Bellandor Fin Corp Pty Ltd
NAOMI Alpha X AI
Institutional Trading Intelligence Platform
ABN: — On file with ASIC
Executive Summary
NAOMI Alpha X AI is Bellandor Fin Corp's proprietary institutional trading terminal — a fully integrated platform combining live global market intelligence, AI-powered macro research, portfolio management, risk analytics, and execution workflows under a single authenticated interface. Designed for boutique hedge fund operations, it provides CIO and trading desk-level tooling previously available only to large institutions, tailored specifically to the investment mandates of BGGI (Bellandor Global Gold Index) and BGET (Bellandor Global ETF) across the Bellandor LPs FUND.
Objectives
Deliver real-time global macro regime awareness to inform portfolio positioning across BGGI and BGET mandates
Provide a single authenticated workspace for all fund operations — from macro signal to execution to LP reporting
Embed institutional-grade AI research (NAOMI) directly into the investment decision workflow
Maintain full audit trail and governance standards required under ASIC AFSL regulation
Enable role-appropriate access for four personnel classes: Executive, Trader, Employee, and Investor (LP)
Replace manual Excel-based processes with live, programmatic portfolio analytics and capital tracking
Support the firm's growth from boutique to scalable institutional infrastructure
Workspaces
Global macro surveillance hub. Monitors regime shifts, economic heatmap, volatility indices, and event calendar in real time. The Regime Detector runs a 6-factor multi-signal model (VIX, yield curve, credit, growth, safe haven, rates) to classify the current market environment and trigger risk-off alerts.
Panels
Only institutional terminal combining rule-based regime detection, ML logistic regression signal, live FRED credit spreads, Forex Factory calendar, yield curve inversion monitoring, and safe-haven demand into a single live dashboard with auto-clearing alert system
FRED credit spread data is end-of-day (not intraday); ML regime classifier uses hand-calibrated weights rather than a backtested trained model
Live market surveillance across global equities, ETFs, FX, crypto, commodities, and bonds. Full-featured equity intelligence panel with fundamentals, AI verdict, and DRIP analysis. Watchlist, price charts, and spread monitor.
Panels
Coverage of ~150 instruments across all asset classes with 5-second refresh cycle; spread monitor now shows live-computed cross-asset ratios; TradingView charts provide full institutional-grade charting at zero additional cost
Screener filters are static thresholds — no dynamic ranking or factor-based sorting yet
Live portfolio tracking for BGGI and BGET mandates. Holdings with live P&L, attribution, exposure analytics, allocation breakdown, and executive operations record. Supports AUD and USD positions with multi-book architecture.
Panels
Real-time P&L recalculation every 30 seconds; multi-book architecture natively supports BGGI and BGET separation; benchmark comparison shows relative performance vs gold and S&P 500
Position data is file-based — no direct broker API integration yet; broker imports supported for CMC Markets, Interactive Brokers, Stake, and CommSec
Portfolio risk dashboard covering Value at Risk (VaR), stress testing against macro scenarios, and cross-asset correlation matrix. Provides real-time risk metrics for CIO review.
Panels
Stress scenarios pre-calibrated to Bellandor's mandates; Monte Carlo VaR uses actual portfolio return parameters from journal; Black-Scholes Greeks pre-filled with live market data
VaR uses portfolio-wide returns — no per-position decomposition; no implied vol surface; stress scenarios are static (not dynamically re-calibrated)
Order management and execution workflow. Generates order tickets for review and manual submission to broker. Full order blotter and live position monitor during trading sessions.
Panels
Enforces structured pre-trade workflow with mandatory fields — reduces execution errors and provides audit trail
Manual execution only — no automated order routing or broker API integration; operator must place order manually after ticket generation
NAOMI — the embedded Claude 4.x AI intelligence layer. Covers interactive research, regime-aware trade idea generation, automated daily briefings, and strategy backtesting. Powered by Anthropic Claude claude-sonnet-4-6 with streaming SSE delivery.
