trader package

Subpackages

• trader.backtest package
  • Submodules
    • trader.backtest.engine module
      • BacktestConfig
      • BacktestResult
      • SimulatedTrade
      • run_backtest()
    • trader.backtest.metrics module
      • buy_and_hold()
      • max_drawdown_pct()
      • total_return_pct()
      • win_loss()
• trader.brokers package
  • Submodules
    • trader.brokers.alpaca module
      • AlpacaBroker
    • trader.brokers.base module
      • BrokerAdapter
      • OrderPlacingBroker
• trader.chat package
  • Submodules
    • trader.chat.backtest_format module
      • format_backtest_result()
    • trader.chat.context module
      • decision_context()
      • performance_context()
      • positions_context()
      • trades_context()
    • trader.chat.intent module
      • Intent
      • ParsedIntent
      • classify()
    • trader.chat.prompt module
      • build_chat_messages()
      • build_explain_decision_messages()
      • build_strategy_review_messages()
      • parse_chat_response()
    • trader.chat.service module
      • ChatService
• trader.cli package
  • Submodules
    • trader.cli.main module
      • build_broker()
      • build_provider()
      • build_snapshot_repository()
      • build_bar_repository()
      • build_bar_cache()
      • build_backtest_repository()
      • build_trade_repository()
      • build_decision_repository()
      • build_outcome_repository()
      • build_simulation_repository()
      • build_watchlist_event_repository()
      • build_deployed_version_repository()
      • build_index_membership_repository()
      • build_analyst_consensus_repository()
      • build_focus_list_repository()
      • build_news_archive_repository()
      • build_news_archive()
      • build_news_provider()
      • build_search_provider()
      • build_analyst_provider()
      • build_earnings_provider()
      • build_sector_provider()
      • build_index_provider()
      • build_discovery_settings()
      • build_llm_provider()
      • build_ranker()
      • build_replay_runner()
      • llm_strategy_params()
      • load_strategies()
      • build_pipeline_config()
      • build_reporting_config()
      • build_ideas_scraper_config()
      • build_simulation_settings()
      • build_simulation_runner()
      • build_daemon_config()
      • load_watchlist()
      • load_benchmark_symbol()
      • build_chat_service()
      • build_strategy_runs()
      • execute_cycle()
      • build_daemon_cycle()
      • version()
      • init_db_command()
      • migrate()
      • config_check()
      • llm_check()
      • scrape_ideas_command()
      • account()
      • performance()
      • chart()
      • web()
      • quote()
      • history()
      • fetch_bars()
      • SeedFileFormat
      • seed_bars()
      • backfill_news()
      • scan_universe()
      • analyst_health()
      • build_focus_list()
      • replay_score()
      • replay_rescore()
      • strategies()
      • backtest()
      • positions()
      • run_once_command()
      • run()
      • outcomes()
      • sim_report()
      • chat()
    • trader.cli.tables module
      • MISSING
      • build_table()
• trader.config package
  • Submodules
    • trader.config.loader module
      • EffectiveTradingConfig
      • assemble_database_url()
      • load_trading_config()
      • resolve_trading_config()
    • trader.config.schema module
      • DaemonConfig
      • DiscoverySettings
      • IdeasScraperConfig
      • PipelineConfig
      • ReportingConfig
      • SimulationSettings
      • StrategiesConfig
      • StrategyConfig
      • StrategyMode
      • WatchlistConfig
      • load_daemon_config()
      • load_ideas_scraper_config()
      • load_pipeline_config()
      • load_reporting_config()
      • load_simulation_config()
      • load_strategies_config()
      • load_watchlist_config()
    • trader.config.settings module
      • LogLevel
      • Settings
      • TradingMode
• trader.daemon package
  • Submodules
    • trader.daemon.backoff module
      • Backoff
    • trader.daemon.loop module
      • run_forever()
    • trader.daemon.preflight module
      • confirm_live_trading()
      • preflight_failures()
