Check and plan
Health Check finds important weaknesses. System Architecture creates a safer plan before a rebuild.
ENGINEERING SERVICES / DETAILED SCOPE
Trading-system engineering from review to controlled delivery.
Engineering that helps a validated trading operation preserve capital, reduce avoidable technical loss, improve operational efficiency, and build a controlled foundation for reinvestment and scale. No service guarantees profit.
SIMPLE ORDER MAP
What can you order?
Start with one problem. A written proposal says exactly what will be checked or built, what you receive, the price, and the delivery boundary.
Make orders work correctly
Exchange Integration, Order Execution, Risk Controls, and Reconciliation connect intent to exchange truth.
Make the system reliable
Reliability, Monitoring, Security, and Operator Dashboards make failures visible and recovery controlled.
HOW AN ORDER WORKSREQUEST → PROPOSAL → DELIVERY
01Tell usname, email, result
02Approve scopeterms, price, invoice
03Receive workreport, code, tests, notes
CAPABILITY MAP
Ten focused engineering scopes.
A client can start with one defined problem. Related services are added only when the dependency is technically necessary and commercially approved.
Architecture & execution
Health checks, system boundaries, exchange integration, and explicit order lifecycles.
Risk & recovery
Pre-trade controls, reconciliation, restart safety, and incident-ready reliability.
Operations & control
Telemetry, alerts, secret boundaries, deployments, and operator-facing tools.
Engineering Health Check
An independent review for a team that needs to understand architectural, execution, risk, and operational weaknesses before approving a larger refactor or build.
Commercial objective
Avoid spending on the wrong rebuild. Identify the failures most likely to waste capital, delay launch, or block controlled growth, then prioritise the highest-value remediation.
Typical problems
- Intermittent order or state errors with no clear root cause
- Uncertainty about whether the current architecture can support the next stage
- A need to prioritise engineering work before spending more capital
Engineering scope
- Trace the order path from strategy intent to exchange acknowledgement and fill
- Review state ownership, concurrency boundaries, retries, error handling, and reconciliation
- Map pre-trade risk controls, operational controls, and failure escalation
- Review the selected codebase and one defined exchange integration
Deliverables
- Written findings with severity and business impact
- Prioritised remediation plan
- Architecture and failure-boundary summary
- Technical readout and recommended next scope
Boundaries
- No implementation or live trading
- No API keys, trading credentials, or custody access
- One review pass unless a follow-up is agreed
Trading System Architecture
Design or restructure a trading system so exchange connectivity, strategy intent, execution, risk, persistence, and operator control have explicit ownership and contracts.
Commercial objective
Lower the cost and risk of future development by creating boundaries that allow features, exchanges, and workflows to evolve without destabilising the entire operation.
Typical problems
- A monolith where strategy, execution, and recovery logic cannot be changed independently
- Unclear state ownership across asynchronous tasks and services
- A planned rewrite that needs staged migration rather than a high-risk replacement
Engineering scope
- Define component and service boundaries
- Model commands, events, state transitions, and persistence ownership
- Design controller/executor or workflow-oriented execution boundaries where appropriate
- Specify failure, recovery, and reconciliation contracts
Deliverables
- Architecture decision records
- Component and data-flow diagrams
- Staged migration plan
- Technical acceptance criteria for implementation
Boundaries
- Architecture work is not a promise of a complete implementation
- Strategy profitability and signal research are excluded unless separately scoped
Exchange API & WebSocket Integration
Build or repair a single-exchange integration with typed interfaces, observable failure behaviour, deterministic tests, and documented operational assumptions.
Commercial objective
Reach the market more reliably and reduce avoidable missed, duplicated, delayed, or incorrectly interpreted exchange actions that can consume capital and operator time.
Typical problems
- Authentication, timestamp, signature, or request-retry failures
- Dropped or stale WebSocket state
- Inconsistent order, fill, position, or balance events
- A new exchange connection that needs a clean boundary
Engineering scope
- REST signing and authenticated request flows
- Public and private WebSocket lifecycle
- Market, order, fill, position, and balance event handling
- Rate-limit, timeout, reconnect, and backoff policy
- Normalisation into client-owned domain types
Deliverables
- Typed connector interface and implementation
- Fixtures, mocks, and deterministic tests
- Error taxonomy and retry policy
- Integration and operational documentation
Boundaries
- Each engagement names the exact exchange, endpoints, and account mode
- Bybit V5 is the current reference stack; no ready-made multi-exchange coverage is claimed
- Exchange uptime and future API compatibility cannot be guaranteed
Order Execution & Lifecycle Engineering
Engineer the critical path between validated trading intent and exchange truth, including ambiguous responses and incomplete order outcomes.
