Index

_

__init__() (trader.chat.service.ChatService method) (trader.marketdata.cache.BarCache method)

A

ABB_PORTFOLIO_SUFFIX (in module trader.persistence.simulation) abstention_value() (in module trader.replay.scoring) accepted (trader.discovery.filters.FilterOutcome attribute) Account (class in trader.domain) account() (in module trader.cli.main) account_id (trader.domain.Account attribute) (trader.persistence.models.AccountSnapshot attribute) account_return() (in module trader.performance.benchmark) account_snapshot (trader.persistence.models.PositionSnapshot attribute) account_snapshot_id (trader.persistence.models.PositionSnapshot attribute) AccountReturn (class in trader.performance.benchmark) AccountSnapshot (class in trader.persistence.models) Action (class in trader.strategies.base) action (trader.decisions.StoredDecision attribute) (trader.persistence.models.Decision attribute) (trader.persistence.models.WatchlistEvent attribute) (trader.pipeline.run_once.SymbolOutcome attribute) (trader.replay.scoring.ScoredRow attribute) (trader.strategies.base.Signal attribute) ACTION_DISCOVERED (in module trader.persistence.watchlist) advance() (in module trader.simulation) (in module trader.simulation.step) advisory_lock_key_for() (in module trader.concurrency) alembic_config() (in module trader.persistence.migrations) all() (trader.persistence.trades.TradeRepository method) all_portfolios() (trader.persistence.simulation.SimulationRepository method) all_positions() (trader.persistence.simulation.SimulationRepository method) AlligatorStrategy (class in trader.strategies.alligator) allowed (trader.risk.guardrails.RiskDecision attribute) alpaca_live_api_key (trader.config.settings.Settings attribute) alpaca_live_api_secret (trader.config.settings.Settings attribute) alpaca_order_id (trader.persistence.models.Trade attribute) alpaca_paper_api_key (trader.config.settings.Settings attribute) alpaca_paper_api_secret (trader.config.settings.Settings attribute)

AlpacaBroker (class in trader.brokers.alpaca) AlpacaNewsProvider (class in trader.news.alpaca_news) alpha (trader.strategies.resistance_breakout.ResistanceBreakoutStrategy attribute) analyst_health() (in module trader.cli.main) ANALYST_SCAN_INDEX (in module trader.discovery.scan) analyst_scan_max_age_hours (trader.config.schema.DiscoverySettings attribute) AnalystConsensusHistory (class in trader.persistence.models) AnalystConsensusRepository (class in trader.persistence.analyst_consensus) AnalystOpinion (class in trader.marketdata.analysts) AnalystProvider (class in trader.marketdata.analysts) anthropic_api_key (trader.config.settings.Settings attribute) api_key (trader.config.loader.EffectiveTradingConfig attribute) api_secret (trader.config.loader.EffectiveTradingConfig attribute) appearances (trader.discovery.rank_persistence.RankStability attribute) append() (trader.persistence.analyst_consensus.AnalystConsensusRepository method) apply_fill() (trader.persistence.outcomes.OutcomeRepository method) apply_filters() (in module trader.discovery.filters) approved (trader.evaluation.base.Verdict attribute) approved_quantity (trader.risk.guardrails.RiskDecision attribute) ArchivedNews (class in trader.persistence.models) ArchivedNewsItem (class in trader.news.base) ArchiveNewsAt (class in trader.replay.news_at) article_id (trader.news.base.ArchivedNewsItem attribute) (trader.persistence.models.ArchivedNews attribute) as_dict() (trader.ranking.comparables.Comparables method) as_of (trader.domain.Quote attribute) assemble_database_url() (in module trader.config.loader) assert_live_orders_allowed() (trader.config.loader.EffectiveTradingConfig method) asset_class (trader.domain.TradableAsset attribute) asset_gate() (in module trader.discovery.filters) atr() (in module trader.indicators) average_pairwise (trader.reporting.concentration.PortfolioCorrelation attribute) avg_daily_return_pct() (in module trader.reporting.returns) avg_entry_price (trader.domain.Position attribute) (trader.persistence.models.PositionSnapshot attribute)

B

backfill_news() (in module trader.cli.main) Backoff (class in trader.daemon.backoff) backoff_base_seconds (trader.config.schema.DaemonConfig attribute) backoff_max_seconds (trader.config.schema.DaemonConfig attribute) BACKTEST (trader.chat.intent.Intent attribute) backtest() (in module trader.cli.main) backtest_run_id (trader.persistence.models.BacktestTrade attribute) backtestable (trader.strategies.alligator.AlligatorStrategy attribute) (trader.strategies.base.Strategy attribute) (trader.strategies.bollinger_revert.BollingerRevertStrategy attribute) (trader.strategies.llm_strategy.LlmStrategy attribute) (trader.strategies.ma_crossover.MaCrossoverStrategy attribute) (trader.strategies.macd.MacdStrategy attribute) (trader.strategies.resistance_breakout.ResistanceBreakoutStrategy attribute) (trader.strategies.rsi_revert.RsiRevertStrategy attribute) (trader.strategies.trailing_stop_floor.TrailingStopFloorStrategy attribute) (trader.strategies.turtle.TurtleStrategy attribute) BacktestConfig (class in trader.backtest.engine) BacktestError BacktestEvaluator (class in trader.evaluation.backtest_evaluator) BacktestRepository (class in trader.persistence.backtests) BacktestResult (class in trader.backtest.engine) BacktestRun (class in trader.persistence.models) BacktestTrade (class in trader.persistence.models) Bar (class in trader.domain) bar_refresh_days (trader.config.schema.PipelineConfig attribute) bar_repository (trader.simulation.runner.SimulationRunner attribute) (trader.simulation.SimulationRunner attribute) bar_ts (trader.persistence.models.SimEquitySnapshot attribute) bar_width() (in module trader.persistence.bars) BarCache (class in trader.marketdata.cache) BarCoverage (class in trader.persistence.models) BarRepository (class in trader.persistence.bars) bars_before() (in module trader.replay.bars_at) bars_considered (trader.ranking.comparables.Comparables attribute) Base (class in trader.persistence.models) benchmark_ending_value (trader.backtest.engine.BacktestResult attribute) (trader.persistence.models.BacktestRun attribute) benchmark_return() (in module trader.performance.benchmark) benchmark_return_pct (trader.backtest.engine.BacktestResult attribute) (trader.persistence.models.BacktestRun attribute) benchmark_symbol (trader.config.schema.WatchlistConfig attribute) benchmark_tickers (trader.config.schema.ReportingConfig attribute) BenchmarkReturn (class in trader.performance.benchmark) bollinger() (in module trader.indicators) BollingerBands (class in trader.indicators) BollingerRevertStrategy (class in trader.strategies.bollinger_revert) breakout_buffer_pct (trader.strategies.resistance_breakout.ResistanceBreakoutStrategy attribute) BrokerAdapter (class in trader.brokers.base) BrokerError build_all() (in module trader.strategies.registry) build_analyst_consensus_repository() (in module trader.cli.main) build_analyst_provider() (in module trader.cli.main) build_app() (in module trader.reporting.web.wiring)

