared
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+# =============================================================================
+# Multi-Symbol Autopilot Endpoints
+# =============================================================================
+
+@router.post("/multi-symbol/start")
+async def start_multi_symbol_autopilot(
+    config: MultiSymbolAutopilotConfig,
+    background_tasks: BackgroundTasks
+):
+    """Start autopilot for multiple symbols simultaneously.
+    
+    Args:
+        config: Multi-symbol autopilot configuration
+        background_tasks: FastAPI background tasks
+    """
+    try:
+        results = []
+        for symbol in config.symbols:
+             # Always use intelligent mode
+             autopilot = get_intelligent_autopilot(
+                 symbol=symbol,
+                 exchange_id=config.exchange_id,
+                 timeframe=config.timeframe,
+                 interval=config.interval,
+                 paper_trading=config.paper_trading
+             )
+             
+             autopilot.enable_auto_execution = config.auto_execute
+             
+             if not autopilot.is_running:
+                 # Set running flag synchronously before scheduling background task
+                 autopilot._running = True
+                 background_tasks.add_task(autopilot.start)
+                 results.append({"symbol": symbol, "status": "started"})
+             else:
+                 results.append({"symbol": symbol, "status": "already_running"})
+        
+        return {
+            "status": "success",
+            "mode": "intelligent",
+            "symbols": results
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/multi-symbol/stop")
+async def stop_multi_symbol_autopilot(
+    symbols: List[str],
+    mode: str = "intelligent",
+    timeframe: str = "1h"
+):
+    """Stop autopilot for multiple symbols.
+    
+    Args:
+        symbols: List of symbols to stop
+        mode: Autopilot mode (pattern or intelligent)
+        timeframe: Timeframe for intelligent mode
+    """
+    try:
+        results = []
+        for symbol in symbols:
+            # Always use intelligent mode
+            autopilot = get_intelligent_autopilot(symbol=symbol, timeframe=timeframe)
+            autopilot.stop()
+            results.append({"symbol": symbol, "status": "stopped"})
+        
+        return {
+            "status": "success",
+            "symbols": results
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/multi-symbol/status")
+async def get_multi_symbol_status(
+    symbols: str = "",  # Comma-separated list
+    mode: str = "intelligent",
+    timeframe: str = "1h"
+):
+    """Get status for multiple symbols.
+    
+    Args:
+        symbols: Comma-separated list of symbols (empty = all running)
+        mode: Autopilot mode
+        timeframe: Timeframe for intelligent mode
+    """
+    from src.autopilot.intelligent_autopilot import _intelligent_autopilots
+    
+    try:
+        results = []
+        
+        if symbols:
+            symbol_list = [s.strip() for s in symbols.split(",")]
+        else:
+            # Get all running autopilots (intelligent only)
+            symbol_list = [key.split(":")[0] for key in _intelligent_autopilots.keys()]
+        
+        for symbol in symbol_list:
+            try:
+                autopilot = get_intelligent_autopilot(symbol=symbol, timeframe=timeframe)
+                status = autopilot.get_status()
+                status["symbol"] = symbol
+                status["mode"] = "intelligent"
+                results.append(status)
+            except Exception:
+                results.append({
+                    "symbol": symbol,
+                    "mode": "intelligent",
+                    "running": False,
+                    "error": "Not found"
+                })
+        
+        return {
+            "mode": mode,
+            "symbols": results,
+            "total_running": sum(1 for r in results if r.get("running", False))
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+# =============================================================================
+# Unified Autopilot Endpoints (New)
+# =============================================================================
+
+@router.get("/modes")
+async def get_autopilot_modes():
+    """Get information about available autopilot modes.
+    
+    Returns mode descriptions, capabilities, tradeoffs, and comparison data.
+    """
+    try:
+        return get_autopilot_mode_info()
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/start-unified")
+async def start_unified_autopilot(
+    config: UnifiedAutopilotConfig,
+    background_tasks: BackgroundTasks
+):
+    """Start autopilot with unified interface (Intelligent Mode only)."""
+    try:
+        # Validate mode (for backward compatibility of API clients sending mode)
+        if config.mode and config.mode != "intelligent":
+             # We allow it but will treat it as intelligent if possible, or raise error if critical
+             pass
+
+        # Start ML-based autopilot
+        autopilot = get_intelligent_autopilot(
+            symbol=config.symbol,
+            exchange_id=config.exchange_id,
+            timeframe=config.timeframe,
+            interval=config.interval,
+            paper_trading=config.paper_trading
+        )
+        
+        # Set auto-execution if enabled
+        if config.auto_execute:
+            autopilot.enable_auto_execution = True
+        
+        if not autopilot.is_running:
+            # Schedule background task (state management handled by autopilot.start via Redis)
+            background_tasks.add_task(autopilot.start)
+        
+        return {
+            "status": "started",
+            "mode": "intelligent",
+            "symbol": config.symbol,
+            "timeframe": config.timeframe,
+            "auto_execute": config.auto_execute
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/stop-unified")
+async def stop_unified_autopilot(symbol: str, mode: str, timeframe: str = "1h"):
+    """Stop autopilot for a symbol."""
+    try:
+        autopilot = get_intelligent_autopilot(symbol=symbol, timeframe=timeframe)
+        autopilot.stop()
+        
+        return {"status": "stopped", "symbol": symbol, "mode": "intelligent"}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/status-unified/{symbol:path}")
+async def get_unified_status(symbol: str, mode: str, timeframe: str = "1h"):
+    """Get autopilot status for a symbol."""
+    try:
+        autopilot = get_intelligent_autopilot(symbol=symbol, timeframe=timeframe)
+        # Use distributed status check (Redis)
+        status = await autopilot.get_distributed_status()
+        status["mode"] = "intelligent"
+        return status
+    except Exception as e:
+        logger.error(f"Error getting unified status: {e}")
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/bootstrap-config", response_model=BootstrapConfig)
+async def get_bootstrap_config():
+    """Get bootstrap training data configuration."""
+    from src.core.config import get_config
+    config = get_config()
+    
+    return BootstrapConfig(
+        days=config.get("autopilot.intelligent.bootstrap.days", 90),
+        timeframe=config.get("autopilot.intelligent.bootstrap.timeframe", "1h"),
+        min_samples_per_strategy=config.get("autopilot.intelligent.bootstrap.min_samples_per_strategy", 10),
+        symbols=config.get("autopilot.intelligent.bootstrap.symbols", ["BTC/USD", "ETH/USD"]),
+    )
+
+
+@router.put("/bootstrap-config")
+async def update_bootstrap_config(settings: BootstrapConfig):
+    """Update bootstrap training data configuration."""
+    from src.core.config import get_config
+    config = get_config()
+    
+    try:
+        config.set("autopilot.intelligent.bootstrap.days", settings.days)
+        config.set("autopilot.intelligent.bootstrap.timeframe", settings.timeframe)
+        config.set("autopilot.intelligent.bootstrap.min_samples_per_strategy", settings.min_samples_per_strategy)
+        config.set("autopilot.intelligent.bootstrap.symbols", settings.symbols)
+        
+        # Also update the strategy selector instance if it exists
+        selector = get_strategy_selector()
+        selector.bootstrap_days = settings.days
+        selector.bootstrap_timeframe = settings.timeframe
+        selector.min_samples_per_strategy = settings.min_samples_per_strategy
+        selector.bootstrap_symbols = settings.symbols
+        
+        return {"status": "success", "message": "Bootstrap configuration updated"}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/tasks/{task_id}")
+async def get_task_status(task_id: str):
+    """Get status of a background task."""
+    try:
+        task_result = AsyncResult(task_id)
+        
+        try:
+            # Accessing status or result might raise an exception if deserialization fails
+            status = task_result.status
+            result_data = task_result.result if task_result.ready() else None
+            meta_data = task_result.info if status == 'PROGRESS' else None
+            
+            # serialized exception handling
+            if isinstance(result_data, Exception):
+                result_data = {
+                    "error": str(result_data),
+                    "type": type(result_data).__name__,
+                    "detail": str(result_data)
+                }
+            elif status == "FAILURE" and (not result_data or result_data == {}):
+                # If failure but empty result, try to get traceback or use a default message
+                tb = getattr(task_result, 'traceback', None)
+                if tb:
+                     result_data = {"error": "Task failed", "detail": str(tb)}
+                else:
+                     result_data = {"error": "Task failed with no error info", "detail": "Check worker logs for details"}
+
+            result = {
+                "task_id": task_id,
+                "status": status,
+                "result": result_data
+            }
+            
+            if meta_data:
+                result["meta"] = meta_data
+                
+            return result
+            
+        except Exception as inner_e:
+            # If Celery fails to get status/result (e.g. serialization error), return FAILURE
+            # This prevents 500 errors in the API when the task itself failed badly
+            return {
+                "task_id": task_id,
+                "status": "FAILURE",
+                "result": {"error": str(inner_e), "detail": "Failed to retrieve task status"},
+                "meta": {"error": "Task retrieval failed"}
+            }
+
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+

