/home/mrjunejune/zenbu: schwab_trader/dashboard.py annotate

annotate schwab_trader/dashboard.py @ 268:f7b1188d5fb1

support repo rules Copilot bundle path Match both +_repo_rules2+ and +http_archive+ Copilot CLI repository layouts during deployment and production startup. Co-authored-by: Copilot <[email protected]>

author	MrJuneJune <me@mrjunejune.com>
date	Fri, 07 Aug 2026 13:02:41 -0700
parents	eb8b4230fdb9
children

rev	line source
220 eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	1 from __future__ import annotations
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	2
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	3 import json
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	4 import os
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	5 import re
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	6 import sqlite3
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	7 import time
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	8 from dataclasses import dataclass
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	9 from pathlib import Path
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	10 from typing import Any
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	11
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	12 from schwab_trader.schwab_client import DEFAULT_TOKEN_FILE, SchwabConfig, load_tokens
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	13
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	14
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	15 DEFAULT_DASHBOARD_DB = "~/.local/share/zenbu/schwab_trader/dashboard.db"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	16
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	17 DEFAULT_SETTINGS: dict[str, Any] = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	18 "profit_target_pct": 3.0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	19 "stop_loss_pct": 2.0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	20 "max_trade_dollars": 500.0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	21 "max_account_pct": 2.0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	22 "max_open_positions": 3,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	23 "min_confidence": 0.60,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	24 "min_evidence_count": 3,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	25 "min_source_count": 2,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	26 "cooldown_minutes": 60,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	27 "market_hours_only": True,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	28 "max_daily_loss_dollars": 250.0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	29 "day_trade_limit": 3,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	30 "live_trading_enabled": False,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	31 "require_manual_confirmation": True,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	32 "llm_enabled": False,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	33 "allowlist": [],
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	34 "blocklist": [],
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	35 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	36
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	37 POSITIVE_WORDS = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	38 "beat",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	39 "beats",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	40 "bull",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	41 "bullish",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	42 "buy",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	43 "calls",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	44 "growth",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	45 "hype",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	46 "moon",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	47 "mooning",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	48 "profit",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	49 "rally",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	50 "strong",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	51 "surge",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	52 "up",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	53 "winner",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	54 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	55
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	56 NEGATIVE_WORDS = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	57 "bear",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	58 "bearish",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	59 "crash",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	60 "dump",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	61 "fall",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	62 "falling",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	63 "fraud",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	64 "lawsuit",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	65 "loss",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	66 "miss",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	67 "puts",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	68 "risk",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	69 "sell",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	70 "short",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	71 "weak",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	72 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	73
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	74 SYMBOL_RE = re.compile(r"(?<![A-Z0-9])\$?([A-Z]{1,5})(?![A-Z0-9])")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	75 COMMON_WORDS = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	76 "A",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	77 "AI",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	78 "AM",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	79 "API",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	80 "CEO",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	81 "CFO",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	82 "DD",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	83 "ETF",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	84 "GDP",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	85 "IPO",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	86 "IRS",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	87 "LLM",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	88 "PDT",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	89 "SEC",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	90 "USA",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	91 "USD",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	92 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	93
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	94
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	95 @dataclass(frozen=True)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	96 class EvidenceInput:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	97 source: str
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	98 text: str
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	99 symbol: str \| None = None
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	100 url: str \| None = None
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	101 engagement: float = 0.0
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	102 raw: dict[str, Any] \| None = None
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	103
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	104
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	105 class DashboardStore:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	106 def __init__(self, db_path: Path \| str \| None = None) -> None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	107 if db_path is None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	108 db_path = os.environ.get("SCHWAB_DASHBOARD_DB", DEFAULT_DASHBOARD_DB)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	109 self.db_path = Path(db_path).expanduser()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	110 self.db_path.parent.mkdir(parents=True, exist_ok=True)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	111 self._init_db()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	112
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	113 def get_status(self) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	114 token_file = Path(os.environ.get("SCHWAB_TOKEN_FILE", DEFAULT_TOKEN_FILE)).expanduser()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	115 token_status: dict[str, Any] = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	116 "path": str(token_file),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	117 "exists": token_file.exists(),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	118 "access_token_present": False,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	119 "refresh_token_present": False,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	120 "saved_at": None,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	121 "age_seconds": None,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	122 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	123 if token_file.exists():