Panels
NAOMI has full system context at startup; trade ideas are regime-conditioned (GOLDILOCKS/RISK ON/RISK OFF/CRISIS); daily briefing auto-fires at market open; all AI responses stream token-by-token; conversation survives workspace navigation
Claude API key required in .env (ANTHROPIC_API_KEY); trade ideas and briefing consume API tokens per generation; no fine-tuned model — uses claude-sonnet-4-6 base
Internal operations management: task tracking, trading journal, broker import, entity management, accounts, and physical assets registry. Full operational backbone of the firm.
Panels
Centralises all administrative operations including double-entry bookkeeping journal with employee → executive approval workflow; full financial statements; broker import supports 4 formats (CMC, IBKR, Stake, CommSec)
No automated broker sync — CSV export from broker portal required before each import; financial statements are manually maintained, not auto-generated from transactions
LP management portal: investor registry, capital event tracking, NAV snapshots, and capital statement generation. Covers all 5 active LPs in Bellandor LPs FUND.
Panels
Capital events are the single source of truth — LP contributed capital and units always computed from the ledger. Bulk Capital Call Wizard handles proportional/equal allocation across all LPs in one action. Automatic LP email notifications on every capital call execution. Employee submission → executive approval workflow for all LP actions.
LP portal is read-only — investors cannot initiate capital calls or redemptions through the portal; Platinum Fund metrics (TVPI/DPI/RVPI) require accurate capital event data to be meaningful
Internal staff operations hub. Access to firm communications, gold desk, market briefing, task management, LP relations, and investor submission workflows. Employees can submit capital calls, bookkeeping entries, and new investors for executive approval. Available to employee role and above.
Panels
Aggregates all staff-level operational tools in one workspace; employees can submit capital calls, bookkeeping entries, and investors for executive approval — full pending approval workflow built in
All submissions from employee role go to pending_approval status — no direct execution; delete is restricted to own pending submissions only
Bellandor Global Gold Index fund workspace. Live holdings, performance analytics, and factsheet for the gold-focused mandate. Tracks physical gold, gold ETFs, and gold mining equities.
Panels
Gold-specific analytics: mandate adherence, gold beta, and physical vs paper gold allocation tracking
BGGI performance attribution is relative to gold spot (GC=F); no internal benchmark index constructed yet
Bellandor Global ETF fund workspace. Diversified ETF portfolio across global equities, fixed income, and alternatives. Holdings, sector exposure, and performance analytics.
Panels
Sector and region exposure charts give instant mandate-level view for BGET's diversified ETF strategy
ETF holdings show top-level positions only — underlying constituent look-through requires separate data source
Complete trade history, P&L analytics, and import hub. All executions from CMC Markets (Gold CFD) and broker CSV imports are merged here. P&L calendar and instrument analytics support strategy review.
Panels
Single merged journal across all broker imports; P&L calendar and win-rate analytics support data-driven strategy review
Trade tagging (strategy, notes) is manual — no automated trade classification or pattern recognition
Strengths
Real-Time Market Data
WebSocket primary feed (gateway service) with HTTP polling fallback to Yahoo Finance. 5-second refresh cycle for ~150 instruments across all asset classes. BroadcastChannel sync for pop-out panel windows.
Institutional AI Research (NAOMI)
Claude 4.x embedded as a fund-aware research assistant with live WebSearch. System prompt injects current portfolio, NAV, LP events, and pipeline at every session — answers are fund-specific, not generic.
6-Factor Regime Detection + ML Overlay
Regime Detector combines VIX, 3M-10Y yield curve spread, HYG/LQD credit proxy, SPX+NDX growth momentum, gold+TLT safe haven demand, and absolute rate level into a composite stress index. A 4-class logistic regression ML overlay (VIX · HY OAS · T10Y2Y · SPX momentum) runs alongside — both signals shown with confidence and softmax probability bars.
ML Regime Classifier
Pure TypeScript logistic regression with softmax output. Classifies market regime into RISK ON / NEUTRAL / RISK OFF / CRISIS using 4 normalised features (VIX, ICE BofA HY OAS, T10Y2Y yield curve, SPX 5-day momentum). Validated against COVID (2020), GFC (2008), 2022 rate shock, and 2019 goldilocks periods.
