initial setup

docs/current-system-flow.md

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+# 🔄 Current System Communication Flow
+
+## Active Services (Currently Running)
+
+```mermaid
+graph TB
+    %% External Data Sources
+    subgraph "External APIs"
+        EXT[Demo Data Generation<br/>Alpha Vantage Ready<br/>Yahoo Finance Ready]
+    end
+
+    %% Currently Active Services
+    subgraph "Active Services"
+        MDG[Market Data Gateway<br/>Port 3001<br/>✅ Running]
+        TD[Trading Dashboard<br/>Port 5173<br/>✅ Running]
+    end
+
+    %% Storage Layer
+    subgraph "Storage"
+        DRAGONFLY[(Dragonfly<br/>📡 Events & Cache<br/>🔧 Configured)]
+    end
+
+    %% Data Flow
+    EXT -->|HTTP Fetch| MDG
+    MDG -->|REST API| TD
+    MDG -->|WebSocket Stream| TD
+    MDG -->|Events| DRAGONFLY
+    
+    %% Styling
+    classDef active fill:#90EE90
+    classDef storage fill:#FFE4B5
+    classDef external fill:#FFB6C1
+    
+    class MDG,TD active
+    class DRAGONFLY storage
+    class EXT external
+```
+
+## Next Phase Services (Ready to Implement)
+
+```mermaid
+graph TB
+    %% Current Services
+    subgraph "Current Layer"
+        MDG[Market Data Gateway<br/>✅ Operational]
+        TD[Trading Dashboard<br/>✅ Operational]
+    end
+
+    %% Next Phase Services  
+    subgraph "Next Phase - Priority 1"
+        SO[Strategy Orchestrator<br/>🚧 Package Created<br/>📋 Ready to Implement]
+        RG[Risk Guardian<br/>🚧 Package Created<br/>📋 Ready to Implement]
+    end
+
+    %% Communication Infrastructure
+    subgraph "Event Infrastructure"
+        DRAGONFLY[(Dragonfly Streams<br/>✅ Configured)]
+        WS[WebSocket Server<br/>✅ Active in MDG]
+    end
+
+    %% Data Flows
+    MDG -->|Market Data Events| DRAGONFLY
+    MDG -->|Real-time Stream| WS
+    WS -->|Live Updates| TD
+      DRAGONFLY -->|Market Events| SO
+    DRAGONFLY -->|All Events| RG
+    
+    SO -->|Strategy Events| DRAGONFLY
+    SO -->|Risk Check| RG
+    RG -->|Risk Alerts| DRAGONFLY
+    
+    %% Styling
+    classDef current fill:#90EE90
+    classDef next fill:#FFE4B5
+    classDef infrastructure fill:#E6E6FA
+    
+    class MDG,TD current
+    class SO,RG next
+    class DRAGONFLY,WS infrastructure
+```
+
+## Detailed Communication Patterns
+
+### 1. **Current System (Working)**
+
+```
+┌─────────────────┐    HTTP REST    ┌─────────────────┐
+│ Trading         │ ←──────────────→ │ Market Data     │
+│ Dashboard       │                 │ Gateway         │
+│ (React/Tremor)  │ ←──────────────→ │ (Hono/Bun)     │
+└─────────────────┘    WebSocket    └─────────────────┘
+                                           │
+                                           ▼
+                                    ┌─────────────────┐
+                                    │ Dragonfly Events    │
+                                    │ (Configured)    │
+                                    └─────────────────┘
+```
+
+### 2. **Next Phase Implementation**
+
+```
+┌─────────────────┐
+│ Strategy        │
+│ Orchestrator    │ ──┐
+└─────────────────┘   │
+                      ▼
+┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐
+│ Market Data     │→│ Dragonfly Event     │←│ Risk Guardian   │
+│ Gateway         │ │ Stream          │ │                 │
+└─────────────────┘ └─────────────────┘ └─────────────────┘
+        │                   │                   │