backend/api/backtesting.py

@@ -0,0 +1,78 @@
+"""Backtesting API endpoints."""
+
+from fastapi import APIRouter, HTTPException, Depends, BackgroundTasks
+from typing import Dict, Any
+from sqlalchemy import select
+import uuid
+
+from ..core.dependencies import get_backtesting_engine, get_strategy_registry
+from ..core.schemas import BacktestRequest, BacktestResponse
+from src.core.database import Strategy, get_database
+
+router = APIRouter()
+
+# Store running backtests
+_backtests: Dict[str, Dict[str, Any]] = {}
+
+
+@router.post("/run", response_model=BacktestResponse)
+async def run_backtest(
+    backtest_data: BacktestRequest,
+    background_tasks: BackgroundTasks,
+    backtest_engine=Depends(get_backtesting_engine)
+):
+    """Run a backtest."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            # Get strategy
+            stmt = select(Strategy).where(Strategy.id == backtest_data.strategy_id)
+            result = await session.execute(stmt)
+            strategy_db = result.scalar_one_or_none()
+            if not strategy_db:
+                raise HTTPException(status_code=404, detail="Strategy not found")
+            
+            # Create strategy instance
+            registry = get_strategy_registry()
+            strategy_instance = registry.create_instance(
+                strategy_id=strategy_db.id,
+                name=strategy_db.class_name,
+                parameters=strategy_db.parameters,
+                timeframes=strategy_db.timeframes or [backtest_data.timeframe]
+            )
+            
+            if not strategy_instance:
+                raise HTTPException(status_code=400, detail="Failed to create strategy instance")
+            
+            # Run backtest
+            results = backtest_engine.run_backtest(
+                strategy=strategy_instance,
+                symbol=backtest_data.symbol,
+                exchange=backtest_data.exchange,
+                timeframe=backtest_data.timeframe,
+                start_date=backtest_data.start_date,
+                end_date=backtest_data.end_date,
+                initial_capital=backtest_data.initial_capital,
+                slippage=backtest_data.slippage,
+                fee_rate=backtest_data.fee_rate
+            )
+            
+            if "error" in results:
+                raise HTTPException(status_code=400, detail=results["error"])
+            
+            return BacktestResponse(
+                results=results,
+                status="completed"
+            )
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/results/{backtest_id}")
+async def get_backtest_results(backtest_id: str):
+    """Get backtest results by ID."""
+    if backtest_id not in _backtests:
+        raise HTTPException(status_code=404, detail="Backtest not found")
+    return _backtests[backtest_id]

backend/api/exchanges.py

@@ -0,0 +1,42 @@
+"""Exchange API endpoints."""
+
+from typing import List
+from fastapi import APIRouter, HTTPException
+from sqlalchemy import select
+
+from ..core.schemas import ExchangeResponse
+from src.core.database import Exchange, get_database
+
+router = APIRouter()
+
+
+@router.get("/", response_model=List[ExchangeResponse])
+async def list_exchanges():
+    """List all exchanges."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Exchange).order_by(Exchange.name)
+            result = await session.execute(stmt)
+            exchanges = result.scalars().all()
+            return [ExchangeResponse.model_validate(e) for e in exchanges]
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/{exchange_id}", response_model=ExchangeResponse)
+async def get_exchange(exchange_id: int):
+    """Get exchange by ID."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Exchange).where(Exchange.id == exchange_id)
+            result = await session.execute(stmt)
+            exchange = result.scalar_one_or_none()
+            if not exchange:
+                raise HTTPException(status_code=404, detail="Exchange not found")
+            return ExchangeResponse.model_validate(exchange)
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))

backend/api/market_data.py

@@ -0,0 +1,280 @@
+"""Market Data API endpoints."""
+
+from typing import List, Optional, Dict, Any
+from datetime import datetime, timedelta
+from fastapi import APIRouter, HTTPException, Query, Body
+from pydantic import BaseModel
+import pandas as pd
+
+from src.core.database import MarketData, get_database
+from src.data.pricing_service import get_pricing_service
+from src.core.config import get_config
+
+router = APIRouter()
+
+
+@router.get("/ohlcv/{symbol:path}")
+async def get_ohlcv(
+    symbol: str,
+    timeframe: str = "1h",
+    limit: int = 100,
+    exchange: str = "coinbase" # Default exchange
+):
+    """Get OHLCV data for a symbol."""
+    from sqlalchemy import select
+    try:
+        # Try database first
+        try:
+            db = get_database()
+            async with db.get_session() as session:
+                # Use select() for async compatibility
+                stmt = select(MarketData).filter_by(
+                    symbol=symbol,
+                    timeframe=timeframe,
+                    exchange=exchange
+                ).order_by(MarketData.timestamp.desc()).limit(limit)
+                
+                result = await session.execute(stmt)
+                data = result.scalars().all()
+                
+                if data:
+                    return [
+                        {
+                            "time": int(d.timestamp.timestamp()),
+                            "open": float(d.open),
+                            "high": float(d.high),
+                            "low": float(d.low),
+                            "close": float(d.close),
+                            "volume": float(d.volume)
+                        }
+                        for d in reversed(data)
+                    ]
+        except Exception as db_error:
+            import sys
+            print(f"Database query failed, falling back to live data: {db_error}", file=sys.stderr)
+        
+        # If no data in DB or DB error, fetch live from pricing service
+        try:
+            pricing_service = get_pricing_service()
+            # pricing_service.get_ohlcv is currently sync in its implementation but we call it from our async handler
+            ohlcv_data = pricing_service.get_ohlcv(
+                symbol=symbol,
+                timeframe=timeframe,
+                limit=limit
+            )
+            
+            if ohlcv_data:
+                # Convert to frontend format: [timestamp, open, high, low, close, volume] -> {time, open, high, low, close, volume}
+                return [
+                    {
+                        "time": int(candle[0] / 1000),  # Convert ms to seconds
+                        "open": float(candle[1]),
+                        "high": float(candle[2]),
+                        "low": float(candle[3]),
+                        "close": float(candle[4]),
+                        "volume": float(candle[5])
+                    }
+                    for candle in ohlcv_data
+                ]
+        except Exception as fetch_error:
+            import sys
+            print(f"Failed to fetch live data: {fetch_error}", file=sys.stderr)
+        
+        # If all else fails, return empty list
+        return []
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/ticker/{symbol:path}")
+async def get_ticker(symbol: str):
+    """Get current ticker data for a symbol.
+    
+    Returns ticker data with provider information.
+    """
+    try:
+        pricing_service = get_pricing_service()
+        ticker_data = pricing_service.get_ticker(symbol)
+        
+        if not ticker_data:
+            raise HTTPException(status_code=404, detail=f"Ticker data not available for {symbol}")
+        
+        active_provider = pricing_service.get_active_provider()
+        
+        return {
+            "symbol": symbol,
+            "bid": float(ticker_data.get('bid', 0)),
+            "ask": float(ticker_data.get('ask', 0)),
+            "last": float(ticker_data.get('last', 0)),
+            "high": float(ticker_data.get('high', 0)),
+            "low": float(ticker_data.get('low', 0)),
+            "volume": float(ticker_data.get('volume', 0)),
+            "timestamp": ticker_data.get('timestamp'),
+            "provider": active_provider,
+        }
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/providers/health")
+async def get_provider_health(provider: Optional[str] = Query(None, description="Specific provider name")):
+    """Get health status for pricing providers.
+    
+    Args:
+        provider: Optional provider name to get health for specific provider
+    """
+    try:
+        pricing_service = get_pricing_service()
+        health_data = pricing_service.get_provider_health(provider)
+        
+        return {
+            "active_provider": pricing_service.get_active_provider(),
+            "health": health_data,
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/providers/status")
+async def get_provider_status():
+    """Get detailed status for all pricing providers."""
+    try:
+        pricing_service = get_pricing_service()
+        health_data = pricing_service.get_provider_health()
+        cache_stats = pricing_service.get_cache_stats()
+        
+        return {
+            "active_provider": pricing_service.get_active_provider(),
+            "providers": health_data,
+            "cache": cache_stats,
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/providers/config")
+async def get_provider_config():
+    """Get provider configuration."""
+    try:
+        config = get_config()
+        provider_config = config.get("data_providers", {})
+        return provider_config
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+class ProviderConfigUpdate(BaseModel):
+    """Provider configuration update model."""
+    primary: Optional[List[Dict[str, Any]]] = None
+    fallback: Optional[Dict[str, Any]] = None
+    caching: Optional[Dict[str, Any]] = None
+    websocket: Optional[Dict[str, Any]] = None
+
+
+@router.put("/providers/config")
+async def update_provider_config(config_update: ProviderConfigUpdate = Body(...)):
+    """Update provider configuration."""
+    try:
+        config = get_config()
+        current_config = config.get("data_providers", {})
+        
+        # Update configuration
+        if config_update.primary is not None:
+            current_config["primary"] = config_update.primary
+        if config_update.fallback is not None:
+            current_config["fallback"] = {**current_config.get("fallback", {}), **config_update.fallback}
+        if config_update.caching is not None:
+            current_config["caching"] = {**current_config.get("caching", {}), **config_update.caching}
+        if config_update.websocket is not None:
+            current_config["websocket"] = {**current_config.get("websocket", {}), **config_update.websocket}
+        
+        # Save configuration
+        config.set("data_providers", current_config)
+        config.save()
+        
+        return {"message": "Configuration updated successfully", "config": current_config}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/spread")
+async def get_spread_data(
+    primary_symbol: str = Query(..., description="Primary symbol (e.g., SOL/USD)"),
+    secondary_symbol: str = Query(..., description="Secondary symbol (e.g., AVAX/USD)"),
+    timeframe: str = Query("1h", description="Timeframe"),
+    lookback: int = Query(50, description="Number of candles to fetch"),
+):
+    """Get spread and Z-Score data for pairs trading visualization.
+    
+    Returns spread ratio and Z-Score time series for the given symbol pair.
+    """
+    try:
+        pricing_service = get_pricing_service()
+        
+        # Fetch OHLCV for both symbols
+        ohlcv_a = pricing_service.get_ohlcv(
+            symbol=primary_symbol,
+            timeframe=timeframe,
+            limit=lookback
+        )
+        
+        ohlcv_b = pricing_service.get_ohlcv(
+            symbol=secondary_symbol,
+            timeframe=timeframe,
+            limit=lookback
+        )
+        
+        if not ohlcv_a or not ohlcv_b:
+            raise HTTPException(status_code=404, detail="Could not fetch data for one or both symbols")
+        
+        # Convert to DataFrames
+        df_a = pd.DataFrame(ohlcv_a, columns=['timestamp', 'open', 'high', 'low', 'close', 'volume'])
+        df_b = pd.DataFrame(ohlcv_b, columns=['timestamp', 'open', 'high', 'low', 'close', 'volume'])
+        
+        # Align by length
+        min_len = min(len(df_a), len(df_b))
+        df_a = df_a.tail(min_len).reset_index(drop=True)
+        df_b = df_b.tail(min_len).reset_index(drop=True)
+        
+        # Calculate spread (ratio)
+        closes_a = df_a['close'].astype(float)
+        closes_b = df_b['close'].astype(float)
+        spread = closes_a / closes_b
+        
+        # Calculate Z-Score with rolling window
+        lookback_window = min(20, min_len - 1)
+        rolling_mean = spread.rolling(window=lookback_window).mean()
+        rolling_std = spread.rolling(window=lookback_window).std()
+        z_score = (spread - rolling_mean) / rolling_std
+        
+        # Build response
+        result = []
+        for i in range(min_len):
+            result.append({
+                "timestamp": int(df_a['timestamp'].iloc[i]),
+                "spread": float(spread.iloc[i]) if not pd.isna(spread.iloc[i]) else None,
+                "zScore": float(z_score.iloc[i]) if not pd.isna(z_score.iloc[i]) else None,
+                "priceA": float(closes_a.iloc[i]),
+                "priceB": float(closes_b.iloc[i]),
+            })
+        
+        # Filter out entries with null Z-Score (during warmup period)
+        result = [r for r in result if r["zScore"] is not None]
+        
+        return {
+            "primarySymbol": primary_symbol,
+            "secondarySymbol": secondary_symbol,
+            "timeframe": timeframe,
+            "lookbackWindow": lookback_window,
+            "data": result,
+            "currentSpread": result[-1]["spread"] if result else None,
+            "currentZScore": result[-1]["zScore"] if result else None,
+        }
+        
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+