build_backtest_repository() (in module trader.cli.main) build_bar_cache() (in module trader.cli.main) build_bar_repository() (in module trader.cli.main) build_bar_summary() (in module trader.llm.prompt) build_broker() (in module trader.cli.main) build_chat_messages() (in module trader.chat.prompt) build_chat_service() (in module trader.cli.main) build_comparables() (in module trader.ranking.comparables) build_daemon_config() (in module trader.cli.main) build_daemon_cycle() (in module trader.cli.main) build_decision_repository() (in module trader.cli.main) build_deployed_version_repository() (in module trader.cli.main) build_discovery_settings() (in module trader.cli.main) build_earnings_provider() (in module trader.cli.main) build_explain_decision_messages() (in module trader.chat.prompt) build_focus_list() (in module trader.cli.main) build_focus_list_repository() (in module trader.cli.main) build_ideas_scraper_config() (in module trader.cli.main) build_index_membership_repository() (in module trader.cli.main) build_index_provider() (in module trader.cli.main) build_llm_provider() (in module trader.cli.main) build_messages() (in module trader.llm.prompt) build_news_archive() (in module trader.cli.main) build_news_archive_repository() (in module trader.cli.main) build_news_provider() (in module trader.cli.main) build_outcome_repository() (in module trader.cli.main) build_pipeline_config() (in module trader.cli.main) build_provider() (in module trader.cli.main) build_rank_messages() (in module trader.llm.rank_prompt) build_ranker() (in module trader.cli.main) build_replay_runner() (in module trader.cli.main) build_reporting_config() (in module trader.cli.main) build_sample() (in module trader.replay.sample) build_search_provider() (in module trader.cli.main) build_sector_provider() (in module trader.cli.main) build_simulation_repository() (in module trader.cli.main) build_simulation_runner() (in module trader.cli.main) build_simulation_settings() (in module trader.cli.main) build_snapshot_repository() (in module trader.cli.main) build_strategy() (in module trader.strategies.registry) build_strategy_review_messages() (in module trader.chat.prompt) build_strategy_runs() (in module trader.cli.main) build_table() (in module trader.cli.tables) build_technical_summary() (in module trader.llm.prompt) build_trade_repository() (in module trader.cli.main) build_watchlist_event_repository() (in module trader.cli.main) BUY (trader.domain.OrderSide attribute) buy (trader.marketdata.analysts.AnalystOpinion attribute) (trader.persistence.models.AnalystConsensusHistory attribute) BUY (trader.strategies.base.Action attribute) buy_and_hold() (in module trader.backtest.metrics) buying_power (trader.domain.Account attribute) (trader.persistence.models.AccountSnapshot attribute) by_trade_ids() (trader.persistence.decisions.DecisionRepository method)

C

CachedBar (class in trader.persistence.models) calculate_health_score() (in module trader.discovery.health_score) cancel_entries_before_close_minutes (trader.config.schema.PipelineConfig attribute) cancel_order() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.OrderPlacingBroker method) (trader.persistence.simulation.SimulationRepository method) cancel_stale_entries() (trader.execution.executor.OrderExecutor method) Candidate (class in trader.discovery.candidates) (class in trader.ranking.base) candlestick_figure() (in module trader.reporting.web.charts) captured_at (trader.persistence.models.AccountSnapshot attribute) (trader.reporting.equity_curve.EquityPoint attribute) cash (trader.domain.Account attribute) (trader.persistence.models.AccountSnapshot attribute) (trader.persistence.models.SimPortfolio attribute) change (trader.reporting.equity_curve.EquityCurveSummary attribute) change_pct (trader.reporting.equity_curve.EquityCurveSummary attribute) chart() (in module trader.cli.main) chat() (in module trader.cli.main) ChatService (class in trader.chat.service) check_entry() (trader.risk.guardrails.Guardrails method) classify() (in module trader.chat.intent) close (trader.domain.Bar attribute) (trader.persistence.models.CachedBar attribute) close_position() (trader.persistence.simulation.SimulationRepository method) close_round_trip() (trader.persistence.outcomes.OutcomeRepository method) closed_at (trader.persistence.models.RoundTrip attribute) (trader.persistence.models.SimRoundTrip attribute) closed_poll_max_minutes (trader.config.schema.DaemonConfig attribute) closes (trader.replay.outcomes.ForwardPrices attribute) code (trader.discovery.filters.FilterOutcome attribute) (trader.persistence.db.DatabaseError attribute) (trader.risk.guardrails.RiskDecision attribute) commit() (trader.risk.guardrails.ExposureCounter method) committed (trader.risk.guardrails.ExposureCounter attribute) CompanyAliasResolver (class in trader.news.aliases) Comparables (class in trader.ranking.comparables) comparables (trader.ranking.base.Candidate attribute)

compute_correlations() (in module trader.reporting.concentration) compute_rank_stability() (in module trader.discovery.rank_persistence) confidence (trader.ranking.base.Candidate attribute) (trader.replay.scoring.ScoredRow attribute) confidence_ordering_enabled (trader.config.schema.PipelineConfig attribute) confidence_sizing_enabled (trader.config.schema.PipelineConfig attribute) confidence_sizing_floor (trader.config.schema.PipelineConfig attribute) confidence_tertiles() (in module trader.replay.scoring) config (trader.brokers.alpaca.AlpacaBroker property) config_check() (in module trader.cli.main) ConfigError configure_logging() (in module trader.logging_setup) confirm_live_trading() (in module trader.daemon.preflight) consecutive_failures (trader.daemon.backoff.Backoff property) ConsensusHistoryPoint (class in trader.discovery.rank_persistence) ConsensusHistoryRow (class in trader.persistence.analyst_consensus) content_type (trader.news.base.NewsItem attribute) (trader.persistence.models.ArchivedNews attribute) correlation (trader.reporting.concentration.SymbolCorrelation attribute) cost_basis() (in module trader.reporting.returns) count (trader.reporting.concentration.SectorCount attribute) (trader.reporting.equity_curve.EquityCurveSummary attribute) count() (trader.persistence.trades.TradeRepository method) counts() (in module trader.replay.scoring) covered_ranges() (trader.persistence.bars.BarRepository method) (trader.persistence.news_archive.NewsArchiveRepository method) create_app() (in module trader.reporting.web.app) create_db_engine() (in module trader.persistence.db) create_order() (trader.persistence.simulation.SimulationRepository method) create_session_factory() (in module trader.persistence.db) created_bar_ts (trader.persistence.models.SimOrder attribute) CRITICAL (trader.config.settings.LogLevel attribute) csv_path (trader.replay.run.RunReport attribute) cumulative_pl_by_strategy_figure() (in module trader.reporting.web.charts) current_price (trader.domain.Position attribute) (trader.persistence.models.PositionSnapshot attribute) current_revision() (in module trader.persistence.migrations) cycle_interval_minutes (trader.config.schema.DaemonConfig attribute) CycleReport (class in trader.pipeline.run_once)

