Security Best Practices - ForexSmartBot v3.1.0

Security guidelines for using ForexSmartBot in production.

🔒 General Security

1. Credential Management

❌ Never hardcode credentials:

# BAD
api_key = "sk-1234567890abcdef"
password = "mypassword"

✅ Use environment variables:

# GOOD
import os
api_key = os.getenv('API_KEY')
password = os.getenv('PASSWORD')

✅ Use .env files:

# .env file (not in git)
API_KEY=sk-1234567890abcdef
PASSWORD=mypassword

# In code
from dotenv import load_dotenv
load_dotenv()
api_key = os.getenv('API_KEY')

2. File Permissions

Set appropriate file permissions:

# Configuration files
chmod 600 config/secrets.json

# Log files
chmod 644 logs/*.log

# Scripts
chmod 755 scripts/*.py

3. Input Validation

Always validate user input:

def validate_symbol(symbol: str) -> bool:
    """Validate trading symbol."""
    if not symbol or len(symbol) > 20:
        return False
    # Check format
    if not re.match(r'^[A-Z]{3,6}(=X)?$', symbol):
        return False
    return True

# Use validation
if not validate_symbol(user_input):
    raise ValueError("Invalid symbol")

4. SQL Injection Prevention

If using databases, use parameterized queries:

# BAD
query = f"SELECT * FROM trades WHERE symbol = '{symbol}'"

# GOOD
query = "SELECT * FROM trades WHERE symbol = ?"
cursor.execute(query, (symbol,))

🔐 API Security

1. API Keys

Store securely:

# Use keyring for secure storage
import keyring

# Store
keyring.set_password("forexsmartbot", "api_key", api_key)

# Retrieve
api_key = keyring.get_password("forexsmartbot", "api_key")

2. Rate Limiting

Implement rate limiting:

from functools import wraps
import time

def rate_limit(calls_per_second):
    min_interval = 1.0 / calls_per_second
    last_called = [0.0]
    
    def decorator(func):
        @wraps(func)
        def wrapper(*args, **kwargs):
            elapsed = time.time() - last_called[0]
            left_to_wait = min_interval - elapsed
            if left_to_wait > 0:
                time.sleep(left_to_wait)
            ret = func(*args, **kwargs)
            last_called[0] = time.time()
            return ret
        return wrapper
    return decorator

@rate_limit(10)  # 10 calls per second
def api_call():
    # Your API call
    pass

3. HTTPS Only

Always use HTTPS for API calls:

# GOOD
url = "https://api.example.com/data"

# BAD
url = "http://api.example.com/data"  # Insecure

🛡️ Data Security

1. Sensitive Data Encryption

Encrypt sensitive data:

from cryptography.fernet import Fernet

# Generate key (store securely)
key = Fernet.generate_key()
cipher = Fernet(key)

# Encrypt
encrypted = cipher.encrypt(b"sensitive data")

# Decrypt
decrypted = cipher.decrypt(encrypted)

2. Data Sanitization

Sanitize data before storage:

import html

# Sanitize user input
user_input = html.escape(user_input)

# Validate data types
if not isinstance(value, (int, float)):
    raise TypeError("Invalid data type")

3. Secure File Storage

Use secure file storage:

import os
import stat

# Create secure file
with open('secrets.json', 'w') as f:
    f.write(secrets)
    
# Set permissions
os.chmod('secrets.json', stat.S_IRUSR | stat.S_IWUSR)  # 600

🔑 Authentication & Authorization

1. Password Security

Use strong passwords:

import secrets
import string

def generate_password(length=16):
    """Generate secure random password."""
    alphabet = string.ascii_letters + string.digits + string.punctuation
    return ''.join(secrets.choice(alphabet) for _ in range(length))

2. Token Management

Use secure tokens:

import secrets

# Generate secure token
token = secrets.token_urlsafe(32)

# Store securely (not in code)
# Use environment variables or secure storage

3. Session Management

Secure session handling:

import secrets
from datetime import datetime, timedelta

class Session:
    def __init__(self, user_id):
        self.user_id = user_id
        self.token = secrets.token_urlsafe(32)
        self.expires = datetime.now() + timedelta(hours=1)
    
    def is_valid(self):
        return datetime.now() < self.expires

🚨 Error Handling

1. Don't Expose Sensitive Information

❌ Bad error messages:

