robinhood-options-mobile

RealizeAlpha

Use Cases

A better options UI view for Robinhood users.
Ability to make better trades.
Price Targets: AI-driven price target recommendations with confidence scoring and rationale.
Enhanced portfolio management with advanced analytics.
Simplified trading for beginners with guided workflows.
Centralized view for stocks, options, and crypto assets.
Integration with brokerage accounts for real-time data.
AI-driven insights and recommendations.
- Note: AI portfolio prompts now include per-account cash and a total cash summary when available.
Historical data analysis for informed decision-making.
Cross-platform access for iOS and Android users.
Community-driven features for shared insights and discussions.
Enhanced security and privacy for user data.
Watchlist Management: Comprehensive tools to create, edit, and manage custom watchlists with real-time data tracking.
Advanced charting tools for technical analysis.
Generative Actions: AI-driven actions and insights directly within the UI for enhanced decision making.
Instrument Charting: Advanced charting capabilities on instrument details pages, including benchmark comparisons with configurable date ranges and interactive technical overlays (SMA, EMA, VWAP, Bollinger Bands).
Instrument Notes: Private, persistent trading journal per instrument with Markdown support and AI-Assisted Drafting.
Multi-indicator correlated trade signals (19 technical indicators: Price Movement, RSI with divergence, Market Direction, Volume, MACD, Bollinger Bands, Stochastic, ATR, OBV, VWAP, ADX, Williams %R, Ichimoku Cloud, CCI, Parabolic SAR, ROC, Chaikin Money Flow, Fibonacci Retracements, Pivot Points) with confidence-scored pattern detection (Classic & Candlestick), weighted signal strength visualization, and sparkline previews.
Integration with social media for sentiment analysis.
Futures position monitoring with enriched contract/product metadata and real-time Open P&L calculation.
Futures Auto-Trading: Automated futures strategy execution with settings, performance tracking, activity logs, and emergency stop controls.
Custom Indicators: Create and integrate personalized technical indicators into the trading system.
Trading Strategies: Switch between pre-defined trading styles (e.g., Momentum, Mean Reversion) instantly.
Advanced Exit Strategies: Implement Partial, Time-Based, and Market Close exits for precise trade management.
Correlation Analysis: Portfolio diversification analysis with correlation matrix heatmap.
Stock Universe: Monitoring of S&P 500 and popular high-volume stocks with automated database seeding.
Alpha Factor Discovery: Research engine to discovering predictive alpha factors by analyzing correlation with future returns.
ML Optimization: Benefit from Machine Learning enhanced signal accuracy.
Copy Trading Dashboard: Centralized hub for managing copy trading activities and history.
Approval Workflow: Review and approve auto-generated copy trade requests.
Inverse Copying & Exit Strategies: Contrarian copy mode and automated risk management (TP/SL) for copied trades.
Option Chain Screener: Advanced filtering (Greeks, IV) and AI-powered contract recommendations.
Strategy Builder: Construct complex multi-leg options strategies (Spreads, Straddles) with visual analysis.
Advanced Order Types: Execute Trailing Stop, Stop-Limit, and Time-in-Force (GTC, IOC, etc.) orders for better risk management.
Trade Signal Notifications: Configurable push notifications for trade signals with filtering by type, symbol, and confidence. New: Rich notifications with charts and actionable data.
Crypto Trading: Dedicated interface for trading cryptocurrencies with advanced order management.
Home Widgets: iOS Home Screen widgets for portfolio, watchlists, and trade signals.