D

DaemonConfig (class in trader.config.schema) daily_loss_breached() (trader.risk.guardrails.Guardrails method) daily_loss_limit_pct (trader.config.schema.PipelineConfig attribute) database_password (trader.config.settings.Settings attribute) database_url (trader.config.loader.EffectiveTradingConfig attribute) database_url_template (trader.config.settings.Settings attribute) DatabaseError date_clustered_interval() (in module trader.replay.bootstrap) days_held() (in module trader.reporting.returns) DEBUG (trader.config.settings.LogLevel attribute) decided_at (trader.decisions.StoredDecision attribute) (trader.persistence.models.Decision attribute) DecimalText (class in trader.persistence.models) Decision (class in trader.persistence.models) decision_at (trader.replay.sample.ReplayRow attribute) (trader.replay.scoring.ScoredRow attribute) decision_context() (in module trader.chat.context) DECISION_HOUR_UTC (in module trader.replay.sample) decision_id (trader.chat.intent.ParsedIntent attribute) (trader.decisions.StoredDecision attribute) (trader.persistence.models.RoundTrip attribute) (trader.persistence.models.SimOrder attribute) (trader.persistence.models.SimRoundTrip attribute) decision_instant() (in module trader.replay.sample) decision_repository (trader.simulation.runner.SimulationRunner attribute) (trader.simulation.SimulationRunner attribute)

DecisionMemory (class in trader.decisions) DecisionRepository (class in trader.persistence.decisions) DEFAULT_CORRELATION_LOOKBACK_DAYS (in module trader.reporting.concentration) DEFAULT_NEWS_WINDOW_HOURS (in module trader.news.base) default_report_start_date (trader.config.schema.ReportingConfig attribute) DEFAULT_STRONG_BUY_MEAN_THRESHOLD (in module trader.discovery.filters) delete_bars() (trader.persistence.bars.BarRepository method) dense (trader.replay.scoring.ScoredRow attribute) DeployedVersion (class in trader.persistence.models) DeployedVersionRepository (class in trader.persistence.deployed_versions) derive_aliases() (in module trader.news.aliases) detect_git_version() (in module trader.versioning) detected_at (trader.persistence.models.DeployedVersion attribute) discover_symbols() (in module trader.discovery.scan) discovered_at (trader.persistence.models.IndexMembership attribute) discovered_symbols_since() (trader.persistence.watchlist.WatchlistEventRepository method) discovery (trader.config.schema.WatchlistConfig attribute) discovery_settings (trader.simulation.runner.SimulationRunner attribute) (trader.simulation.SimulationRunner attribute) DiscoverySettings (class in trader.config.schema) donchian_high() (in module trader.indicators) donchian_low() (in module trader.indicators) double_protected (trader.pipeline.run_once.CycleReport attribute) draws (trader.replay.bootstrap.Interval attribute) dry_run (trader.execution.executor.OrderExecutor property)

E

EarningsProvider (class in trader.marketdata.earnings) edge (trader.replay.scoring.EdgeResult attribute) edge() (in module trader.replay.scoring) edge_a_is_degenerate() (in module trader.replay.scoring) EdgeResult (class in trader.replay.scoring) effective_trail_percent() (trader.execution.executor.OrderExecutor method) EffectiveTradingConfig (class in trader.config.loader) eligible_dates() (in module trader.replay.sample) ema() (in module trader.indicators) enabled (trader.config.schema.DiscoverySettings attribute) end (trader.chat.intent.ParsedIntent attribute) (trader.reporting.equity_curve.EquityCurveSummary attribute) end_at (trader.performance.benchmark.AccountReturn attribute) (trader.performance.benchmark.BenchmarkReturn attribute) (trader.persistence.models.NewsArchiveCoverage attribute) end_date (trader.persistence.models.BacktestRun attribute) (trader.persistence.models.BarCoverage attribute) ending_price (trader.performance.benchmark.BenchmarkReturn attribute) ending_value (trader.backtest.engine.BacktestResult attribute) (trader.performance.benchmark.AccountReturn attribute) (trader.performance.benchmark.BenchmarkReturn attribute) (trader.persistence.models.BacktestRun attribute) ensure() (trader.marketdata.cache.BarCache method) (trader.news.archive.NewsArchive method) enter() (trader.execution.executor.OrderExecutor method) entries_cancelled (trader.pipeline.run_once.CycleReport attribute) entry (trader.domain.ProtectedEntry attribute) entry_at (trader.backtest.engine.SimulatedTrade attribute) (trader.persistence.models.BacktestTrade attribute) entry_confidence (trader.persistence.models.SimPosition attribute) entry_day (trader.replay.sample.ReplayRow attribute) (trader.replay.scoring.ScoredRow attribute) entry_period (trader.strategies.turtle.TurtleStrategy attribute) entry_price (trader.backtest.engine.SimulatedTrade attribute) (trader.persistence.models.BacktestTrade attribute) (trader.persistence.models.RoundTrip attribute) (trader.persistence.models.SimPosition attribute) (trader.persistence.models.SimRoundTrip attribute) entry_trade_id (trader.persistence.models.RoundTrip attribute) equity (trader.domain.Account attribute) (trader.persistence.models.AccountSnapshot attribute) (trader.persistence.models.SimEquitySnapshot attribute) (trader.reporting.equity_curve.EquityPoint attribute)

equity_curve() (trader.persistence.simulation.SimulationRepository method) equity_curve_figure() (in module trader.reporting.web.charts) equity_curve_points() (in module trader.reporting.equity_curve) EquityCurveSummary (class in trader.reporting.equity_curve) EquityPoint (class in trader.reporting.equity_curve) ERROR (trader.config.settings.LogLevel attribute) evaluate() (trader.evaluation.backtest_evaluator.BacktestEvaluator method) (trader.evaluation.base.Evaluator method) (trader.strategies.alligator.AlligatorStrategy method) (trader.strategies.base.Strategy method) (trader.strategies.bollinger_revert.BollingerRevertStrategy method) (trader.strategies.llm_strategy.LlmStrategy method) (trader.strategies.ma_crossover.MaCrossoverStrategy method) (trader.strategies.macd.MacdStrategy method) (trader.strategies.resistance_breakout.ResistanceBreakoutStrategy method) (trader.strategies.rsi_revert.RsiRevertStrategy method) (trader.strategies.trailing_stop_floor.TrailingStopFloorStrategy method) (trader.strategies.turtle.TurtleStrategy method) evaluation_lookback_days (trader.config.schema.PipelineConfig attribute) Evaluator (class in trader.evaluation.base) evaluator (trader.pipeline.run_once.StrategyRun attribute) eviction_enabled (trader.config.schema.PipelineConfig attribute) eviction_margin_confidence (trader.config.schema.PipelineConfig attribute) evidence (trader.evaluation.base.Verdict attribute) excess_return_pct (trader.backtest.engine.BacktestResult property) excess_return_pct() (in module trader.performance.benchmark) exchange (trader.domain.TradableAsset attribute) execute_cycle() (in module trader.cli.main) exists_for_order() (trader.persistence.trades.TradeRepository method) exit_at (trader.backtest.engine.SimulatedTrade attribute) (trader.persistence.models.BacktestTrade attribute) exit_period (trader.strategies.turtle.TurtleStrategy attribute) exit_position() (trader.execution.executor.OrderExecutor method) exit_price (trader.backtest.engine.SimulatedTrade attribute) (trader.persistence.models.BacktestTrade attribute) (trader.persistence.models.RoundTrip attribute) (trader.persistence.models.SimRoundTrip attribute) exit_reason (trader.persistence.models.SimRoundTrip attribute) exit_trade_id (trader.persistence.models.RoundTrip attribute) EXPLAIN_DECISION (trader.chat.intent.Intent attribute) ExposureCounter (class in trader.risk.guardrails) extract_text() (in module trader.ideas.scraper) ExtractedPage (class in trader.ideas.scraper)