+        ▼                   ▼                   ▼
+┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐
+│ Trading         │ │ WebSocket       │ │ Alert Manager   │
+│ Dashboard       │ │ Real-time       │ │ (Future)        │
+└─────────────────┘ └─────────────────┘ └─────────────────┘
+```
+
+## Event Flow Diagram
+
+```mermaid
+sequenceDiagram
+    participant TD as Trading Dashboard
+    participant MDG as Market Data Gateway
+    participant DRAGONFLY as Dragonfly Events
+    participant SO as Strategy Orchestrator (Next)
+    participant RG as Risk Guardian (Next)
+
+    Note over TD,DRAGONFLY: Current System - Working
+
+    MDG->>MDG: Generate demo market data
+    MDG->>TD: WebSocket real-time updates
+    MDG->>DRAGONFLY: Publish MARKET_DATA events
+    TD->>MDG: HTTP API requests
+    MDG->>TD: JSON responses
+
+    Note over SO,RG: Next Phase - To Implement
+
+    DRAGONFLY->>SO: Subscribe to MARKET_DATA events
+    SO->>SO: Analyze market conditions
+    SO->>DRAGONFLY: Publish SIGNAL_GENERATED events
+    
+    DRAGONFLY->>RG: Subscribe to ALL events
+    RG->>RG: Monitor risk thresholds
+    RG->>DRAGONFLY: Publish RISK_ALERT events
+    
+    DRAGONFLY->>TD: All events via WebSocket
+    TD->>TD: Update dashboard with alerts
+```
+
+## Service Dependencies
+
+### **Current Dependencies (Satisfied)**
+```
+Market Data Gateway
+├── ✅ Hono (Web framework)
+├── ✅ ioredis (Redis client)  
+├── ✅ @stock-bot/config (Workspace package)
+├── ✅ @stock-bot/shared-types (Workspace package)
+└── ✅ ws (WebSocket library)
+
+Trading Dashboard  
+├── ✅ React + TypeScript
+├── ✅ Tremor UI (Financial components)
+├── ✅ Vite (Build tool)
+└── ✅ WebSocket client
+```
+
+### **Next Phase Dependencies (Ready)**
+```
+Strategy Orchestrator
+├── ✅ Package.json created
+├── ✅ Dependencies specified
+├── 📋 Implementation needed
+└── 🔧 node-cron (Strategy scheduling)
+
+Risk Guardian
+├── ✅ Package.json created  
+├── ✅ Dependencies specified
+├── 📋 Implementation needed
+└── 🛡️ Risk monitoring logic
+```
+
+## Port & Endpoint Map
+
+| Service | Port | Endpoints | Status |
+|---------|------|-----------|--------|
+| **Market Data Gateway** | 3001 | `/health`, `/api/market-data/:symbol`, `/api/ohlcv/:symbol`, WebSocket | ✅ Active |
+| **Trading Dashboard** | 5173 | Vite dev server | ✅ Active |
+| **Strategy Orchestrator** | 4001 | `/health`, `/api/strategies`, `/api/signals` | 📋 Planned |
+| **Risk Guardian** | 3002 | `/health`, `/api/risk-checks`, `/api/limits` | 📋 Planned |
+
+## Data Types & Events
+
+### **Market Data Event**
+```typescript
+interface MarketDataEvent {
+  type: 'MARKET_DATA';
+  data: {
+    symbol: string;
+    price: number;
+    bid: number;
+    ask: number;
+    volume: number;
+    timestamp: Date;
+  };
+  timestamp: Date;
+}
+```
+
+### **Strategy Event (Next Phase)**
+```typescript
+interface StrategyEvent {
+  type: 'SIGNAL_GENERATED' | 'STRATEGY_START' | 'STRATEGY_STOP';
+  strategyId: string;
+  signal?: TradingSignal;
+  timestamp: Date;
+}
+```
+
+### **Risk Event (Next Phase)**
+```typescript
+interface RiskEvent {
+  type: 'RISK_ALERT' | 'RISK_CHECK';
+  severity: 'LOW' | 'MEDIUM' | 'HIGH' | 'CRITICAL';
+  message: string;
+  data: any;
+  timestamp: Date;
+}
+```
+
+This architecture shows how your current working system will expand into a comprehensive trading platform with clear communication patterns and event flows.