# BAD
raise Exception(f"API key {api_key} is invalid")

✅ Safe error messages:

# GOOD
raise ValueError("Invalid API credentials")

2. Logging Security

Don't log sensitive data:

# BAD
logger.info(f"API key: {api_key}")

# GOOD
logger.info("API authentication successful")

3. Exception Handling

Handle exceptions securely:

try:
    # Sensitive operation
    result = process_data(data)
except Exception as e:
    # Log error without sensitive data
    logger.error(f"Processing failed: {type(e).__name__}")
    # Don't expose stack traces in production
    if DEBUG_MODE:
        raise
    else:
        return None

🔍 Security Auditing

1. Dependency Scanning

Scan for vulnerabilities:

# Using pip-audit
pip install pip-audit
pip-audit

# Using safety
pip install safety
safety check

2. Code Analysis

Use security linters:

# Bandit for security issues
pip install bandit
bandit -r forexsmartbot/

# Pylint security checks
pylint --enable=security forexsmartbot/

3. Regular Updates

Keep dependencies updated:

# Check for updates
pip list --outdated

# Update securely
pip install --upgrade package-name

🛡️ Network Security

1. Firewall Configuration

Restrict network access:

Only allow necessary ports
Block unnecessary services
Use VPN for remote access

2. SSL/TLS

Always use encrypted connections:

import ssl

# Verify SSL certificates
context = ssl.create_default_context()
context.check_hostname = True
context.verify_mode = ssl.CERT_REQUIRED

3. Network Monitoring

Monitor network activity:

import logging

# Log network requests
logging.basicConfig(level=logging.INFO)
logger = logging.getLogger('requests')
logger.setLevel(logging.INFO)

🔐 Marketplace Security

1. Strategy Validation

Validate strategies before sharing:

from forexsmartbot.builder import StrategyBuilder

builder = StrategyBuilder()
# ... build strategy ...

# Validate before sharing
is_valid, errors = builder.validate_strategy()
if not is_valid:
    raise ValueError(f"Strategy validation failed: {errors}")

2. Code Review

Review shared strategies:

Check for malicious code
Verify functionality
Test thoroughly
Review dependencies

3. Sandbox Execution

Run strategies in sandbox:

# Use restricted execution environment
# (Future feature: Strategy sandbox)

🔒 Production Deployment

1. Environment Separation

Separate environments:

Development
Staging
Production

Use different credentials for each:

ENV = os.getenv('ENVIRONMENT', 'development')

if ENV == 'production':
    api_key = os.getenv('PROD_API_KEY')
else:
    api_key = os.getenv('DEV_API_KEY')

2. Access Control

Implement access control:

def require_permission(permission):
    def decorator(func):
        @wraps(func)
        def wrapper(*args, **kwargs):
            if not has_permission(permission):
                raise PermissionError("Access denied")
            return func(*args, **kwargs)
        return wrapper
    return decorator

@require_permission('trade')
def execute_trade():
    # Trading logic
    pass

3. Audit Logging

Log all sensitive operations:

import logging

audit_logger = logging.getLogger('audit')

def log_trade(trade_details):
    audit_logger.info(f"Trade executed: {trade_details}")
    # Don't log sensitive data like API keys

📋 Security Checklist

Pre-Deployment

Runtime

Monitor for suspicious activity
Regular security updates
Backup encryption enabled
Log rotation configured
Error messages don't expose sensitive data

Post-Deployment

🚨 Incident Response

If Security Breach Suspected

Immediately:
- Disable affected accounts
- Revoke compromised credentials
- Isolate affected systems
Investigate:
- Review logs
- Identify scope
- Document findings
Remediate:
- Fix vulnerabilities
- Update credentials
- Patch systems
Notify:
- Affected users
- Security team
- Authorities (if required)

📚 Additional Resources

Remember: Security is an ongoing process, not a one-time setup.

Uh oh!

Security: VoxHash/ForexSmartBot

Security

docs/SECURITY.md