Commercial objective
Protect execution quality by making each order traceable, recoverable, and resistant to duplicate intent, incomplete fills, ambiguous acknowledgements, and unsafe restarts.
Typical problems
- Duplicate orders after retries or process restarts
- Incorrect handling of partial fills, cancel/replace, or rejected requests
- Local order state that does not match the exchange
- Execution logic coupled directly to strategy code
Engineering scope
- Intent validation and idempotency rules
- Explicit order-state transitions and invariants
- Create, amend, cancel, partial-fill, and terminal-state workflows
- Timeout, retry, acknowledgement, and ambiguous-response handling
- Recovery after reconnect or process restart
Deliverables
- Execution state model and implementation
- Transition and failure-path tests
- Operator-visible rejection and recovery reasons
- Runbook for exceptional order states
Boundaries
- No fill-price, latency, or return guarantee
- Execution algorithms and smart-order routing require a separate written scope
Pre-Trade Risk Controls
Move risk rules into the execution path so a prohibited order is rejected before emission rather than reported after exposure already exists.
Commercial objective
Preserve allocated capital by enforcing exposure policy before an order is sent and by giving operators a controlled way to stop activity when defined limits are reached.
Typical problems
- Position or leverage limits enforced only in a dashboard
- No central policy across manual and automated order paths
- Risk rejection reasons that are missing or impossible to audit
- No controlled emergency stop
Engineering scope
- Position, notional, leverage, concentration, and order-size limits
- Order frequency, exposure, and daily-loss guards where inputs are reliable
- Symbol, account, strategy, and system-wide policy layers
- Kill-switch behaviour, reset authority, and operator alerts
- Boundary-condition and failure-injection tests
Deliverables
- Risk-policy model and enforcement layer
- Configuration schema and safe defaults
- Decision audit trail and rejection taxonomy
- Test matrix for limits and emergency states
Boundaries
- Risk controls reduce defined technical risk; they do not eliminate market loss
- No investment advice, signal generation, or return optimisation
Order, Position & Balance Reconciliation
Detect, explain, and repair divergence between local records and the exchange across orders, fills, positions, balances, and process restarts.
Commercial objective
Prevent hidden or unmanaged exposure from growing unnoticed. Reliable exchange truth supports safer allocation decisions and more confident reinvestment.
Typical problems
- Ghost orders, missing fills, or duplicate local records
- Position size that differs between the bot and exchange
- Unsafe restart behaviour or incomplete durable state
- Manual exchange actions that the system cannot absorb
Engineering scope
- Authoritative-state rules for each entity
- Snapshot and incremental reconciliation flows
- Mismatch classification, repair policy, and escalation thresholds
- Startup, periodic, reconnect, and operator-triggered reconciliation
- Audit logging for automatic and manual corrections
Deliverables
- Reconciliation workflow and mismatch taxonomy
- Repair and escalation implementation
- Deterministic mismatch scenarios and tests
- Operational procedure for unresolved divergence
Boundaries
- Automatic repair is limited to explicitly approved cases
- Ambiguous or high-risk mismatches remain operator decisions
Reliability Hardening & Incident Recovery
Reduce silent failure and make recovery predictable when networks, APIs, processes, storage, or operators behave unexpectedly.
Commercial objective
Reduce downtime, incident loss, and dependence on emergency manual work so the trading operation can return to a controlled state faster.
Typical problems
- A process appears healthy while execution has stopped or diverged
- Retries amplify failures or create duplicate intent
- Restarts lose critical state
- Incidents depend on undocumented individual knowledge
Engineering scope
- Failure-mode analysis and fault boundaries
- Timeout, backoff, circuit-breaker, and retry policy
- Durable pending state and restart recovery
- Health signals that reflect business state—not only process uptime
- Incident response and rollback checkpoints
Deliverables
- Hardening changes within the agreed scope
- Failure-injection and recovery tests
- Health model and escalation rules
- Incident, restart, and rollback runbooks
Boundaries
- No promise of uninterrupted service or exchange availability
- 24/7 managed operations are excluded unless separately contracted
Observability & Operator Alerts
Create operational visibility that lets a trader or engineering team distinguish normal market activity from execution, risk, and infrastructure failure.