docs/system-architecture.md

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+# 🏗️ Stock Bot System Architecture
+
+## System Communication Flow Diagram
+
+```mermaid
+graph TB
+    %% External Systems
+    subgraph "External APIs"
+        AV[Alpha Vantage API]
+        YF[Yahoo Finance API]
+        AL[Alpaca Broker API]
+        IB[Interactive Brokers]
+        NEWS[News APIs]
+    end
+
+    %% Core Services Layer
+    subgraph "Core Services"
+        MDG[Market Data Gateway<br/>:3001]
+        RG[Risk Guardian<br/>:3002]
+        EE[Execution Engine<br/>:3003]
+        PM[Portfolio Manager<br/>:3004]
+    end
+
+    %% Intelligence Services Layer
+    subgraph "Intelligence Services"
+        SO[Strategy Orchestrator<br/>:4001]
+        SG[Signal Generator<br/>:4002]
+        BA[Backtesting Engine<br/>:4003]
+        ML[ML Pipeline<br/>:4004]
+    end
+
+    %% Data Services Layer
+    subgraph "Data Services"
+        HDS[Historical Data Service<br/>:5001]
+        AS[Analytics Service<br/>:5002]
+        DQS[Data Quality Service<br/>:5003]
+        ETLS[ETL Service<br/>:5004]
+    end
+
+    %% Platform Services Layer
+    subgraph "Platform Services"
+        LM[Log Manager<br/>:6001]
+        CM[Config Manager<br/>:6002]
+        AM[Alert Manager<br/>:6003]
+        SM[Service Monitor<br/>:6004]
+    end
+
+    %% Integration Services Layer
+    subgraph "Integration Services"
+        BAS[Broker Adapter<br/>:7001]
+        DAS[Data Adapter<br/>:7002]
+        NS[Notification Service<br/>:7003]
+        WHS[Webhook Service<br/>:7004]
+    end
+
+    %% Interface Services Layer
+    subgraph "Interface Services"
+        TD[Trading Dashboard<br/>:5173]
+        API[REST API Gateway<br/>:8001]
+        WS[WebSocket Server<br/>Embedded]
+    end
+
+    %% Storage Layer
+    subgraph "Storage Layer"
+        DRAGONFLY[(Dragonfly<br/>Events & Cache)]
+        QDB[(QuestDB<br/>Time Series)]
+        PGDB[(PostgreSQL<br/>Relational)]
+        FS[(File System<br/>Logs & Config)]
+    end
+
+    %% Communication Flows
+    
+    %% External to Core
+    AV --> MDG
+    YF --> MDG
+    AL --> BAS
+    IB --> BAS
+    NEWS --> DAS
+
+    %% Core Service Communications
+    MDG -->|Market Data Events| DRAGONFLY
+    MDG -->|Real-time Stream| WS
+    MDG -->|Cache| DRAGONFLY
+    
+    RG -->|Risk Events| DRAGONFLY
+    RG -->|Risk Alerts| AM
+    RG -->|Position Limits| PM
+    
+    EE -->|Order Events| DRAGONFLY
+    EE -->|Trade Execution| BAS
+    EE -->|Order Status| PM
+    
+    PM -->|Portfolio Events| DRAGONFLY
+    PM -->|P&L Updates| TD
+    PM -->|Position Data| RG
+
+    %% Intelligence Communications
+    SO -->|Strategy Events| DRAGONFLY
+    SO -->|Signal Requests| SG
+    SO -->|Execution Orders| EE
+    SO -->|Risk Check| RG
+    
+    SG -->|Trading Signals| SO
+    SG -->|ML Requests| ML
+    SG -->|Market Data| DRAGONFLY
+    
+    BA -->|Backtest Results| SO
+    BA -->|Historical Data| HDS
+    
+    ML -->|Predictions| SG
+    ML -->|Training Data| HDS
+
+    %% Data Service Communications
+    HDS -->|Store Data| QDB
+    HDS -->|Query Data| QDB
+    HDS -->|Data Events| DRAGONFLY
+    
+    AS -->|Analytics| QDB
+    AS -->|Metrics| SM
