week4: ai stock trading
This commit is contained in:
Omar Marie
549
week4/community-contributions/ai_stock_trading/main_app.py
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549
week4/community-contributions/ai_stock_trading/main_app.py
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"""
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Main Streamlit Application for AI Stock Trading with Sharia Compliance
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"""
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import streamlit as st
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import pandas as pd
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import os
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from dotenv import load_dotenv
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# Import our custom tools
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from tools.fetching import stock_fetcher, get_available_stocks
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from tools.analysis import stock_analyzer
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from tools.trading_decisions import trading_engine
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from tools.sharia_compliance import sharia_checker
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from tools.charting import chart_generator
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# Load environment variables
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load_dotenv()
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# Page configuration
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st.set_page_config(
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page_title="AI Stock Trading & Sharia Compliance",
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page_icon="📈",
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layout="wide",
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initial_sidebar_state="expanded"
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)
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class StockTradingApp:
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def __init__(self):
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self.initialize_session_state()
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self.setup_sidebar()
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def initialize_session_state(self):
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if 'selected_country' not in st.session_state:
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st.session_state.selected_country = 'USA'
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if 'selected_stock' not in st.session_state:
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st.session_state.selected_stock = None
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if 'stock_data' not in st.session_state:
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st.session_state.stock_data = {}
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if 'chat_history' not in st.session_state:
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st.session_state.chat_history = []
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if 'current_page' not in st.session_state:
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st.session_state.current_page = 'home'
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def setup_sidebar(self):
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with st.sidebar:
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st.title("🏛️ Navigation")
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page = st.radio(
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"Select Page:",
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["🏠 Home", "💬 Chat Interface", "📊 Dashboard"],
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key="page_selector"
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)
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page_mapping = {
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"🏠 Home": "home",
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"💬 Chat Interface": "chat",
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"📊 Dashboard": "dashboard"
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}
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st.session_state.current_page = page_mapping[page]
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st.divider()
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self.render_stock_selector()
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st.divider()
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self.show_api_status()
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def render_stock_selector(self):
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st.subheader("🌍 Stock Selection")
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countries = ['USA', 'Egypt']
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selected_country = st.selectbox(
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"Select Country:",
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countries,
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index=countries.index(st.session_state.selected_country),
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key="country_selector"
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)
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if selected_country != st.session_state.selected_country:
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st.session_state.selected_country = selected_country
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st.session_state.selected_stock = None
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available_stocks = get_available_stocks(selected_country)
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if available_stocks:
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stock_names = list(available_stocks.keys())
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current_index = 0
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if st.session_state.selected_stock:
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current_symbol = st.session_state.selected_stock
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for i, (name, symbol) in enumerate(available_stocks.items()):
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if symbol == current_symbol:
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current_index = i
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break
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selected_stock_name = st.selectbox(
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"Select Stock:",
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stock_names,
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index=current_index,
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key="stock_selector"
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)
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selected_symbol = available_stocks[selected_stock_name]
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if selected_symbol != st.session_state.selected_stock:
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st.session_state.selected_stock = selected_symbol
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st.session_state.stock_data = {}
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st.session_state.chat_history = []
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if st.session_state.selected_stock:
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st.success(f"Selected: {selected_stock_name} ({selected_symbol})")
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else:
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st.error(f"No stocks available for {selected_country}")
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def show_api_status(self):
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st.subheader("API Used")
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openai_key = os.getenv('OPENAI_API_KEY')
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if openai_key:
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st.success("✅ OpenAI Connected")
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else:
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st.error("❌ Not Connected")
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def run(self):
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st.title("🤖 AI Stock Trading")
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st.markdown("*Intelligent stock analysis with Islamic finance compliance*")
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if st.session_state.current_page == 'home':
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self.render_home_page()
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elif st.session_state.current_page == 'chat':
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self.render_chat_page()
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elif st.session_state.current_page == 'dashboard':
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self.render_dashboard_page()
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def render_home_page(self):
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st.header("🏠 Welcome to AI Stock Trading Platform")
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st.markdown("""
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Get intelligent stock analysis with Islamic finance compliance checking.
