📈 Options Analytics & Trading Bot

A high-performance Discord bot for real-time options analysis, strategy execution, and mean reversion signals.

Built with Java Spring Boot, AWS Lambda, PostgreSQL, and the Charles Schwab API.

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🎬 Demo

Real-time SPX straddle pricing, quantitative indicators, and portfolio management via Discord

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🚀 Key Features

• Real-Time Data: Integrates with Charles Schwab Developer API for execution-grade option chain data (SPX, SPY, etc.).
• Quantitative Indicators:
  • Z-Score & Mean Reversion: Calculates statistical deviations using 1-year lookback.
  • Half-Life Estimation: Uses Ornstein-Uhlenbeck Process (in Python/Lambda) to predict reversion time.
  • Autocorrelation (ACF): Validates signal strength.
• Discord Commands:
  • !strad <dte>: Get pricing for ATM Straddles (0-3 DTE).
  • /indicator <ticker>: Fetch quant signals analysis.
  • /portfolio: Track open positions and P&L.
• Microservices Architecture:
  • Core: Java Agent (Discord/JDA + Spring Boot).
  • Compute: Python AWS Lambda (NumPy/Pandas) for heavy math.
  • Database: Railway-managed PostgreSQL.

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🏗️ Architecture

graph TD
    User((User)) -->|Commands| Discord[Discord Bot]
    Discord -->|Events| Java[Spring Boot Service]
    
    subgraph "Backend Services (Railway)"
        Java -->|Option Chains| Schwab[Schwab API]
        Java -->|Market Data| Polygon[Polygon.io]
        Java -->|Store/Retrieve| DB[(PostgreSQL)]
    end
    
    subgraph "Quantitative Engine (AWS)"
        Java -->|HTTP Request| APIGateway[API Gateway]
        APIGateway --> Lambda[Python Lambda]
        Lambda -->|Math/Stats| YF[Yahoo Finance Data]
    end

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🛠️ Technology Stack

• Language: Java 17 (Spring Boot 3), Python 3.11
• Cloud: AWS Lambda, Railway (PaaS)
• Database: PostgreSQL (Hibernate/JPA)
• APIs:
  • Charles Schwab: OAuth2-protected real-time options.
  • Discord (JDA): User interface.
  • Polygon.io: Stock data backup.

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🔧 Setup & Configuration

Prerequisites

• Java 17+
• Maven
• Schwab Developer Account (App Key & Secret)

Environment Variables

Variable	Description
DISCORD_TOKEN	Discord Bot Token
SCHWAB_CLIENT_ID	Schwab App Key
SCHWAB_CLIENT_SECRET	Schwab App Secret
SCHWAB_REFRESH_TOKEN	OAuth2 Refresh Token (7-day validity)
DATABASE_URL	PostgreSQL Connection String
LAMBDA_API_KEY	Secure key for AWS Lambda comms

Running Locally

# Clone the repo
git clone https://github.com/your-repo/deal-api.git

# Build with Maven
mvn clean install

# Run
java -jar target/deal-api-0.0.1-SNAPSHOT.jar

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🔌 API Integration Details

The bot handles the complex Schwab OAuth2 Flow:

1. Uses a manually obtained Refresh Token.
2. Automatically fetches a new Access Token every 30 minutes.
3. Requests Option Chains via /marketdata/v1/chains.

(See SchwabApiService.java for implementation details)

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🛡️ Security

• No API keys are committed to Git.
• Secrets are managed via Railway Variables and GitHub Secrets.
• Lambda endpoints are protected by X-API-Key headers.

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📄 License

MIT License. Not financial advice. Use at your own risk.