Comprehensive feature overview for RiskOptimizer v1.0.0.
- Core Features
- Risk Analysis Features
- Portfolio Management Features
- AI/ML Features
- Blockchain Features
- Infrastructure Features
| Feature | Short description | Module / File | CLI flag / API | Example (path) | Notes |
|---|---|---|---|---|---|
| REST API | Flask-based REST API with Swagger docs | code/backend/app.py |
API endpoints | /api/v1/* |
JWT authentication |
| Web Dashboard | React-based web interface | web-frontend/ |
npm start |
http://localhost:3000 |
Responsive design |
| Mobile App | React Native mobile app | mobile-frontend/ |
npm run android/ios |
- | iOS & Android support |
| Authentication | JWT-based auth with refresh tokens | code/backend/src/api/controllers/auth_controller.py |
/api/v1/auth/* |
USAGE.md | Secure token management |
| Database | SQLite/PostgreSQL support | code/backend/src/infrastructure/database/ |
ENV: DB_USE_SQLITE |
- | Connection pooling |
| Caching | Redis-based caching layer | code/backend/src/infrastructure/cache/ |
ENV: REDIS_HOST |
- | Optional, improves performance |
| Feature | Short description | Module / File | CLI flag / API | Example (path) | Notes |
|---|---|---|---|---|---|
| Value at Risk (VaR) | Historical & parametric VaR calculation | code/backend/src/domain/services/risk_service.py |
/api/v1/risk/var |
examples/BASIC_USAGE.md | 95%, 99% confidence levels |
| Conditional VaR | Expected shortfall calculation | code/backend/src/domain/services/risk_service.py |
/api/v1/risk/cvar |
examples/BASIC_USAGE.md | Also known as Expected Shortfall |
| Sharpe Ratio | Risk-adjusted return metric | code/backend/src/domain/services/risk_service.py |
/api/v1/risk/sharpe-ratio |
examples/BASIC_USAGE.md | Configurable risk-free rate |
| Maximum Drawdown | Peak-to-trough decline calculation | code/backend/src/domain/services/risk_service.py |
/api/v1/risk/max-drawdown |
examples/BASIC_USAGE.md | Recovery period tracking |
| Correlation Matrix | Asset correlation analysis | code/risk_models/risk_analysis.py |
Python lib | examples/BASIC_USAGE.md | Pandas-based calculation |
| Monte Carlo VaR | Simulation-based VaR | code/risk_models/risk_analysis.py |
Python lib | examples/BASIC_USAGE.md | 10,000+ simulations |
| GARCH Volatility | Time-series volatility forecasting | code/risk_models/risk_analysis.py |
Python lib | examples/ADVANCED_FEATURES.md | GARCH(1,1) model |
| Stress Testing | Extreme scenario analysis | code/risk_models/risk_analysis.py |
Python lib | examples/ADVANCED_FEATURES.md | Configurable shock multiplier |
| Efficient Frontier | Optimal portfolio combinations | code/backend/src/domain/services/risk_service.py |
/api/v1/risk/efficient-frontier |
examples/ADVANCED_FEATURES.md | MPT-based optimization |
| Risk Metrics Bundle | Comprehensive risk dashboard | code/backend/src/domain/services/risk_service.py |
/api/v1/risk/metrics |
examples/BASIC_USAGE.md | All metrics in one call |
| Feature | Short description | Module / File | CLI flag / API | Example (path) | Notes |
|---|---|---|---|---|---|
| Create Portfolio | Create and save portfolios | code/backend/src/api/controllers/portfolio_controller.py |
/api/v1/portfolio |
USAGE.md | Multi-asset support |
| Update Portfolio | Modify existing portfolios | code/backend/src/api/controllers/portfolio_controller.py |
/api/v1/portfolio/{id} |
USAGE.md | Versioning support |
| Delete Portfolio | Remove portfolios | code/backend/src/api/controllers/portfolio_controller.py |
/api/v1/portfolio/{id} |
USAGE.md | Soft delete |
| List Portfolios | Get user portfolios | code/backend/src/api/controllers/portfolio_controller.py |
/api/v1/portfolio/user/{id} |
USAGE.md | Pagination support |
| Blockchain Sync | Sync with blockchain ledger | code/backend/src/api/controllers/portfolio_controller.py |
/api/v1/portfolio/address/{addr} |
examples/ADVANCED_FEATURES.md | Web3 integration |
| Asset Allocation | Visual allocation breakdown | web-frontend/src/components/dashboard/AssetAllocation.jsx |
Web UI | - | Interactive charts |
| Performance Tracking | Historical performance | web-frontend/src/components/dashboard/PerformanceChart.jsx |
Web UI | - | Time-series visualization |
| Feature | Short description | Module / File | CLI flag / API | Example (path) | Notes |
|---|---|---|---|---|---|
| Portfolio Optimization | AI-powered allocation | code/ai_models/optimization_model.py |
/api/v1/monitoring/optimize |
examples/AI_OPTIMIZATION.md | TensorFlow/PyTorch |
| Risk Prediction | ML-based risk forecasting | code/risk_models/ml_risk_models.py |
Python lib | examples/AI_OPTIMIZATION.md | LSTM, GRU models |
| Market Prediction | Time-series forecasting | code/ai_models/ai_analytics.py |