F

fallback_ranking() (in module trader.ranking.base) fast_period (trader.strategies.macd.MacdStrategy attribute) FEATHER (trader.cli.main.SeedFileFormat attribute) fetch_bars() (in module trader.cli.main) fetch_dates (trader.replay.run.RunReport attribute) fetch_forward_prices() (in module trader.replay.outcomes) fetch_page() (in module trader.ideas.scraper) fetch_timeout_seconds (trader.config.schema.IdeasScraperConfig attribute) fetched_at (trader.discovery.rank_persistence.ConsensusHistoryPoint attribute) (trader.persistence.analyst_consensus.ConsensusHistoryRow attribute) (trader.persistence.models.AnalystConsensusHistory attribute) (trader.persistence.models.ArchivedNews attribute) (trader.persistence.models.BarCoverage attribute) (trader.persistence.models.NewsArchiveCoverage attribute) (trader.replay.outcomes.ForwardPrices attribute) fill_order() (trader.persistence.simulation.SimulationRepository method) filled_at (trader.domain.SubmittedOrder attribute) (trader.persistence.models.Trade attribute)

filled_avg_price (trader.domain.SubmittedOrder attribute) (trader.persistence.models.Trade attribute) filled_qty (trader.domain.SubmittedOrder attribute) (trader.persistence.models.Trade attribute) FilterOutcome (class in trader.discovery.filters) fixed_symbols (trader.simulation.runner.SimulationRunner attribute) (trader.simulation.SimulationRunner attribute) fixed_tickers (trader.config.schema.WatchlistConfig attribute) floor_pct (trader.config.schema.PipelineConfig attribute) FocusList (class in trader.persistence.models) FocusListCandidate (class in trader.persistence.focus_list) FocusListRepository (class in trader.persistence.focus_list) for_strategy_since() (trader.persistence.decisions.DecisionRepository method) format_backtest_result() (in module trader.chat.backtest_format) format_report() (in module trader.reporting.equity_curve) forward_return() (in module trader.replay.outcomes) ForwardPrices (class in trader.replay.outcomes) from_config() (trader.brokers.alpaca.AlpacaBroker class method)

G

GENERAL (trader.chat.intent.Intent attribute) generate_json() (trader.llm.base.LlmProvider method) (trader.llm.ollama.OllamaProvider method) generated_at (trader.persistence.models.FocusList attribute) (trader.replay.run.RunReport attribute) get() (trader.persistence.decisions.DecisionRepository method) (trader.persistence.trades.TradeRepository method) get_account() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.BrokerAdapter method) (trader.resilience.retrying.RetryingBroker method) get_asset() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.BrokerAdapter method) (trader.resilience.retrying.RetryingBroker method) get_by_order_id() (trader.persistence.trades.TradeRepository method) get_clock() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.BrokerAdapter method) (trader.resilience.retrying.RetryingBroker method) get_filled_orders() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.OrderPlacingBroker method) get_history() (trader.marketdata.base.MarketDataProvider method) (trader.marketdata.yfinance_provider.YFinanceProvider method) (trader.resilience.retrying.RetryingMarketData method) get_members() (trader.marketdata.index_provider.WikipediaIndexProvider method) get_news_between() (trader.news.alpaca_news.AlpacaNewsProvider method) (trader.news.archive.NewsArchiveProvider method) get_next_earnings_date() (trader.marketdata.earnings.EarningsProvider method) (trader.marketdata.earnings.YFinanceEarningsProvider method)

get_open_orders() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.OrderPlacingBroker method) get_opinion() (trader.marketdata.analysts.AnalystProvider method) (trader.marketdata.analysts.YFinanceAnalystProvider method) get_or_create_portfolio() (trader.persistence.simulation.SimulationRepository method) get_order_by_id() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.OrderPlacingBroker method) get_position() (trader.persistence.simulation.SimulationRepository method) get_positions() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.BrokerAdapter method) (trader.resilience.retrying.RetryingBroker method) get_quote() (trader.marketdata.base.MarketDataProvider method) (trader.marketdata.yfinance_provider.YFinanceProvider method) (trader.resilience.retrying.RetryingMarketData method) get_recent_news() (trader.news.alpaca_news.AlpacaNewsProvider method) (trader.news.base.NewsProvider method) (trader.news.merged_news.MergedNewsProvider method) (trader.news.yfinance_news.YFinanceNewsProvider method) (trader.replay.news_at.ArchiveNewsAt method) get_sector_info() (trader.marketdata.sector.SectorProvider method) (trader.marketdata.sector.YFinanceSectorProvider method) git_ref (trader.persistence.models.DeployedVersion attribute) git_sha (trader.persistence.models.DeployedVersion attribute) got (trader.replay.sample.SampleShortfall attribute) grid (trader.replay.outcomes.ForwardPrices attribute) Guardrails (class in trader.risk.guardrails)

H

halted (trader.pipeline.run_once.CycleReport attribute) handle() (trader.chat.service.ChatService method) headline (trader.discovery.candidates.Candidate attribute) (trader.news.search.SearchHit attribute) (trader.persistence.focus_list.FocusListCandidate property) (trader.persistence.models.FocusList attribute) health() (trader.llm.base.LlmProvider method) (trader.llm.ollama.OllamaProvider method) HealthScoreResult (class in trader.discovery.health_score) high (trader.domain.Bar attribute) (trader.persistence.models.CachedBar attribute) (trader.replay.bootstrap.Interval attribute) (trader.reporting.equity_curve.EquityCurveSummary attribute)

high_water_mark (trader.persistence.models.SimPosition attribute) history() (in module trader.cli.main) (trader.persistence.analyst_consensus.AnalystConsensusRepository method) hit_rate() (in module trader.replay.scoring) hold (trader.marketdata.analysts.AnalystOpinion attribute) (trader.persistence.models.AnalystConsensusHistory attribute) HOLD (trader.strategies.base.Action attribute) HORIZONS (in module trader.replay.outcomes)

