# Stock-Manager Blueprint (Expansion 2026)
Welcome to the **PM-MCP Stock-Manager** expansion project. This folder contains the comprehensive technical research and build plans for a professional-grade US stock automated trading system.
## 📁 Document Index
1. **[Build Architecture](file:///wsl.localhost/Ubuntu/home/surplus96/projects/PM-MCP/stock-manager/01_build_architecture.md)**
- Details the FastAPI + Next.js + InfluxDB tech stack.
- Modular microservice design for high availability.
2. **[APIs & Environment List](file:///wsl.localhost/Ubuntu/home/surplus96/projects/PM-MCP/stock-manager/02_apis_and_environment.md)**
- Comparison of Alpaca, Polygon.io, and SEC Edgar.
- Cloud infrastructure (AWS) and containerization rules.
3. **[Trading Algorithms](file:///wsl.localhost/Ubuntu/home/surplus96/projects/PM-MCP/stock-manager/03_trading_algorithms.md)**
- Quantitative strategies combining Technical, Fundamental, and Macro indicators.
- Performance evaluation metrics (Sharpe, Sortino, Drawdown).
## 🚀 Vision
The **Stock-Manager** is not just a bot; it is an AI-powered ecosystem that:
- **Analyzes** like a Quant (Technical + Fundamental).
- **Monitors** like a Professional (Real-time Dashboards).
- **Researches** like an Expert (AI Agent integration).
- **Executes** like a Machine (Emotionless order management).
## 🛠 Next Steps (Phase 4)
- [ ] Initialize the Next.js frontend structure.
- [ ] Set up the FastAPI backend skeleton with Redis integration.
- [ ] Implement the Alpha Vantage / Finnhub data fetching modules.
- [ ] Integrate the PM-MCP AI Agent for side-bar stock research.
---
*Created as part of the PM-MCP Project Upgrade 2026.*