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Select a country and stock from the sidebar to begin.
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**Key Features:**
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- 📊 Real-time stock analysis with advanced indicators
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- 🤖 AI-powered trading recommendations
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- ☪️ Sharia compliance assessment
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- 💬 Natural language chat interface
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**Supported Markets:** 🇺🇸 USA | 🇪🇬 Egypt
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*Disclaimer: For educational purposes only. Not financial advice.*
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""")
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if st.session_state.selected_stock:
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st.divider()
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st.subheader(f"📊 Quick Analysis: {st.session_state.selected_stock}")
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with st.spinner("Loading quick analysis..."):
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self.show_quick_analysis()
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def show_quick_analysis(self):
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symbol = st.session_state.selected_stock
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country = st.session_state.selected_country
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try:
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data = stock_fetcher.fetch_stock_data(symbol, period="1mo")
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stock_info = stock_fetcher.get_stock_info(symbol, country)
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if not data.empty:
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col1, col2, col3, col4 = st.columns(4)
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current_price = data['Close'].iloc[-1]
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price_change = data['Close'].iloc[-1] - data['Close'].iloc[-2] if len(data) > 1 else 0
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price_change_pct = (price_change / data['Close'].iloc[-2] * 100) if len(data) > 1 else 0
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with col1:
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formatted_price = stock_fetcher.format_price_with_currency(current_price, country)
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price_change_str = f"{price_change:+.2f} ({price_change_pct:+.1f}%)"
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st.metric("Current Price", formatted_price, price_change_str)
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with col2:
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high_52w = stock_info.get('fifty_two_week_high', 0)
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formatted_high = stock_fetcher.format_price_with_currency(high_52w, country)
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st.metric("52W High", formatted_high)
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with col3:
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low_52w = stock_info.get('fifty_two_week_low', 0)
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formatted_low = stock_fetcher.format_price_with_currency(low_52w, country)
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st.metric("52W Low", formatted_low)
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with col4:
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market_cap = stock_info.get('market_cap', 0)
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currency = stock_fetcher.get_market_currency(country)
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if market_cap > 1e9:
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if currency == 'EGP':
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market_cap_str = f"{market_cap/1e9:.1f}B EGP"
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else:
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market_cap_str = f"${market_cap/1e9:.1f}B"
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elif market_cap > 1e6:
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if currency == 'EGP':
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market_cap_str = f"{market_cap/1e6:.1f}M EGP"
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else:
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market_cap_str = f"${market_cap/1e6:.1f}M"
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else:
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if currency == 'EGP':
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market_cap_str = f"{market_cap:,.0f} EGP"
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else:
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market_cap_str = f"${market_cap:,.0f}"
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st.metric("Market Cap", market_cap_str)
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st.info(f"**{stock_info.get('company_name', 'N/A')}** | "
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f"Sector: {stock_info.get('sector', 'N/A')} | "
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f"Industry: {stock_info.get('industry', 'N/A')}")
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except Exception as e:
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st.error(f"Error loading quick analysis: {str(e)}")
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def load_stock_analysis(self, symbol: str):
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try:
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country = st.session_state.selected_country
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data = stock_fetcher.fetch_stock_data(symbol, period="1y")
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stock_info = stock_fetcher.get_stock_info(symbol, country)
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analysis = stock_analyzer.analyze_stock(data)
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trading_decision = trading_engine.get_trading_recommendation(symbol, analysis, stock_info)
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sharia_compliance = sharia_checker.check_sharia_compliance(symbol, stock_info, analysis)
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st.session_state.stock_data[symbol] = {
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'data': data,
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'stock_info': stock_info,
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'analysis': analysis,
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'trading_decision': trading_decision,
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'sharia_compliance': sharia_compliance
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}
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except Exception as e:
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st.error(f"Error loading analysis for {symbol}: {str(e)}")
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def render_chat_page(self):
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st.header("💬 AI Stock Analysis Chat")
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if not st.session_state.selected_stock:
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st.warning("⚠️ Please select a stock from the sidebar to start chatting.")