I

IBKR_CSV (trader.cli.main.SeedFileFormat attribute) id (trader.config.schema.StrategyConfig attribute) (trader.persistence.models.AccountSnapshot attribute) (trader.persistence.models.AnalystConsensusHistory attribute) (trader.persistence.models.ArchivedNews attribute) (trader.persistence.models.BacktestRun attribute) (trader.persistence.models.BacktestTrade attribute) (trader.persistence.models.BarCoverage attribute) (trader.persistence.models.CachedBar attribute) (trader.persistence.models.Decision attribute) (trader.persistence.models.DeployedVersion attribute) (trader.persistence.models.FocusList attribute) (trader.persistence.models.IndexMembership attribute) (trader.persistence.models.NewsArchiveCoverage attribute) (trader.persistence.models.PositionSnapshot attribute) (trader.persistence.models.RoundTrip attribute) (trader.persistence.models.SimEquitySnapshot attribute) (trader.persistence.models.SimOrder attribute) (trader.persistence.models.SimPortfolio attribute) (trader.persistence.models.SimPosition attribute) (trader.persistence.models.SimRoundTrip attribute) (trader.persistence.models.Trade attribute) (trader.persistence.models.WatchlistEvent attribute) (trader.strategies.alligator.AlligatorStrategy attribute) (trader.strategies.base.Strategy attribute) (trader.strategies.bollinger_revert.BollingerRevertStrategy attribute) (trader.strategies.ma_crossover.MaCrossoverStrategy attribute) (trader.strategies.macd.MacdStrategy attribute) (trader.strategies.resistance_breakout.ResistanceBreakoutStrategy attribute) (trader.strategies.rsi_revert.RsiRevertStrategy attribute) (trader.strategies.turtle.TurtleStrategy attribute) IdeasScraperConfig (class in trader.config.schema) IdeasScraperError

impl (trader.persistence.models.DecimalText attribute) (trader.persistence.models.UtcDateTime attribute) index_name (trader.persistence.models.IndexMembership attribute) IndexMembership (class in trader.persistence.models) IndexMembershipRepository (class in trader.persistence.index_membership) indicators (trader.strategies.base.Signal attribute) industry (trader.marketdata.sector.SectorInfo attribute) INFO (trader.config.settings.LogLevel attribute) init_db() (in module trader.persistence.db) init_db_command() (in module trader.cli.main) inputs (trader.decisions.StoredDecision attribute) (trader.ranking.base.Ranking attribute) inputs_json (trader.persistence.models.Decision attribute) install_handlers() (in module trader.daemon.signals) InstanceAlreadyRunningError Intent (class in trader.chat.intent) intent (trader.chat.intent.ParsedIntent attribute) Interval (class in trader.replay.bootstrap) interval (trader.persistence.models.BarCoverage attribute) (trader.persistence.models.CachedBar attribute) is_buy_candidate (trader.discovery.health_score.HealthScoreResult attribute) is_live (trader.config.loader.EffectiveTradingConfig property) (trader.pipeline.run_once.StrategyRun property) is_net_negative (trader.marketdata.analysts.AnalystOpinion property) is_open (trader.domain.MarketClock attribute) (trader.persistence.models.RoundTrip attribute) is_paper (trader.brokers.alpaca.AlpacaBroker property) (trader.domain.Account attribute) (trader.persistence.models.AccountSnapshot attribute) (trader.persistence.models.Trade attribute) is_review_flag (trader.discovery.health_score.HealthScoreResult attribute) is_set() (trader.daemon.signals.ShutdownFlag method) is_strong_buy_consensus() (in module trader.discovery.filters) item (trader.news.base.ArchivedNewsItem attribute)

J

jaw_period (trader.strategies.alligator.AlligatorStrategy attribute)

jaw_shift (trader.strategies.alligator.AlligatorStrategy attribute) json_path (trader.replay.run.RunReport attribute)

L

last_bar_ts (trader.persistence.models.SimPortfolio attribute) last_close (trader.ranking.base.Candidate attribute) last_equity (trader.domain.Account attribute) last_price (trader.persistence.models.SimPosition attribute) latest() (trader.persistence.deployed_versions.DeployedVersionRepository method) latest_decision() (trader.decisions.DecisionMemory method) (trader.persistence.decisions.DecisionRepository method) latest_for_symbols() (trader.persistence.analyst_consensus.AnalystConsensusRepository method) latest_for_ticker() (trader.persistence.decisions.DecisionRepository method) latest_snapshot() (trader.persistence.snapshots.SnapshotRepository method) limit_buffer_bps (trader.config.schema.PipelineConfig attribute) limit_price (trader.domain.SubmittedOrder attribute) (trader.persistence.models.SimOrder attribute) limit_price_for() (trader.execution.executor.OrderExecutor method) lips_period (trader.strategies.alligator.AlligatorStrategy attribute) lips_shift (trader.strategies.alligator.AlligatorStrategy attribute) listing_gate() (in module trader.discovery.filters) live (trader.config.settings.TradingMode attribute) live_trading_enabled (trader.config.loader.EffectiveTradingConfig attribute) (trader.config.settings.Settings attribute) llm_check() (in module trader.cli.main) llm_strategy_params() (in module trader.cli.main) llm_timeout_seconds (trader.config.schema.IdeasScraperConfig attribute) LlmError LlmProvider (class in trader.llm.base) LlmRanker (class in trader.ranking.llm_ranker) LlmStrategy (class in trader.strategies.llm_strategy) load() (trader.news.archive.NewsArchive method)

load_bars() (trader.persistence.bars.BarRepository method) load_benchmark_symbol() (in module trader.cli.main) load_daemon_config() (in module trader.config.schema) load_feather_bars() (in module trader.marketdata.seed_import) load_ibkr_csv_bars() (in module trader.marketdata.seed_import) load_ideas_scraper_config() (in module trader.config.schema) load_items() (trader.persistence.news_archive.NewsArchiveRepository method) load_pipeline_config() (in module trader.config.schema) load_reporting_config() (in module trader.config.schema) load_run() (trader.persistence.backtests.BacktestRepository method) load_simulation_config() (in module trader.config.schema) load_strategies() (in module trader.cli.main) load_strategies_config() (in module trader.config.schema) load_trades() (trader.persistence.backtests.BacktestRepository method) load_trading_config() (in module trader.config.loader) load_watchlist() (in module trader.cli.main) load_watchlist_config() (in module trader.config.schema) log_level (trader.config.settings.Settings attribute) LogLevel (class in trader.config.settings) long_period (trader.strategies.ma_crossover.MaCrossoverStrategy attribute) loss_count (trader.backtest.engine.BacktestResult attribute) (trader.persistence.models.BacktestRun attribute) low (trader.domain.Bar attribute) (trader.persistence.models.CachedBar attribute) (trader.replay.bootstrap.Interval attribute) (trader.reporting.equity_curve.EquityCurveSummary attribute) lower (trader.indicators.BollingerBands attribute) lows (trader.replay.outcomes.ForwardPrices attribute)

