Skip to content

installation.md

Latest commit

 

History

History
279 lines (202 loc) · 6.88 KB

installation.md

File metadata and controls

279 lines (202 loc) · 6.88 KB
Raw

Installation Guide

Comprehensive installation instructions for PowerTraderAI+ on Windows.

System Requirements

Minimum Requirements

  • OS: Windows 10 (1909) or Windows 11
  • Python: 3.8 or higher
  • RAM: 4GB minimum, 8GB recommended
  • Storage: 2GB free space
  • Network: Stable internet connection (10+ Mbps recommended)

Recommended Requirements

  • OS: Windows 11 with latest updates
  • Python: 3.10 or 3.11
  • RAM: 16GB for optimal performance
  • Storage: SSD with 5GB free space
  • Network: High-speed internet (50+ Mbps)

Download and Installation

Method 1: Git Clone (Recommended)

  1. Install Git (if not already installed):

    • Download from git-scm.com
    • Run installer with default settings

  2. Clone Repository:

    git clone https://github.com/sjackson0109/PowerTraderAI.git
cd PowerTraderAI

Method 2: Direct Download

  1. Download ZIP:
    • Go to GitHub Repository
    • Click "Code" → "Download ZIP"
    • Extract to desired location

Python Setup

Install Python

  1. Download Python from python.org

  2. Installation Options:

    • Add Python to PATH
    • Install for all users
    • Include pip and IDLE

  3. Verify Installation:

    python --version
pip --version

Virtual Environment (Optional but Recommended)

# Create virtual environment
python -m venv powertrader_env

# Activate virtual environment
powertrader_env\Scripts\activate

# Verify activation (prompt should show environment name)

Install Dependencies

Core Dependencies

Install the essential packages required for PowerTrader to function:

# Navigate to PowerTraderAI+ directory
cd PowerTraderAI

# Install core dependencies
pip install -r requirements.txt

Optional Dependencies (Enhanced Features)

PowerTrader includes an automated installer for optional dependencies that provide enhanced functionality:

# Run the optional dependency installer
python app/install_optional_deps.py

Interactive Installation Options:

  1. Install ALL missing packages (recommended for full functionality)
  2. Real-time Market Data packages (websocket-client, ccxt)
  3. Analytics packages (scipy)
  4. Charts packages (seaborn)
  5. AI Research packages (openai)
  6. Skip installation (use core functionality only)

Dependency Categories

Core Dependencies (Required)

These packages are essential and installed with pip install -r requirements.txt:

  • tkinter - GUI framework (included with Python)
  • matplotlib - Charting and visualization
  • pandas - Data analysis and manipulation
  • numpy - Numerical computing
  • requests - HTTP client for API calls
  • python-kucoin - KuCoin API client
  • robin-stocks - Robinhood API client
  • cryptography - Encryption for secure storage

Optional Dependencies (Enhanced Features)

These packages provide additional functionality and graceful degradation if missing:

Real-time Market Data (for live feeds and multi-exchange support):

  • websocket-client - WebSocket connections for real-time data
  • ccxt - Cryptocurrency exchange library with 100+ exchanges

Advanced Analytics (for enhanced risk management and statistical analysis):

  • scipy - Scientific computing and advanced statistics

Charts & Visualization (for beautiful statistical plots):

  • seaborn - Statistical data visualization

AI Research (for AI-powered market analysis):

  • openai - OpenAI API client for market research

Dependency Status Checking

Verify which dependencies are available:

# Test all dependencies
python test_dependencies.py

Note: PowerTrader is designed with graceful degradation - if optional packages are missing, the system will show helpful installation messages and fall back to core functionality.

First Run

Launch Application

python pt_hub.py

Expected Behavior

  1. GUI Window: Main PowerTraderAI+ interface should appear
  2. Setup Wizard: First-time configuration dialog
  3. Log Output: Console should show initialization messages

Success Indicators

  • GUI loads without errors
  • Charts render properly
  • No missing module errors
  • Setup wizard appears

Configuration

Initial Setup

The first run will prompt you to configure:

  1. Exchange Connections:

    • KuCoin API credentials
    • Robinhood login details

  2. Trading Parameters:

    • Initial balance
    • Risk tolerance
    • DCA strategy settings

  3. Security Settings:

    • Encryption password
    • Backup options

Configuration Files

PowerTraderAI+ creates these files during setup:

PowerTraderAI/
├── gui_settings.json      # UI preferences
├── credentials/           # Encrypted API keys
│   ├── kucoin_keys.enc
│   └── robinhood_keys.enc
└── logs/                 # Application logs
    ├── powertrader.log
    └── audit.log

Development Environment (Optional)

IDE Setup

Recommended IDEs:

  • VS Code with Python extension
  • PyCharm Community Edition
  • Sublime Text with Python package

Development Dependencies

For development and testing:

pip install -r requirements-dev.txt

Includes:

  • pytest - Testing framework
  • black - Code formatting
  • pylint - Code analysis

Troubleshooting Installation

Common Issues

1. Python Not Found

# Error: 'python' is not recognized
# Solution: Add Python to PATH or use full path
C:\Python39\python.exe pt_hub.py

2. Module Import Errors

# Error: ModuleNotFoundError: No module named 'requests'
# Solution: Install requirements
pip install -r requirements.txt

3. Permission Errors

# Error: Permission denied
# Solution: Run as administrator
# Right-click Command Prompt → "Run as administrator"

4. Firewall/Antivirus Blocks

  • Add PowerTraderAI+ folder to antivirus exclusions
  • Allow Python through Windows Firewall
  • Check corporate firewall settings

5. Network Connectivity

# Test internet connection
ping api.kucoin.com
ping robinhood.com

Getting Help

If installation issues persist:

  1. Check System Requirements: Ensure your system meets minimum specs
  2. Update Python: Use latest stable version
  3. Clean Install: Remove and reinstall dependencies
  4. GitHub Issues: Report bugs with system details

Support

Installation Complete

Once installation is successful:

  1. Python and dependencies installed
  2. Application launches correctly
  3. Configuration completed
  4. Ready for exchange setup

Next Steps: Exchange Setup Guide