institutional-trader/README/DATA_IMPORT_SUCCESS.md

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Data Import Successful!

Summary

Your local PostgreSQL database has been set up and populated with CSV data:

Imported Data

  • OptionsFlow_monthly: 12,578 records

    • 856 unique symbols
    • Contains: Symbol, CallPut, Strike, Spot, Premium, Volume, OI, ExpirationDate, etc.
  • OptionsVolume: 100 records

    • Contains: SYMBOL, VOL, C VOL, P VOL, P/C ratio, RATIO, COI, POI, etc.
  • OptionsOpenInterest: 100 records

    • Contains: SYMBOL, EXP, C/P, STRIKE, OI, DOI

Total: 12,778 records imported

Database Status

Local PostgreSQL database: institutional_trader
All tables created
All indexes created
Data imported and verified
Server ready to run

Next Steps

1. Start the Server

cd backend
npm run dev

The server should start on http://localhost:3010 and show:

📦 Using local PostgreSQL database
✅ Database connection successful (PostgreSQL direct)
🚀 Server running on http://localhost:3010

2. Test API Endpoints

Options Flow:

curl "http://localhost:3010/api/options/flow?startDate=2024-12-10&endDate=2024-12-10"

Health Check:

curl http://localhost:3010/health

3. Verify Data

npm run verify-data

Available Commands

  • npm run setup-local-db - Set up database and tables
  • npm run import-csv - Import CSV files
  • npm run verify-data - Verify imported data
  • npm run dev - Start development server

Database Connection

Your .env file should have:

USE_LOCAL_DB=true
LOCAL_DB_HOST=localhost
LOCAL_DB_PORT=5432
LOCAL_DB_USER=postgres
LOCAL_DB_PASSWORD=your_password
LOCAL_DB_NAME=institutional_trader

Troubleshooting

If you see "relation does not exist" errors:

  1. Run: npm run setup-local-db (creates tables)
  2. Run: npm run import-csv (imports data)
  3. Restart server

Data Access

You can query the data directly:

-- Connect to database
psql -U postgres -d institutional_trader

-- Query examples
SELECT COUNT(*) FROM "OptionsFlow_monthly";
SELECT * FROM "OptionsFlow_monthly" WHERE "Symbol" = 'AAPL' LIMIT 10;
SELECT "SYMBOL", "VOL", "RATIO" FROM "OptionsVolume" ORDER BY "RATIO" DESC LIMIT 10;

Your trading system is now ready to use with local data! 🎉