M

macd() (in module trader.indicators) MacdStrategy (class in trader.strategies.macd) MaCrossoverStrategy (class in trader.strategies.ma_crossover) mae (trader.replay.scoring.ScoredRow attribute) mark_position() (trader.persistence.simulation.SimulationRepository method) mark_settled() (trader.persistence.trades.TradeRepository method) market_adjusted() (in module trader.replay.scoring) market_value (trader.domain.Position attribute) (trader.persistence.models.PositionSnapshot attribute) (trader.reporting.concentration.SectorExposure attribute) MarketClock (class in trader.domain) MarketDataError MarketDataProvider (class in trader.marketdata.base) MarketSchedule (class in trader.daemon.schedule) max_adverse_excursion() (in module trader.replay.outcomes) max_backtest_drawdown_pct (trader.config.schema.PipelineConfig attribute) max_candidates_per_theme (trader.config.schema.DiscoverySettings attribute) max_discovered_positions (trader.config.schema.DiscoverySettings attribute) max_drawdown_pct (trader.backtest.engine.BacktestResult attribute) (trader.persistence.models.BacktestRun attribute) max_drawdown_pct() (in module trader.backtest.metrics) MAX_NEWS_WINDOW_HOURS (in module trader.news.base) max_page_chars (trader.config.schema.IdeasScraperConfig attribute) max_position_pct (trader.config.schema.PipelineConfig attribute) max_total_exposure_pct (trader.config.schema.PipelineConfig attribute) mean_rank (trader.discovery.rank_persistence.RankStability attribute) members() (trader.persistence.index_membership.IndexMembershipRepository method) merge_aliases() (in module trader.news.aliases) MergedNewsProvider (class in trader.news.merged_news) METRIC_RECOMMENDATION_MEAN (in module trader.discovery.rank_persistence) METRIC_STRONG_BUY (in module trader.discovery.rank_persistence) middle (trader.indicators.BollingerBands attribute) migrate() (in module trader.cli.main) min_avg_volume (trader.config.schema.DiscoverySettings attribute) min_backtest_return_pct (trader.config.schema.PipelineConfig attribute) MIN_HOLDING_DAYS_FOR_RATE (in module trader.reporting.returns) min_price (trader.config.schema.DiscoverySettings attribute) MISSING (in module trader.cli.tables) missing (trader.replay.sample.SampleShortfall property) missing_ranges() (trader.persistence.bars.BarRepository method) (trader.persistence.news_archive.NewsArchiveRepository method) MissingCredentialsError mode (trader.config.schema.StrategyConfig attribute) (trader.pipeline.run_once.StrategyRun attribute) model (trader.config.schema.IdeasScraperConfig attribute) (trader.llm.base.LlmProvider attribute) model_config (trader.config.schema.DaemonConfig attribute) (trader.config.schema.DiscoverySettings attribute) (trader.config.schema.IdeasScraperConfig attribute) (trader.config.schema.PipelineConfig attribute) (trader.config.schema.ReportingConfig attribute) (trader.config.schema.SimulationSettings attribute) (trader.config.schema.StrategiesConfig attribute) (trader.config.schema.StrategyConfig attribute) (trader.config.schema.WatchlistConfig attribute) (trader.config.settings.Settings attribute) model_return (trader.replay.scoring.EdgeResult attribute) module trader trader.backtest trader.backtest.engine trader.backtest.metrics trader.brokers trader.brokers.alpaca trader.brokers.base trader.chat trader.chat.backtest_format trader.chat.context trader.chat.intent trader.chat.prompt trader.chat.service trader.cli trader.cli.main trader.cli.tables trader.concurrency trader.config trader.config.loader trader.config.schema trader.config.settings trader.daemon trader.daemon.backoff trader.daemon.loop trader.daemon.preflight trader.daemon.schedule trader.daemon.signals trader.daemon.sleeper trader.decisions trader.discovery trader.discovery.candidates trader.discovery.filters trader.discovery.health_score trader.discovery.rank_persistence trader.discovery.scan trader.domain trader.errors trader.evaluation trader.evaluation.backtest_evaluator trader.evaluation.base trader.execution trader.execution.executor trader.ideas trader.ideas.scraper trader.indicators trader.llm trader.llm.base trader.llm.ollama trader.llm.prompt trader.llm.rank_prompt trader.logging_setup trader.marketdata trader.marketdata.analysts trader.marketdata.base trader.marketdata.cache trader.marketdata.earnings trader.marketdata.index_provider trader.marketdata.sector trader.marketdata.seed_import trader.marketdata.yfinance_provider trader.news trader.news.aliases trader.news.alpaca_news trader.news.archive trader.news.base trader.news.merged_news trader.news.search trader.news.yfinance_news trader.performance trader.performance.benchmark trader.persistence trader.persistence.analyst_consensus trader.persistence.backtests trader.persistence.bars trader.persistence.db trader.persistence.decisions trader.persistence.deployed_versions trader.persistence.focus_list trader.persistence.index_membership trader.persistence.migrations trader.persistence.models trader.persistence.news_archive trader.persistence.outcomes trader.persistence.simulation trader.persistence.snapshots trader.persistence.trades trader.persistence.watchlist trader.pipeline trader.pipeline.run_once trader.ranking trader.ranking.base trader.ranking.comparables trader.ranking.llm_ranker trader.replay trader.replay.bars_at trader.replay.bootstrap trader.replay.news_at trader.replay.outcomes trader.replay.run trader.replay.sample trader.replay.scoring trader.replay.sessions trader.reporting trader.reporting.concentration trader.reporting.equity_curve trader.reporting.returns trader.reporting.web trader.reporting.web.app trader.reporting.web.charts trader.reporting.web.wiring trader.reporting.window trader.resilience trader.resilience.retrying trader.risk trader.risk.guardrails trader.simulation trader.simulation.runner trader.simulation.step trader.strategies trader.strategies.alligator trader.strategies.base trader.strategies.bollinger_revert trader.strategies.llm_strategy trader.strategies.ma_crossover trader.strategies.macd trader.strategies.registry trader.strategies.resistance_breakout trader.strategies.rsi_revert trader.strategies.trailing_stop_floor trader.strategies.turtle trader.versioning

N

n (trader.strategies.resistance_breakout.ResistanceBreakoutStrategy attribute) n_acting (trader.replay.scoring.EdgeResult attribute) n_rows (trader.replay.run.RunReport attribute) (trader.replay.scoring.EdgeResult attribute) n_scored (trader.replay.run.RunReport attribute) name (trader.domain.TradableAsset attribute) news_fingerprint() (in module trader.news.base) NEWS_FINGERPRINT_VERSION (in module trader.news.base) NewsArchive (class in trader.news.archive) NewsArchiveCoverage (class in trader.persistence.models) NewsArchiveProvider (class in trader.news.archive) NewsArchiveRepository (class in trader.persistence.news_archive)

