trading-platform/orchestration/tareas/TASK-2026-01-25-OQI-004-INVESTMENT-ADVANCED/06-DOCUMENTACION.md

06-DOCUMENTACION - OQI-004 Investment Advanced Components

Tarea: TASK-2026-01-25-OQI-004-INVESTMENT-ADVANCED Fecha: 2026-01-25 Estado: COMPLETADA

---

Inventario de Cambios

Archivos Creados

Archivo	Ubicacion	LOC	Descripcion
CreateAccountWizard.tsx	modules/investment/components/	620	Wizard multi-step para crear cuentas
RiskAnalysisPanel.tsx	modules/investment/components/	480	Panel de metricas de riesgo
PortfolioOptimizerWidget.tsx	modules/investment/components/	520	Optimizador de portfolio
AccountTransferModal.tsx	modules/investment/components/	450	Modal de transferencias

Total: 4 archivos, 2,070 lineas

Archivos Modificados

Archivo	Cambio
components/index.ts	Agregados 4 exports + 13 tipos
FRONTEND_INVENTORY.yml	Actualizado conteo y progreso OQI-004
MASTER_INVENTORY.yml	Actualizado metricas globales y OQI-004

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Tipos TypeScript Exportados

CreateAccountWizard.tsx

export interface ProductSelection {
  id: string;
  name: string;
  minInvestment: number;
  expectedReturn: string;
  riskLevel: 'low' | 'medium' | 'high';
  tradingAgent: string;
}

export interface KYCData {
  fullName: string;
  dateOfBirth: string;
  address: string;
  city: string;
  country: string;
  taxId: string;
  sourceOfFunds: string;
  investmentExperience: string;
  riskTolerance: string;
}

export interface AccountCreationData {
  product: ProductSelection;
  initialAmount: number;
  kyc: KYCData;
  termsAccepted: boolean;
  autoReinvest: boolean;
  distributionFrequency: 'monthly' | 'quarterly' | 'annually';
}

RiskAnalysisPanel.tsx

export interface RiskMetrics {
  var95: number;           // Value at Risk 95%
  var99: number;           // Value at Risk 99%
  cvar: number;            // Conditional VaR (Expected Shortfall)
  sharpeRatio: number;     // Risk-adjusted return
  sortinoRatio: number;    // Downside risk-adjusted return
  maxDrawdown: number;     // Maximum drawdown percentage
  maxDrawdownDuration: number; // Days in drawdown
  beta: number;            // Market correlation
  alpha: number;           // Excess return over benchmark
  volatility: number;      // Standard deviation of returns
  downsideDeviation: number;
  calmarRatio: number;     // Return / Max Drawdown
}

export interface RiskScore {
  overall: number;         // 0-100
  marketRisk: number;
  liquidityRisk: number;
  operationalRisk: number;
  concentrationRisk: number;
}

export interface RiskRecommendation {
  id: string;
  type: 'warning' | 'suggestion' | 'info';
  title: string;
  description: string;
  action?: string;
}

PortfolioOptimizerWidget.tsx

export interface AccountAllocation {
  accountId: string;
  accountName: string;
  productName: string;
  currentValue: number;
  currentAllocation: number;  // percentage
  recommendedAllocation: number;  // percentage
  riskLevel: 'low' | 'medium' | 'high';
  expectedReturn: number;
  color: string;
}

export interface OptimizationResult {
  strategy: OptimizationStrategy;
  accounts: AccountAllocation[];
  metrics: {
    expectedReturn: number;
    expectedVolatility: number;
    sharpeRatio: number;
    maxDrawdown: number;
  };
  rebalanceRequired: boolean;
  totalDrift: number;
}

export interface PortfolioSimulation {
  year: number;
  conservative: number;
  balanced: number;
  aggressive: number;
}

export type OptimizationStrategy = 'conservative' | 'balanced' | 'aggressive' | 'custom';

AccountTransferModal.tsx

export interface TransferAccount {
  id: string;
  name: string;
  productName: string;
  balance: number;
  availableBalance: number;
  status: 'active' | 'pending' | 'locked';
  color: string;
}

export interface TransferFee {
  type: 'fixed' | 'percentage';
  value: number;
  minFee?: number;
  maxFee?: number;
}

export interface TransferData {
  sourceAccountId: string;
  destinationAccountId: string;
  amount: number;
  fee: number;
  note?: string;
}

---

Impacto en Metricas

Antes vs Despues

Metrica	Antes	Despues	Delta
total_componentes_frontend	131	135	+4
OQI-004 componentes	10	14	+4
OQI-004 progreso	35%	55%	+20%
OQI-004 gaps_criticos	2	0	-2
OQI-004 esfuerzo_pendiente	180h	100h	-80h

---

Dependencias

Iconos utilizados (Lucide-react)

• Activity, AlertCircle, AlertTriangle
• ArrowDownRight, ArrowRight, ArrowRightLeft, ArrowUpRight
• BarChart3, ChevronDown, ChevronRight, ChevronUp
• CheckCircle, Clock, DollarSign, FileText
• Info, Loader2, PieChart, RefreshCw
• Scale, Shield, Target, TrendingDown, TrendingUp
• User, Wallet, X, Zap

Patrones React

• useState para estado local y formularios
• useCallback para handlers optimizados
• useMemo para valores computados y validacion
• useEffect para sincronizacion de estado
• useRef para elementos DOM (future use)

---

Proximos Pasos Recomendados

1. Backend APIs (P0)

   • POST /investment/accounts - Crear cuenta de inversion
   • GET /investment/accounts/{id}/risk-analysis - Obtener metricas de riesgo
   • POST /investment/accounts/optimize - Ejecutar optimizacion
   • POST /investment/accounts/transfer - Transferir fondos

2. Services (P1)

   • Extender investment.service.ts con nuevos endpoints
   • Agregar tipos de respuesta para cada API

3. Store Integration (P2)

   • Agregar slices a portfolioStore para optimizacion
   • Cache de metricas de riesgo

4. Testing (P3)

   • Unit tests para componentes
   • Integration tests con mock APIs
   • E2E tests para wizard completo

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Referencias

• Auditoria: TASK-2026-01-25-002-FRONTEND-COMPREHENSIVE-AUDIT
• Patron OQI-002: TASK-2026-01-25-OQI-002-EDUCATION-ADVANCED
• Patron OQI-003: TASK-2026-01-25-OQI-003-TRADING-ADVANCED
• Componentes existentes: modules/investment/components/