+    AS -->|Reports| TD
+    
+    DQS -->|Data Quality| DRAGONFLY
+    DQS -->|Alerts| AM
+    
+    ETLS -->|Raw Data| DAS
+    ETLS -->|Processed Data| HDS
+
+    %% Platform Communications
+    LM -->|Logs| FS
+    LM -->|Log Events| DRAGONFLY
+    
+    CM -->|Config| FS
+    CM -->|Config Updates| DRAGONFLY
+    
+    AM -->|Alerts| NS
+    AM -->|Alert Events| DRAGONFLY
+    
+    SM -->|Health Checks| DRAGONFLY
+    SM -->|Metrics| QDB
+
+    %% Integration Communications
+    BAS -->|Orders| AL
+    BAS -->|Orders| IB
+    BAS -->|Order Updates| EE
+    
+    DAS -->|Data Feed| MDG
+    DAS -->|External Data| HDS
+    
+    NS -->|Notifications| WHS
+    NS -->|Alerts| TD
+    
+    WHS -->|Webhooks| External
+
+    %% Interface Communications
+    TD -->|API Calls| API
+    TD -->|WebSocket| WS
+    TD -->|Dashboard Data| PM
+    
+    API -->|Service Calls| SO
+    API -->|Data Queries| HDS
+    API -->|System Status| SM
+    
+    WS -->|Real-time Data| TD
+    WS -->|Events| DRAGONFLY
+
+    %% Storage Access    DRAGONFLY -.->|Events| SO
+    DRAGONFLY -.->|Events| RG
+    DRAGONFLY -.->|Events| PM
+    DRAGONFLY -.->|Cache| MDG
+    
+    QDB -.->|Time Series| HDS
+    QDB -.->|Analytics| AS
+    QDB -.->|Metrics| SM
+    
+    PGDB -.->|Relational| PM
+    PGDB -.->|Config| CM
+    PGDB -.->|Users| API
+
+    %% Styling
+    classDef external fill:#ff9999
+    classDef core fill:#99ccff
+    classDef intelligence fill:#99ff99
+    classDef data fill:#ffcc99
+    classDef platform fill:#cc99ff
+    classDef integration fill:#ffff99
+    classDef interface fill:#ff99cc
+    classDef storage fill:#cccccc
+
+    class AV,YF,AL,IB,NEWS external
+    class MDG,RG,EE,PM core
+    class SO,SG,BA,ML intelligence
+    class HDS,AS,DQS,ETLS data
+    class LM,CM,AM,SM platform
+    class BAS,DAS,NS,WHS integration
+    class TD,API,WS interface
+    class DRAGONFLY,QDB,PGDB,FS storage
+```
+
+## Communication Patterns
+
+### 1. **Event-Driven Architecture (Dragonfly Streams)**
+```
+┌─────────────┐    Dragonfly Events    ┌─────────────┐
+│   Service   │ ─────────────────→ │   Service   │
+│      A      │                    │      B      │
+└─────────────┘                    └─────────────┘
+```
+
+**Event Types:**
+- `MARKET_DATA` - Real-time price updates
+- `ORDER_CREATED/FILLED/CANCELLED` - Order lifecycle
+- `SIGNAL_GENERATED` - Trading signals
+- `RISK_ALERT` - Risk threshold violations
+- `PORTFOLIO_UPDATE` - Position changes
+- `STRATEGY_START/STOP` - Strategy lifecycle
+
+### 2. **Request-Response (HTTP/REST)**
+```
+┌─────────────┐    HTTP Request    ┌─────────────┐
+│   Client    │ ─────────────────→ │   Service   │
+│             │ ←───────────────── │             │
+└─────────────┘    HTTP Response   └─────────────┘
+```
+
+**API Endpoints:**
+- `/api/market-data/:symbol` - Current market data
+- `/api/portfolio/positions` - Portfolio positions
+- `/api/strategies` - Strategy management
+- `/api/orders` - Order management
+- `/api/health` - Service health checks
+
+### 3. **Real-time Streaming (WebSocket)**
+```
+┌─────────────┐    WebSocket       ┌─────────────┐
+│   Client    │ ←═════════════════→ │   Server    │
+│             │    Bidirectional   │             │