    • trader.daemon.schedule module
      • MarketSchedule
      • RunNow
      • SleepFor
    • trader.daemon.signals module
      • ShutdownFlag
      • install_handlers()
    • trader.daemon.sleeper module
      • RealSleeper
      • Sleeper
• trader.discovery package
  • Submodules
    • trader.discovery.candidates module
      • Candidate
    • trader.discovery.filters module
      • DEFAULT_STRONG_BUY_MEAN_THRESHOLD
      • FilterOutcome
      • apply_filters()
      • asset_gate()
      • is_strong_buy_consensus()
      • listing_gate()
      • opinion_gate()
    • trader.discovery.health_score module
      • HealthScoreResult
      • calculate_health_score()
    • trader.discovery.rank_persistence module
      • METRIC_RECOMMENDATION_MEAN
      • METRIC_STRONG_BUY
      • ConsensusHistoryPoint
      • RankStability
      • compute_rank_stability()
    • trader.discovery.scan module
      • ANALYST_SCAN_INDEX
      • discover_symbols()
      • screen_for_entry()
• trader.evaluation package
  • Submodules
    • trader.evaluation.backtest_evaluator module
      • BacktestEvaluator
    • trader.evaluation.base module
      • Evaluator
      • Verdict
• trader.execution package
  • Submodules
    • trader.execution.executor module
      • OrderExecutor
      • RatchetedStop
• trader.ideas package
  • Submodules
    • trader.ideas.scraper module
      • ExtractedPage
      • IdeasScraperError
      • extract_text()
      • fetch_page()
      • scrape_ideas()
      • synthesize_ideas()
      • write_ideas_markdown()
• trader.indicators package
  • BollingerBands
    • BollingerBands.upper
    • BollingerBands.middle
    • BollingerBands.lower
  • atr()
  • bollinger()
  • donchian_high()
  • donchian_low()
  • ema()
  • macd()
  • rsi()
  • sma()
  • stdev()
• trader.llm package
  • Submodules
    • trader.llm.base module
      • LlmError
      • LlmProvider
    • trader.llm.ollama module
      • OllamaProvider
    • trader.llm.prompt module
      • PROMPT_TEMPLATE_VERSION
      • build_bar_summary()
      • build_messages()
      • build_technical_summary()
      • parse_decision()
      • prompt_hash()
    • trader.llm.rank_prompt module
      • RANK_PROMPT_VERSION
      • RANK_SCHEMA
      • build_rank_messages()
      • parse_ranking()
• trader.marketdata package
  • Submodules
    • trader.marketdata.analysts module
      • AnalystOpinion
      • AnalystProvider
      • YFinanceAnalystProvider
    • trader.marketdata.base module
      • MarketDataProvider
    • trader.marketdata.cache module
      • BarCache
    • trader.marketdata.earnings module
      • EarningsProvider
      • YFinanceEarningsProvider
    • trader.marketdata.index_provider module
      • WikipediaIndexProvider
      • validate_symbol()
    • trader.marketdata.sector module
      • SectorInfo
      • SectorProvider
      • YFinanceSectorProvider
    • trader.marketdata.seed_import module
      • SOURCE_IBKR_SEED
      • SOURCE_YFINANCE_SEED
      • load_feather_bars()
      • load_ibkr_csv_bars()
    • trader.marketdata.yfinance_provider module
      • YFinanceProvider
• trader.news package
  • Submodules
    • trader.news.aliases module
      • derive_aliases()
      • CompanyAliasResolver
      • merge_aliases()
    • trader.news.alpaca_news module
      • AlpacaNewsProvider
    • trader.news.archive module
      • NewsArchive
      • NewsArchiveProvider
    • trader.news.base module
      • DEFAULT_NEWS_WINDOW_HOURS
      • MAX_NEWS_WINDOW_HOURS
      • NEWS_FINGERPRINT_VERSION
      • ArchivedNewsItem
      • NewsItem
      • NewsProvider
      • news_fingerprint()
      • partition_by_age()
      • published_at_text()
      • relevance_count()
    • trader.news.merged_news module
      • MergedNewsProvider
    • trader.news.search module
      • NewsSearchProvider
      • SearchHit
      • YFinanceSearchProvider
    • trader.news.yfinance_news module
      • YFinanceNewsProvider
• trader.performance package
  • Submodules
    • trader.performance.benchmark module
      • AccountReturn
      • BenchmarkReturn
      • account_return()
      • benchmark_return()
      • excess_return_pct()
• trader.persistence package