Custom Alerts: Configurable price and event-based alerts for instruments and portfolio events.
Order Templates: Save and reuse order configurations for faster execution.
Multi-Account Aggregation: Support for viewing aggregated positions across multiple brokerage accounts with navigation controls.
Mobile CI/CD: Standardized build and deployment workflows for iOS and Android.
RiskGuard: Advanced risk validation for manual and automated trading, including Dynamic Position Sizing.
Schwab Integration: Seamless integration with Schwab brokerage accounts for enhanced trading capabilities.
Fidelity Integration: Manual import of positions and history via CSV files.
Options Flow Analysis: Real-time monitoring of institutional option orders with 30+ smart flags (Whale, Sweep, etc.) and visual indicators. New: Option Flow alerts and a dedicated notifications feed.
Market Data Providers Research: Comparative analysis of equities, options, and futures data vendors.
Options/Futures API Endpoints: Survey of broker and market data APIs for derivatives coverage.
Databento vs. Twelve Data: Vendor comparison on latency, coverage, and pricing.
Twelve Data Migration: Migration plan and phased rollout strategy for market data ingestion.
Risk Heatmap: Interactive treemap visualization of portfolio exposure and performance with sector/symbol grouping and smart “Others” aggregation.
Portfolio Analytics: Professional-grade dashboard with Sharpe, Sortino, Alpha, Beta, and other advanced risk/return metrics compared against major benchmarks (SPY, QQQ, DIA, IWM, and Custom Tickers). New: Export analytics data to CSV.
Trade Signals Widget: Dedicated home screen widget for viewing and filtering real-time trade signals.
Premium Features: Subscription management for accessing advanced tools like Trade Signals.
Tax Loss Harvesting: Intelligent tool to identify and realize losses for tax optimization, featuring seasonality awareness and smart visibility rules.
Portfolio Rebalancing: Interactive tool to manage asset and sector allocation with visual drift analysis, precision target editing, and actionable buy/sell recommendations. New: AI Asset Allocation providing personalized portfolio weighting recommendations based on user risk profiles. Enhanced UI with dual views (Asset/Sector), smart presets, drift indicators, and theme-aware charts, plus scheduled rebalancing with macro guidance.
Group Watchlists: Collaborative instrument lists for Investor Groups.
Group Performance Analytics: Leaderboards and aggregated performance metrics for investor groups.
ESG Scoring: Comprehensive Environmental, Social, and Governance scoring for individual instruments and portfolio-wide weighted averages to align investments with values.
AI Trading Coach: Behavioral analysis tool that assigns a Trader Archetype and Discipline Score based on execution history. Features Coaching Personas (Drill Sergeant, Zen Master), Sub-score breakdowns (Risk, Consistency), and an Accountability Loop with tracked challenges.
Sentiment Analysis: Visualize market mood (Bullish/Bearish/Neutral) with a dedicated dashboard and card widget.
Insider Activity: Track officer and director trading behavior with detailed Buy/Sell transaction analysis.
Institutional Ownership: Monitor top institutional holders, position changes, and smart money flow sentiment.
Paper Trading: Comprehensive simulation environment. New: AI Portfolio Analysis and interactive Allocation Charts.
Macro Assessment: Real-time market risk evaluation (Risk On/Off) analyzing VIX, yields, and trend with a dedicated dashboard for deeper analysis.
Deep Linking & Referrals: Seamless navigation into the app from external links with a built-in referral tracking system for user growth.
Investment Profile Feature