NewsItem (class in trader.news.base) NewsProvider (class in trader.news.base) NewsSearchProvider (class in trader.news.search) next_action() (trader.daemon.schedule.MarketSchedule method) next_close (trader.domain.MarketClock attribute) next_delay() (trader.daemon.backoff.Backoff method) next_open (trader.domain.MarketClock attribute) NonRetryableMarketDataError note (trader.persistence.models.WatchlistEvent attribute) notes (trader.ranking.base.Ranking attribute) null_return (trader.replay.scoring.EdgeResult attribute) num_ctx (trader.config.schema.IdeasScraperConfig attribute) num_std (trader.strategies.bollinger_revert.BollingerRevertStrategy attribute)

O

occurred_at (trader.persistence.models.WatchlistEvent attribute) oldest_unsettled_submitted_at() (trader.persistence.trades.TradeRepository method) ollama_base_url (trader.config.settings.Settings attribute) OllamaProvider (class in trader.llm.ollama) on_date (trader.chat.intent.ParsedIntent attribute) open (trader.domain.Bar attribute) (trader.persistence.models.CachedBar attribute) open_position() (trader.persistence.simulation.SimulationRepository method) open_round_trip() (trader.persistence.outcomes.OutcomeRepository method) open_round_trip_for() (trader.persistence.outcomes.OutcomeRepository method) opened_at (trader.persistence.models.RoundTrip attribute) (trader.persistence.models.SimPosition attribute) (trader.persistence.models.SimRoundTrip attribute) opinion_gate() (in module trader.discovery.filters) order (trader.execution.executor.RatchetedStop attribute) (trader.ranking.base.Ranking attribute) order_id (trader.domain.SubmittedOrder attribute) (trader.pipeline.run_once.SymbolOutcome attribute) order_type (trader.domain.SubmittedOrder attribute)

OrderError OrderExecutor (class in trader.execution.executor) OrderPlacingBroker (class in trader.brokers.base) orders_settled (trader.pipeline.run_once.CycleReport attribute) OrderSide (class in trader.domain) origin (trader.discovery.candidates.Candidate attribute) (trader.news.search.SearchHit attribute) (trader.persistence.focus_list.FocusListCandidate property) (trader.persistence.models.FocusList attribute) outcome_note (trader.persistence.models.Decision attribute) outcome_summary() (trader.persistence.outcomes.OutcomeRepository method) OutcomeRepository (class in trader.persistence.outcomes) outcomes (trader.pipeline.run_once.CycleReport attribute) outcomes() (in module trader.cli.main) OutcomeSummary (class in trader.persistence.outcomes) output_dir (trader.config.schema.IdeasScraperConfig attribute) outstanding_entries (trader.pipeline.run_once.CycleReport attribute) overbought (trader.strategies.rsi_revert.RsiRevertStrategy attribute) oversold (trader.strategies.rsi_revert.RsiRevertStrategy attribute)

P

pairwise (trader.reporting.concentration.PortfolioCorrelation attribute) paper (trader.config.settings.TradingMode attribute) parameters_json (trader.persistence.models.BacktestRun attribute) params (trader.config.schema.StrategyConfig attribute) parse_chat_response() (in module trader.chat.prompt) parse_decision() (in module trader.llm.prompt) parse_ranking() (in module trader.llm.rank_prompt) ParsedIntent (class in trader.chat.intent) partition_by_age() (in module trader.news.base) pct_of_total (trader.reporting.concentration.SectorCount attribute) (trader.reporting.concentration.SectorExposure attribute) pending_entry_for() (trader.execution.executor.OrderExecutor method) pending_orders() (trader.persistence.simulation.SimulationRepository method) PERCENT_QUANTUM (in module trader.reporting.returns) performance() (in module trader.cli.main) performance_context() (in module trader.chat.context) PerformanceError period (trader.strategies.bollinger_revert.BollingerRevertStrategy attribute) (trader.strategies.rsi_revert.RsiRevertStrategy attribute) pipeline_config (trader.simulation.runner.SimulationRunner attribute) (trader.simulation.SimulationRunner attribute) PipelineConfig (class in trader.config.schema) pnl (trader.backtest.engine.SimulatedTrade attribute) (trader.persistence.models.BacktestTrade attribute) pnl_by_strategy_figure() (in module trader.reporting.web.charts) pnl_by_symbol_figure() (in module trader.reporting.web.charts) pnl_heatmap_figure() (in module trader.reporting.web.charts) point (trader.replay.bootstrap.Interval attribute) portfolio_id (trader.persistence.models.SimEquitySnapshot attribute) (trader.persistence.models.SimOrder attribute) (trader.persistence.models.SimPosition attribute) (trader.persistence.models.SimRoundTrip attribute)

portfolio_value (trader.domain.Account attribute) (trader.persistence.models.AccountSnapshot attribute) PortfolioCorrelation (class in trader.reporting.concentration) Position (class in trader.domain) position_fraction (trader.backtest.engine.BacktestConfig attribute) position_return_pct() (in module trader.reporting.returns) positions (trader.persistence.models.AccountSnapshot attribute) positions() (in module trader.cli.main) positions_context() (in module trader.chat.context) PositionSnapshot (class in trader.persistence.models) preflight_failures() (in module trader.daemon.preflight) price (trader.domain.Quote attribute) (trader.persistence.models.Trade attribute) process_bind_param() (trader.persistence.models.DecimalText method) (trader.persistence.models.UtcDateTime method) process_result_value() (trader.persistence.models.DecimalText method) (trader.persistence.models.UtcDateTime method) prompt_hash() (in module trader.llm.prompt) PROMPT_TEMPLATE_VERSION (in module trader.llm.prompt) ProtectedEntry (class in trader.domain) protective_leg (trader.domain.ProtectedEntry attribute) published_at (trader.news.base.NewsItem attribute) (trader.persistence.models.ArchivedNews attribute) published_at_text() (in module trader.news.base) publisher (trader.news.base.NewsItem attribute) (trader.persistence.models.ArchivedNews attribute)

Q

quantity (trader.backtest.engine.SimulatedTrade attribute) (trader.domain.Position attribute) (trader.domain.SubmittedOrder attribute) (trader.persistence.models.BacktestTrade attribute) (trader.persistence.models.PositionSnapshot attribute) (trader.persistence.models.RoundTrip attribute) (trader.persistence.models.SimOrder attribute) (trader.persistence.models.SimPosition attribute) (trader.persistence.models.SimRoundTrip attribute) (trader.persistence.models.Trade attribute)

Quote (class in trader.domain) quote() (in module trader.cli.main)

