VinayMuraskar711/SNOWFLAKE-2.2

# Clone repository# Linux/Mac:

git clone <repository-url>source .venv/bin/activate

cd SNOWFLAKE_MCP_SERVER

# Install dependencies

# Create virtual environmentpip install -e .

python -m venv .venv```



# Activate virtual environment### 2. Configure Environment Variables

.venv\Scripts\activate  # Windows

source .venv/bin/activate  # Linux/Mac```bash

# Copy example environment file

# Install dependenciescp .env.example .env

pip install yfinance pandas numpy scipy scikit-learn matplotlib plotly kiteconnect python-dotenv

```# Edit .env file with your credentials

notepad .env  # Windows

### Configure Environmentnano .env     # Linux/Mac

KITE_API_KEY=your_api_key```env

KITE_ACCESS_TOKEN=your_access_tokenZERODHA_API_KEY=your_api_key_here

KITE_API_SECRET=your_api_secretZERODHA_API_SECRET=your_api_secret_here

```ZERODHA_ACCESS_TOKEN=your_access_token_here  # Optional

```bash{

python analyze_portfolio.py  "servers": {

```    "zerodha-mcp-server": {

      "type": "stdio",

**Output:**      "command": "python",

- Complete holdings breakdown      "args": ["-m", "zerodha_mcp_server"]

- Individual P&L for each stock    }

- Sector allocation  }

- Performance metrics}

- Trading recommendations```



### 2. Find Trading Opportunities## Quick Start



```bash### 1. Initialize Session

python quick_trade_scan.py

``````python

# Using the MCP server in VS Code

**Output:**initialize_session({

- Strong BUY/SELL signals (score ≥ 2)  "api_key": "your_api_key",

- Entry/exit prices  "api_secret": "your_api_secret"

- Target levels})

- Quick actionable recommendations```



### 3. Advanced Stock Analysis### 2. Get Market Data



```bash```python

python yfinance_advanced_trader.py# Get real-time quotes

```get_market_quotes({

  "instruments": ["NSE:RELIANCE", "NSE:TCS", "NSE:INFY"]

**Output:**})

- Detailed individual stock analysis

- Complete portfolio analysis with signals# Get historical data

- Multi-stock opportunity scannerget_historical_data({

- Technical indicators for all holdings  "symbol": "NSE:RELIANCE",

  "from_date": "2024-01-01",

---  "to_date": "2024-12-31",

  "interval": "day"

## Usage Examples})

from yfinance_advanced_trader import YFinanceTradingSystem```python

# Calculate portfolio metrics

trader = YFinanceTradingSystem()calculate_portfolio_metrics({

analysis = trader.analyze_stock('RELIANCE')  "include_risk_metrics": true,

  "include_performance": true,

print(f"Company: {analysis['company']['name']}")  "timeframe": "1M"

print(f"Price: ₹{analysis['price']['current']}")})

print(f"Signal: {analysis['signals']['overall']}")

print(f"Score: {analysis['signals']['score']}")# Technical analysis

print(f"\nRecommendation:\n{analysis['recommendation']}")technical_analysis({

```  "symbol": "NSE:RELIANCE",

  "indicators": ["RSI", "MACD", "Bollinger", "SMA"],

### Example 2: Scan Your Zerodha Portfolio  "period": 20

})

```python```

trader = YFinanceTradingSystem()

portfolio = trader.analyze_portfolio()### 4. Trading Operations



for stock in portfolio:```python

    print(f"{stock['symbol']}: {stock['signals']['overall']}")# Place an order

    print(f"  P&L: ₹{stock['position']['pnl']:.2f} ({stock['position']['pnl_pct']:+.2f}%)")place_order({

    print(f"  Action: {stock['signals']['action']}")  "symbol": "RELIANCE",

```  "exchange": "NSE",

  "transaction_type": "BUY",

### Example 3: Find Best Opportunities  "order_type": "LIMIT",

  "quantity": 10,

```python  "price": 2500,

trader = YFinanceTradingSystem()  "product": "CNC"

})

# Your watchlist

watchlist = ['RELIANCE', 'TCS', 'INFY', 'HDFCBANK', 'ICICIBANK', 'ITC']# Set stop loss

set_stop_loss({

# Scan for opportunities (minimum score: 3)  "symbol": "RELIANCE",

opportunities = trader.scan_for_opportunities(watchlist, min_score=3)  "stop_loss_price": 2400,

  "quantity": 10

for opp in opportunities:})

    print(f"{opp['symbol']}: {opp['signals']['overall']}")```

    print(f"  Price: ₹{opp['price']['current']} ({opp['price']['change_pct']:+.2f}%)")

    print(f"  Score: {opp['signals']['score']}")### 5. Strategy Backtesting

---# Backtest a strategy

backtest_strategy({

## Understanding Trading Signals  "strategy_name": "SMA_Crossover",

  "symbol": "NSE:RELIANCE",

### Signal Strength Scale  "start_date": "2024-01-01",

  "end_date": "2024-12-31",

| Score | Signal | Meaning |  "initial_capital": 100000

|-------|--------|---------|})

| +5 to +7 | **STRONG BUY** | Very bullish - multiple indicators aligned |```

| +2 to +4 | **BUY** | Bullish - good entry opportunity |

| -1 to +1 | **HOLD** | Neutral - wait for clearer signals |## Available Tools

| -2 to -4 | **SELL** | Bearish - consider exit |

| -5 to -7 | **STRONG SELL** | Very bearish - exit recommended |### Authentication

- `initialize_session` - Setup Kite API connection

### Signal Components

### Market Data

Each signal is generated from multiple indicators:- `get_market_quotes` - Real-time market quotes