This feature adds investment profile configuration to user settings, allowing users to specify their investment goals, time horizon, risk tolerance, and portfolio value. These preferences are then integrated into AI Portfolio Recommendations to provide personalized financial advice.

Model changes

Added optional fields on the User model: investmentGoals, timeHorizon, riskTolerance, totalPortfolioValue.

AI integration

GenerativeService.portfolioPrompt() now accepts a user parameter and includes an “Investment Profile” section when available.
The prompt also includes per-account cash (portfolioCash) and an aggregated total cash across accounts when user.accounts is present.

UI

New Investment Profile Settings widget under user settings for editing goals, time horizon, risk tolerance, and portfolio value.

Developer notes

The AI generation pipelines accept an optional user parameter and pass it through to generateContent().
When user is not provided, behavior is backward compatible.

Trade Signals Feature

The Trade Signals feature provides AI-powered automatic trading capabilities using agentic trading with multi-indicator correlation and risk assessment.

Key Components

Multi-Indicator Correlation: Analyzes 19 technical indicators (Price Movement, RSI, Market Direction, Volume, MACD, Bollinger Bands, Stochastic, ATR, OBV, VWAP, ADX, Williams %R, Ichimoku Cloud, CCI, Parabolic SAR, ROC, Chaikin Money Flow, Fibonacci Retracements, Pivot Points) to generate high-confidence trade signals
Signal Strength Visualization: Weighted signal strength scores (0-100) with filtering by minimum strength threshold
Sparkline Previews: Mini trend lines on signal cards for quick pattern context
Indicator Documentation Widget: In-app technical reference for all 19 indicators with detailed explanations of signals, configuration, and technical details
Intraday Trading: Support for multiple time intervals (15-minute, hourly, daily) for different trading strategies
Real-Time Updates: Firestore snapshot listeners provide automatic signal refresh without manual polling
Market Hours Intelligence: Automatically shows intraday signals during market hours and daily signals after hours
- DST-aware market status detection
- Intelligent default interval selection based on trading hours
- Automatic switching between signal types
Market Status Indicators: Visual feedback showing current market state
- Market status chip in Search widget filter area
- Market status banner in Instrument widget above interval selector
- Color-coded states: Green (Market Open), Blue (After Hours)
- Real-time updates for market open/close transitions
Agentic Trading: Automated agents (Alpha Agent, Risk Guard) monitor markets and execute trades
Risk Assessment: Comprehensive risk analysis before trade execution with portfolio-aware decision making
Signal Display: Trade signals appear prominently in Search and Instrument widgets with interval labels, dates, and confidence scores
Server-Side Filtering: Efficient signal filtering by type (BUY/SELL/HOLD), date range, symbols, and interval with Firestore queries
- Increased daily signal query limit to 500 to handle mixed interval data
- “All” filter now correctly includes HOLD signals
State Synchronization: Real-time updates across Instrument View and Search View when signals are regenerated
Manual Execution: Ad-hoc cron endpoint for manual signal generation via callable/HTTP function

Signal Filtering & Search

Filter UI: FilterChips in Search tab for quick filtering by signal type (All/BUY/SELL/HOLD)
Color-Coded Filters: Green (BUY), red (SELL), grey (HOLD) for visual clarity
Server-Side Queries: Optimized Firestore queries with indexed fields reduce network payload
Performance: Default limit of 50 signals with configurable parameters
Manual Refresh: Refresh button to reload signals with current filters
Empty States: Clear messages when no signals match selected filters

Configuration

Users can enable/disable agentic trading in settings
Configurable watchlist for symbols to monitor
Risk parameters and portfolio integration
Trade signal history and results tracking
Optional filtering parameters: signal type, date range, symbols, limit
Automated Trading: Full auto-trade capabilities with risk controls (see Agentic Trading)
- Daily trade limits and cooldown periods
- Emergency stop functionality
- Position size and portfolio concentration limits
- Real-time status monitoring and trade history

Backtesting Feature

The Backtesting feature allows users to validate trading strategies on historical data using the same multi-indicator system as live trading.

Key Capabilities

Historical Simulation: Test strategies against past market data to gauge potential performance.
Strategy Configuration: Configure all 15 technical indicators, risk parameters (TP/SL), and capital allocation.
Comprehensive Metrics: Analyze results with Sharpe ratio, max drawdown, profit factor, and win rates.
Visual Analysis: View trade-by-trade breakdowns and interactive equity curves.
Template Management: Save and load successful strategy configurations.
Export & Share: Export results for further analysis or sharing.

For more details, see the Backtesting Documentation.

Technical Details

Firestore integration for signal storage: agentic_trading/signals_{SYMBOL}
Firebase Functions for scheduled agent execution
Provider pattern (AgenticTradingProvider) for state management
Real-time signal updates and notifications
Composite Firestore indexes for optimized queries
State synchronization between single signal and signal list

For detailed technical documentation:

Multi-Indicator Trading System - Signal generation and analysis
Agentic Trading - Autonomous trade execution and risk management
Backtesting - Test strategies on historical data

Backtesting Interface

The Backtesting Interface enables users to test trading strategies on historical data using the same multi-indicator system as live trading. This feature allows strategy validation, parameter optimization, and performance analysis before committing capital.