TradingView Chart Integration
Professional-grade interactive charts via TradingView free widget — all timeframes, 100+ indicators, drawing tools, full history. Embedded in the instrument detail modal (click any heatmap cell) and Markets workspace.
Role-Based Access Control
Four authenticated portals (Executive, Trader, Employee, Investor) with role-filtered workspace visibility. Two-step username+PIN authentication. 12-hour session auto-expiry.
Drag-and-Drop Terminal Layout
All panels are draggable and resizable via react-grid-layout. Any panel can be popped out to a separate browser window (secondary monitor). Layout is persisted to localStorage per workspace.
Live Portfolio P&L
Multi-book portfolio (house, BGGI, BGET) with 30-second live P&L recalculation against real-time prices. AUD and USD positions supported. CMC Markets CFD Gold position uses correct tick value (0.01 AUD per tick per unit).
24-Hour Macro Alert System with Auto-Dismiss
Persistent risk-off alerts triggered on regime shift (RISK OFF / STAGFLATION / RECESSION) and FOMC/CPI/NFP negative surprises. Alerts survive page refresh (localStorage persist), pulse every 10 minutes, expire after 24 hours, and auto-dismiss when regime recovers to RISK ON / GOLDILOCKS / RECOVERY — no stale alerts.
LP Capital Management
Full investor registry for 5 Bellandor LPs FUND LPs. Capital event ledger, NAV snapshot history, and on-demand per-LP capital statements — from fund inception to present.
Auto-Update Notifications
Version polling every 5 minutes against public/version.json. When a new version is deployed, an amber banner prompts users to reload. Zero manual notification required.
Monte Carlo VaR Simulation
10,000-path Monte Carlo simulation using Box-Muller transform. VaR parameters (mu, sigma) derived from the actual portfolio journal equity curve — not generic assumptions. Both 1-day and 10-day horizons at 95% and 99% confidence.
NAOMI Daily Intelligence Briefing
Auto-generated morning macro briefing at 7am AEST each trading day. Covers macro regime, overnight developments, Australia focus, key levels, tail risks, and positioning bias. Cached daily — refreshes each morning automatically.
Regime-Aware Trade Ideas
NAOMI generates 5 institutional-quality trade ideas on demand, conditioned on the current macro regime. Each idea includes direction, entry/target/stop, risk:reward, timeframe, confidence score, rationale, catalysts, and risk factors.
Live Yield Curve Strip
3M/2Y/5Y/10Y/30Y US Treasury tenor strip with real-time spread calculations. 2Y sourced from FRED public API; remainder from Yahoo Finance. Inversion warning banner when 10Y-3M or 10Y-2Y spread goes negative.
Black-Scholes Options Greeks
Full options pricing calculator: Call/Put price, Delta, Gamma, Theta, Vega, Rho, d1/d2. Pre-fills live risk-free rate from the US 10Y Treasury yield. Moneyness classification (ITM/ATM/OTM) with put-call parity check.
Bulk Capital Call Wizard
3-step wizard for issuing capital calls to all active LPs simultaneously. Supports proportional allocation (by committed capital) or equal split. Preview table shows each LP's allocation and units to be issued at current NAV before confirmation. Executive role executes immediately; employee role submits for executive approval.
Automatic LP Capital Call Emails
On every bulk capital call execution — whether triggered directly by an executive or approved from a pending employee submission — individual notice emails are dispatched to each LP. Email includes: fund name, amount called, units issued, NAV per unit, call date, reference notes, and remittance instruction. Styled in the same dark terminal palette as the daily briefing.
Live Operations Briefing (NAOMI Admin)
The NAOMI Operations Briefing reads 6 live data files at generation time: portfolio, investors, capital-events, bookkeeping, bulk-capital-calls, and NAV snapshots. LP positions are enriched from events — not static fields. Briefing covers: Fund Status, Capital Activity (last 7 days), LP Registry Update, Pending Approvals (journal entries + bulk calls + investor submissions), Operational Tasks, and Team Coordination. Auto-emailed to DJ Rahul, Visma, and Nabin at 7AM AEST daily. Also generated on-demand in the AI workspace.