  • Submodules
    • trader.persistence.analyst_consensus module
      • AnalystConsensusRepository
      • ConsensusHistoryRow
    • trader.persistence.backtests module
      • BacktestRepository
    • trader.persistence.bars module
      • BarRepository
      • bar_width()
    • trader.persistence.db module
      • DatabaseError
      • create_db_engine()
      • create_session_factory()
      • init_db()
    • trader.persistence.decisions module
      • DecisionRepository
    • trader.persistence.deployed_versions module
      • DeployedVersionRepository
    • trader.persistence.focus_list module
      • FocusListCandidate
      • FocusListRepository
    • trader.persistence.index_membership module
      • IndexMembershipRepository
    • trader.persistence.migrations module
      • alembic_config()
      • current_revision()
      • stamp_head()
      • upgrade_to_head()
    • trader.persistence.models module
      • AccountSnapshot
      • AnalystConsensusHistory
      • ArchivedNews
      • BacktestRun
      • BacktestTrade
      • BarCoverage
      • Base
      • CachedBar
      • DecimalText
      • Decision
      • DeployedVersion
      • FocusList
      • IndexMembership
      • NewsArchiveCoverage
      • PositionSnapshot
      • RoundTrip
      • SimEquitySnapshot
      • SimOrder
      • SimPortfolio
      • SimPosition
      • SimRoundTrip
      • Trade
      • UtcDateTime
      • WatchlistEvent
    • trader.persistence.news_archive module
      • NewsArchiveRepository
    • trader.persistence.outcomes module
      • OutcomeRepository
      • OutcomeSummary
    • trader.persistence.simulation module
      • ABB_PORTFOLIO_SUFFIX
      • SimulationRepository
    • trader.persistence.snapshots module
      • SnapshotRepository
    • trader.persistence.trades module
      • TradeRepository
    • trader.persistence.watchlist module
      • ACTION_DISCOVERED
      • SOURCE_CLAUDE_SCAN
      • WatchlistEventRepository
• trader.pipeline package
  • Submodules
    • trader.pipeline.run_once module
      • CycleReport
      • StrategyRun
      • SymbolOutcome
      • reconcile_fills()
      • run_once()
      • settle_terminal_orders()
• trader.ranking package
  • Submodules
    • trader.ranking.base module
      • SOURCE_CONFIDENCE_ORDERING_ENABLED
      • SOURCE_LLM
      • Candidate
      • Ranker
      • Ranking
      • fallback_ranking()
    • trader.ranking.comparables module
      • Comparables
      • build_comparables()
    • trader.ranking.llm_ranker module
      • LlmRanker
• trader.replay package
  • Submodules
    • trader.replay.bars_at module
      • bars_before()
    • trader.replay.bootstrap module
      • Interval
      • date_clustered_interval()
    • trader.replay.news_at module
      • ArchiveNewsAt
    • trader.replay.outcomes module
      • HORIZONS
      • ForwardPrices
      • fetch_forward_prices()
      • forward_return()
      • max_adverse_excursion()
    • trader.replay.run module
      • ReplayRunner
      • RunReport
      • rescore_from_csv()
    • trader.replay.sample module
      • DECISION_HOUR_UTC
      • ReplayRow
      • SampleShortfall
      • build_sample()
      • decision_instant()
      • eligible_dates()
      • stride_sample()
    • trader.replay.scoring module
      • EdgeResult
      • ScoredRow
      • abstention_value()
      • confidence_tertiles()
      • counts()
      • edge()
      • edge_a_is_degenerate()
      • hit_rate()
      • market_adjusted()
      • score_all()
      • signed_return()
      • tertile_means()
    • trader.replay.sessions module
      • session_grid()
      • session_offset()
      • trading_date()
• trader.reporting package
  • Subpackages
    • trader.reporting.web package
      • Submodules
  • Submodules
    • trader.reporting.concentration module
      • DEFAULT_CORRELATION_LOOKBACK_DAYS
      • UNKNOWN_SECTOR
      • PortfolioCorrelation
      • SectorCount
      • SectorExposure
      • SymbolCorrelation
      • compute_correlations()
      • sector_distribution_by_count()
      • sector_exposure()
    • trader.reporting.equity_curve module
      • EquityCurveSummary
      • EquityPoint
      • equity_curve_points()
