# SoftTrader Backend

A .NET 10 Web API backend for a lite Bloomberg-style terminal. Provides live and historical equity data via Interactive Brokers, AI-driven news sentiment analysis using FinBERT, configurable price alerts, and supporting services like weather and chart annotations.

## Prerequisites

- [.NET 10 SDK](https://dotnet.microsoft.com/download)
- [PostgreSQL](https://www.postgresql.org/)
- [Interactive Brokers Gateway](https://www.interactivebrokers.com/en/trading/ibgateway-stable.php) running on `127.0.0.1:4002`
- FinBERT ONNX model files in `AIModels/finbert/` (`model.onnx`, `vocab.txt`, tokenizer configs)

## Getting Started

1. **Configure the database** — update the connection string in `appsettings.json`:
   ```json
   "ConnectionStrings": {
     "MarketDataDb": "Host=127.0.0.1;Port=5432;Database=softtraderbackend_pricedata;Username=postgres;Password=<your-password>"
   }
   ```

2. **Start IB Gateway** — the application connects on startup and will exit if the connection fails.

3. **Run the application:**
   ```bash
   dotnet run
   ```
   The API starts on `http://localhost:5000` by default.

4. **Swagger UI** is available at `/swagger` for interactive API exploration (no API key required).

## Authentication

All API endpoints (except Swagger) require an API key via the `X-Api-Key` header. Keys are validated against PostgreSQL.

## API Endpoints

### Market Data — `/api/market`

| Method | Route | Description |
|--------|-------|-------------|
| GET | `/live/{symbol}` | Live quote from IB Gateway |
| GET | `/historical` | Historical OHLCV bars (configurable duration, bar size, data type) |
| GET | `/historical-line` | Historical line data |
| GET | `/symbol-check/{symbol}` | Validate a ticker symbol |
| GET | `/last-trading-day` | Last trading day for a symbol |

### News Sentiment — `/api/news-sentiment`

| Method | Route | Description |
|--------|-------|-------------|
| GET | `/` | Analyze sentiment for a keyword (fetches Google News RSS, scores with FinBERT) |
| GET | `/feed` | Personalized news feed based on user interests |
| GET | `/refresh` | Refresh sentiment data for all of a user's tracked symbols/topics |

### Alerts — `/api/alerts`

| Method | Route | Description |
|--------|-------|-------------|
| POST | `/create` | Create a price alert |
| GET | `/list` | List all alerts for a user |
| GET | `/triggered` | List triggered alerts for a user |
| DELETE | `/delete` | Delete an alert |

**Alert types:** `price_threshold`, `percent_change`, `price_spike`, `trailing_price`

Alerts are evaluated by a background service every minute during market hours (Mon–Fri, 6 AM – 2 PM Pacific).

### User Interests — `/api/user-interest`

| Method | Route | Description |
|--------|-------|-------------|
| GET | `/fetch` | Get a user's tracked symbols or topics |
| POST | `/add` | Add a symbol or topic |
| DELETE | `/remove` | Remove a symbol or topic |

### Annotations — `/api/annotations`

| Method | Route | Description |
|--------|-------|-------------|
| GET | `/fetch` | Get saved chart annotations for a user/symbol |
| POST | `/save` | Save chart annotations |
| DELETE | `/delete` | Delete chart annotations |

### Weather — `/api/weather`

| Method | Route | Description |
|--------|-------|-------------|
| PUT | `/set-location` | Set a user's city (geocoded) |
| GET | `/current` | Get current weather for a user's saved location |

## Architecture

```
Backend/
├── Controller/          # REST API controllers
├── ServiceHandler/      # Business logic (market data, news, alerts, weather)
├── DatabaseHandler/     # PostgreSQL data access via Npgsql (no ORM)
├── Interface/           # Store and service abstractions
├── Middleware/           # API key auth, global exception filter
├── MarketDataRequest/   # IB Gateway integration and request/response models
└── AIModels/finbert/    # FinBERT ONNX model and tokenizer files
```

## Background Services

- **AlertEvaluationService** — polls active alerts every minute during market hours and evaluates them against live prices
- **NewsSentimentRefreshService** — periodically refreshes news sentiment data for tracked interests

## Dependencies

| Package | Purpose |
|---------|---------|
| `Microsoft.ML.OnnxRuntime` | FinBERT model inference |
| `Npgsql` | PostgreSQL driver |
| `Swashbuckle.AspNetCore` | Swagger / OpenAPI |
| `twsapi` (project ref) | Interactive Brokers TWS API client |