+└─────────────┘                    └─────────────┘
+```
+
+**WebSocket Messages:**
+- Market data subscriptions
+- Portfolio updates
+- Trading signals
+- Risk alerts
+- System notifications
+
+### 4. **Data Persistence**
+```
+┌─────────────┐    Store/Query     ┌─────────────┐
+│   Service   │ ─────────────────→ │  Database   │
+│             │ ←───────────────── │             │
+└─────────────┘                    └─────────────┘
+```
+
+**Storage Types:**
+- **Dragonfly**: Events, cache, sessions
+- **QuestDB**: Time-series data, metrics
+- **PostgreSQL**: Configuration, users, metadata
+- **File System**: Logs, configurations
+
+## Service Communication Matrix
+
+| Service | Publishes Events | Subscribes to Events | HTTP APIs | WebSocket | Storage |
+|---------|-----------------|---------------------|-----------|-----------|---------|
+| Market Data Gateway | ✅ Market Data | - | ✅ REST | ✅ Server | Dragonfly Cache |
+| Risk Guardian | ✅ Risk Alerts | ✅ All Events | ✅ REST | - | PostgreSQL |
+| Strategy Orchestrator | ✅ Strategy Events | ✅ Market Data, Signals | ✅ REST | - | PostgreSQL |
+| Execution Engine | ✅ Order Events | ✅ Strategy Events | ✅ REST | - | PostgreSQL |
+| Portfolio Manager | ✅ Portfolio Events | ✅ Order Events | ✅ REST | - | PostgreSQL |
+| Trading Dashboard | - | ✅ All Events | ✅ Client | ✅ Client | - |
+
+## Data Flow Example: Trade Execution
+
+```mermaid
+sequenceDiagram
+    participant TD as Trading Dashboard
+    participant SO as Strategy Orchestrator
+    participant SG as Signal Generator
+    participant RG as Risk Guardian
+    participant EE as Execution Engine
+    participant BAS as Broker Adapter
+    participant PM as Portfolio Manager
+    participant DRAGONFLY as Dragonfly Events
+
+    Note over TD,DRAGONFLY: User starts a trading strategy
+
+    TD->>SO: POST /api/strategies/start
+    SO->>DRAGONFLY: Publish STRATEGY_START event
+    
+    Note over SO,SG: Strategy generates signals
+    
+    SO->>SG: Request signals for AAPL
+    SG->>SO: Return BUY signal
+    SO->>DRAGONFLY: Publish SIGNAL_GENERATED event
+    
+    Note over SO,RG: Risk check before execution
+    
+    SO->>RG: Check risk limits
+    RG->>SO: Risk approved
+    
+    Note over SO,EE: Execute the trade
+    
+    SO->>EE: Submit order
+    EE->>DRAGONFLY: Publish ORDER_CREATED event
+    EE->>BAS: Send order to broker
+    BAS->>EE: Order filled
+    EE->>DRAGONFLY: Publish ORDER_FILLED event
+    
+    Note over PM,TD: Update portfolio and notify user
+    
+    PM->>DRAGONFLY: Subscribe to ORDER_FILLED
+    PM->>PM: Update positions    PM->>DRAGONFLY: Publish PORTFOLIO_UPDATE
+    TD->>DRAGONFLY: Subscribe to PORTFOLIO_UPDATE
+    TD->>TD: Update dashboard
+```
+
+## Port Allocation
+
+| Service Category | Port Range | Services |
+|-----------------|------------|----------|
+| Core Services | 3001-3099 | Market Data Gateway (3001), Risk Guardian (3002) |
+| Intelligence Services | 4001-4099 | Strategy Orchestrator (4001), Signal Generator (4002) |
+| Data Services | 5001-5099 | Historical Data (5001), Analytics (5002) |
+| Platform Services | 6001-6099 | Log Manager (6001), Config Manager (6002) |
+| Integration Services | 7001-7099 | Broker Adapter (7001), Data Adapter (7002) |