Employee → Executive Approval Workflow
Employees can submit capital calls, bookkeeping journal entries, and new investor registrations. All submissions land in pending_approval status and appear in the executive approval queue. Executives can approve (which executes the action) or reject. Employees can delete their own unreviewed submissions — but cannot approve, reject, or modify others' submissions.
Limitations & Known Gaps
The ML regime classifier uses hand-calibrated logistic regression weights validated against historical events (COVID, GFC, 2022, 2019). Not trained via gradient descent on a labelled dataset.
The OMS generates order tickets but has no broker API integration. Operators must manually place orders with the broker after reviewing the ticket.
Designed for boutique single-server deployment. No high-availability, no disaster recovery, no horizontal scaling.
Non-US international indices (ASX, Nikkei, HSI, DAX, FTSE) may have 15-minute exchange-mandated delays during their respective trading sessions.
Broker imports (CMC Markets, Interactive Brokers, Stake, CommSec) require manual CSV export from the broker portal before each import. No automated sync or real-time feed.
Data Sources
| Source | Type | Coverage | Latency | Notes |
|---|---|---|---|---|
| Yahoo Finance | Market Prices | ~150 instruments: global indices, FX, futures, crypto, ETFs, equities | Real-time (US) · 15-min delay (non-US exchange hours) | Accessed via yahoo-finance2 Node.js library. Edge-cached 5s on the API route. |
| TradingView Widget | Interactive Charts | All TradingView-supported symbols (30,000+) | Real-time (TradingView servers) | Free embeddable widget. No API key required. Full history, all indicators. |
| Claude 4.x (Anthropic) | AI Research | Global macro, gold markets, equity analysis, portfolio strategy | 5–15s to first token (Claude CLI subprocess) | WebSearch tool enabled — NAOMI can retrieve live news and data during research. |
| JSON File Store | Portfolio / LP / Admin Data | Portfolio positions, capital events, NAV, journal, users, entities | Instant (local filesystem) | Development-mode database. Production migration to PostgreSQL planned for V2.0. |
| FRED (St. Louis Fed) | Economic Data / Yields / Credit Spreads | US 2Y Treasury (DGS2), ICE BofA HY OAS (BAMLH0A0HYM2), IG OAS (BAMLC0A0CM), T10Y2Y yield curve spread | End-of-day (FRED updates after market close) | Accessed via public CSV endpoint — no API key required. Proxied through /api/fred route with 1-hour server cache. |
| Gateway WebSocket | Real-Time Price Feed | Full curated universe at 5-second cadence | < 100ms (WebSocket) | Socket.io gateway on :4000. Falls back to HTTP polling if gateway is down. |
| Forex Factory (community mirror) | Economic Calendar | Global high/medium/low impact events for current and next week | 30-minute refresh | Server-side fetch from nfs.faireconomy.media/ff_calendar_thisweek.json. No API key required. Falls back to synthetic schedule if offline. |
| Futu OpenD / MooMoo (opt-in) | Real-Time Market Data | ASX, HK, US equities and futures via Futu brokerage feed | Real-time (no exchange delay) | Requires OpenD desktop bridge running locally + app key from Moomoo Developer Center. Activated by setting MARKET_DATA_SOURCE=moomoo in .env.local. Yahoo Finance is the default. |
Portal Guides — How to Use
For Board members, C-Suite, and Directors. Full access to all 8 workspaces including investor relations, administration, and executive operations.
