institutional-trader/README/QUICK_INTEGRATION_GUIDE.md

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# Quick Integration Guide
## Add Momentum Score & Moneyness Context (15 minutes)
---
## Step 1: Add to Options Flow Route
**File:** `backend/src/routes/optionsFlow.js`
Add these imports at the top:
```javascript
import { calculateFlowMomentum, getMomentumLabel } from '../services/momentumScore.js';
import { getMoneynessContext, isGammaSqueezeSetup, getMoneynessLabel } from '../utils/moneynessHelper.js';
```
Then, in the `dataWithFlowInfo` mapping (around line 218), add:
```javascript
const dataWithFlowInfo = sorted.map(row => {
const symbol = row.Symbol || row.symbol_norm;
const decay = flowDecay[symbol];
const reversal = flowReversals[symbol];
const trend = flowTrends[symbol];
// ADD: Moneyness context
const moneyness = getMoneynessContext(row);
const isGamma = isGammaSqueezeSetup(row);
// ADD: Momentum score
const momentumScore = calculateFlowMomentum(row, trend);
const momentumLabel = getMomentumLabel(momentumScore);
const rowWithFlowInfo = {
...row,
flowDecayRaw: decay,
flowReversalRaw: reversal,
flowTrendRaw: trend,
// NEW: Add these fields
moneynessContext: moneyness,
moneynessLabel: getMoneynessLabel(moneyness),
isGammaSqueezeSetup: isGamma,
momentumScore: momentumScore,
momentumLabel: momentumLabel.label,
momentumColor: momentumLabel.color,
momentumIcon: momentumLabel.icon
};
// Regenerate trade signal with flow trend data
const tradeSignal = generateTradeSignal(rowWithFlowInfo);
rowWithFlowInfo.tradeSignal = tradeSignal;
rowWithFlowInfo.tradeSignalDisplay = formatTradeSignal(tradeSignal);
return {
...rowWithFlowInfo,
flowDecay: decay ? formatFlowDecay(decay) : null,
flowReversal: reversal && reversal.hasReversal ? formatFlowReversal(reversal) : null,
flowTrend: trend ? formatFlowTrend(trend) : null
};
});
```
---
## Step 2: Update Trade Signal Generator to Use Moneyness
**File:** `backend/src/services/tradeSignalGenerator.js`
Add import at top:
```javascript
import { getMoneynessContext, isGammaSqueezeSetup } from '../utils/moneynessHelper.js';
```
Then update Pattern 1 (around line 27) to check for gamma squeeze:
```javascript
// Pattern 1: 🟢 + 💎 + ⭐ + 💰 + ⚡ = BUY SIGNAL
if (round === '🟢' && hasDiamond && hasStar && hasMoney && hasFlash) {
// CHECK: Is this a gamma squeeze setup?
const moneyness = getMoneynessContext(row);
const isGamma = isGammaSqueezeSetup(row);
if (isGamma || (moneyness.category === 'DEEP_OTM' && row.cp_norm === 'CALL')) {
return {
signal: 'BUY',
type: 'GAMMA_SQUEEZE_SETUP', // NEW TYPE
confidence: Math.min(calculateConfidence(row, 'BUY') + 10, 95), // Boost confidence
entry: generateEntryStrategy(row, 'BUY'),
stop: generateStopLoss(row, 'BUY'),
target: generateTarget(row, 'BUY'),
reasoning: `Gamma squeeze setup: Deep OTM calls (${moneyness.distancePct}% OTM) + full institutional flow`,
timeHorizon: 'INTRADAY',
invalidation: generateInvalidation(row, 'BUY')
};
}
// Regular institutional FOMO
return {
signal: 'BUY',
type: 'INSTITUTIONAL_FOMO',
confidence: calculateConfidence(row, 'BUY'),
// ... rest stays the same
};
}
```
---
## Step 3: Add Momentum Column to Frontend
**File:** `frontend/src/components/dashboard/OptionsFlowPanel.jsx`
Add to `allColumns` array (around line 250):
```javascript
{
accessorKey: 'Momentum',
header: 'Momentum',
group: 'core',
cell: ({ row }) => {
const momentum = row.original.momentumScore || 0;
const label = row.original.momentumLabel || 'MODERATE';
const color = row.original.momentumColor || 'yellow';
const icon = row.original.momentumIcon || '🟡';
const colorClasses = {
green: 'text-green-400 bg-green-500/20',
yellow: 'text-yellow-400 bg-yellow-500/20',
orange: 'text-orange-400 bg-orange-500/20',
red: 'text-red-400 bg-red-500/20'
};
return (
<div className="flex items-center gap-2">
<div className="flex-1 bg-slate-700 rounded-full h-2">
<div
className={`bg-${color}-500 h-2 rounded-full transition-all`}
style={{ width: `${momentum}%` }}
/>
</div>
<div className={`px-2 py-1 rounded text-xs font-medium ${colorClasses[color]}`}>
<span className="mr-1">{icon}</span>
{momentum}
</div>
</div>
);
}
},
```
Add to `DEFAULT_VISIBLE_COLUMNS`:
```javascript
const DEFAULT_VISIBLE_COLUMNS = [
'Symbol', 'badges', 'Rocket', 'Momentum', 'TradeSignal', 'NetPremium',
'FlowTrend', 'Premium', 'CallPut', 'Strike', 'TapeAlign', 'LastFlow',
'PctVsRthOpen', 'CreatedTime'
];
```
---
## Step 4: Add Moneyness Badge
Add to columns (optional, but helpful):
```javascript
{
accessorKey: 'Moneyness',
header: 'Moneyness',
group: 'option',
cell: ({ row }) => {
const moneyness = row.original.moneynessLabel || 'Unknown';
const isGamma = row.original.isGammaSqueezeSetup;
return (
<div className="flex items-center gap-1">
<Badge variant="outline" className="text-xs">
{moneyness}
</Badge>
{isGamma && (
<Badge className="bg-purple-500/20 text-purple-400 text-xs border-purple-500/50">
GAMMA
</Badge>
)}
</div>
);
}
}
```
---
## Step 5: Add Momentum Filter
Add to quick filters in `OptionsFlowPanel.jsx`:
```javascript
// In the quick filter chips section
{quickFilters.has('HighMomentum') && (
filtered = filtered.filter(row => (row.momentumScore || 0) >= 70);
)}
```
Add button:
```javascript
<button
onClick={() => toggleQuickFilter('HighMomentum')}
className={`px-3 py-1 rounded text-xs ${
quickFilters.has('HighMomentum')
? 'bg-green-500/20 text-green-400 border border-green-500/50'
: 'bg-slate-800 text-slate-400 border border-slate-700'
}`}
>
🔥 High Momentum (70+)
</button>
```
---
## Testing
After making changes:
1. **Restart backend** - `npm run dev` in backend folder
2. **Refresh frontend** - Should see new columns
3. **Check data** - Look for:
- Momentum scores (0-100) in Momentum column
- Moneyness labels (ITM/OTM/etc) if you added that column
- Gamma squeeze signals showing as `GAMMA_SQUEEZE_SETUP` type
---
## Expected Results
-**Momentum Score** - Single number (0-100) showing flow strength
-**Gamma Squeeze Detection** - Deep OTM calls with full badges = special signal type
-**Better Signal Accuracy** - Moneyness context improves signal quality
-**Easier Filtering** - Filter by momentum to find strongest signals
---
**Time:** ~15 minutes to implement all changes
**Impact:**
- More accurate signals (gamma squeeze detection)
- Easier to spot opportunities (momentum score)
- Better trade selection (filter by momentum)
Ready to implement? Start with Step 1!