Setup

Setup Guide

This guide walks through the process of setting up the Trading System for development and production use.

Prerequisites

• .NET 6.0 SDK or later
• Docker and Docker Compose
• Git
• PostgreSQL (for development)
• Visual Studio 2022 or VS Code with C# extensions

Development Setup

1. Clone the Repository

   git clone <repository-url>
   cd tradingsystem

2. Database Setup

   # Initialize development database
   cd scripts
   ./init-dev-db.sql

3. Configuration

   • Copy appsettings.json.example to appsettings.json
   • Update PostgreSQL connection strings
   • Configure exchange API credentials

4. Build the Solution

   dotnet restore
   dotnet build

5. Run Tests

   dotnet test

Docker Deployment

1. Build Docker Images

   docker-compose build

2. Start Services

   # Development
   docker-compose up -d
   
   # Production
   docker-compose -f docker-compose.yml -f docker-compose.prod.yml up -d

3. Verify Deployment

   • Access monitoring: http://localhost:3000 (Grafana)
   • Check health endpoints: http://localhost:8080/health

Monitoring Setup

1. Grafana

   • Default credentials in grafana/grafana.ini
   • Pre-configured dashboards in grafana/provisioning/dashboards
   • Data sources in grafana/provisioning/datasources

2. Prometheus

   • Configuration in prometheus/prometheus.yml
   • Alert rules in prometheus/alerts
   • Recording rules in prometheus/rules

Exchange Configuration

1. TradingView Setup

   • Configure API credentials in settings
   • Set up webhook endpoints
   • Configure rate limits

2. Tradovate Setup

   • Set up API access
   • Configure account credentials
   • Set trading permissions

Development Tools

Recommended VS Code extensions:

• C# Dev Kit
• Docker
• REST Client
• GitLens

Troubleshooting

Common issues and solutions:

1. Database Connection

   • Verify PostgreSQL connection strings
   • Check PostgreSQL service status
   • Confirm database user permissions
   • Verify database exists and is accessible

2. Docker Issues

   • Clear Docker cache
   • Check Docker logs
   • Verify port availability

3. Build Errors

   • Clear NuGet cache
   • Restore packages
   • Check SDK version

Environment Variables

Key environment variables:

ASPNETCORE_ENVIRONMENT=Development
POSTGRES_CONNECTION=
EXCHANGE_API_KEY=
EXCHANGE_API_SECRET=
MONITORING_ENABLED=true

Next Steps

1. Review the Architecture documentation
2. Explore available Components
3. Set up your development environment
4. Run the sample strategies