Login Steps
Navigate to the landing page and click 'Executive' in the top nav — or click the amber 'Login' button
Enter your username and press Enter or click Continue
Enter your PIN or password and click Authenticate
You will be redirected to the terminal automatically on successful authentication
First Things to Do After Login
Check the Macro workspace (Alt+1) for current regime status and any active risk-off alerts
Review portfolio P&L in Portfolio workspace (Alt+3) — Holdings and P&L Chart panels
Open AI Engine (Alt+6) and ask NAOMI for the daily macro briefing
Check P1 tasks in Administration (Alt+7) — Task Manager panel
Review LP capital positions in Investors (Alt+8)
Key Workspaces for This Role
Useful Shortcuts
Alt+1 through Alt+8 — switch workspaces
Ctrl/Cmd+K — command palette
Click any heatmap cell — instrument deep dive
Pop-out icon (⊡) on any panel — second monitor view
Keyboard Shortcuts
Workspace Navigation
| Alt + 1 | Macro Intelligence Terminal |
| Alt + 2 | Markets & Screener |
| Alt + 3 | Portfolio Management |
| Alt + 4 | Risk Analytics |
| Alt + 5 | Execution & OMS |
| Alt + 6 | AI Research Engine (NAOMI) |
| Alt + 7 | Administration |
| Alt + 8 | Investor Relations |
Terminal Actions
| Ctrl / Cmd + K | Open command palette (search all workspaces) |
| Escape | Close command palette or modal |
| Click ⊡ icon | Pop panel out to separate browser window |
| Click heatmap cell | Open instrument detail modal (chart + stats + NAOMI news) |
Pop-Out Panel Window
| ⎙ button | Print current panel |
| ⛶ button | Toggle fullscreen |
| ✕ button | Close pop-out (panel returns to main terminal) |
Version History
Bulk Capital Call Wizard — 3-step wizard in Executive (Investors workspace) and Employee portals. Proportional or equal allocation across all active LPs. Preview table before confirmation. Employee submissions require executive approval.
Automatic LP capital call emails — on every execution (direct or approved), individual notice emails dispatched to each LP via Gmail. Styled in terminal dark palette. Uses nodemailer with Gmail App Password.
Capital events as single source of truth — LP calledCapital and unitsHeld always computed from the capital event ledger when events exist. Fixes the static field override bug that caused incorrect LP position display.
Capital event delete — executives and employees can delete individual capital events from the ledger (with confirmation). Available in Capital Events panel in both portals.
Show archived toggle in Capital Events panel — filter view to active or all (archived) events.
Employee delete permissions — employees can delete their own pending_approval journal entries and pending investor submissions. Cannot delete others' entries or approved/active records.
LP investor delete in Employee portal — employees can cancel their own pending investor submissions; executives can delete any investor.
Remove calledCapital from Add Investor form — contributed capital now always starts at $0 and is tracked exclusively via Capital Events. Form simplified: committed capital only.
Bookkeeping Journal with approval workflow — employees submit general journal entries as pending_approval; executives approve or reject. Full audit trail with reference, description, and createdBy.
Live Operations Briefing — NAOMI admin briefing reads 6 live data files at generation time. Enriches LP data from events. Structured sections: Fund Status, Capital Activity (7 days), LP Registry, Pending Approvals, Tasks, Team Coordination. Addressed to DJ Rahul, Visma, and Nabin.
Executive feature flag bypass — executives always see all workspaces (BGGI, BGET, NAOMI Token, Risk Engine) regardless of feature flag settings. Feature flags continue to gate non-executive visibility.
Risk Engine tab restored to executive nav — was hidden by feature flag; now always visible for executive role.
NAOMI Token gold scaling plan documented — Phase 1: 1.5kg (1,500 NAOMI), Phase 2: 1.5 tonnes (1,500,000 NAOMI). Current seed: 1/4 oz (7.78g).
Shared mailer utility — apps/web/src/lib/mailer.ts provides sendCapitalCallNotice() and generic sendMail() for server-side email from any API route.
ML Regime Classifier — 4-class logistic regression (RISK ON / NEUTRAL / RISK OFF / CRISIS) on VIX, HY OAS, T10Y2Y, SPX momentum. Softmax probability bars shown alongside rule-based signal.
Credit Spreads panel — ICE BofA HY OAS (BAMLH0A0HYM2) + IG OAS (BAMLC0A0CM) from FRED. 90-day AreaChart with TIGHT/NORMAL/ELEVATED/STRESSED bands. Reference lines at 3.5% and 5.5%.
Live Macro Event Calendar — Forex Factory community mirror (nfs.faireconomy.media). High/medium/low impact events refreshed every 30 min. Offline fallback to synthetic schedule.