Key Features

Historical Data Access: Fetch OHLCV data for any symbol with multiple intervals (daily, hourly, 15-min)
Strategy Builder: Configure all 9 technical indicators with the same parameters as live trading
Performance Metrics: Comprehensive analysis including Sharpe ratio, max drawdown, win rate, profit factor
Visual Results: Trade-by-trade breakdown with entry/exit reasons and equity curves
Template System: Save and reuse backtest configurations
Export Reports: Save results as JSON for external analysis
Result Comparison: Compare multiple backtests side-by-side

Architecture

Frontend: Flutter UI with 3-tab interface (Run, History, Templates)
Backend: Firebase Functions for backtest execution using existing market data infrastructure
Storage: Firestore for backtest history and templates (last 50 runs per user)
Integration: Uses exact same evaluateAllIndicators() logic as live trading for consistency

Usage Flow

Navigate to User Settings → Backtesting
Configure symbol, date range, interval, and capital
Enable desired indicators and set risk parameters (TP/SL/trailing stop)
Run backtest to simulate historical trades
Review results with key metrics and trade details
Save configuration as template for future use
Compare multiple backtests to optimize strategy

For complete documentation, see Backtesting.

Copy Trading Feature

The Copy Trading feature enables collaborative trading by allowing users to copy trades from other members of their investor groups.

Key Features

Copy Trade Dashboard: Centralized view for managing copy trade history and requests.
Approval Workflow: Review and approve/reject copy trade requests before execution.
Manual & Auto Execution: Choose between manual confirmation or automated workflows.
Settings & Limits: Configure quantity limits, amount caps, and specific target users.
Audit Trail: Comprehensive history of all copied trades for transparency.

For complete documentation, see Copy Trading.

Futures Positions Feature

The Futures Positions feature enriches raw futures holdings with contract & product metadata (root symbol, expiration, currency, multiplier) and real-time last trade prices to compute transparent Open P&L per contract.

Key Components

Metadata Enrichment: Contract and product details fetched before quote integration.
Live Quotes: Last trade price used for immediate Open P&L visibility.
Open P&L Calculation: (lastTradePrice - avgTradePrice) * quantity * multiplier per position.
UI Display: Color-coded Open P&L and concise contract summary in the positions widget.
Service-Oriented: Logic contained in service layer; no secrets moved client-side.

Limitations (Initial Version)

No margin requirement or leverage analytics.
No contract roll alerts or calendar spread tracking.
No Greeks or term structure metrics.

Roadmap

Margin & risk metrics (SPAN-style), realized/day P&L, roll detection, Greeks & volatility surfaces, contract seasonality analytics, VAR integration.

See Futures Positions for full details.

Futures Auto-Trading Feature

Futures Auto-Trading extends the agentic system to futures contracts with configurable strategies, performance tracking, and safety controls.

Key Components

FuturesAutoTradingProvider: Manages configuration, auto-trade cadence, countdown timers, and activity logs.
FuturesTradingSettingsWidget: Full configuration UI with dirty-state tracking, quick saves, and emergency stop toggles.
FuturesTradingPerformanceWidget: Dedicated performance dashboard for futures trades, P&L, and win rate.
Home Cards: Agentic and Futures Auto-Trading cards surface daily trades, total P&L, and active symbols.
Backend Pipeline: agentic-futures-trading.ts + cron tasks to generate and execute futures signals.

Investor Groups Feature

The Investor Groups feature enables collaborative portfolio sharing and community building among investors.