Python lib | examples/AI_OPTIMIZATION.md | Multi-step ahead prediction |
| Anomaly Detection | Unusual pattern detection | code/risk_models/ml_risk_models.py |
Python lib | examples/AI_OPTIMIZATION.md | Isolation Forest, Autoencoder |
| Model Training | Train custom models | code/ai_models/training_scripts/ |
./scripts/model_training.sh |
CLI.md | Configurable hyperparameters |
| Model Evaluation | Performance metrics | code/ai_models/training_scripts/ |
./scripts/model_training.sh --evaluate-only |
CLI.md | MAE, RMSE, R² |
| Extreme Value Theory | Tail risk modeling | code/risk_models/extreme_value_theory.py |
Python lib | examples/ADVANCED_FEATURES.md | GEV, POT methods |
| Feature | Short description | Module / File | CLI flag / API | Example (path) | Notes |
|---|---|---|---|---|---|
| Portfolio Tracker | On-chain portfolio storage | code/blockchain/contracts/PortfolioTracker.sol |
Smart contract | examples/ADVANCED_FEATURES.md | Ethereum/Solidity |
| Risk Management | On-chain risk calculation | code/blockchain/contracts/RiskManagement.sol |
Smart contract | examples/ADVANCED_FEATURES.md | Chainlink oracle integration |
| Web3 Integration | Python blockchain interface | code/blockchain/web3_integration.py |
Python lib | examples/ADVANCED_FEATURES.md | web3.py wrapper |
| Transaction History | Immutable audit trail | code/blockchain/contracts/PortfolioTracker.sol |
Smart contract events | - | Event logging |
| Contract Deployment | Deploy to networks | code/blockchain/ |
npx hardhat deploy |
CLI.md | Localhost, testnet, mainnet |
| Contract Testing | Smart contract tests | code/blockchain/tests/ |
npx hardhat test |
CLI.md | Truffle/Hardhat tests |
| Feature | Short description | Module / File | CLI flag / API | Example (path) | Notes |
|---|---|---|---|---|---|
| Docker Support | Containerized deployment | docker-compose.yml |
docker-compose up |
INSTALLATION.md | All services |
| Celery Tasks | Async task processing | code/backend/src/tasks/ |
celery worker |
CLI.md | Redis broker |
| Health Checks | Service status monitoring | code/backend/app.py |
/health |
API.md | DB & cache status |
| Performance Monitoring | Prometheus metrics | code/backend/src/utils/performance.py |
/api/v1/monitoring/* |
API.md | Admin only |
| Error Handling | Structured error responses | code/backend/src/api/middleware/error_middleware.py |
All endpoints | API.md | Standard format |
| Rate Limiting | Request throttling | code/backend/src/api/middleware/rate_limit_middleware.py |
All API endpoints | API.md | 60/min default |
| Logging | Structured logging | code/backend/src/core/logging.py |
Application-wide | - | structlog-based |
| CORS | Cross-origin support | code/backend/app.py |
API-wide | - | Configurable origins |
| API Documentation | Swagger/OpenAPI | code/backend/app.py |
/apidocs |
http://localhost:5000/apidocs | Interactive docs |
| CI/CD Pipeline | Automated testing & deployment | .github/workflows/ |
GitHub Actions | - | Test, lint, deploy |
| Pre-commit Hooks | Code quality gates | .pre-commit-config.yaml |
Git hooks | CLI.md | Formatting, linting |
| Feature | Short description | Module / File | CLI flag / API | Example (path) | Notes |
|---|---|---|---|---|---|
| Unit Tests | Component-level tests | code/backend/tests/ |
./scripts/run_tests.sh |
CLI.md | pytest-based |
| Integration Tests | End-to-end workflows | code/backend/tests/integration/ |
./scripts/run_tests.sh |
CLI.md | Multi-component tests |
| Frontend Tests | React component tests | web-frontend/__tests__/ |
npm test |
CLI.md | Jest + React Testing Library |
| Contract Tests | Smart contract tests | code/blockchain/tests/ |
npx hardhat test |
CLI.md | Hardhat framework |
| Coverage Reports | Test coverage metrics | code/backend/tests/ |
./scripts/run_tests.sh --coverage |
CLI.md | 85%+ coverage |
| Load Testing | Performance benchmarks | code/backend/tests/integration/ |
Python lib | - | Concurrent requests |
| Feature | Short description | Module / File | CLI flag / API | Example (path) | Notes |
|---|---|---|---|---|---|
| Setup Scripts | Environment setup | scripts/setup_environment.sh |
Shell script | CLI.md | One-command setup |
| Code Quality | Linting & formatting | scripts/code_quality.sh |
Shell script | CLI.md | flake8, ESLint, Prettier |
| Deployment | Multi-environment deploy | scripts/deploy.sh |
Shell script | CLI.md | dev/staging/prod |
| Model Training | AI model training | scripts/model_training.sh |
Shell script | CLI.md | Custom datasets |
- API.md - Complete API reference
- USAGE.md - Usage examples
- ARCHITECTURE.md - System architecture
- examples/ - Detailed feature examples