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	124 try:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	125 tokens = load_tokens(token_file)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	126 saved_at = tokens.get("saved_at")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	127 token_status.update(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	128 {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	129 "access_token_present": bool(tokens.get("access_token")),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	130 "refresh_token_present": bool(tokens.get("refresh_token")),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	131 "saved_at": saved_at,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	132 "age_seconds": int(time.time()) - int(saved_at) if saved_at else None,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	133 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	134 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	135 except (OSError, ValueError, TypeError) as error:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	136 token_status["error"] = str(error)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	137
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	138 env_status = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	139 "SCHWAB_APP_KEY": bool(os.environ.get("SCHWAB_APP_KEY")),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	140 "SCHWAB_APP_SECRET": bool(os.environ.get("SCHWAB_APP_SECRET")),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	141 "SCHWAB_REDIRECT_URI": bool(os.environ.get("SCHWAB_REDIRECT_URI")),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	142 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	143
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	144 return {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	145 "service": "schwab-dashboard",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	146 "database": str(self.db_path),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	147 "env": env_status,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	148 "tokens": token_status,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	149 "live_trading_enabled": False,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	150 "live_trading_note": "Dashboard has no live-trade endpoint; use CLI dry-run/manual confirmation flow.",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	151 "counts": self.get_counts(),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	152 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	153
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	154 def get_counts(self) -> dict[str, int]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	155 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	156 return {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	157 "evidence": self._count(conn, "evidence"),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	158 "signals": self._count(conn, "signals"),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	159 "paper_trades": self._count(conn, "paper_trades"),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	160 "audit_events": self._count(conn, "audit"),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	161 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	162
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	163 def get_settings(self) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	164 settings = dict(DEFAULT_SETTINGS)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	165 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	166 for row in conn.execute("SELECT key, value_json FROM settings"):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	167 settings[row["key"]] = json.loads(row["value_json"])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	168 return settings
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	169
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	170 def update_settings(self, updates: dict[str, Any]) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	171 allowed = set(DEFAULT_SETTINGS)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	172 unknown = sorted(set(updates) - allowed)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	173 if unknown:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	174 raise ValueError("Unknown settings: " + ", ".join(unknown))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	175
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	176 current = self.get_settings()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	177 current.update(updates)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	178 self._validate_settings(current)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	179
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	180 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	181 for key, value in current.items():
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	182 conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	183 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	184 INSERT INTO settings(key, value_json)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	185 VALUES (?, ?)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	186 ON CONFLICT(key) DO UPDATE SET value_json = excluded.value_json
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	187 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	188 (key, json.dumps(value, sort_keys=True)),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	189 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	190 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	191 self.add_audit("settings.updated", "Dashboard settings updated", updates)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	192 return current
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	193
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	194 def add_evidence(self, item: EvidenceInput) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	195 source = item.source.strip().lower()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	196 text = item.text.strip()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	197 if not source:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	198 raise ValueError("source is required")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	199 if not text:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	200 raise ValueError("text is required")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	201
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	202 symbol = normalize_symbol(item.symbol) if item.symbol else extract_symbol(text)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	203 if not symbol:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	204 raise ValueError("symbol is required or must be detectable as a ticker in text")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	205
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	206 sentiment_score = score_sentiment(text)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	207 created_at = int(time.time())
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	208
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	209 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	210 cursor = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	211 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	212 INSERT INTO evidence(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	213 source, symbol, url, text, engagement, sentiment_score, raw_json, created_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	214 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	215 VALUES (?, ?, ?, ?, ?, ?, ?, ?)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	216 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	217 (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	218 source,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	219 symbol,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	220 item.url,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	221 text,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	222 float(item.engagement),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	223 sentiment_score,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	224 json.dumps(item.raw or {}, sort_keys=True),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	225 created_at,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	226 ),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	227 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	228 evidence_id = int(cursor.lastrowid)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	229 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	230
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	231 signal = self.recompute_signal(symbol)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	232 self.add_audit(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	233 "evidence.added",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	234 f"Added {source} evidence for {symbol}",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	235 {"evidence_id": evidence_id, "symbol": symbol, "signal": signal},
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	236 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	237 return {"id": evidence_id, "symbol": symbol, "sentiment_score": sentiment_score, "signal": signal}
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	238
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	239 def list_evidence(self, limit: int = 100) -> list[dict[str, Any]]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	240 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	241 rows = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	242 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	243 SELECT id, source, symbol, url, text, engagement, sentiment_score, created_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	244 FROM evidence
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	245 ORDER BY id DESC
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	246 LIMIT ?