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return
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symbol = st.session_state.selected_stock
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st.info(f"💬 Chatting about: **{symbol}**")
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if symbol not in st.session_state.stock_data:
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with st.spinner("Loading stock data and analysis..."):
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self.load_stock_analysis(symbol)
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self.render_chat_interface()
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def render_chat_interface(self):
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symbol = st.session_state.selected_stock
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if st.session_state.chat_history:
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for message in st.session_state.chat_history:
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if message['role'] == 'user':
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st.chat_message("user").write(message['content'])
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else:
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st.chat_message("assistant").write(message['content'])
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else:
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welcome_msg = f"""
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👋 Hello! I'm your AI stock analysis assistant. I can help you with:
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• **Technical Analysis** of {symbol}
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• **Trading Recommendations** (Buy/Hold/Sell)
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• **Sharia Compliance** assessment
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• **Risk Analysis** and market insights
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What would you like to know about {symbol}?
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"""
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st.chat_message("assistant").write(welcome_msg)
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user_input = st.chat_input("Ask me anything about this stock...")
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if user_input:
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st.session_state.chat_history.append({'role': 'user', 'content': user_input})
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with st.spinner("Analyzing..."):
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ai_response = self.generate_ai_response(user_input, symbol)
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st.session_state.chat_history.append({'role': 'assistant', 'content': ai_response})
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st.rerun()
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st.subheader("🚀 Quick Actions")
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col1, col2, col3, col4 = st.columns(4)
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with col1:
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if st.button("📊 Get Analysis"):
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self.add_analysis_to_chat(symbol)
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st.rerun()
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with col2:
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if st.button("💰 Trading Rec"):
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self.add_trading_to_chat(symbol)
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st.rerun()
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with col3:
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if st.button("☪️ Sharia Check"):
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self.add_sharia_to_chat(symbol)
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st.rerun()
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with col4:
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if st.button("🎯 Price Target"):
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self.add_target_to_chat(symbol)
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st.rerun()
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def generate_ai_response(self, user_input: str, symbol: str) -> str:
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try:
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from openai import OpenAI
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client = OpenAI(api_key=os.getenv('OPENAI_API_KEY'))
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# Check if user is asking about Sharia compliance
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sharia_keywords = ['sharia', 'halal', 'haram', 'islamic', 'muslim', 'compliant', 'permissible', 'forbidden']
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is_sharia_query = any(keyword in user_input.lower() for keyword in sharia_keywords)
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stock_data = st.session_state.stock_data.get(symbol, {})
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analysis = stock_data.get('analysis', {})
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trading_decision = stock_data.get('trading_decision', {})
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stock_info = stock_data.get('stock_info', {})
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country = st.session_state.selected_country
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# Format price with proper currency
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current_price = analysis.get('current_price', 0)
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formatted_price = stock_fetcher.format_price_with_currency(current_price, country)
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# Base context without Sharia info
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context = f"""
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You are analyzing {symbol} ({stock_info.get('company_name', 'N/A')}).
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Current Price: {formatted_price}
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Return: {analysis.get('total_return_pct', 0):.2f}%
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Recommendation: {trading_decision.get('recommendation', 'N/A')}
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Sector: {stock_info.get('sector', 'N/A')}
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User Question: {user_input}
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Provide helpful analysis based on the available data.
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"""
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# Add Sharia context only if user asks about it
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if is_sharia_query:
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# Load Sharia compliance if not already loaded
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if symbol not in st.session_state.stock_data or 'sharia_compliance' not in st.session_state.stock_data[symbol]:
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with st.spinner("Loading Sharia compliance analysis..."):
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self.load_stock_analysis(symbol)
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sharia_compliance = st.session_state.stock_data.get(symbol, {}).get('sharia_compliance', {})
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context += f"""
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SHARIA COMPLIANCE ANALYSIS:
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Ruling: {sharia_compliance.get('ruling', 'N/A')}
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Confidence: {sharia_compliance.get('confidence', 0)*100:.0f}%
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Reasoning: {sharia_compliance.get('reasoning', 'N/A')}
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Focus your response on Islamic finance principles and Sharia compliance.