Regime alert auto-dismiss — RISK OFF banner auto-clears when regime recovers to RISK ON / GOLDILOCKS / RECOVERY. No more stale alerts.
Automated institutional PDF report generator — /api/reports/monthly route using @react-pdf/renderer. Platinum Fund: gold accents + TVPI/DPI/RVPI. Standard: MOIC summary.
Mobile-responsive monitor — standalone /mobile route. SPX/NDX/ASX200/Gold/FX live grid, regime pill, VIX spotlight card. Works on iPhone and iPad without login.
LP Investor Portal — standalone /investor route with role-aware UI. Platinum Fund: luxury dark-gold theme + Download Statement. Standard LPs: fund overview + PDF download.
Spread Monitor live data — all 6 cross-asset spread rows now computed from live market store quotes (US 2Y-10Y, HY-IG, SPX/VIX, Gold/Oil, EUR vs DXY, Ted spread). Was static.
AI Chat conversation persistence — localStorage save/restore. Conversation (up to 60 messages) survives workspace tab switching. Clear button also clears storage.
Regime Detector layout — ML signal compressed to 2-row block, radar h-36 → h-24, indicator rows capped at 108px. All content visible with ≤1 scroll.
MooMoo opt-in data source — /api/moomoo/quotes proxy route for Futu OpenD bridge. Activated via MARKET_DATA_SOURCE=moomoo in .env.local. Yahoo Finance remains default.
Employee workspace documented — Gold Desk, Market Briefing, Task Manager, LP Relations, Team Directory, Firm Financials, Command Center panels.
BGGI and BGET workspaces documented — fund-specific Overview, Holdings, Factsheet/Sectors panels.
Journal workspace documented — Journal Overview, P&L Calendar, Trade Log, Import Hub, Instrument Analytics.
Administration expanded to 10 panels — added Income Statement, Balance Sheet, Cash Flow, Financial Health, Executive Documents.
Investor Relations expanded to 8 panels — added AUM Overview, GP-LP Report, Fee Calculator, LP Compliance; Platinum FUND tier documented.
Yield Curve panel — 3M/2Y/5Y/10Y/30Y strip with inversion detection and spread calculations (2Y via FRED, rest via Yahoo Finance)
FRED API proxy — /api/fred route for public CSV economic data series (no API key required)
Historical OHLCV API — /api/history route using yahoo-finance2 for equity curve and benchmark data
Broker CSV import expansion — Interactive Brokers Flex Query + Activity Statement, Stake Transaction History, CommSec formats
Economic heatmap additions — NIFTY 50, Brent Crude, Natural Gas, Platinum (24 instruments total)
Regime detector 5-day momentum factor — SPX % change and VIX delta over 5 trading days augment growth score
Event calendar upgrade — hardcoded 2026 FOMC dates (8), Core PCE, Consumer Confidence, AU CPI (quarterly), ECB, China Caixin PMI
Monte Carlo VaR — 10,000-path Box-Muller simulation with parameters from journal equity curve; replaces static parametric model
Options Greeks panel — full Black-Scholes (Delta, Gamma, Theta, Vega, Rho) with live risk-free rate from US10Y; moneyness badge
Portfolio Benchmark Comparison panel — portfolio vs gold vs S&P 500 normalised to 100; period selector 1M/3M/6M/1Y
NAOMI Daily Briefing panel — auto-generates at 7am AEST; sections: regime, overnight, Australia focus, key levels, risks, positioning bias; cached to localStorage
NAOMI Trade Ideas panel — 5 regime-conditioned trade ideas with entry/target/stop/R:R/confidence; expandable detail cards
Email alert delivery route — Resend HTTP API for macro alert email notifications (requires RESEND_API_KEY in .env)
AI workspace expanded — Trade Ideas and Daily Briefing panels added
Catalogue scroll fix — page now scrollable within body overflow-hidden constraint
NAOMI AI Research Engine — Claude 4.x streaming chat via CLI subprocess with WebSearch
Macro Intelligence Terminal — live heatmap (20 instruments, 8s poll), flash tick animations, clickable instrument detail modal
Instrument Detail Modal — TradingView chart + key stats + NAOMI news streaming per instrument