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	247 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	248 (limit,),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	249 ).fetchall()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	250 return [dict(row) for row in rows]
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	251
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	252 def recompute_signal(self, symbol: str) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	253 symbol = normalize_symbol(symbol)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	254 settings = self.get_settings()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	255 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	256 rows = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	257 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	258 SELECT source, sentiment_score, engagement, created_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	259 FROM evidence
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	260 WHERE symbol = ?
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	261 ORDER BY id DESC
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	262 LIMIT 100
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	263 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	264 (symbol,),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	265 ).fetchall()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	266
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	267 evidence_count = len(rows)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	268 source_count = len({row["source"] for row in rows})
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	269 weighted_total = 0.0
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	270 weight_sum = 0.0
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	271 for row in rows:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	272 engagement_weight = min(5.0, 1.0 + max(0.0, float(row["engagement"])) / 100.0)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	273 weighted_total += float(row["sentiment_score"]) * engagement_weight
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	274 weight_sum += engagement_weight
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	275 sentiment_score = weighted_total / weight_sum if weight_sum else 0.0
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	276 confidence = compute_confidence(sentiment_score, evidence_count, source_count)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	277 action = decide_signal_action(symbol, sentiment_score, confidence, evidence_count, source_count, settings)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	278 summary = summarize_signal(symbol, sentiment_score, confidence, evidence_count, source_count, action)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	279 updated_at = int(time.time())
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	280
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	281 conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	282 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	283 INSERT INTO signals(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	284 symbol, sentiment_score, confidence, evidence_count, source_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	285 action, summary, updated_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	286 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	287 VALUES (?, ?, ?, ?, ?, ?, ?, ?)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	288 ON CONFLICT(symbol) DO UPDATE SET
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	289 sentiment_score = excluded.sentiment_score,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	290 confidence = excluded.confidence,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	291 evidence_count = excluded.evidence_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	292 source_count = excluded.source_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	293 action = excluded.action,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	294 summary = excluded.summary,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	295 updated_at = excluded.updated_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	296 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	297 (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	298 symbol,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	299 sentiment_score,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	300 confidence,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	301 evidence_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	302 source_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	303 action,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	304 summary,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	305 updated_at,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	306 ),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	307 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	308 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	309
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	310 return {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	311 "symbol": symbol,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	312 "sentiment_score": round(sentiment_score, 4),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	313 "confidence": round(confidence, 4),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	314 "evidence_count": evidence_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	315 "source_count": source_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	316 "action": action,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	317 "summary": summary,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	318 "updated_at": updated_at,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	319 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	320
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	321 def list_signals(self) -> list[dict[str, Any]]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	322 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	323 rows = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	324 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	325 SELECT symbol, sentiment_score, confidence, evidence_count, source_count,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	326 action, summary, updated_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	327 FROM signals
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	328 ORDER BY confidence DESC, updated_at DESC
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	329 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	330 ).fetchall()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	331 return [dict(row) for row in rows]
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	332
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	333 def add_paper_trade(self, payload: dict[str, Any]) -> dict[str, Any]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	334 symbol = normalize_symbol(str(payload.get("symbol", "")))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	335 action = str(payload.get("action", "")).upper()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	336 quantity = float(payload.get("quantity", 0))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	337 price = float(payload.get("price", 0))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	338 reason = str(payload.get("reason", "manual paper trade")).strip()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	339
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	340 if action not in {"BUY", "SELL"}:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	341 raise ValueError("action must be BUY or SELL")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	342 if not symbol:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	343 raise ValueError("symbol is required")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	344 if quantity <= 0:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	345 raise ValueError("quantity must be greater than zero")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	346 if price <= 0:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	347 raise ValueError("price must be greater than zero")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	348
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	349 settings = self.get_settings()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	350 notional = quantity * price
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	351 status = "accepted"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	352 if notional > float(settings["max_trade_dollars"]):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	353 status = "rejected_max_trade_dollars"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	354 elif symbol in {normalize_symbol(s) for s in settings["blocklist"]}:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	355 status = "rejected_blocklist"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	356
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	357 created_at = int(time.time())
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	358 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	359 cursor = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	360 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	361 INSERT INTO paper_trades(symbol, action, quantity, price, notional, status, reason, created_at)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	362 VALUES (?, ?, ?, ?, ?, ?, ?, ?)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	363 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	364 (symbol, action, quantity, price, notional, status, reason, created_at),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	365 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	366 trade_id = int(cursor.lastrowid)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	367 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	368
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	369 result = {
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	370 "id": trade_id,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	371 "symbol": symbol,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	372 "action": action,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	373 "quantity": quantity,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	374 "price": price,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	375 "notional": notional,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	376 "status": status,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	377 "reason": reason,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	378 "created_at": created_at,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	379 }
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	380 self.add_audit("paper_trade.created", f"Paper trade {status}: {action} {quantity} {symbol}", result)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	381 return result
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	382
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	383 def list_paper_trades(self, limit: int = 100) -> list[dict[str, Any]]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	384 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	385 rows = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	386 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	387 SELECT id, symbol, action, quantity, price, notional, status, reason, created_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	388 FROM paper_trades
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	389 ORDER BY id DESC
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	390 LIMIT ?