backend/api/portfolio.py

@@ -0,0 +1,84 @@
+"""Portfolio API endpoints."""
+
+from typing import Optional
+from fastapi import APIRouter, HTTPException, Depends, Query
+from datetime import datetime, timedelta
+
+from ..core.dependencies import get_portfolio_tracker
+from ..core.schemas import PortfolioResponse, PortfolioHistoryResponse
+
+router = APIRouter()
+
+# Import portfolio analytics
+def get_portfolio_analytics():
+    """Get portfolio analytics instance."""
+    from src.portfolio.analytics import get_portfolio_analytics as _get_analytics
+    return _get_analytics()
+
+
+@router.get("/current", response_model=PortfolioResponse)
+async def get_current_portfolio(
+    paper_trading: bool = True,
+    tracker=Depends(get_portfolio_tracker)
+):
+    """Get current portfolio state."""
+    try:
+        portfolio = await tracker.get_current_portfolio(paper_trading=paper_trading)
+        return PortfolioResponse(**portfolio)
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/history", response_model=PortfolioHistoryResponse)
+async def get_portfolio_history(
+    days: int = Query(30, ge=1, le=365),
+    paper_trading: bool = True,
+    tracker=Depends(get_portfolio_tracker)
+):
+    """Get portfolio history."""
+    try:
+        history = await tracker.get_portfolio_history(days=days, paper_trading=paper_trading)
+        
+        dates = [h['timestamp'] if isinstance(h['timestamp'], str) else h['timestamp'].isoformat() 
+                for h in history]
+        values = [float(h['total_value']) for h in history]
+        pnl = [float(h.get('total_pnl', 0)) for h in history]
+        
+        return PortfolioHistoryResponse(
+            dates=dates,
+            values=values,
+            pnl=pnl
+        )
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/positions/update-prices")
+async def update_positions_prices(
+    prices: dict,
+    paper_trading: bool = True,
+    tracker=Depends(get_portfolio_tracker)
+):
+    """Update current prices for positions."""
+    try:
+        from decimal import Decimal
+        price_dict = {k: Decimal(str(v)) for k, v in prices.items()}
+        await tracker.update_positions_prices(price_dict, paper_trading=paper_trading)
+        return {"status": "updated"}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/risk-metrics")
+async def get_risk_metrics(
+    days: int = Query(30, ge=1, le=365),
+    paper_trading: bool = True,
+    analytics=Depends(get_portfolio_analytics)
+):
+    """Get portfolio risk metrics."""
+    try:
+        metrics = await analytics.get_performance_metrics(days=days, paper_trading=paper_trading)
+        return metrics
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+