Key Components

Group Creation: Create public or private investor groups with customizable settings
Member Management: Join, leave, and manage group memberships with comprehensive invitation system
- Send invitations to users by searching for them in real-time
- Accept or decline invitations from dedicated “Invitations” tab
- Cancel pending invitations before they’re accepted
- View all pending invitations in one place
Admin Controls: Group creators and admins can manage members with full control
- Promote members to admin role
- Demote admins back to regular members
- Remove members from groups
- Send and manage invitations
- Edit group details and settings
Portfolio Sharing: View portfolios shared within your groups
Private Group Portfolio Viewing: Tap any member in a private group to view their shared portfolio including stocks, ETFs, and options orders
Discovery: Browse and join public groups or search for specific communities

User Interface

InvestorGroupsWidget: Main interface with “My Groups”, “Invitations”, and “Discover” tabs
- My Groups: View all groups you’re a member of
- Invitations: Dedicated tab showing all pending invitations with accept/decline actions
- Discover: Browse public groups and join new communities
Group Details: View member lists with avatars, group information, and tappable members for portfolio viewing (private groups only)
Portfolio Navigation: Seamless navigation from member list to SharedPortfolioWidget showing real-time orders and transactions
Member Management: Comprehensive 3-tab admin interface
- Members Tab: View all members, promote/demote admins, remove members
- Pending Tab: View and cancel pending invitations
- Invite Tab: Search users in real-time and send invitations
Creation Form: Simple form with name, description, and privacy toggle

Technical Implementation

InvestorGroup Model: Full serialization support with member/admin/invitation tracking
- id, name, description, isPrivate fields
- members, admins, pendingInvitations arrays
- createdBy, createdAt, updatedAt timestamps
Firestore Integration: 15+ service methods for comprehensive functionality
- CRUD: createInvestorGroup, getInvestorGroup, updateInvestorGroup, deleteInvestorGroup
- Membership: joinInvestorGroup, leaveInvestorGroup, addGroupAdmin, removeGroupAdmin
- Invitations: inviteUserToGroup, acceptGroupInvitation, declineGroupInvitation, getUserPendingInvitations
- Discovery: getUserInvestorGroups, getPublicInvestorGroups, searchInvestorGroups
- Management: removeMemberFromGroup
Security Rules: Firestore rules enforce proper access control
- Read access for public groups or members/invitees of private groups
- Create access for authenticated users
- Update access for creators, admins, or users accepting invitations
- Delete access for creators only
State Management: InvestorGroupStore ChangeNotifier integrated with Provider pattern

Integration Points

Shared Portfolios: New “Groups” tab shows portfolios from members in your groups
Direct Portfolio Access: Tap member in private group detail view to navigate to SharedPortfolioWidget
Navigation: Access via drawer menu under “Investor Groups”
Real-Time Updates: StreamBuilder for Firestore user documents ensures live portfolio data

Security

Private groups visible only to members and invitees
Public groups discoverable by all users
Only group creator and admins can edit/delete groups
Only group creator and admins can send invitations
Member operations properly authenticated
Invitation access controlled via Firestore security rules

For implementation details, see:

lib/model/investor_group.dart - Data model with member/admin/invitation tracking
lib/model/investor_group_store.dart - State management
lib/services/firestore_service.dart - Backend operations (15+ methods)
lib/widgets/investor_groups_widget.dart - Main UI with 3-tab layout
lib/widgets/investor_group_detail_widget.dart - Group details with member list and portfolio navigation
lib/widgets/investor_group_create_widget.dart - Group creation form
lib/widgets/investor_group_manage_members_widget.dart - Admin member management interface with 3 tabs
lib/widgets/shared_portfolio_widget.dart - Portfolio display widget
firebase/firestore.rules - Security rules
test/investor_group_model_test.dart - Unit tests (230+ lines)