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"""
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response = client.chat.completions.create(
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model="gpt-4o-mini",
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messages=[
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{"role": "system", "content": "You are a financial advisor and Islamic finance expert."},
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{"role": "user", "content": context}
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],
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temperature=0.7,
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max_tokens=400
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)
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return response.choices[0].message.content
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except Exception as e:
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return f"Sorry, I'm having trouble right now. Error: {str(e)}"
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def add_analysis_to_chat(self, symbol: str):
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stock_data = st.session_state.stock_data.get(symbol, {})
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analysis = stock_data.get('analysis', {})
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if analysis:
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summary = stock_analyzer.get_analysis_summary(analysis)
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st.session_state.chat_history.append({
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'role': 'assistant',
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'content': f"📊 **Analysis Summary for {symbol}:**\n\n{summary}"
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})
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def add_trading_to_chat(self, symbol: str):
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stock_data = st.session_state.stock_data.get(symbol, {})
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trading_decision = stock_data.get('trading_decision', {})
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stock_info = stock_data.get('stock_info', {})
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country = st.session_state.selected_country
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if trading_decision:
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rec = trading_decision.get('recommendation', 'HOLD')
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conf = trading_decision.get('confidence', 0)
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# Handle confidence as percentage if it's already 0-100, or as decimal if 0-1
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if conf <= 1.0:
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conf_pct = conf * 100
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else:
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conf_pct = conf
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reason = trading_decision.get('reasoning', 'No reasoning available')
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price_target = trading_decision.get('price_target')
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stop_loss = trading_decision.get('stop_loss')
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time_horizon = trading_decision.get('time_horizon', 'medium')
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risk_level = trading_decision.get('risk_level', 'medium')
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# Clean reasoning - remove JSON artifacts
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if reason.startswith('```json') or reason.startswith('{'):
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# Extract readable content from malformed JSON
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if 'reasoning' in reason:
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try:
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import re
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reasoning_match = re.search(r'"reasoning"\s*:\s*"([^"]+)"', reason)
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if reasoning_match:
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reason = reasoning_match.group(1)
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else:
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reason = "Technical analysis suggests this recommendation based on current market conditions."
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except:
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reason = "Technical analysis suggests this recommendation based on current market conditions."
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# Format the message professionally
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message_parts = [
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f"💰 **Trading Recommendation: {rec}**",
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f"📊 **Confidence Level:** {conf_pct:.0f}%",
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f"⏱️ **Time Horizon:** {time_horizon.title()}-term",
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f"⚠️ **Risk Level:** {risk_level.title()}",
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"",
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f"**Analysis:**",
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reason
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]
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# Add price targets if available
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if price_target:
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formatted_target = stock_fetcher.format_price_with_currency(price_target, country)
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message_parts.append(f"🎯 **Price Target:** {formatted_target}")
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if stop_loss:
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formatted_stop = stock_fetcher.format_price_with_currency(stop_loss, country)
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message_parts.append(f"🛡️ **Stop Loss:** {formatted_stop}")
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message_parts.append("")
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message_parts.append("*This is not financial advice. Please do your own research and consult with a financial advisor.*")
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message = "\n".join(message_parts)
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st.session_state.chat_history.append({'role': 'assistant', 'content': message})
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def add_sharia_to_chat(self, symbol: str):
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stock_data = st.session_state.stock_data.get(symbol, {})
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sharia_compliance = stock_data.get('sharia_compliance', {})
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if sharia_compliance:
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summary = sharia_checker.get_compliance_summary(sharia_compliance)
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st.session_state.chat_history.append({
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'role': 'assistant',
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'content': f"☪️ **Sharia Compliance:**\n\n{summary}"
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||||
})
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|
||||
def add_target_to_chat(self, symbol: str):
|
||||
stock_data = st.session_state.stock_data.get(symbol, {})
|
||||
trading_decision = stock_data.get('trading_decision', {})
|
||||
analysis = stock_data.get('analysis', {})
|
||||
|
||||
current = analysis.get('current_price', 0)
|
||||
target = trading_decision.get('price_target')
|
||||
stop = trading_decision.get('stop_loss')
|
||||
|
||||
message = f"🎯 **Current Price:** ${current:.2f}\n"
|
||||
if target:
|
||||
upside = ((target - current) / current) * 100
|
||||
message += f"**Target:** ${target:.2f} ({upside:+.1f}%)\n"
|
||||
if stop:
|
||||
downside = ((stop - current) / current) * 100
|
||||
message += f"**Stop Loss:** ${stop:.2f} ({downside:+.1f}%)"
|
||||
|
||||
st.session_state.chat_history.append({'role': 'assistant', 'content': message})
|
||||
|
||||
def render_dashboard_page(self):
|
||||
st.header("📊 Dashboard")
|
||||
|
||||
if not st.session_state.selected_stock:
|
||||
st.warning("⚠️ Please select a stock from the sidebar.")