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	391 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	392 (limit,),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	393 ).fetchall()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	394 return [dict(row) for row in rows]
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	395
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	396 def add_audit(self, event_type: str, message: str, payload: dict[str, Any] \| None = None) -> None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	397 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	398 conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	399 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	400 INSERT INTO audit(event_type, message, payload_json, created_at)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	401 VALUES (?, ?, ?, ?)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	402 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	403 (event_type, message, json.dumps(payload or {}, sort_keys=True), int(time.time())),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	404 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	405 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	406
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	407 def list_audit(self, limit: int = 100) -> list[dict[str, Any]]:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	408 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	409 rows = conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	410 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	411 SELECT id, event_type, message, payload_json, created_at
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	412 FROM audit
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	413 ORDER BY id DESC
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	414 LIMIT ?
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	415 """,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	416 (limit,),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	417 ).fetchall()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	418 events = []
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	419 for row in rows:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	420 event = dict(row)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	421 event["payload"] = json.loads(event.pop("payload_json"))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	422 events.append(event)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	423 return events
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	424
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	425 def _init_db(self) -> None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	426 with self._connect() as conn:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	427 conn.executescript(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	428 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	429 CREATE TABLE IF NOT EXISTS settings (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	430 key TEXT PRIMARY KEY,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	431 value_json TEXT NOT NULL
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	432 );
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	433
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	434 CREATE TABLE IF NOT EXISTS evidence (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	435 id INTEGER PRIMARY KEY AUTOINCREMENT,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	436 source TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	437 symbol TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	438 url TEXT,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	439 text TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	440 engagement REAL NOT NULL DEFAULT 0,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	441 sentiment_score REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	442 raw_json TEXT NOT NULL DEFAULT '{}',
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	443 created_at INTEGER NOT NULL
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	444 );
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	445
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	446 CREATE INDEX IF NOT EXISTS idx_evidence_symbol_created
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	447 ON evidence(symbol, created_at);
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	448
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	449 CREATE TABLE IF NOT EXISTS signals (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	450 symbol TEXT PRIMARY KEY,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	451 sentiment_score REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	452 confidence REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	453 evidence_count INTEGER NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	454 source_count INTEGER NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	455 action TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	456 summary TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	457 updated_at INTEGER NOT NULL
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	458 );
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	459
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	460 CREATE TABLE IF NOT EXISTS paper_trades (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	461 id INTEGER PRIMARY KEY AUTOINCREMENT,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	462 symbol TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	463 action TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	464 quantity REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	465 price REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	466 notional REAL NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	467 status TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	468 reason TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	469 created_at INTEGER NOT NULL
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	470 );
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	471
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	472 CREATE TABLE IF NOT EXISTS audit (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	473 id INTEGER PRIMARY KEY AUTOINCREMENT,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	474 event_type TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	475 message TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	476 payload_json TEXT NOT NULL,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	477 created_at INTEGER NOT NULL
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	478 );
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	479 """
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	480 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	481 for key, value in DEFAULT_SETTINGS.items():
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	482 conn.execute(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	483 "INSERT OR IGNORE INTO settings(key, value_json) VALUES (?, ?)",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	484 (key, json.dumps(value, sort_keys=True)),
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	485 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	486 conn.commit()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	487
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	488 def _connect(self) -> sqlite3.Connection:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	489 conn = sqlite3.connect(self.db_path)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	490 conn.row_factory = sqlite3.Row
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	491 return conn
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	492
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	493 @staticmethod
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	494 def _count(conn: sqlite3.Connection, table: str) -> int:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	495 return int(conn.execute(f"SELECT COUNT(*) FROM {table}").fetchone()[0])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	496
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	497 @staticmethod
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	498 def _validate_settings(settings: dict[str, Any]) -> None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	499 positive_numbers = [
