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Surface get_trade_recommendation in the Security Detail UI #69

@JohnFunkCode

Description

@JohnFunkCode

What

Surface the composite trade recommendation (get_trade_recommendation) in the WebUI, within the Security Detail panels for a specific security. Today this — arguably the most powerful synthesis tool in the system — is reachable only via MCP and REST, with no UI presence.

Why

get_trade_recommendation synthesizes the full analysis suite (RSI, MACD, Stochastic, Bollinger, volume, candlesticks, dark pool, short interest, bid/ask spread, unusual calls, delta-adjusted OI, options positioning, stop-loss, news sentiment) into a single actionable call with entry, target, stop, position size, and risk/reward. It's the natural "bottom line" a user wants when looking at one security, but right now they have to drop to Claude/MCP to get it. The capabilities matrix flags it as MCP/REST-only ("Most powerful synthesis tool; locked out of REST/WebUI" — now REST-exposed, still no UI).

Good news: the backend already exists

The REST endpoint is live — GET /api/securities/<ticker>/recommendation?capital=<n> — so this is primarily frontend work: call the endpoint and render it in a Security Detail panel. No new service/route needed.

Suggested UI placement

The Security Detail page already has tabs (Price & MAs, Technical Analysis, Options Chain, Options Analytics, Options Performance, Signals). Options:

  • A new "Recommendation" tab (or "Trade Setup"), or
  • A summary card at the top of the detail view that's always visible (since it's the synthesized bottom line), with the contributing signals linking down to the existing Signals/Technical tabs.

(Design decision for the implementer / a quick design pass.)

Content to render

  • Headline recommendation (e.g. BUY / HOLD / AVOID) + conviction/score
  • Entry, target, stop levels and risk/reward
  • Position size for a given capital (expose the capital query param as an input, defaulting to the documented $5,000)
  • The per-signal score breakdown that drives the verdict (so the user can see why)

Dependencies / caveats

Acceptance

  • Trade recommendation visible in Security Detail for a given ticker
  • Shows verdict, entry/target/stop, risk/reward, and position size (capital input)
  • Signal breakdown is viewable
  • Loads without blocking the rest of the detail view; graceful loading/error/timeout states
  • Update docs/capabilities-matrix.md (removes a WebUI gap)

Related: #65 (tool timeout), #67 (capabilities-matrix UI-gap audit), #68 (cache-warming job).

🤖 Generated with Claude Code

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