backend/api/reporting.py

@@ -0,0 +1,272 @@
+"""Reporting API endpoints for CSV and PDF export."""
+
+from fastapi import APIRouter, HTTPException, Query, Body
+from fastapi.responses import StreamingResponse
+from typing import Optional, Dict, Any
+from datetime import datetime
+from sqlalchemy import select
+import io
+import csv
+import tempfile
+from pathlib import Path
+
+from src.core.database import Trade, get_database
+
+router = APIRouter()
+
+
+def get_csv_exporter():
+    """Get CSV exporter instance."""
+    from src.reporting.csv_exporter import get_csv_exporter as _get_csv_exporter
+    return _get_csv_exporter()
+
+
+def get_pdf_generator():
+    """Get PDF generator instance."""
+    from src.reporting.pdf_generator import get_pdf_generator as _get_pdf_generator
+    return _get_pdf_generator()
+
+
+@router.post("/backtest/csv")
+async def export_backtest_csv(
+    results: Dict[str, Any] = Body(...),
+):
+    """Export backtest results as CSV."""
+    try:
+        output = io.StringIO()
+        writer = csv.writer(output)
+        
+        # Write header
+        writer.writerow(['Metric', 'Value'])
+        
+        # Write metrics
+        writer.writerow(['Total Return', f"{(results.get('total_return', 0) * 100):.2f}%"])
+        writer.writerow(['Sharpe Ratio', f"{results.get('sharpe_ratio', 0):.2f}"])
+        writer.writerow(['Sortino Ratio', f"{results.get('sortino_ratio', 0):.2f}"])
+        writer.writerow(['Max Drawdown', f"{(results.get('max_drawdown', 0) * 100):.2f}%"])
+        writer.writerow(['Win Rate', f"{(results.get('win_rate', 0) * 100):.2f}%"])
+        writer.writerow(['Total Trades', results.get('total_trades', 0)])
+        writer.writerow(['Final Value', f"${results.get('final_value', 0):.2f}"])
+        writer.writerow(['Initial Capital', f"${results.get('initial_capital', 0):.2f}"])
+        
+        # Write trades if available
+        if results.get('trades'):
+            writer.writerow([])
+            writer.writerow(['Trades'])
+            writer.writerow(['Timestamp', 'Side', 'Price', 'Quantity', 'Value'])
+            for trade in results['trades']:
+                writer.writerow([
+                    trade.get('timestamp', ''),
+                    trade.get('side', ''),
+                    f"${trade.get('price', 0):.2f}",
+                    trade.get('quantity', 0),
+                    f"${(trade.get('price', 0) * trade.get('quantity', 0)):.2f}",
+                ])
+        
+        output.seek(0)
+        
+        return StreamingResponse(
+            iter([output.getvalue()]),
+            media_type="text/csv",
+            headers={"Content-Disposition": f"attachment; filename=backtest_results_{datetime.now().strftime('%Y%m%d_%H%M%S')}.csv"}
+        )
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/backtest/pdf")
+async def export_backtest_pdf(
+    results: Dict[str, Any] = Body(...),
+):
+    """Export backtest results as PDF."""
+    try:
+        pdf_generator = get_pdf_generator()
+        
+        # Create temporary file
+        with tempfile.NamedTemporaryFile(delete=False, suffix='.pdf') as tmp_file:
+            tmp_path = Path(tmp_file.name)
+        
+        # Convert results to metrics format expected by PDF generator
+        metrics = {
+            'total_return_percent': (results.get('total_return', 0) * 100),
+            'sharpe_ratio': results.get('sharpe_ratio', 0),
+            'sortino_ratio': results.get('sortino_ratio', 0),
+            'max_drawdown': results.get('max_drawdown', 0),
+            'win_rate': results.get('win_rate', 0),
+        }
+        
+        # Generate PDF
+        success = pdf_generator.generate_performance_report(
+            tmp_path,
+            metrics,
+            "Backtest Report"
+        )
+        
+        if not success:
+            raise HTTPException(status_code=500, detail="Failed to generate PDF")
+        
+        # Read PDF and return as stream
+        with open(tmp_path, 'rb') as f:
+            pdf_content = f.read()
+        
+        # Clean up
+        tmp_path.unlink()
+        
+        return StreamingResponse(
+            io.BytesIO(pdf_content),
+            media_type="application/pdf",
+            headers={"Content-Disposition": f"attachment; filename=backtest_report_{datetime.now().strftime('%Y%m%d_%H%M%S')}.pdf"}
+        )
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/trades/csv")
+async def export_trades_csv(
+    start_date: Optional[str] = None,
+    end_date: Optional[str] = None,
+    paper_trading: bool = True,
+):
+    """Export trades as CSV."""
+    try:
+        csv_exporter = get_csv_exporter()
+        
+        # Parse dates if provided
+        start = datetime.fromisoformat(start_date) if start_date else None
+        end = datetime.fromisoformat(end_date) if end_date else None
+        
+        # Create temporary file
+        with tempfile.NamedTemporaryFile(delete=False, suffix='.csv') as tmp_file:
+            tmp_path = Path(tmp_file.name)
+        
+        # Export to file
+        success = csv_exporter.export_trades(
+            filepath=tmp_path,
+            paper_trading=paper_trading,
+            start_date=start,
+            end_date=end
+        )
+        
+        if not success:
+            raise HTTPException(status_code=500, detail="Failed to export trades")
+        
+        # Read and return
+        with open(tmp_path, 'r') as f:
+            csv_content = f.read()
+        
+        tmp_path.unlink()
+        
+        return StreamingResponse(
+            iter([csv_content]),
+            media_type="text/csv",
+            headers={"Content-Disposition": f"attachment; filename=trades_{datetime.now().strftime('%Y%m%d')}.csv"}
+        )
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/portfolio/csv")
+async def export_portfolio_csv(
+    paper_trading: bool = True,
+):
+    """Export portfolio as CSV."""
+    try:
+        csv_exporter = get_csv_exporter()
+        
+        # Create temporary file
+        with tempfile.NamedTemporaryFile(delete=False, suffix='.csv') as tmp_file:
+            tmp_path = Path(tmp_file.name)
+        
+        # Export to file
+        success = csv_exporter.export_portfolio(filepath=tmp_path)
+        
+        if not success:
+            raise HTTPException(status_code=500, detail="Failed to export portfolio")
+        
+        # Read and return
+        with open(tmp_path, 'r') as f:
+            csv_content = f.read()
+        
+        tmp_path.unlink()
+        
+        return StreamingResponse(
+            iter([csv_content]),
+            media_type="text/csv",
+            headers={"Content-Disposition": f"attachment; filename=portfolio_{datetime.now().strftime('%Y%m%d')}.csv"}
+        )
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/tax/{method}")
+async def generate_tax_report(
+    method: str,  # fifo, lifo, specific_id
+    symbol: Optional[str] = Query(None),
+    year: Optional[int] = Query(None),
+    paper_trading: bool = Query(True),
+):
+    """Generate tax report using specified method."""
+    try:
+        if year is None:
+            year = datetime.now().year
+        
+        tax_reporter = get_tax_reporter()
+        
+        if method == "fifo":
+            if symbol:
+                events = tax_reporter.generate_fifo_report(symbol, year, paper_trading)
+            else:
+                # Generate for all symbols
+                events = []
+                # Get all symbols from trades
+                db = get_database()
+                async with db.get_session() as session:
+                    stmt = select(Trade.symbol).distinct()
+                    result = await session.execute(stmt)
+                    symbols = result.scalars().all()
+                    for sym in symbols:
+                        events.extend(tax_reporter.generate_fifo_report(sym, year, paper_trading))
+        elif method == "lifo":
+            if symbol:
+                events = tax_reporter.generate_lifo_report(symbol, year, paper_trading)
+            else:
+                events = []
+                db = get_database()
+                async with db.get_session() as session:
+                    stmt = select(Trade.symbol).distinct()
+                    result = await session.execute(stmt)
+                    symbols = result.scalars().all()
+                    for sym in symbols:
+                        events.extend(tax_reporter.generate_lifo_report(sym, year, paper_trading))
+        else:
+            raise HTTPException(status_code=400, detail=f"Unsupported tax method: {method}")
+        
+        # Generate CSV
+        output = io.StringIO()
+        writer = csv.writer(output)
+        writer.writerow(['Date', 'Symbol', 'Quantity', 'Cost Basis', 'Proceeds', 'Gain/Loss', 'Buy Date'])
+        for event in events:
+            writer.writerow([
+                event.get('date', ''),
+                event.get('symbol', ''),
+                event.get('quantity', 0),
+                event.get('cost_basis', 0),
+                event.get('proceeds', 0),
+                event.get('gain_loss', 0),
+                event.get('buy_date', ''),
+            ])
+        output.seek(0)
+        
+        return StreamingResponse(
+            iter([output.getvalue()]),
+            media_type="text/csv",
+            headers={"Content-Disposition": f"attachment; filename=tax_report_{method}_{year}_{datetime.now().strftime('%Y%m%d')}.csv"}
+        )
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+def get_tax_reporter():
+    """Get tax reporter instance."""
+    from src.reporting.tax_reporter import get_tax_reporter as _get_tax_reporter
+    return _get_tax_reporter()