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	500 "profit_target_pct",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	501 "stop_loss_pct",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	502 "max_trade_dollars",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	503 "max_account_pct",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	504 "max_daily_loss_dollars",
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	505 ]
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	506 for key in positive_numbers:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	507 if float(settings[key]) <= 0:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	508 raise ValueError(f"{key} must be greater than zero")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	509 if not 0 <= float(settings["min_confidence"]) <= 1:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	510 raise ValueError("min_confidence must be between 0 and 1")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	511 if int(settings["min_evidence_count"]) < 1:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	512 raise ValueError("min_evidence_count must be at least 1")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	513 if int(settings["min_source_count"]) < 1:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	514 raise ValueError("min_source_count must be at least 1")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	515 if bool(settings["live_trading_enabled"]):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	516 raise ValueError("live_trading_enabled cannot be enabled from the dashboard")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	517
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	518
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	519 def normalize_symbol(value: str) -> str:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	520 symbol = value.strip().upper().lstrip("$")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	521 if not re.fullmatch(r"[A-Z]{1,5}", symbol):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	522 raise ValueError("symbol must be 1-5 letters")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	523 return symbol
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	524
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	525
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	526 def extract_symbol(text: str) -> str \| None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	527 for match in SYMBOL_RE.finditer(text.upper()):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	528 symbol = match.group(1)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	529 if symbol not in COMMON_WORDS:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	530 return symbol
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	531 return None
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	532
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	533
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	534 def score_sentiment(text: str) -> float:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	535 words = re.findall(r"[a-zA-Z']+", text.lower())
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	536 positive = sum(1 for word in words if word in POSITIVE_WORDS)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	537 negative = sum(1 for word in words if word in NEGATIVE_WORDS)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	538 total = positive + negative
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	539 if total == 0:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	540 return 0.0
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	541 return max(-1.0, min(1.0, (positive - negative) / total))
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	542
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	543
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	544 def compute_confidence(sentiment_score: float, evidence_count: int, source_count: int) -> float:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	545 evidence_component = min(0.35, evidence_count * 0.07)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	546 source_component = min(0.25, source_count * 0.10)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	547 sentiment_component = min(0.20, abs(sentiment_score) * 0.20)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	548 return min(0.95, 0.20 + evidence_component + source_component + sentiment_component)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	549
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	550
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	551 def decide_signal_action(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	552 symbol: str,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	553 sentiment_score: float,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	554 confidence: float,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	555 evidence_count: int,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	556 source_count: int,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	557 settings: dict[str, Any],
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	558 ) -> str:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	559 blocklist = {normalize_symbol(item) for item in settings.get("blocklist", [])}
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	560 allowlist = {normalize_symbol(item) for item in settings.get("allowlist", [])}
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	561 if symbol in blocklist:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	562 return "NO_TRADE_BLOCKED"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	563 if allowlist and symbol not in allowlist:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	564 return "NO_TRADE_NOT_ALLOWLISTED"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	565 if evidence_count < int(settings["min_evidence_count"]):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	566 return "NO_TRADE_NEEDS_EVIDENCE"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	567 if source_count < int(settings["min_source_count"]):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	568 return "NO_TRADE_NEEDS_SOURCE_DIVERSITY"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	569 if confidence < float(settings["min_confidence"]):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	570 return "NO_TRADE_LOW_CONFIDENCE"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	571 if sentiment_score >= 0.25:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	572 return "CONSIDER_BUY"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	573 if sentiment_score <= -0.25:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	574 return "CONSIDER_SELL"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	575 return "WATCH"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	576
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	577
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	578 def summarize_signal(
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	579 symbol: str,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	580 sentiment_score: float,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	581 confidence: float,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	582 evidence_count: int,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	583 source_count: int,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	584 action: str,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	585 ) -> str:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	586 direction = "positive" if sentiment_score > 0 else "negative" if sentiment_score < 0 else "neutral"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	587 return (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	588 f"{symbol} has {direction} social sentiment from {evidence_count} evidence item(s) "
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	589 f"across {source_count} source(s). Confidence is {confidence:.0%}. Action: {action}."
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	590 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	591
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	592
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	593 def get_config_if_available() -> SchwabConfig \| None:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	594 try:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	595 return SchwabConfig.from_env()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	596 except Exception:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	597 return None
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment MrJuneJune <me@mrjunejune.com> parents: diff changeset	598

Mercurial

annotate schwab_trader/dashboard.py @ 268:f7b1188d5fb1