TradIQ An AI-Assisted Paper-Trading and Portfolio Analysis Platform

This paper presented an Intelligent Paper-Trading and Portfolio Analysis Platform that combines simulated trading, portfolio management, risk analysis, transaction-cost calculation, and AI-assisted financial analysis in one system.   The proposed platform is divided into three main modes: Invest, Trade, and Analyze. Invest mode provides basic investment and portfolio features. Trade mode provides simulated market and order functionality. Analyze mode provides portfolio analysis, risk analysis, financial research, and AI-assisted explanations.   The system also separates application authentication from real-time socket activity. The application handles login and token-related operations, while a separate socket authentication mechanism is used for WebSocket-based activity.   The paper-trading engine maintains the relationship between orders, transactions, holdings, and portfolio values. The portfolio engine calculates average cost, portfolio value, gross P&L, and net P&L. The risk engine checks how a proposed order can change portfolio exposure before the simulated order is executed.   One important part of the proposed system is the separation of financial calculations from AI-generated explanations. Values such as portfolio value, holdings, transaction values, and P&L should be calculated by the application services. The AI layer can then use these verified values to generate explanations in natural language.   The proposed evaluation includes functional testing, financial calculation accuracy, portfolio-risk accuracy, order-processing latency, AI grounding, and ablation testing of the major components.   At the current stage, the complete experimental evaluation is still part of the development process. Therefore, this paper does not claim specific improvements in trading performance or AI accuracy without actual experimental results. The next step is to complete the implementation, prepare the evaluation dataset, perform the planned experiments, and analyze the obtained results.

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