      • format_report()
      • render_sparkline()
      • summarize()
    • trader.reporting.returns module
      • MIN_HOLDING_DAYS_FOR_RATE
      • PERCENT_QUANTUM
      • avg_daily_return_pct()
      • cost_basis()
      • days_held()
      • position_return_pct()
      • return_pct()
    • trader.reporting.window module
      • resolve_report_start()
• trader.resilience package
  • Submodules
    • trader.resilience.retrying module
      • RetryingBroker
      • RetryingMarketData
• trader.risk package
  • Submodules
    • trader.risk.guardrails module
      • ExposureCounter
      • Guardrails
      • RiskDecision
• trader.simulation package
  • SimulationRunner
    • SimulationRunner.settings
    • SimulationRunner.pipeline_config
    • SimulationRunner.discovery_settings
    • SimulationRunner.fixed_symbols
    • SimulationRunner.bar_repository
    • SimulationRunner.decision_repository
    • SimulationRunner.simulation_repository
    • SimulationRunner.run()
  • advance()
  • Submodules
    • trader.simulation.runner module
      • SimulationRunner
    • trader.simulation.step module
      • advance()
• trader.strategies package
  • Submodules
    • trader.strategies.alligator module
      • AlligatorStrategy
    • trader.strategies.base module
      • Action
      • Signal
      • Strategy
    • trader.strategies.bollinger_revert module
      • BollingerRevertStrategy
    • trader.strategies.llm_strategy module
      • LlmStrategy
    • trader.strategies.ma_crossover module
      • MaCrossoverStrategy
    • trader.strategies.macd module
      • MacdStrategy
    • trader.strategies.registry module
      • build_all()
      • build_strategy()
    • trader.strategies.resistance_breakout module
      • ResistanceBreakoutStrategy
    • trader.strategies.rsi_revert module
      • RsiRevertStrategy
    • trader.strategies.trailing_stop_floor module
      • TrailingStopFloorStrategy
    • trader.strategies.turtle module
      • TurtleStrategy

Submodules

• trader.concurrency module
  • InstanceAlreadyRunningError
  • advisory_lock_key_for()
  • single_instance_lock()
• trader.decisions module
  • DecisionMemory
    • DecisionMemory.latest_decision()
  • StoredDecision
    • StoredDecision.decision_id
    • StoredDecision.decided_at
    • StoredDecision.action
    • StoredDecision.reasoning
    • StoredDecision.inputs
• trader.domain module
  • Account
    • Account.account_id
    • Account.cash
    • Account.equity
    • Account.buying_power
    • Account.portfolio_value
    • Account.is_paper
    • Account.last_equity
  • Bar
    • Bar.symbol
    • Bar.timestamp
    • Bar.open
    • Bar.high
    • Bar.low
    • Bar.close
    • Bar.volume
  • MarketClock
    • MarketClock.is_open
    • MarketClock.next_open
    • MarketClock.next_close
  • OrderSide
    • OrderSide.BUY
    • OrderSide.SELL
  • Position
    • Position.symbol
    • Position.quantity
    • Position.avg_entry_price
    • Position.current_price
    • Position.market_value
    • Position.unrealized_pl
  • ProtectedEntry
    • ProtectedEntry.entry
    • ProtectedEntry.protective_leg
  • Quote
    • Quote.symbol
    • Quote.price
    • Quote.as_of
  • SubmittedOrder
    • SubmittedOrder.order_id
    • SubmittedOrder.symbol
    • SubmittedOrder.side
    • SubmittedOrder.quantity
    • SubmittedOrder.order_type
    • SubmittedOrder.status
    • SubmittedOrder.submitted_at
    • SubmittedOrder.limit_price
    • SubmittedOrder.trail_percent
    • SubmittedOrder.stop_price
    • SubmittedOrder.filled_qty
    • SubmittedOrder.filled_avg_price
    • SubmittedOrder.filled_at
  • TradableAsset
    • TradableAsset.symbol
    • TradableAsset.tradable
    • TradableAsset.asset_class
    • TradableAsset.exchange
    • TradableAsset.name
• trader.errors module
  • BacktestError
  • BrokerError
  • ConfigError
  • MarketDataError
  • MissingCredentialsError
  • NonRetryableMarketDataError
  • OrderError
  • PerformanceError
  • ReplayError
  • RiskHaltError
  • TraderError
  • UnsafeConfigError
• trader.logging_setup module
  • configure_logging()
  • safe_config_summary()
• trader.versioning module
  • UNKNOWN_GIT_SHA
  • detect_git_version()