+| Interface Services | 8001-8099 | API Gateway (8001), Dashboard (5173-Vite) |
+
+## Security & Authentication
+
+```mermaid
+graph LR
+    subgraph "Security Layer"
+        JWT[JWT Tokens]
+        API_KEY[API Keys]
+        TLS[TLS/HTTPS]
+        RBAC[Role-Based Access]
+    end
+    
+    subgraph "External Security"
+        BROKER_AUTH[Broker Authentication]
+        DATA_AUTH[Data Provider Auth]
+        WEBHOOK_SIG[Webhook Signatures]
+    end
+    
+    JWT --> API_KEY
+    API_KEY --> TLS
+    TLS --> RBAC
+    RBAC --> BROKER_AUTH
+    BROKER_AUTH --> DATA_AUTH
+    DATA_AUTH --> WEBHOOK_SIG
+```
+
+This architecture provides:
+- **Scalability**: Services can be scaled independently
+- **Reliability**: Event-driven communication with retry mechanisms  
+- **Maintainability**: Clear separation of concerns
+- **Observability**: Centralized logging and monitoring
+- **Security**: Multiple layers of authentication and authorization

docs/system-communication-chart.md

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+# 📊 Stock Bot System Communication - Quick Reference
+
+## Current System (Active)
+```
+┌─────────────────────────────────────────────────────────────────────┐
+│                        TRADING BOT SYSTEM                          │
+└─────────────────────────────────────────────────────────────────────┘
+
+External APIs          Core Services              Interface Services
+┌─────────────┐       ┌─────────────────┐        ┌─────────────────┐
+│ Demo Data   │──────▶│ Market Data     │◀──────▶│ Trading         │
+│ Alpha Vant. │       │ Gateway         │        │ Dashboard       │
+│ Yahoo Fin.  │       │ Port: 3001      │        │ Port: 5173      │
+└─────────────┘       │ Status: ✅ LIVE │        │ Status: ✅ LIVE │
+                      └─────────────────┘        └─────────────────┘
+                              │                           ▲
+                              ▼                           │
+                      ┌─────────────────┐                 │
+                      │ Dragonfly Events    │─────────────────┘
+                      │ Cache & Streams │
+                      │ Status: ✅ READY│
+                      └─────────────────┘
+```
+
+## Next Phase (Ready to Implement)
+```
+┌─────────────────────────────────────────────────────────────────────┐
+│                    EXPANDED TRADING SYSTEM                          │
+└─────────────────────────────────────────────────────────────────────┘
+
+Intelligence Services     Core Services           Interface Services
+┌─────────────────┐      ┌─────────────────┐     ┌─────────────────┐
+│ Strategy        │◀────▶│ Market Data     │◀───▶│ Trading         │
+│ Orchestrator    │      │ Gateway         │     │ Dashboard       │
+│ Port: 4001      │      │ Port: 3001      │     │ Port: 5173      │
+│ Status: 📋 PLAN │      │ Status: ✅ LIVE │     │ Status: ✅ LIVE │
+└─────────────────┘      └─────────────────┘     └─────────────────┘
+         ▲                        │                       ▲
+         │                        ▼                       │
+         │               ┌─────────────────┐              │
+         └──────────────▶│ Dragonfly Event     │◀─────────────┘