Volatility Indices panel — live VIX/VVIX/MOVE/OVX/GVZ/EVZ with rolling 30-point sparklines
6-Factor Regime Detector upgrade — yield curve (3M-10Y), HYG credit proxy, safe haven, rate environment
24-hour macro alert system — risk-off regime and NFP/CPI/FOMC negative surprise alerts
Auto-update notification system — version polling, amber banner, reload prompt
LP Capital Statements — per-investor capital account statements
NAOMI system catalogue
Hydration bug fix for pop-out panel clock
Symbol universe reverse-mapping fix (Yahoo → terminal symbol lookup)
Initial terminal build: 8 workspaces, drag-and-drop layout, pop-out panels
Role-based portal authentication (Executive, Trader, Employee, Investor)
Live market data WebSocket + HTTP polling fallback
Portfolio management: holdings, P&L chart, exposure, allocation
Risk workspace: VaR, stress testing, correlation matrix
Execution OMS: order ticket, blotter, position monitor
Administration: task manager, trading journal, CMC CSV import, entity registry
Investor Relations: LP registry, capital events, NAV snapshots
Basic regime detector (VIX threshold only)
Static economic heatmap (hardcoded prices)
Command palette, ticker tape, keyboard shortcuts
Roadmap — Planned Upgrades
✓ Additional broker CSV import parsers (Interactive Brokers Flex Query + Activity Statement, Stake, CommSec)
✓ Yield curve chart panel in Macro workspace (3M/2Y/5Y/10Y/30Y with inversion detection)
✓ FRED API integration — public CSV proxy for yield and economic data
✓ Regime detector 5-day momentum factor (SPX % change + VIX delta)
✓ Heatmap additions: NIFTY 50, Brent Crude, Natural Gas, Platinum (24 instruments total)
✓ Monte Carlo VaR simulation — 10,000-path Box-Muller simulation with journal-derived parameters
✓ NAOMI scheduled daily briefing — auto-generates at 7am AEST with full macro section structure
✓ Portfolio benchmark comparison — portfolio vs gold vs S&P 500 normalised chart
✓ Options Greeks display — full Black-Scholes panel with live risk-free rate pre-fill
✓ Live economic calendar API — Forex Factory community mirror (nfs.faireconomy.media)
✓ Real credit spread data — FRED ICE BofA HY OAS (BAMLH0A0HYM2) + IG OAS (BAMLC0A0CM)
✓ LP self-service investor portal — /investor standalone portal with platinum tier luxury UI
✓ ML Regime Classifier — 4-class logistic regression with softmax probability display
✓ Credit Spreads panel — 90-day AreaChart with classification bands and reference lines
✓ Regime alert auto-dismiss — stale risk-off alerts clear on regime recovery
✓ Automated institutional PDF reports — monthly performance/risk/attribution via @react-pdf/renderer
✓ Mobile-responsive monitor — standalone /mobile route for iPad and phone
✓ Spread Monitor live data — all cross-asset spreads now computed from live market store
✓ AI Chat conversation persistence — survives workspace tab switching via localStorage
✓ Bulk Capital Call Wizard — 3-step wizard for all active LPs, proportional or equal allocation, employee → exec approval workflow
✓ Automatic LP capital call emails — individual notices dispatched to each LP on every execution
✓ Capital events as single source of truth — calledCapital/unitsHeld always computed from ledger
✓ Capital event delete — individual event deletion in both portals
✓ Show archived toggle in Capital Events panel
✓ Employee approval workflow — pending_approval status for journal entries, capital calls, investor submissions
✓ Employee delete permissions — own pending submissions only
✓ Bookkeeping Journal — general journal with employee → executive approval workflow
✓ Live Operations Briefing — 6-file enrichment, real-time LP data, auto-email at 7AM AEST to DJ Rahul, Visma, Nabin
✓ Executive feature flag bypass — executives see all workspaces regardless of flags
✓ Risk Engine, BGGI, BGET, NAOMI Token restored to executive nav
✓ NAOMI trade idea generation — 5 regime-conditioned ideas with entry/target/stop/confidence
✓ Email alert delivery — Gmail nodemailer transport shared across API routes
