Trading Assistant

Trading Assistant is an application designed to provide a user-friendly interface for managing hedged portfolios with Interactive Brokers (IBKR). Connecting via the IBKR REST API, this tool empowers users to efficiently monitor and manage overall portfolio risk by visualizing real-time risk curves and key portfolio Greeks—including delta, charm, vega, and theta. By delivering real-time risk analytics in a clear format, Trading Assistant enables users to quickly assess their portfolio’s risk profile and make well-informed adjustments to maintain their desired level of risk exposure.

It is a modern Windows application built with C#, .NET and WinUI, designed to provide advanced trading functionalities by integrating with Interactive Brokers via Web API. The solution is modular, leveraging best practices in dependency injection, configuration, and logging, and is structured for maintainability and extensibility.

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Table of Contents

• Features
• Solution Structure
• Getting Started
• Configuration
• Logging
• Testing
• Contributing
• Feedback or Questions?

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Features

• WinUI Desktop Application: Modern, responsive UI for Windows 10/11.
• Interactive Brokers Integration: Real-time trading, account management, and market data via IB Client Portal API.
• Dependency Injection: Built on Microsoft.Extensions.DependencyInjection for flexible service management.
• Configuration: Supports layered configuration via appsettings.json and user-specific overrides.
• Structured Logging: Uses Serilog for robust, rolling file logging.
• Unit Testing: MSTest-based tests for core logic.

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Solution Structure

The solution is organized into the following projects:

Project	Description
App	Main WinUI application, entry point, and DI setup.
AppCore	Core logic, shared utilities, and abstractions.
InteractiveBrokers	Integration layer for Interactive Brokers API (REST and WebSocket).
AppCore.Tests	Unit tests for AppCore using MSTest.

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Getting Started

Prerequisites

• Windows 10/11 (minimum version 10.0.17763.0)
• .NET 9 SDK
• Visual Studio 2022 (with .NET Desktop and WinUI workloads)

Build & Run

Clone the repository:

git clone https://github.com/petrochuk/Trading-Assistant.git

Open the solution in Visual Studio:

To run the application, press F5 in Visual Studio or use the Start button.

Configuration

Configuration is managed via appsettings.json and appsettings.Debug.json. The application supports layered configuration, allowing you to override settings in appsettings.Debug.json for development purposes.

Logging

Logging is handled using Serilog, with configuration defined in appsettings.json. The application logs to a rolling file located in the Logs directory. You can customize the logging level and output format in the configuration files.

Testing

Unit tests are located in the AppCore.Tests project. To run the tests, open the Test Explorer in Visual Studio and execute all tests. The tests use MSTest framework and cover core functionalities of the application.

Contributing

We welcome contributions to the Trading Assistant project! If you would like to contribute, please follow these steps:

• Fork the repository on GitHub.
• Create a new branch for your feature or bug fix.
• Make your changes and commit them with clear messages.
• Push your changes to your forked repository.
• Open a pull request against the main branch of the original repository.

Feedback or Questions?

If you have any feedback or questions, please feel free to open an issue on GitHub, reach out to via email or Microsoft Teams.