Commercial objective
Shorten diagnosis time and reduce operator workload by turning raw technical events into decisions, priorities, and evidence that a trading team can act on.
Typical problems
- Logs exist but cannot answer what happened to an order
- Alerts are noisy, late, or missing business context
- No correlation between intent, exchange request, fill, and position change
- No evidence package after an incident
Engineering scope
- Structured logs, metrics, traces, and correlation identifiers
- Order, position, risk, reconciliation, and connector health signals
- Actionable alert thresholds and routing
- Telegram or other operator notification workflows when agreed
- Retention and incident-evidence boundaries
Deliverables
- Telemetry schema and instrumentation
- Alert catalogue with severity and ownership
- Operational dashboards or status views where in scope
- Incident evidence and diagnostic guidance
Boundaries
- Monitoring vendors and ongoing usage costs remain client-owned
- Observability does not replace reconciliation or risk enforcement
Security, Secrets & Deployment Boundaries
Reduce operational exposure by separating code, credentials, environments, permissions, and deployment responsibilities around an exchange-connected system.
Commercial objective
Protect capital and business continuity from credential leaks, excessive permissions, uncontrolled releases, and recovery procedures that exist only in one person's memory.
Typical problems
- Keys stored in source, chat, shared files, or broad environment access
- Trading and withdrawal permissions not separated
- Development, testing, and live environments mixed together
- Deployment or rollback depends on manual, undocumented steps
Engineering scope
- Secret-storage and rotation design
- Least-privilege exchange permissions and sub-account boundaries
- Environment separation and configuration policy
- Build, release, rollback, and evidence checkpoints
- Access, audit, backup, and incident-response boundaries
Deliverables
- Security and deployment review
- Remediation changes within the agreed system
- Access and secret-handling procedure
- Release and rollback documentation
Boundaries
- No secrets are accepted through the public form or ordinary email
- A security review reduces known exposure but is not a certification or guarantee
Operator Dashboards & Control Tools
Build focused interfaces for observing system state, approving sensitive actions, and intervening without bypassing the execution and risk model.
Commercial objective
Give a small team the operational control needed to supervise more workflows and larger allocations without relying on raw logs or unsafe exchange-side intervention.
Typical problems
- Operators rely on raw logs or exchange screens during incidents
- Manual actions bypass internal controls and create hidden divergence
- Critical status is scattered across services and chat alerts
- No clear audit trail for intervention
Engineering scope
- Read-only system and account status views
- Controlled pause, resume, cancel, reconcile, or emergency actions
- Risk and execution reason visibility
- Authentication and authorisation boundaries when required
- Audit events for operator decisions
Deliverables
- Scoped web or desktop control interface
- API contracts and permission model
- Interaction and failure-state tests
- Operator documentation and handover
Boundaries
- The interface does not take custody or make investment decisions
- Public SaaS, multi-tenant billing, and client portals require a separate product scope
HOW WORK IS CONTRACTED
Different work needs different commercial boundaries.
Review engagement
The Health Check is fixed-scope: one codebase, one exchange, one review pass, written findings, and a technical readout.
Build engagement
Implementation uses a written Statement of Work covering exact components, inputs, exclusions, milestones, acceptance criteria, revisions, price, and warranty window.
Follow-up scope
Additional exchanges, strategy work, managed operations, public SaaS features, or continuing support are never implied. They require a separate decision and quote.
Initial scoping requires only a name, email address, and short problem description. Do not send API keys, seed phrases, passwords, private repositories, proprietary code, or trading credentials through the public form. If code access is later required, it is arranged separately under the agreed confidentiality and access terms.
START WITH A SHORT TECHNICAL REQUEST
Describe the system and the problem.
Send only your name, email address, and a short description. If the request is a fit, the provider details, scope, terms, price, contract, and invoice are sent privately before acceptance and payment.