✓ MooMoo / Futu OpenD real-time data — opt-in ASX/HK real-time quotes (MARKET_DATA_SOURCE=moomoo)
— IBKR TWS live market data — sub-second quotes for futures, FX, US stocks, BTC/ETH via @stoqey/ib (port 7497)
— IBKR SSE stream — /api/brokers/ibkr/stream SSE endpoint, 200ms update cycle, Yahoo Finance fallback for ~31 non-IBKR symbols
— IBKR historical candles — /api/brokers/ibkr/candles for real OHLCV bars in price chart
— Advanced interactive charting — custom OHLCV candlestick chart with built-in indicators
— Multi-currency NAV — portfolio NAV calculated in AUD and USD in parallel
— Dark pool and options flow data integration (requires paid API subscription)
Broker API order routing — Interactive Brokers TWS API, CMC Markets API
Multi-tenant SaaS architecture — multiple fund clients
Kubernetes HA deployment with multi-region failover
PostgreSQL replacing JSON file store — full ACID compliance
ASIC regulatory reporting module (FSG, RG 97 fee disclosure)
Real-time exchange data feeds (replacing Yahoo Finance for non-US instruments)
Dedicated compliance audit module with immutable ledger
SOC 2 Type II certification path
Technical Specifications
Frontend
| Framework | Next.js 14 (App Router, React 18) |
| Language | TypeScript 5 (strict mode) |
| Styling | Tailwind CSS 3 with custom design tokens |
| State | Zustand + Immer + localStorage persist |
| Charts | Recharts (sparklines) + TradingView widget (main charts) |
| Layout | react-grid-layout (drag/resize panels) |
| Data Fetching | TanStack Query + native fetch |
Backend Services
| Gateway | Node.js + Express + Socket.io (:4000) |
| Market Data | yahoo-finance2 (Node.js library) |
| AI Engine | Claude CLI subprocess (claude-sonnet-4-6) |
| Data Store | JSON files (development) → PostgreSQL (V2.0) |
| Auth | Two-step username+PIN, Zustand session, 12h expiry |
Infrastructure
| Deployment | Single Linux server (boutique scale) |
| Monorepo | Turborepo (npm workspaces) |
| Platform | Linux 6.17, Node 20 LTS |
| Dev Port | :3000 (Next.js) + :4000 (Gateway) |
Integrations
| Market Prices | Yahoo Finance (real-time US, ~15min delayed non-US) |
| Charts | TradingView free widget (30,000+ symbols) |
| AI Research | Anthropic Claude 4.x via Claude Code CLI |
| Broker Import | CMC Markets CFD activity CSV |
Security & Compliance
Role-Based Access Control (RBAC)
Four portal roles (Executive, Trader, Employee, Investor) control which workspaces are visible and accessible. Role is embedded in the session token and validated server-side on every API call.
Two-Step Authentication
Login requires username (identity) followed by PIN/password (authentication). Credentials validated against server-side users-data.json — PINs are not returned to the client.
Session Auto-Expiry
All sessions expire after 12 hours regardless of activity. Users are redirected to the landing page and must re-authenticate. Session state is held in Zustand with localStorage persistence.
Data Classification
Portfolio data, LP identities, NAV figures, and capital events are classified CONFIDENTIAL. The catalogue and terminal are for internal authorised personnel and registered LPs only.
ASIC AFSL Compliance
Bellandor Fin Corp Pty Ltd operates under an Australian Financial Services Licence (AFSL). The terminal maintains audit-grade activity trails in the Executive Operations panel. All LP communications comply with RG 97 fee disclosure requirements.
Audit Trail
The Executive Operations Record System logs all material decisions, communications, and actions with timestamps. This record is maintained for regulatory review and internal governance.
Contact
This catalogue is a confidential internal document of Bellandor Fin Corp Pty Ltd. Distribution is restricted to authorised personnel and registered Limited Partners of Bellandor LPs FUND only. For system support or feature requests, contact dj.rahulaus@gmail.com.
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