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Widget Inventory

The Trading Assistant application is built around a widget-based architecture, providing modular and reusable UI components for different trading functionalities.

📊 Overview Dashboard

Implementation Status

CategoryCompletePartialPlannedTotal
Customer Widgets7007
Admin Widgets4004
Total110011

API Integration Status

StatusCountPercentage
✅ Real API1091%
⚠️ Mock API19%
Total11100%

Deployment Status

All 11 widgets are live in production 🟢


🗂️ Widget Master List

#Widget NameTypeStatusAPIPages
01WatchlistCustomer✅ CompleteReal/app/watchlist
02PortfolioCustomer✅ CompleteReal/app/positions
03DailyPulseCustomer✅ CompleteReal/app/today
04PerformanceChartCustomer✅ CompleteReal/app/today, /app/performance
05PortfolioComparisonCustomer✅ CompleteReal/dashboard/portfolios
06PortfolioRecommendationsCustomer✅ Complete⚠️ Mock/dashboard/portfolios
07QualityGatesCustomer✅ CompleteReal/dashboard/quality-gates
08UserManagementAdmin✅ CompleteReal/admin/users
09SystemMonitoringAdmin✅ CompleteMock/admin/monitoring
10AuditLogsAdmin✅ CompleteMock/admin/logs
11ApplicationSettingsAdmin✅ CompleteMock/admin/settings

📦 Customer Widgets (7)

01 - Watchlist Widget

Track favorite symbols with real-time prices and custom alerts

Key Features: Add/Remove symbols • Real-time prices • Sort & filter • Multi-language • Responsive

02 - Portfolio Widget

Display portfolio positions with real-time P&L tracking

Key Features: Position list • P&L calculations • Sector allocation • Multi-portfolio • CSV export

03 - DailyPulse Widget

Morning briefing with market overview and AI insights

Key Features: Market summary • Portfolio snapshot • Top movers • AI insights • Recommendations

04 - PerformanceChart Widget

Visual portfolio performance tracking over time

Key Features: Interactive charts • Multiple timeframes • Benchmark comparison • Real-time updates

05 - PortfolioComparison Widget

Side-by-side comparison of multiple portfolios

Key Features: Multi-portfolio metrics • Performance comparison • Risk analysis • Allocation breakdown

06 - PortfolioRecommendations Widget

AI-powered portfolio optimization suggestions

Key Features: Rebalancing suggestions • Risk analysis • Sector diversification • Action buttons Note: ⚠️ Currently using mock data

07 - QualityGates Widget

Display stock quality screening results

Key Features: Multi-stage gates • Filterable • Sortable • Real-time data • Quality metrics


🛠️ Admin Widgets (4)

08 - UserManagement Widget

Comprehensive user administration interface

Key Features: User CRUD • Role management • Impersonate mode • Search & filter • Status management

09 - SystemMonitoring Widget

Real-time system health and performance metrics

Key Features: CPU/Memory monitoring • API health checks • Database metrics • Alert thresholds Note: ⚠️ Currently using mock data

10 - AuditLogs Widget

Track all user actions and system events

Key Features: Filterable logs • Searchable • Export functionality • Pagination Note: ⚠️ Currently using mock data

11 - ApplicationSettings Widget

Global application configuration management

Key Features: System settings • API config • Feature flags • Notifications • Security settings Note: ⚠️ Currently using mock data


🏗️ Widget Architecture

MFE Pattern (Micro-Frontend)

Each widget follows the MFE pattern for maximum modularity:

Structure:

/widget-name/
├── Widget.svelte # Main component
├── widget.service.ts # API/data layer
├── widget.store.ts # State management
├── widget.types.ts # TypeScript types
└── components/ # Sub-components

Benefits: Self-contained • Independent testing • Reusable • Clear separation of concerns


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