1. OPTIMYZER SYSTEM ARCHITECTURE & OVERVIEW

PLATFORM CORE

OPTIMYZER is an institutional-grade trading intelligence platform engineered for multi-asset traders. Built on a high-throughput FastAPI asynchronous backend, Jinja2 dynamic rendering frontend, and multi-exchange REST failovers, OPTIMYZER delivers sub-second risk calculations, automated Weinstein Stage Analysis, options volatility analytics, and real-time digital asset liquidity mapping.

Unified Order Routing Gateway

All signal executions—whether initiated via the UI Action Card, automated webhooks, or scanner evaluations—are processed through a single order engine (`services/order_router.py`), enforcing risk checks, position sizing, and dual sandbox/live broker dispatch.

Multi-Horizon Failover Architecture

Data feeds dynamically fall back across Coinbase, Bybit, CoinGecko, Gate.io, and DefiLlama endpoints to maintain uninterrupted uptime and eliminate single-point API throttling liabilities.

2. CONTROL CENTER (/dashboard)

MACRO & PORTFOLIO HEALTH

The Control Center provides high-level situational awareness, blending macroeconomic risk metrics with active account health indicators.

Core Operating Features

Systemic Risk Gauge: Analyzes broad market volatility, market breadth, and index moving average positioning to set capital allocation thresholds.
Portfolio Capital Summary: Real-time tracking of combined Live Broker balances and Forward-Test Sandbox equity curves.
Top Alpha Opportunities: Direct highlight list of high-confluence Stage 2 breakouts generated by the background discovery engine.

User Workflow Guide

1

Check the Systemic Risk Gauge before opening new positions to establish exposure limits.

2

Review the Top Alpha Opportunities cards and click Evaluate to launch an Action Card.

3. WATCHLIST HUB (/watchlist)

CUSTOM ASSET TRACKING

Organize, tag, and monitor priority asset pools across custom focus categories (Core Focus, Breakouts, Crypto Watch).

Core Operating Features

Multi-Watchlist Tab System: Categorize assets by sector, timeframe bias, or asset class.
Stage & RS Metrics: Live visual tags indicating current Weinstein Stage (1 through 4) and Relative Strength vs SPY/BTC.
One-Click Action Trigger: Evaluate any watchlist asset directly inside the Alpha Brief modal without leaving the page.

User Workflow Guide

1

Use the search bar or modal to append new ticker symbols to target lists.

2

Filter by Stage 2 Advancing to isolate high-momentum continuation candidates.

4. DISCOVERY SCANNER (/scanner)

STAGE ANALYSIS ENGINE

An automated screening matrix that scans multi-asset market universes for Stage 2 breakouts, volume squeezes, and moving average cross-confluences.

Core Operating Features

Weinstein Stage Classifier: Automatically categorizes setups into Stage 1 (Base), Stage 2 (Advancing), Stage 3 (Top), or Stage 4 (Declining).
Multi-Horizon Confluence Scoring: Validates breakouts across 15M, 1H, 4H, and 1D timeframes simultaneously.
Integrated Trade Execution: Directly transfers pre-calculated Entry, Stop-Loss, and Take-Profit values to the execution router.

User Workflow Guide

1

Select market universe filter (US Equities, Mega-Cap Tech, Perps).

2

Click Evaluate on a Stage 2 candidate to inspect technical confluence checkmarks inside the Alpha Brief.

3

Adjust position budget, select target environment (Sandbox/Live), and confirm order execution.

5. CRYPTO INTELLIGENCE CORNER (/crypto)

24/7 DIGITAL ASSET RADAR

Keyless, institutional digital asset monitoring engine providing derivatives positioning, seasonality matrices, and orderbook liquidity density heatmaps.

Core Operating Features

4-KPI Top Banner: Real-time tracking of Fear & Greed Index, BTC Dominance %, ETH Dominance %, and DeFi Total Value Locked (TVL).
Perpetual Derivatives Radar: Live 8-hour perpetual funding rates, annualized yield spreads, and positioning bias alerts across major perpetual contracts.
Monthly Seasonality Matrix: Historical percentage return grid (2013–2026) featuring monthly averages and medians.
TradingView Liquidity Heatmap: Real-time TradingView candlestick chart overlaid with dynamic, Python-calculated Upper Short and Lower Long liquidation pool magnet lines.

User Workflow Guide

1

Check perpetual funding rates on Tab 1 for negative values indicating short squeeze potential.

2

Navigate to Tab 3 (Liquidity Heatmap) to locate high-density liquidation magnet clusters relative to spot price before entering orders.

6. TERMINAL CHART HUB (/charts)

INTERACTIVE TECHNICAL ANALYSIS

Pro-grade charting environment built on TradingView integration, offering multi-indicator overlays, draw tools, and seamless Alpha Brief side-docking.

Core Operating Features

Multi-Interval Toggle: Instant switching between Scalp (15m), Swing (1d), and Macro (1w) charts.
Custom Indicator Preset Stack: Pre-configured moving average ribbons (20, 50, 200 EMA), Relative Strength Index (RSI), and Volume Profile.
URL Query Parameter Sync: Launch any asset chart directly via query string (e.g., `/charts?symbol=NVDA`).

User Workflow Guide

1

Enter ticker in the symbol lookup header.

2

Use drawing tools to map key horizontal support/resistance levels.

7. OPTIONS ENGINE (/options)

DERIVATIVES & VOLATILITY ANALYTICS

Advanced options pricing, implied volatility skew mapping, unusual option flow detection, and real-time Greek calculation engine.

Core Operating Features

Unusual Options Flow Scanner: Highlights institutional call/put block sweeps and aggressive premium flow.
IV Skew & Surface Map: Visualizes implied volatility curvature across expiration cycles to identify mispriced options.
Options Strategy Builder: Real-time risk graph generator for Long Calls, Vertical Spreads, Iron Condors, and Straddles.

User Workflow Guide

1

Input target symbol to load options chain and implied volatility metrics.

2

Select expiration date and strike prices to evaluate Delta, Gamma, Theta, and Vega exposure before routing.

8. POSITIONS VAULT (/positions)

EXECUTION & RISK MANAGEMENT

Dual-vault position management system providing clear segregation between Live Broker executions and Forward-Test Sandbox trades.

Core Operating Features

Dual Tab Workspace: Separate views for Live Positions and Forward-Test Sandbox trades.
Dynamic PnL & Trailing Stops: Real-time unrealized mark-to-market performance updates with interactive Stop-Loss/Take-Profit adjustment sliders.
One-Click Liquidation: Instantly close individual positions or trigger a global panic exit to preserve capital.

User Workflow Guide

1

Toggle between Live and Sandbox tabs to review open exposure.

2

Click Edit Risk on any open trade to update stop-loss levels or lock in partial profits.

9. SETTINGS VAULT (/settings)

SECURITY & API GATEWAY

Manage API integration keys, default trade risk sizing, webhook authentication secrets, and dark/light UI theme preferences.

Core Operating Features

Broker API Vault: Encrypted storage for live brokerage credentials and API tokens.
Risk Rule Configurator: Set maximum portfolio drawdown limits, default position budget allocations, and stop-loss percentages.
Webhook Secret Manager: Generate secure tokens for external TradingView alert integration.

User Workflow Guide

1

Enter your default trade budget ($500, $1,000, etc.) to auto-fill execution forms across the platform.

2

Generate a Webhook Secret Token to authenticate automated TradingView signal dispatches.