backend/api/reports.py

@@ -0,0 +1,155 @@
+"""Reports API endpoints for background report generation."""
+
+from typing import Optional
+from fastapi import APIRouter, HTTPException, Query
+from pydantic import BaseModel
+
+router = APIRouter()
+
+
+class ReportRequest(BaseModel):
+    """Request model for report generation."""
+    report_type: str  # 'performance', 'trades', 'tax', 'backtest'
+    format: str = "pdf"  # 'pdf' or 'csv'
+    year: Optional[int] = None  # For tax reports
+    method: Optional[str] = "fifo"  # For tax reports: 'fifo', 'lifo'
+
+
+class ExportRequest(BaseModel):
+    """Request model for data export."""
+    export_type: str  # 'orders', 'positions'
+
+
+@router.post("/generate")
+async def generate_report(request: ReportRequest):
+    """Generate a report in the background.
+    
+    This endpoint queues a report generation task and returns immediately.
+    Use /api/tasks/{task_id} to monitor progress.
+    
+    Supported report types:
+    - performance: Portfolio performance report
+    - trades: Trade history export
+    - tax: Tax report with capital gains calculation
+    
+    Returns:
+        Task ID for monitoring
+    """
+    try:
+        from src.worker.tasks import generate_report_task
+        
+        params = {
+            "format": request.format,
+        }
+        
+        if request.report_type == "tax":
+            from datetime import datetime
+            params["year"] = request.year or datetime.now().year
+            params["method"] = request.method
+        
+        task = generate_report_task.delay(
+            report_type=request.report_type,
+            params=params
+        )
+        
+        return {
+            "task_id": task.id,
+            "status": "queued",
+            "report_type": request.report_type,
+            "format": request.format
+        }
+        
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/export")
+async def export_data(request: ExportRequest):
+    """Export data in the background.
+    
+    This endpoint queues a data export task and returns immediately.
+    Use /api/tasks/{task_id} to monitor progress.
+    
+    Supported export types:
+    - orders: Order history
+    - positions: Current/historical positions
+    
+    Returns:
+        Task ID for monitoring
+    """
+    try:
+        from src.worker.tasks import export_data_task
+        
+        task = export_data_task.delay(
+            export_type=request.export_type,
+            params={}
+        )
+        
+        return {
+            "task_id": task.id,
+            "status": "queued",
+            "export_type": request.export_type
+        }
+        
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/list")
+async def list_reports():
+    """List available reports in the reports directory."""
+    try:
+        from pathlib import Path
+        import os
+        
+        reports_dir = Path(os.path.expanduser("~/.local/share/crypto_trader/reports"))
+        
+        if not reports_dir.exists():
+            return {"reports": []}
+        
+        reports = []
+        for f in reports_dir.iterdir():
+            if f.is_file():
+                stat = f.stat()
+                reports.append({
+                    "name": f.name,
+                    "path": str(f),
+                    "size": stat.st_size,
+                    "created": stat.st_mtime,
+                    "type": f.suffix.lstrip(".")
+                })
+        
+        # Sort by creation time, newest first
+        reports.sort(key=lambda x: x["created"], reverse=True)
+        
+        return {"reports": reports}
+        
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.delete("/{filename}")
+async def delete_report(filename: str):
+    """Delete a generated report."""
+    try:
+        from pathlib import Path
+        import os
+        
+        reports_dir = Path(os.path.expanduser("~/.local/share/crypto_trader/reports"))
+        filepath = reports_dir / filename
+        
+        if not filepath.exists():
+            raise HTTPException(status_code=404, detail="Report not found")
+        
+        # Security check: ensure the file is actually in reports dir
+        if not str(filepath.resolve()).startswith(str(reports_dir.resolve())):
+            raise HTTPException(status_code=403, detail="Access denied")
+        
+        filepath.unlink()
+        
+        return {"status": "deleted", "filename": filename}
+        
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))

backend/api/settings.py

@@ -0,0 +1,359 @@
+from typing import Dict, Any, Optional
+from fastapi import APIRouter, HTTPException
+from pydantic import BaseModel
+from sqlalchemy import select
+
+from src.core.database import Exchange, get_database
+from src.core.config import get_config
+from src.security.key_manager import get_key_manager
+from src.trading.paper_trading import get_paper_trading
+
+router = APIRouter()
+
+
+class RiskSettings(BaseModel):
+    max_drawdown_percent: float
+    daily_loss_limit_percent: float
+    position_size_percent: float
+
+
+class PaperTradingSettings(BaseModel):
+    initial_capital: float
+    fee_exchange: str = "coinbase"  # Which exchange's fee model to use
+
+
+class LoggingSettings(BaseModel):
+    level: str
+    dir: str
+    retention_days: int
+
+
+class GeneralSettings(BaseModel):
+    timezone: str = "UTC"
+    theme: str = "dark"
+    currency: str = "USD"
+
+
+class ExchangeCreate(BaseModel):
+    name: str
+    api_key: Optional[str] = None
+    api_secret: Optional[str] = None
+    sandbox: bool = False
+    read_only: bool = True
+    enabled: bool = True
+
+
+class ExchangeUpdate(BaseModel):
+    api_key: Optional[str] = None
+    api_secret: Optional[str] = None
+    sandbox: Optional[bool] = None
+    read_only: Optional[bool] = None
+    enabled: Optional[bool] = None
+
+
+@router.get("/risk")
+async def get_risk_settings():
+    """Get risk management settings."""
+    try:
+        config = get_config()
+        return {
+            "max_drawdown_percent": config.get("risk.max_drawdown_percent", 20.0),
+            "daily_loss_limit_percent": config.get("risk.daily_loss_limit_percent", 5.0),
+            "position_size_percent": config.get("risk.position_size_percent", 2.0),
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.put("/risk")
+async def update_risk_settings(settings: RiskSettings):
+    """Update risk management settings."""
+    try:
+        config = get_config()
+        config.set("risk.max_drawdown_percent", settings.max_drawdown_percent)
+        config.set("risk.daily_loss_limit_percent", settings.daily_loss_limit_percent)
+        config.set("risk.position_size_percent", settings.position_size_percent)
+        config.save()
+        return {"status": "success"}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/paper-trading")
+async def get_paper_trading_settings():
+    """Get paper trading settings."""
+    try:
+        config = get_config()
+        fee_exchange = config.get("paper_trading.fee_exchange", "coinbase")
+        
+        # Get fee rates for current exchange
+        fee_rates = config.get(f"trading.exchanges.{fee_exchange}.fees", 
+                               config.get("trading.default_fees", {"maker": 0.001, "taker": 0.001}))
+        
+        return {
+            "initial_capital": config.get("paper_trading.default_capital", 100.0),
+            "fee_exchange": fee_exchange,
+            "fee_rates": fee_rates,
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.put("/paper-trading")
+async def update_paper_trading_settings(settings: PaperTradingSettings):
+    """Update paper trading settings."""
+    try:
+        config = get_config()
+        config.set("paper_trading.default_capital", settings.initial_capital)
+        config.set("paper_trading.fee_exchange", settings.fee_exchange)
+        config.save()
+        return {"status": "success"}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/paper-trading/fee-exchanges")
+async def get_available_fee_exchanges():
+    """Get available exchange fee models for paper trading."""
+    try:
+        config = get_config()
+        exchanges_config = config.get("trading.exchanges", {})
+        default_fees = config.get("trading.default_fees", {"maker": 0.001, "taker": 0.001})
+        current = config.get("paper_trading.fee_exchange", "coinbase")
+        
+        exchanges = [{"name": "default", "fees": default_fees}]
+        for name, data in exchanges_config.items():
+            if "fees" in data:
+                exchanges.append({
+                    "name": name,
+                    "fees": data["fees"]
+                })
+        
+        return {
+            "exchanges": exchanges,
+            "current": current,
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/paper-trading/reset")
+async def reset_paper_account():
+    """Reset paper trading account."""
+    try:
+        paper_trading = get_paper_trading()
+        # Reset to capital from config
+        success = await paper_trading.reset()
+        if success:
+            return {"status": "success", "message": "Paper account reset successfully"}
+        else:
+            raise HTTPException(status_code=500, detail="Failed to reset paper account")
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/logging")
+async def get_logging_settings():
+    """Get logging settings."""
+    try:
+        config = get_config()
+        return {
+            "level": config.get("logging.level", "INFO"),
+            "dir": config.get("logging.dir", ""),
+            "retention_days": config.get("logging.retention_days", 30),
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.put("/logging")
+async def update_logging_settings(settings: LoggingSettings):
+    """Update logging settings."""
+    try:
+        config = get_config()
+        config.set("logging.level", settings.level)
+        config.set("logging.dir", settings.dir)
+        config.set("logging.retention_days", settings.retention_days)
+        config.save()
+        return {"status": "success"}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/general")
+async def get_general_settings():
+    """Get general settings."""
+    try:
+        config = get_config()
+        return {
+            "timezone": config.get("general.timezone", "UTC"),
+            "theme": config.get("general.theme", "dark"),
+            "currency": config.get("general.currency", "USD"),
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.put("/general")
+async def update_general_settings(settings: GeneralSettings):
+    """Update general settings."""
+    try:
+        config = get_config()
+        config.set("general.timezone", settings.timezone)
+        config.set("general.theme", settings.theme)
+        config.set("general.currency", settings.currency)
+        config.save()
+        return {"status": "success"}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/exchanges")
+async def create_exchange(exchange: ExchangeCreate):
+    """Create a new exchange."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            from src.exchanges.factory import ExchangeFactory
+            from src.exchanges.public_data import PublicDataAdapter
+            
+            # Check if this is a public data exchange
+            adapter_class = None
+            try:
+                if hasattr(ExchangeFactory, '_adapters'):
+                    adapter_class = ExchangeFactory._adapters.get(exchange.name.lower())
+            except:
+                pass
+            is_public_data = adapter_class == PublicDataAdapter if adapter_class else False
+            
+            # Only require API keys for non-public-data exchanges
+            if not is_public_data:
+                if not exchange.api_key or not exchange.api_secret:
+                    raise HTTPException(status_code=400, detail="API key and secret are required")
+            
+            new_exchange = Exchange(
+                name=exchange.name,
+                enabled=exchange.enabled
+            )
+            session.add(new_exchange)
+            await session.flush()
+            
+            # Save credentials
+            key_manager = get_key_manager()
+            key_manager.update_exchange(
+                new_exchange.id,
+                api_key=exchange.api_key or "",
+                api_secret=exchange.api_secret or "",
+                read_only=exchange.read_only if not is_public_data else True,
+                sandbox=exchange.sandbox if not is_public_data else False
+            )
+            
+            await session.commit()
+            return {"id": new_exchange.id, "name": new_exchange.name, "status": "created"}
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.put("/exchanges/{exchange_id}")
+async def update_exchange(exchange_id: int, exchange: ExchangeUpdate):
+    """Update an existing exchange."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Exchange).where(Exchange.id == exchange_id)
+            result = await session.execute(stmt)
+            exchange_obj = result.scalar_one_or_none()
+            if not exchange_obj:
+                raise HTTPException(status_code=404, detail="Exchange not found")
+            
+            key_manager = get_key_manager()
+            credentials = key_manager.get_exchange_credentials(exchange_id)
+            
+            # Update credentials if provided
+            if exchange.api_key is not None or exchange.api_secret is not None:
+                key_manager.update_exchange(
+                    exchange_id,
+                    api_key=exchange.api_key or credentials.get('api_key', ''),
+                    api_secret=exchange.api_secret or credentials.get('api_secret', ''),
+                    read_only=exchange.read_only if exchange.read_only is not None else credentials.get('read_only', True),
+                    sandbox=exchange.sandbox if exchange.sandbox is not None else credentials.get('sandbox', False)
+                )
+            
+            if exchange.enabled is not None:
+                exchange_obj.enabled = exchange.enabled
+                await session.commit()
+            
+            return {"status": "success"}
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.delete("/exchanges/{exchange_id}")
+async def delete_exchange(exchange_id: int):
+    """Delete an exchange."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Exchange).where(Exchange.id == exchange_id)
+            result = await session.execute(stmt)
+            exchange = result.scalar_one_or_none()
+            if not exchange:
+                raise HTTPException(status_code=404, detail="Exchange not found")
+            
+            await session.delete(exchange)
+            await session.commit()
+            return {"status": "success"}
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/exchanges/{exchange_id}/test")
+async def test_exchange_connection(exchange_id: int):
+    """Test exchange connection."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Exchange).where(Exchange.id == exchange_id)
+            result = await session.execute(stmt)
+            exchange = result.scalar_one_or_none()
+            if not exchange:
+                raise HTTPException(status_code=404, detail="Exchange not found")
+            
+            from src.exchanges.factory import ExchangeFactory
+            from src.exchanges.public_data import PublicDataAdapter
+            
+            # Get adapter class safely
+            adapter_class = None
+            try:
+                if hasattr(ExchangeFactory, '_adapters'):
+                    adapter_class = ExchangeFactory._adapters.get(exchange.name.lower())
+            except:
+                pass
+            is_public_data = adapter_class == PublicDataAdapter if adapter_class else False
+            
+            key_manager = get_key_manager()
+            if not is_public_data and not key_manager.get_exchange_credentials(exchange_id):
+                raise HTTPException(status_code=400, detail="No credentials found for this exchange")
+            
+            adapter = ExchangeFactory.create(exchange_id)
+            if adapter and adapter.connect():
+                try:
+                    if is_public_data:
+                        adapter.get_ticker("BTC/USDT")
+                    else:
+                        adapter.get_balance()
+                    return {"status": "success", "message": "Connection successful"}
+                except Exception as e:
+                    return {"status": "error", "message": f"Connected but failed to fetch data: {str(e)}"}
+            else:
+                return {"status": "error", "message": "Failed to connect"}
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))

