Equity Case Trading Platform

Equity Case

Equity Case is a full-stack trading and analytics platform engineered to solve real-world problems faced by active traders, investors, and portfolio managers.
The system focuses on speed, accuracy, security, and scalability, following industry-level architecture patterns used in fintech products.

Why Equity Case Exists

Most retail trading tools suffer from one or more of the following problems:

Slow market data refresh
Poor risk visibility
Lack of portfolio-level insights
Weak security practices
Non-scalable backend architecture

Equity Case was built to address these gaps using modern web technologies and backend best practices.

Core Features

1. Real-Time Trading Dashboard

Live market data streaming
Real-time P&L updates
Order status tracking (open, filled, rejected)
WebSocket-based updates for low latency

2. Portfolio Management

Multi-portfolio support
Asset allocation visualization
Unrealized vs realized profit tracking
Historical performance comparison

3. Trade Execution Engine

Market, limit, and stop-loss orders
Order validation and risk checks
Atomic transactions for order placement
Idempotent APIs to avoid duplicate trades

4. Risk Management System

Position sizing rules
Maximum drawdown checks
Exposure limits per instrument
Automated trade rejection on risk breach

5. Analytics & Reporting

Daily, weekly, and monthly reports
Strategy-wise performance breakdown
Win/loss ratio and expectancy analysis
Exportable reports (CSV / PDF)

Tech Stack

Frontend

Next.js (App Router) – Server Components + Client Components
TypeScript – Strict typing for reliability
Tailwind CSS – Utility-first styling
Shadcn/UI – Accessible UI primitives
Chart Libraries – Candlestick & performance charts

Backend

NestJS – Modular and scalable architecture
REST + WebSockets – Hybrid communication model
Prisma ORM – Type-safe database access
PostgreSQL – ACID-compliant relational database

Infrastructure

Docker – Containerized services
Linux VPS – Hardened production environment
NGINX – Reverse proxy & load handling
PM2 – Process management