- `get_historical_data` - Historical OHLC data

- **RSI** - Oversold (<30) = BUY, Overbought (>70) = SELL- `search_instruments` - Find trading instruments

- **MACD** - Above signal line = BUY, Below = SELL

- **Moving Averages** - Price above MAs = BUY, Below = SELL### Trading

- **Bollinger Bands** - Price at lower band = BUY, Upper band = SELL- `place_order` - Place buy/sell orders

- **Stochastic** - <20 = BUY, >80 = SELL- `modify_order` - Modify existing orders

- **Volume** - High volume confirms trend direction- `cancel_order` - Cancel pending orders



---### Analytics

- `calculate_portfolio_metrics` - Portfolio analysis

## Available Tools- `technical_analysis` - Technical indicators

- `check_risk_limits` - Risk assessment

### 1. **yfinance_advanced_trader.py**

**Main trading system with complete analysis**### Strategy

- `backtest_strategy` - Strategy backtesting

Features:- `get_live_signals` - Real-time trading signals

- 15+ technical indicators

- Multi-timeframe trend analysis### Alerts

- Buy/Sell/Hold signals with confidence scores- `setup_price_alert` - Price target alerts

- Portfolio analysis with live P&L

- Opportunity scanner## Configuration Options



Methods:### Risk Management Settings

- `analyze_stock(symbol)` - Complete stock analysis```python

- `analyze_portfolio()` - Analyze all Zerodha holdings{

- `scan_for_opportunities(symbols, min_score)` - Find best trades  "max_position_size": 100000,      # Maximum position size

- `get_stock_data(symbol, period)` - Historical data with indicators  "max_daily_loss": 10000,          # Daily loss limit

  "max_portfolio_concentration": 20, # Max % in single stock

### 2. **analyze_portfolio.py**  "max_leverage": 3.0               # Maximum leverage ratio

**Zerodha portfolio analyzer**}

Stop Loss = Entry Price - (2 × ATR)   - Verify access token validity

```   - Ensure proper environment variables



This ensures stops are placed based on market volatility.2. **Rate Limiting**

   - Kite API has rate limits

### Risk-Reward Ratio   - Implement request throttling

   - Use WebSocket for real-time data

```python

R:R = (Target - Entry) / (Entry - Stop Loss)3. **Data Parsing Errors**

```   - Verify instrument symbols format

   - Check date format (YYYY-MM-DD)

Recommended minimum: 1:2 (risk ₹1 to make ₹2)   - Validate numerical inputs



---### Debug Mode

```bash

## Trading Strategies# Enable debug logging

export LOG_LEVEL=DEBUG

### 1. Momentum Strategypython -m zerodha_mcp_server

- Buy when: RSI < 40, MACD > Signal, Price > SMA20```

- Sell when: RSI > 60, MACD < Signal, Price < SMA20

- Best for: Trending markets## Contributing



### 2. Mean Reversion Strategy1. Fork the repository

- Buy when: Price touches lower Bollinger Band2. Create a feature branch (`git checkout -b feature/amazing-feature`)

- Sell when: Price touches upper Bollinger Band3. Commit your changes (`git commit -m 'Add amazing feature'`)

- Best for: Range-bound markets4. Push to the branch (`git push origin feature/amazing-feature`)

5. Open a Pull Request

### 3. Breakout Strategy

- Buy when: Price breaks resistance with high volume## License

- Sell when: Price breaks support

- Best for: Volatile stocksThis project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.



---## Disclaimer



## Project Structure**This software is for educational and research purposes only. Trading in financial markets involves substantial risk of loss. The authors and contributors are not responsible for any financial losses incurred from using this software. Always test strategies thoroughly before using real money.**



```## Resources

SNOWFLAKE_MCP_SERVER/

├── yfinance_advanced_trader.py    # Main trading system - [Zerodha Kite API Documentation](https://kite.trade/docs/)

├── analyze_portfolio.py            # Portfolio analyzer- [Model Context Protocol](https://modelcontextprotocol.io/)

├── quick_trade_scan.py             # Fast opportunity scanner- [MCP Python SDK](https://github.com/modelcontextprotocol/create-python-server)

├── zerodha_mcp_server.py           # MCP server for Copilot- [GitHub Copilot Documentation](https://docs.github.com/en/copilot)

├── generate_tokens.py              # Token generation utility

├── verify_tokens.py                # Token verification## Support

├── .env                            # Your credentials (DO NOT COMMIT)

├── .env.example                    # Example configurationFor support and questions:

├── ADVANCED_TRADING_GUIDE.md       # Detailed documentation

├── TRADING_TOOLS_SUMMARY.txt       # Quick reference1. Check the [FAQ section](#troubleshooting)

└── README.md                       # This file2. Search [existing issues](../../issues)

```3. Create a [new issue](../../issues/new)

4. Join our [Discord community](#) (coming soon)

---

---

## Security Best Practices

**Built with for the trading community**

1. **Never commit `.env` file** - Contains sensitive API keys

2. **Regenerate tokens daily** - Zerodha tokens expire every 24 hours** Star this repository if you find it useful!**

3. **Test with paper trading** - Validate strategies before live trading
4. **Monitor API usage** - Check for unusual activity
5. **Use 2FA** - Enable on your Zerodha account

---

## Troubleshooting

### Issue: "No data available for symbol"
**Solution:** Check symbol format
- NSE stocks: Add `.NS` suffix (e.g., `RELIANCE.NS`)
- BSE stocks: Add `.BO` suffix (e.g., `RELIANCE.BO`)

### Issue: "Incorrect api_key or access_token"
**Solution:** Regenerate tokens
```bash
python generate_tokens.py

pip install yfinance pandas numpy scipy scikit-learn matplotlib plotly

import yfinance as yf
yf.cache.clear()