backend/api/strategies.py

@@ -0,0 +1,310 @@
+"""Strategy API endpoints."""
+
+from typing import List
+from fastapi import APIRouter, HTTPException, Depends
+from sqlalchemy import select
+
+from ..core.dependencies import get_strategy_registry
+from ..core.schemas import (
+    StrategyCreate, StrategyUpdate, StrategyResponse
+)
+from src.core.database import Strategy, get_database
+from src.strategies.scheduler import get_scheduler as _get_scheduler
+
+def get_strategy_scheduler():
+    """Get strategy scheduler instance."""
+    return _get_scheduler()
+
+router = APIRouter()
+
+
+@router.get("/", response_model=List[StrategyResponse])
+async def list_strategies():
+    """List all strategies."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Strategy).order_by(Strategy.created_at.desc())
+            result = await session.execute(stmt)
+            strategies = result.scalars().all()
+            return [StrategyResponse.model_validate(s) for s in strategies]
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/available")
+async def list_available_strategies(
+    registry=Depends(get_strategy_registry)
+):
+    """List available strategy types."""
+    try:
+        return {"strategies": registry.list_available()}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/", response_model=StrategyResponse)
+async def create_strategy(strategy_data: StrategyCreate):
+    """Create a new strategy."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            strategy = Strategy(
+                name=strategy_data.name,
+                description=strategy_data.description,
+                strategy_type=strategy_data.strategy_type,
+                class_name=strategy_data.class_name,
+                parameters=strategy_data.parameters,
+                timeframes=strategy_data.timeframes,
+                paper_trading=strategy_data.paper_trading,
+                schedule=strategy_data.schedule,
+                enabled=False
+            )
+            session.add(strategy)
+            await session.commit()
+            await session.refresh(strategy)
+            return StrategyResponse.model_validate(strategy)
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/{strategy_id}", response_model=StrategyResponse)
+async def get_strategy(strategy_id: int):
+    """Get strategy by ID."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Strategy).where(Strategy.id == strategy_id)
+            result = await session.execute(stmt)
+            strategy = result.scalar_one_or_none()
+            if not strategy:
+                raise HTTPException(status_code=404, detail="Strategy not found")
+            return StrategyResponse.model_validate(strategy)
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.put("/{strategy_id}", response_model=StrategyResponse)
+async def update_strategy(strategy_id: int, strategy_data: StrategyUpdate):
+    """Update a strategy."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Strategy).where(Strategy.id == strategy_id)
+            result = await session.execute(stmt)
+            strategy = result.scalar_one_or_none()
+            if not strategy:
+                raise HTTPException(status_code=404, detail="Strategy not found")
+            
+            if strategy_data.name is not None:
+                strategy.name = strategy_data.name
+            if strategy_data.description is not None:
+                strategy.description = strategy_data.description
+            if strategy_data.parameters is not None:
+                strategy.parameters = strategy_data.parameters
+            if strategy_data.timeframes is not None:
+                strategy.timeframes = strategy_data.timeframes
+            if strategy_data.enabled is not None:
+                strategy.enabled = strategy_data.enabled
+            if strategy_data.schedule is not None:
+                strategy.schedule = strategy_data.schedule
+            
+            await session.commit()
+            await session.refresh(strategy)
+            return StrategyResponse.model_validate(strategy)
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.delete("/{strategy_id}")
+async def delete_strategy(strategy_id: int):
+    """Delete a strategy."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Strategy).where(Strategy.id == strategy_id)
+            result = await session.execute(stmt)
+            strategy = result.scalar_one_or_none()
+            if not strategy:
+                raise HTTPException(status_code=404, detail="Strategy not found")
+            
+            await session.delete(strategy)
+            await session.commit()
+            return {"status": "deleted", "strategy_id": strategy_id}
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/{strategy_id}/start")
+async def start_strategy(strategy_id: int):
+    """Start a strategy manually (bypasses Autopilot)."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Strategy).where(Strategy.id == strategy_id)
+            result = await session.execute(stmt)
+            strategy = result.scalar_one_or_none()
+            if not strategy:
+                raise HTTPException(status_code=404, detail="Strategy not found")
+            
+            # Start strategy via scheduler
+            scheduler = get_strategy_scheduler()
+            scheduler.start_strategy(strategy_id)
+            
+            strategy.running = True  # Only set running, not enabled
+            await session.commit()
+            
+            return {"status": "started", "strategy_id": strategy_id}
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/{strategy_id}/stop")
+async def stop_strategy(strategy_id: int):
+    """Stop a manually running strategy."""
+    try:
+        db = get_database()
+        async with db.get_session() as session:
+            stmt = select(Strategy).where(Strategy.id == strategy_id)
+            result = await session.execute(stmt)
+            strategy = result.scalar_one_or_none()
+            if not strategy:
+                raise HTTPException(status_code=404, detail="Strategy not found")
+            
+            # Stop strategy via scheduler
+            scheduler = get_strategy_scheduler()
+            scheduler.stop_strategy(strategy_id)
+            
+            strategy.running = False  # Only set running, not enabled
+            await session.commit()
+            
+            return {"status": "stopped", "strategy_id": strategy_id}
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/{strategy_type}/optimize")
+async def optimize_strategy(
+    strategy_type: str,
+    symbol: str = "BTC/USD",
+    method: str = "genetic",
+    population_size: int = 50,
+    generations: int = 100
+):
+    """Optimize strategy parameters using genetic algorithm.
+    
+    This endpoint queues an optimization task and returns immediately.
+    Use /api/tasks/{task_id} to monitor progress.
+    
+    Args:
+        strategy_type: Type of strategy to optimize (e.g., 'rsi', 'macd')
+        symbol: Trading symbol for backtesting
+        method: Optimization method ('genetic', 'grid')
+        population_size: Population size for genetic algorithm
+        generations: Number of generations
+        
+    Returns:
+        Task ID for monitoring
+    """
+    try:
+        from src.worker.tasks import optimize_strategy_task
+        
+        # Get parameter ranges for the strategy type
+        registry = get_strategy_registry()
+        strategy_class = registry.get(strategy_type)
+        
+        if not strategy_class:
+            raise HTTPException(status_code=404, detail=f"Strategy type '{strategy_type}' not found")
+        
+        # Default parameter ranges based on strategy type
+        param_ranges = {
+            "rsi": {"period": (5, 50), "overbought": (60, 90), "oversold": (10, 40)},
+            "macd": {"fast_period": (5, 20), "slow_period": (15, 40), "signal_period": (5, 15)},
+            "moving_average": {"short_period": (5, 30), "long_period": (20, 100)},
+            "bollinger_mean_reversion": {"period": (10, 50), "std_dev": (1.5, 3.0)},
+        }.get(strategy_type.lower(), {"period": (10, 50)})
+        
+        # Queue the optimization task
+        task = optimize_strategy_task.delay(
+            strategy_type=strategy_type,
+            symbol=symbol,
+            param_ranges=param_ranges,
+            method=method,
+            population_size=population_size,
+            generations=generations
+        )
+        
+        return {
+            "task_id": task.id,
+            "status": "queued",
+            "strategy_type": strategy_type,
+            "symbol": symbol,
+            "method": method
+        }
+        
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/{strategy_id}/status")
+async def get_strategy_status(strategy_id: int):
+    """Get real-time status of a running strategy.
+    
+    Returns execution info including last tick time, last signal, and stats.
+    """
+    try:
+        scheduler = get_strategy_scheduler()
+        status = scheduler.get_strategy_status(strategy_id)
+        
+        if not status:
+            # Check if strategy exists but isn't running
+            db = get_database()
+            async with db.get_session() as session:
+                stmt = select(Strategy).where(Strategy.id == strategy_id)
+                result = await session.execute(stmt)
+                strategy = result.scalar_one_or_none()
+                
+                if not strategy:
+                    raise HTTPException(status_code=404, detail="Strategy not found")
+                
+                return {
+                    "strategy_id": strategy_id,
+                    "name": strategy.name,
+                    "type": strategy.strategy_type,
+                    "symbol": strategy.parameters.get('symbol') if strategy.parameters else None,
+                    "running": False,
+                    "enabled": strategy.enabled,
+                }
+        
+        return status
+        
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/running/all")
+async def get_all_running_strategies():
+    """Get status of all currently running strategies."""
+    try:
+        scheduler = get_strategy_scheduler()
+        active = scheduler.get_all_active_strategies()
+        return {
+            "total_running": len(active),
+            "strategies": active
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))