Requirements

Tabs

Portfolio tab
- Portfolio section
  - Portfolio historical chart with filters
    Visualize portfolio value over time with customizable date ranges and chart types (line, candlestick, etc.).
  - Portfolio summary breakdown view
    See allocation by asset class, sector, or custom tags.
- Options section
  - Options summary with bar chart
    Quickly assess open options positions by type, expiry, or strategy.
  - Options list with filters and grouping
    Filter by expiry, strike, underlying, or strategy (e.g., spreads, covered calls).
  - Option detail view with market data (see Option view)
    Access Greeks, IV, open interest, and historical performance.
- Stocks section
  - Stock summary with bar chart
    Visualize holdings by ticker, sector, or performance.
  - Stock list with filters
    Filter by gainers, losers, sector, or watchlist.
  - Stock detail view with market data (see Stock view)
    Access fundamentals, news, analyst ratings, and earnings.
- Crypto section
  - Crypto holdings
    Track balances and performance for supported cryptocurrencies.
  - Crypto detail view with market data (see Crypto view)
    View price charts, news, and on-chain analytics.
  - Crypto sentiment analysis
    Gauge market sentiment from social media and news sources.
Transactions tab
- Position order list
  Review all past and open orders for stocks, options, and crypto.
- Option order list
  Track option-specific orders and their outcomes.
  - Integrated option event list
    See assignment, exercise, and expiration events.
- Balances and order counts
  Monitor cash, margin, and buying power.
- Share orders
  Track fractional and whole share purchases and sales.
- Transaction analytics
  Break down profits, losses, and fees by trade type or asset.
Search tab
- Search companies by name or symbol
  Find stocks, options, or crypto quickly.
- Trade Signals
  View AI-generated trade signals with multi-indicator correlation and confidence scores.
  - Signal cards with BUY/SELL/HOLD recommendations
  - Risk Guard integration for trade validation
  - Prominent date and reason display
  - Color-coded borders and badges
  - Server-side filtering by signal type, date range, and symbols
  - Filter UI with color-coded chips (All/BUY/SELL/HOLD)
  - Real-time synchronization between Instrument and Search views
- S&P movers, losers, and gainers
  See daily market leaders and laggards.
- Top 100 stocks
  Browse the most popular or highest-volume stocks.
- Stock Screener
  Filter stocks by sector, market cap, P/E ratio, dividend yield, price, and volume.
  - Quick presets (High Dividend, Growth, Value, Large Cap)
  - Yahoo Finance screener integration
  - Sortable results
- Undervalued/Overvalued (Fair value evaluation)
  Identify potential bargains or overpriced assets using valuation models.
Lists tab
- View your lists and its stocks
  Organize watchlists and custom groups.
  - List sort order maintenance
    Drag and drop to reorder lists.
  - List item sort order maintenance
    Reorder items within a list.
- View RobinHood lists
  Access default lists like “Top Movers” or “Most Popular.”
- Create new list
  Add custom watchlists for tracking ideas.
- Edit list
  Rename, reorder, or delete lists.
- Add symbol to list
  Quickly add stocks, options, or crypto to any list.
- Collaborative lists
  Share and manage lists with friends or the community.

Views

Stock view
- Instrument (Stock) view
  Comprehensive overview of a stock, including price, news, and performance.
  - AI-generated trend analysis
    Get insights on price trends and patterns.
  - AI-generated price target
    Get a recommended price target based on AI analysis.
  - AI-generated news sentiment analysis Analyze news sentiment and its potential impact on stock price.
  - Position detail with orders
    See all trades and open positions for a stock.
  - Options list with orders
    View all options trades related to the stock.
  - Fundamentals view
    Access key financial metrics and ratios.
  - Historical chart with filters
    Analyze price trends over different periods.
  - Related lists view
    See which lists the stock appears in.
  - News view
    Stay updated with the latest headlines.
  - Ratings view
    See analyst recommendations and target prices.
  - Earnings view
    Review past and upcoming earnings reports.
  - Similar view
    Discover similar stocks based on sector or performance.
  - Splits & Corporate Actions view
    Track splits, dividends, and other events.
  - Insider trading activity view
    Monitor insider buys and sells.
- Option chain view
  Browse available options contracts and strategies.
  - Show current price list divider with scroll-to function
    Quickly jump to at-the-money options.
Option view
- Option greeks view
  Analyze delta, gamma, theta, vega, and rho.
  - AI-generate contract selection
    Get recommendations on which options to trade.
  - Risk analysis with charts
    Visualize risk/reward and breakeven points.
  - Probability of profit (POP) calculator
    Estimate the likelihood of a profitable outcome.
Crypto view
- Crypto historical chart with filters
  Analyze price trends and volatility.
- Crypto staking rewards tracker
  Track earned rewards from staking.
- Crypto wallet integration
  Connect external wallets for a unified view.
Trading view
- Place stock order
  Buy or sell stocks directly from the app.
- Place option order
  Trade single-leg and multi-leg options.
  - buy-to-close, sell-to-open, limit, time-in-force
    Support advanced order types.
  - Multi-leg strategies
    Trade spreads, straddles, and more.
    - Call/Put debit/credit spreads
    - Synthetic long/short
    - Calendar/diagonal spreads
  - Price spread selector (bid/ask analysis for low-volume options)
    Find optimal entry/exit points.
- Place crypto order
  Trade supported cryptocurrencies.
- Cancel pending order
  Easily cancel open orders.
- Replace order
  Modify existing orders without canceling.
- Trade simulator (practice trading with virtual money)
  Test strategies risk-free.
Account view
- Manage multiple accounts on the trading platform
  Switch between accounts without logging out.
- Account performance analytics (e.g., CAGR, Sharpe ratio)
  Track long-term performance and risk-adjusted returns.

