3.3 KiB

Raw Permalink Blame History

AI Analysis Feature Setup

Overview

The AI Analysis feature uses Claude (Anthropic) API to provide intelligent trading insights for options flow data. It analyzes the flow characteristics, fetches latest stock data from Yahoo Finance, and provides concise recommendations.

Setup

1. Get Anthropic API Key

Go to https://console.anthropic.com/
Sign up or log in
Navigate to API Keys section
Create a new API key
Copy the API key

2. Add API Key to Environment

Add the following to your backend/.env file:

ANTHROPIC_API_KEY=your_api_key_here

3. Restart Backend Server

After adding the API key, restart your backend server:

cd backend
npm run dev

Usage

In the Frontend

Open any options flow row in the dashboard
Expand the row to see details
Scroll to the bottom to find the "🤖 AI ANALYSIS" section
Click "Get AI Analysis" button
Wait for Claude AI to analyze the flow (usually 2-5 seconds)
Review the analysis including:
- Assessment (BULLISH/BEARISH/NEUTRAL)
- Recommendation (ENTER/WAIT/AVOID)
- Key Factors
- Risk Level
- Time Horizon

API Endpoints

GET /api/options/ai-analysis?symbol=SMCI

Analyzes the latest flow for a given symbol.

POST /api/options/ai-analysis

Analyzes a specific flow data object.

Request Body:

{
  "flowData": {
    "symbol_norm": "SMCI",
    "rocketScore": 2.0,
    "bull_total": 100000,
    "bear_total": 120000,
    ...
  }
}

Response:

{
  "success": true,
  "analysis": {
    "assessment": "BEARISH",
    "summary": "Institutional put flow suggests bearish sentiment...",
    "keyFactors": ["High put premium", "Tape not aligned", "Low score"],
    "recommendation": "WAIT",
    "reasoning": "Flow suggests bearish but price action not confirming...",
    "riskLevel": "MEDIUM",
    "timeHorizon": "INTRADAY"
  },
  "yahooData": {
    "currentPrice": 33.80,
    "previousClose": 33.50,
    "changePercent": 0.90
  },
  "timestamp": "2025-12-11T10:30:00Z"
}

Features

Automatic Yahoo Finance Integration: Fetches latest stock price data automatically
Context-Aware Analysis: Considers flow characteristics, tape alignment, catalysts, and price action
Concise Recommendations: Provides clear ENTER/WAIT/AVOID signals
Risk Assessment: Evaluates risk level (LOW/MEDIUM/HIGH)
Time Horizon: Suggests appropriate time frame (INTRADAY/SWING/POSITION)

Cost Considerations

Claude API pricing: ~$0.003 per request (for claude-3-5-sonnet)
Each analysis uses ~500 tokens
Typical cost: < $0.01 per analysis

Troubleshooting

"ANTHROPIC_API_KEY environment variable is not set"

Make sure you've added the API key to backend/.env
Restart the backend server after adding the key

"Failed to fetch Yahoo Finance data"

This is a warning, not an error
AI analysis will still work without Yahoo Finance data
The analysis will be based solely on options flow data

Analysis takes too long

Normal response time: 2-5 seconds
If it takes longer, check your internet connection
The API has rate limits, so avoid rapid successive requests

Future Enhancements

Cache analysis results to reduce API calls
Batch analysis for multiple symbols
Historical analysis comparison
Custom prompt templates
Integration with more data sources

3.3 KiB Raw Permalink Blame History