backend/api/trading.py

@@ -0,0 +1,206 @@
+"""Trading API endpoints."""
+
+from decimal import Decimal
+from typing import List, Optional
+from fastapi import APIRouter, HTTPException, Depends
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from ..core.dependencies import get_trading_engine, get_db_session
+from ..core.schemas import OrderCreate, OrderResponse, PositionResponse
+from src.core.database import Order, OrderSide, OrderType, OrderStatus
+from src.core.repositories import OrderRepository, PositionRepository
+from src.core.logger import get_logger
+from src.trading.paper_trading import get_paper_trading
+
+router = APIRouter()
+logger = get_logger(__name__)
+
+
+@router.post("/orders", response_model=OrderResponse)
+async def create_order(
+    order_data: OrderCreate,
+    trading_engine=Depends(get_trading_engine)
+):
+    """Create and execute a trading order."""
+    try:
+        # Convert string enums to actual enums
+        side = OrderSide(order_data.side.value)
+        order_type = OrderType(order_data.order_type.value)
+        
+        order = await trading_engine.execute_order(
+            exchange_id=order_data.exchange_id,
+            strategy_id=order_data.strategy_id,
+            symbol=order_data.symbol,
+            side=side,
+            order_type=order_type,
+            quantity=order_data.quantity,
+            price=order_data.price,
+            paper_trading=order_data.paper_trading
+        )
+        
+        if not order:
+            raise HTTPException(status_code=400, detail="Order execution failed")
+        
+        return OrderResponse.model_validate(order)
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/orders", response_model=List[OrderResponse])
+async def get_orders(
+    paper_trading: bool = True,
+    limit: int = 100,
+    db: AsyncSession = Depends(get_db_session)
+):
+    """Get order history."""
+    try:
+        repo = OrderRepository(db)
+        orders = await repo.get_all(limit=limit)
+        # Filter by paper_trading in memory or add to repo method (repo returns all by default currently sorted by date)
+        # Let's verify repo method. It has limit/offset but not filtering.
+        # We should filter here or improve repo. 
+        # For this refactor, let's filter in python for simplicity or assume get_all needs an update.
+        # Ideally, update repo. But strictly following "get_all" contract.
+        
+        filtered = [o for o in orders if o.paper_trading == paper_trading]
+        return [OrderResponse.model_validate(order) for order in filtered]
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/orders/{order_id}", response_model=OrderResponse)
+async def get_order(
+    order_id: int,
+    db: AsyncSession = Depends(get_db_session)
+):
+    """Get order by ID."""
+    try:
+        repo = OrderRepository(db)
+        order = await repo.get_by_id(order_id)
+        if not order:
+            raise HTTPException(status_code=404, detail="Order not found")
+        return OrderResponse.model_validate(order)
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/orders/{order_id}/cancel")
+async def cancel_order(
+    order_id: int,
+    trading_engine=Depends(get_trading_engine)
+):
+    try:
+        # We can use trading_engine's cancel which handles DB and Exchange
+        success = await trading_engine.cancel_order(order_id)
+        
+        if not success:
+            raise HTTPException(status_code=400, detail="Failed to cancel order or order not found")
+            
+        return {"status": "cancelled", "order_id": order_id}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/orders/cancel-all")
+async def cancel_all_orders(
+    paper_trading: bool = True,
+    trading_engine=Depends(get_trading_engine),
+    db: AsyncSession = Depends(get_db_session)
+):
+    """Cancel all open orders."""
+    try:
+        repo = OrderRepository(db)
+        open_orders = await repo.get_open_orders(paper_trading=paper_trading)
+        
+        if not open_orders:
+            return {"status": "no_orders", "cancelled_count": 0}
+        
+        cancelled_count = 0
+        failed_count = 0
+        
+        for order in open_orders:
+            try:
+                if await trading_engine.cancel_order(order.id):
+                    cancelled_count += 1
+                else:
+                    failed_count += 1
+            except Exception as e:
+                logger.error(f"Failed to cancel order {order.id}: {e}")
+                failed_count += 1
+        
+        return {
+            "status": "completed",
+            "cancelled_count": cancelled_count,
+            "failed_count": failed_count,
+            "total_orders": len(open_orders)
+        }
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/positions", response_model=List[PositionResponse])
+async def get_positions(
+    paper_trading: bool = True,
+    db: AsyncSession = Depends(get_db_session)
+):
+    """Get current positions."""
+    try:
+        if paper_trading:
+            paper_trading_sim = get_paper_trading()
+            positions = paper_trading_sim.get_positions()
+            # positions is a List[Position], convert to PositionResponse list
+            position_list = []
+            for pos in positions:
+                # pos is a Position database object
+                current_price = pos.current_price if pos.current_price else pos.entry_price
+                unrealized_pnl = pos.unrealized_pnl if pos.unrealized_pnl else Decimal(0)
+                realized_pnl = pos.realized_pnl if pos.realized_pnl else Decimal(0)
+                position_list.append(
+                    PositionResponse(
+                        symbol=pos.symbol,
+                        quantity=pos.quantity,
+                        entry_price=pos.entry_price,
+                        current_price=current_price,
+                        unrealized_pnl=unrealized_pnl,
+                        realized_pnl=realized_pnl
+                    )
+                )
+            return position_list
+        else:
+            # Live trading positions from database
+            repo = PositionRepository(db)
+            positions = await repo.get_all(paper_trading=False)
+            return [
+                PositionResponse(
+                    symbol=pos.symbol,
+                    quantity=pos.quantity,
+                    entry_price=pos.entry_price,
+                    current_price=pos.current_price or pos.entry_price,
+                    unrealized_pnl=pos.unrealized_pnl,
+                    realized_pnl=pos.realized_pnl
+                )
+                for pos in positions
+            ]
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.get("/balance")
+async def get_balance(paper_trading: bool = True):
+    """Get account balance."""
+    try:
+        paper_trading_sim = get_paper_trading()
+        if paper_trading:
+            balance = paper_trading_sim.get_balance()
+            performance = paper_trading_sim.get_performance()
+            return {
+                "balance": float(balance),
+                "performance": performance
+            }
+        else:
+            # Live trading balance from exchange
+            return {"balance": 0.0, "performance": {}}
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))