Future Feature Suggestions

Social Integration
- Investor Groups for collaborative portfolio sharing
  - Create public or private investor groups
  - Join and leave groups with member management
  - View shared portfolios within groups
  - Group admin controls
- Reddit integration for trending tickers and sharing results.
- Twitter sentiment tracking and sharing.
- Community-driven trade ideas and discussions.
Machine Learning & Analytics
- AI-powered price target and trade recommendations.
- Portfolio optimization using machine learning.
- Sentiment analysis for news and social media.
- Risk exposure and sector allocation heatmaps.
Notifications & Alerts
- Custom price alerts for stocks, options, and crypto.
- Earnings and dividend notifications.
- News alerts for portfolio holdings.
Mobile & Usability Enhancements
- Offline mode for portfolio and charts.
- Push notifications for trade execution and alerts.
- Home screen widgets for quick updates.
Collaboration & Sharing
- Investor Groups with portfolio sharing
- Shared watchlists with friends.
- Group discussions for specific assets.
- Public leaderboards for portfolio performance.

App Launcher Icon

Testing

Run unit tests for the app:

cd src/robinhood_options_mobile
flutter test

Run a single test file (example):

flutter test test/user_model_test.dart

Developer Reference

Key files:
- lib/main.dart - App entrypoint and provider wiring
- lib/model/user.dart - User model and investment profile fields
- lib/services/generative_service.dart - AI prompt generation and portfolioPrompt()
- lib/widgets/investment_profile_settings_widget.dart - Investment profile UI
- functions/ - Server-side Firebase Functions and helpers

Infrastructure & CI/CD

Mobile CI/CD Setup: Guide for configuring GitHub Actions secrets for iOS and Android builds.

Future Enhancements

This project is actively evolving. For a comprehensive roadmap of planned features and enhancements, see ROADMAP.md.

Support

For issues related to investment profile behavior or AI prompts:
1. Check lib/services/generative_service.dart for prompt construction
2. Review unit tests under test/
3. Use Firebase emulator for local testing of functions
4. Contact the development team with reproducible steps and sample user data

robinhood-options-mobile

RealizeAlpha

Use Cases

Investment Profile Feature

Model changes

AI integration

UI

Developer notes

Trade Signals Feature

Key Components

Signal Filtering & Search

Configuration

Backtesting Feature

Key Capabilities

Technical Details

Backtesting Interface

Key Features

Architecture

Usage Flow

Copy Trading Feature

Key Features

Futures Positions Feature

Key Components

Limitations (Initial Version)

Roadmap

Futures Auto-Trading Feature

Key Components

Investor Groups Feature

Key Components

User Interface

Technical Implementation

Integration Points

Security

Requirements

Tabs

Views

Future Feature Suggestions

Testing

Developer Reference

Infrastructure & CI/CD

Future Enhancements

Support