|
||||
return
|
||||
|
||||
symbol = st.session_state.selected_stock
|
||||
country = st.session_state.selected_country
|
||||
|
||||
if symbol not in st.session_state.stock_data:
|
||||
with st.spinner("Loading analysis..."):
|
||||
self.load_stock_analysis(symbol)
|
||||
|
||||
stock_data = st.session_state.stock_data.get(symbol, {})
|
||||
if not stock_data:
|
||||
st.error("Failed to load data.")
|
||||
return
|
||||
|
||||
analysis = stock_data.get('analysis', {})
|
||||
trading_decision = stock_data.get('trading_decision', {})
|
||||
sharia_compliance = stock_data.get('sharia_compliance', {})
|
||||
data = stock_data.get('data')
|
||||
|
||||
# KPIs at the top
|
||||
col1, col2, col3, col4, col5 = st.columns(5)
|
||||
|
||||
with col1:
|
||||
current_price = data['Close'].iloc[-1]
|
||||
formatted_price = stock_fetcher.format_price_with_currency(current_price, country)
|
||||
st.metric("💰 Current Price", formatted_price)
|
||||
|
||||
with col2:
|
||||
total_return = analysis.get('total_return_pct', 0)
|
||||
st.metric("Total Return", f"{total_return:.2f}%")
|
||||
|
||||
with col3:
|
||||
rec = trading_decision.get('recommendation', 'HOLD')
|
||||
conf = trading_decision.get('confidence', 0) * 100
|
||||
st.metric("Recommendation", rec, f"{conf:.0f}% confidence")
|
||||
|
||||
with col4:
|
||||
ruling = sharia_compliance.get('ruling', 'UNCERTAIN')
|
||||
sharia_conf = sharia_compliance.get('confidence', 0) * 100
|
||||
st.metric("Sharia Status", ruling, f"{sharia_conf:.0f}% confidence")
|
||||
|
||||
with col5:
|
||||
volatility = analysis.get('volatility_annualized', 0)
|
||||
st.metric("Volatility", f"{volatility:.1f}%")
|
||||
|
||||
st.divider()
|
||||
|
||||
# Charts section
|
||||
|
||||
# First row: Risk Analysis and Trading Signals
|
||||
col1, col2 = st.columns(2)
|
||||
|
||||
with col1:
|
||||
risk_fig = chart_generator.create_risk_analysis_chart(analysis, symbol)
|
||||
st.plotly_chart(risk_fig, use_container_width=True)
|
||||
|
||||
with col2:
|
||||
signals_fig = chart_generator.create_trading_signals_chart(data, analysis, trading_decision, symbol)
|
||||
st.plotly_chart(signals_fig, use_container_width=True)
|
||||
|
||||
# Second row: Price Chart (full width)
|
||||
price_fig = chart_generator.create_price_chart(data, symbol, analysis)
|
||||
st.plotly_chart(price_fig, use_container_width=True)
|
||||
|
||||
|
||||
|
||||
def main():
|
||||
app = StockTradingApp()
|
||||
app.run()
|
||||
|
||||
if __name__ == "__main__":
|
||||
main()
|
||||
Reference in New Issue
Block a user