backend/api/websocket.py

@@ -0,0 +1,242 @@
+"""WebSocket endpoints for real-time updates."""
+
+from fastapi import APIRouter, WebSocket, WebSocketDisconnect
+from typing import List, Dict, Set, Callable, Optional
+import json
+import asyncio
+from datetime import datetime
+from decimal import Decimal
+from collections import deque
+
+from ..core.schemas import PriceUpdate, OrderUpdate
+from src.data.pricing_service import get_pricing_service
+
+router = APIRouter()
+
+
+class ConnectionManager:
+    """Manages WebSocket connections."""
+    
+
+    def __init__(self):
+        self.active_connections: List[WebSocket] = []
+        self.subscribed_symbols: Set[str] = set()
+        self._pricing_service = None
+        self._price_callbacks: Dict[str, List[Callable]] = {}
+        # Queue for price updates (thread-safe for async processing)
+        self._price_update_queue: deque = deque()
+        self._loop: Optional[asyncio.AbstractEventLoop] = None
+        self._processing_task = None
+    
+    def set_event_loop(self, loop: asyncio.AbstractEventLoop):
+        """Set the event loop for async operations."""
+        self._loop = loop
+    
+    async def start_background_tasks(self):
+        """Start background processing tasks."""
+        if self._processing_task is None or self._processing_task.done():
+            self._processing_task = asyncio.create_task(self._process_queue())
+            print("WebSocket manager background tasks started")
+
+    async def _process_queue(self):
+        """Periodically process price updates from queue."""
+        while True:
+            try:
+                if self._price_update_queue:
+                    # Process up to 10 updates at a time to prevent blocking
+                    for _ in range(10):
+                        if not self._price_update_queue:
+                            break
+                        update = self._price_update_queue.popleft()
+                        await self.broadcast_price_update(
+                            exchange=update["exchange"],
+                            symbol=update["symbol"],
+                            price=update["price"]
+                        )
+                await asyncio.sleep(0.01)  # Check queue frequently but yield
+            except Exception as e:
+                print(f"Error processing price update queue: {e}")
+                await asyncio.sleep(1)
+
+    def _initialize_pricing_service(self):
+        """Initialize pricing service and subscribe to price updates."""
+        if self._pricing_service is None:
+            self._pricing_service = get_pricing_service()
+    
+    def subscribe_to_symbol(self, symbol: str):
+        """Subscribe to price updates for a symbol."""
+        self._initialize_pricing_service()
+        
+        if symbol not in self.subscribed_symbols:
+            self.subscribed_symbols.add(symbol)
+            
+            def price_callback(data):
+                """Callback for price updates from pricing service."""
+                # Store update in queue for async processing
+                update = {
+                    "exchange": "pricing",
+                    "symbol": data.get('symbol', symbol),
+                    "price": Decimal(str(data.get('price', 0)))
+                }
+                self._price_update_queue.append(update)
+                # Note: We rely on the background task to process this queue now
+            
+            self._pricing_service.subscribe_ticker(symbol, price_callback)
+    
+    async def _process_price_update(self, update: Dict):
+        """Process a price update asynchronously.
+        DEPRECATED: Use _process_queue instead.
+        """
+        await self.broadcast_price_update(
+            exchange=update["exchange"],
+            symbol=update["symbol"],
+            price=update["price"]
+        )
+    
+    def unsubscribe_from_symbol(self, symbol: str):
+        """Unsubscribe from price updates for a symbol."""
+        if symbol in self.subscribed_symbols:
+            self.subscribed_symbols.remove(symbol)
+            if self._pricing_service:
+                self._pricing_service.unsubscribe_ticker(symbol)
+    
+    async def connect(self, websocket: WebSocket):
+        """Add WebSocket connection to active connections.
+        
+        Note: websocket.accept() must be called before this method.
+        """
+        self.active_connections.append(websocket)
+        # Ensure background task is running
+        await self.start_background_tasks()
+    
+    def disconnect(self, websocket: WebSocket):
+        """Remove a WebSocket connection."""
+        if websocket in self.active_connections:
+            self.active_connections.remove(websocket)
+    
+    async def broadcast_price_update(self, exchange: str, symbol: str, price: Decimal):
+        """Broadcast price update to all connected clients."""
+        message = PriceUpdate(
+            exchange=exchange,
+            symbol=symbol,
+            price=price,
+            timestamp=datetime.utcnow()
+        )
+        await self.broadcast(message.dict())
+    
+    async def broadcast_order_update(self, order_id: int, status: str, filled_quantity: Decimal = None):
+        """Broadcast order update to all connected clients."""
+        message = OrderUpdate(
+            order_id=order_id,
+            status=status,
+            filled_quantity=filled_quantity,
+            timestamp=datetime.utcnow()
+        )
+        await self.broadcast(message.dict())
+    
+    async def broadcast_training_progress(self, step: str, progress: int, total: int, message: str, details: dict = None):
+        """Broadcast training progress update to all connected clients."""
+        update = {
+            "type": "training_progress",
+            "step": step,
+            "progress": progress,
+            "total": total,
+            "percent": int((progress / total) * 100) if total > 0 else 0,
+            "message": message,
+            "details": details or {},
+            "timestamp": datetime.utcnow().isoformat()
+        }
+        await self.broadcast(update)
+    
+    async def broadcast(self, message: dict):
+        """Broadcast message to all connected clients."""
+        disconnected = []
+        for connection in self.active_connections:
+            try:
+                await connection.send_json(message)
+            except Exception:
+                disconnected.append(connection)
+        
+        # Remove disconnected clients
+        for conn in disconnected:
+            self.disconnect(conn)
+
+
+manager = ConnectionManager()
+
+
+@router.websocket("/")
+async def websocket_endpoint(websocket: WebSocket):
+    """WebSocket endpoint for real-time updates."""
+    # Check origin for CORS before accepting
+    origin = websocket.headers.get("origin")
+    allowed_origins = ["http://localhost:3000", "http://localhost:5173", "http://127.0.0.1:3000", "http://127.0.0.1:5173"]
+    
+    # Allow connections from allowed origins or if no origin header (direct connections, testing)
+    # Relaxed check: Log warning but allow if origin doesn't match, to prevent disconnection issues in some environments
+    if origin and origin not in allowed_origins:
+        print(f"Warning: WebSocket connection from unknown origin: {origin}")
+        # We allow it for now to fix disconnection issues, but normally we might block
+        # await websocket.close(code=1008, reason="Origin not allowed")
+        # return
+    
+    # Accept the connection
+    await websocket.accept()
+    
+    try:
+        # Connect to manager (starts background tasks if needed)
+        await manager.connect(websocket)
+        
+        subscribed_symbols = set()
+        
+        while True:
+            # Receive messages from client (for subscriptions, etc.)
+            data = await websocket.receive_text()
+            try:
+                message = json.loads(data)
+                
+                # Handle subscription messages
+                if message.get("type") == "subscribe":
+                    symbol = message.get("symbol")
+                    if symbol:
+                        subscribed_symbols.add(symbol)
+                        manager.subscribe_to_symbol(symbol)
+                        await websocket.send_json({
+                            "type": "subscription_confirmed",
+                            "symbol": symbol
+                        })
+                
+                elif message.get("type") == "unsubscribe":
+                    symbol = message.get("symbol")
+                    if symbol and symbol in subscribed_symbols:
+                        subscribed_symbols.remove(symbol)
+                        manager.unsubscribe_from_symbol(symbol)
+                        await websocket.send_json({
+                            "type": "unsubscription_confirmed",
+                            "symbol": symbol
+                        })
+                
+                else:
+                    # Default acknowledgment
+                    await websocket.send_json({"type": "ack", "message": "received"})
+                    
+            except json.JSONDecodeError:
+                await websocket.send_json({"type": "error", "message": "Invalid JSON"})
+            except Exception as e:
+                # Don't send internal errors to client in production, but okay for debugging
+                await websocket.send_json({"type": "error", "message": str(e)})
+                
+    except WebSocketDisconnect:
+        # Clean up subscriptions
+        for symbol in subscribed_symbols:
+            manager.unsubscribe_from_symbol(symbol)
+        manager.disconnect(websocket)
+    except Exception as e:
+        manager.disconnect(websocket)
+        print(f"WebSocket error: {e}")
+        # Only close if not already closed
+        try:
+            await websocket.close(code=1011)
+        except Exception:
+            pass
+