+                         │ Stream Hub      │
+                         │ Status: ✅ READY│
+                         └─────────────────┘
+                                  ▲
+                                  │
+                         ┌─────────────────┐
+                         │ Risk Guardian   │
+                         │ Port: 3002      │
+                         │ Status: 📋 PLAN │
+                         └─────────────────┘
+```
+
+## Communication Protocols
+
+### HTTP REST API
+```
+Client ──── GET/POST ───▶ Server
+       ◀─── JSON ────────
+```
+
+### WebSocket Real-time
+```
+Client ◀═══ Stream ═══▶ Server
+       ◀═══ Events ══▶
+```
+
+### Dragonfly Event Bus
+```
+Service A ──── Publish ───▶ Dragonfly ──── Subscribe ───▶ Service B
+          ◀─── Confirm ────       ◀─── Events ────
+```
+
+## Event Types
+
+| Event Type | Publisher | Subscribers | Frequency |
+|------------|-----------|-------------|-----------|
+| `MARKET_DATA` | Market Data Gateway | Dashboard, Strategy Orchestrator | Every 5s |
+| `SIGNAL_GENERATED` | Strategy Orchestrator | Risk Guardian, Execution Engine | As needed |
+| `RISK_ALERT` | Risk Guardian | Dashboard, Alert Manager | As needed |
+| `PORTFOLIO_UPDATE` | Portfolio Manager | Dashboard, Risk Guardian | On trades |
+
+## Service Status Matrix
+
+| Service | Port | Status | Dependencies | Ready to Implement |
+|---------|------|--------|--------------|-------------------|
+| Market Data Gateway | 3001 | ✅ Running | Dragonfly, Config | ✅ Complete |
+| Trading Dashboard | 5173 | ✅ Running | MDG API | ✅ Complete |
+| Strategy Orchestrator | 4001 | 📋 Planned | Dragonfly, MDG | ✅ Package Ready |
+| Risk Guardian | 3002 | 📋 Planned | Dragonfly, Config | ✅ Package Ready |
+| Portfolio Manager | 3004 | ⏳ Future | Database, Orders | ❌ Not Started |
+| Execution Engine | 3003 | ⏳ Future | Brokers, Portfolio | ❌ Not Started |
+
+## Data Flow Summary
+
+1. **Market Data Flow**
+   ```
+   External APIs → Market Data Gateway → Dragonfly Events → Dashboard
+                                      → Strategy Orchestrator
+   ```
+
+2. **Trading Signal Flow**
+   ```
+   Market Data → Strategy Orchestrator → Trading Signals → Risk Guardian
+                                                         → Execution Engine
+   ```
+
+3. **Risk Management Flow**
+   ```
+   All Events → Risk Guardian → Risk Alerts → Alert Manager
+                             → Risk Blocks → Strategy Orchestrator
+   ```
+
+4. **User Interface Flow**
+   ```
+   WebSocket ← Dashboard → REST API → Services
+   Events   ←           → Commands →
+   ```
+
+## Implementation Priority
+
+### Phase 1 (Current) ✅
+- [x] Market Data Gateway
+- [x] Trading Dashboard
+- [x] Dragonfly Infrastructure
+- [x] WebSocket Communication
+
+### Phase 2 (Next) 📋
+- [ ] Strategy Orchestrator
+- [ ] Risk Guardian
+- [ ] Event-driven Strategy Execution
+- [ ] Risk Monitoring & Alerts
+
+### Phase 3 (Future) ⏳
+- [ ] Portfolio Manager
+- [ ] Execution Engine
+- [ ] Broker Integration
+- [ ] Database Persistence
+
+The system is designed for incremental development where each service can be implemented and tested independently while maintaining full system functionality.