R

ran_at (trader.persistence.models.BacktestRun attribute) range_position_pct (trader.ranking.comparables.Comparables attribute) rank (trader.pipeline.run_once.SymbolOutcome attribute) rank() (trader.ranking.base.Ranker method) (trader.ranking.llm_ranker.LlmRanker method) RANK_PROMPT_VERSION (in module trader.llm.rank_prompt) RANK_SCHEMA (in module trader.llm.rank_prompt) Ranker (class in trader.ranking.base) Ranking (class in trader.ranking.base) RankStability (class in trader.discovery.rank_persistence) ratchet_protection() (trader.execution.executor.OrderExecutor method) RatchetedStop (class in trader.execution.executor) raw_message (trader.chat.intent.ParsedIntent attribute) realized_pl (trader.persistence.models.RoundTrip attribute) (trader.persistence.models.SimRoundTrip attribute) RealSleeper (class in trader.daemon.sleeper) reason (trader.daemon.schedule.SleepFor attribute) (trader.daemon.signals.ShutdownFlag property) (trader.discovery.filters.FilterOutcome attribute) (trader.evaluation.base.Verdict attribute) (trader.pipeline.run_once.SymbolOutcome attribute) (trader.ranking.base.Candidate attribute) (trader.risk.guardrails.RiskDecision attribute) (trader.strategies.base.Signal attribute) reasoning (trader.decisions.StoredDecision attribute) (trader.persistence.models.Decision attribute) recent() (trader.persistence.decisions.DecisionRepository method) (trader.persistence.outcomes.OutcomeRepository method) (trader.persistence.trades.TradeRepository method) (trader.persistence.watchlist.WatchlistEventRepository method) recommendation_mean (trader.discovery.candidates.Candidate attribute) (trader.discovery.rank_persistence.ConsensusHistoryPoint attribute) (trader.marketdata.analysts.AnalystOpinion attribute) (trader.persistence.analyst_consensus.ConsensusHistoryRow attribute) (trader.persistence.focus_list.FocusListCandidate property) (trader.persistence.models.AnalystConsensusHistory attribute) (trader.persistence.models.FocusList attribute) recommendation_mean_is_derived (trader.marketdata.analysts.AnalystOpinion attribute) (trader.persistence.models.AnalystConsensusHistory attribute) reconcile_fills() (in module trader.pipeline.run_once) reconcile_protection() (trader.execution.executor.OrderExecutor method) record() (trader.persistence.decisions.DecisionRepository method) record_coverage() (trader.persistence.bars.BarRepository method) (trader.persistence.news_archive.NewsArchiveRepository method) record_discovery() (trader.persistence.watchlist.WatchlistEventRepository method) record_dry_run() (trader.persistence.trades.TradeRepository method) record_if_changed() (trader.persistence.deployed_versions.DeployedVersionRepository method)

record_round_trip() (trader.persistence.simulation.SimulationRepository method) record_submission() (trader.persistence.trades.TradeRepository method) region_width_pct (trader.strategies.resistance_breakout.ResistanceBreakoutStrategy attribute) registry (trader.persistence.models.Base attribute) rejection_reason (trader.persistence.models.Decision attribute) (trader.pipeline.run_once.SymbolOutcome attribute) relevance_count() (in module trader.news.base) render_sparkline() (in module trader.reporting.equity_curve) replace_stop_price() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.OrderPlacingBroker method) replaced_order_id (trader.execution.executor.RatchetedStop attribute) replay_rescore() (in module trader.cli.main) replay_score() (in module trader.cli.main) ReplayError ReplayRow (class in trader.replay.sample) ReplayRunner (class in trader.replay.run) ReportingConfig (class in trader.config.schema) request() (trader.daemon.signals.ShutdownFlag method) resamples_used (trader.replay.bootstrap.Interval attribute) rescore_from_csv() (in module trader.replay.run) reset() (trader.daemon.backoff.Backoff method) ResistanceBreakoutStrategy (class in trader.strategies.resistance_breakout) resolve_report_start() (in module trader.reporting.window) resolve_trading_config() (in module trader.config.loader) retry_attempts (trader.config.schema.DaemonConfig attribute) retry_base_seconds (trader.config.schema.DaemonConfig attribute) RetryingBroker (class in trader.resilience.retrying) RetryingMarketData (class in trader.resilience.retrying) return_pct (trader.performance.benchmark.AccountReturn attribute) (trader.performance.benchmark.BenchmarkReturn attribute) return_pct() (in module trader.reporting.returns) returns (trader.replay.scoring.ScoredRow attribute) RiskDecision (class in trader.risk.guardrails) RiskHaltError round_trips() (trader.persistence.simulation.SimulationRepository method) RoundTrip (class in trader.persistence.models) rsi() (in module trader.indicators) RsiRevertStrategy (class in trader.strategies.rsi_revert) run() (in module trader.cli.main) (trader.replay.run.ReplayRunner method) (trader.simulation.runner.SimulationRunner method) (trader.simulation.SimulationRunner method) run_backtest() (in module trader.backtest.engine) run_forever() (in module trader.daemon.loop) run_once() (in module trader.pipeline.run_once) run_once_command() (in module trader.cli.main) RunNow (class in trader.daemon.schedule) RunReport (class in trader.replay.run)

S

safe_config_summary() (in module trader.logging_setup) SampleShortfall (class in trader.replay.sample) save() (trader.persistence.backtests.BacktestRepository method) save_bars() (trader.persistence.bars.BarRepository method) save_items() (trader.persistence.news_archive.NewsArchiveRepository method) save_snapshot() (trader.persistence.snapshots.SnapshotRepository method) scan_universe() (in module trader.cli.main) score (trader.discovery.health_score.HealthScoreResult attribute) score_all() (in module trader.replay.scoring) ScoredRow (class in trader.replay.scoring) scrape_ideas() (in module trader.ideas.scraper) scrape_ideas_command() (in module trader.cli.main) screen_for_entry() (in module trader.discovery.scan) search() (trader.news.search.NewsSearchProvider method) (trader.news.search.YFinanceSearchProvider method) SearchHit (class in trader.news.search) seconds (trader.daemon.schedule.SleepFor attribute) sector (trader.marketdata.sector.SectorInfo attribute) (trader.reporting.concentration.SectorCount attribute) (trader.reporting.concentration.SectorExposure attribute) sector_distribution_by_count() (in module trader.reporting.concentration) sector_exposure() (in module trader.reporting.concentration) SectorCount (class in trader.reporting.concentration) SectorExposure (class in trader.reporting.concentration) SectorInfo (class in trader.marketdata.sector) SectorProvider (class in trader.marketdata.sector) seed (trader.replay.bootstrap.Interval attribute) (trader.replay.run.RunReport attribute) seed_bars() (in module trader.cli.main) SeedFileFormat (class in trader.cli.main) SELL (trader.domain.OrderSide attribute) sell (trader.marketdata.analysts.AnalystOpinion attribute) (trader.persistence.models.AnalystConsensusHistory attribute) SELL (trader.strategies.base.Action attribute) session_grid() (in module trader.replay.sessions) session_offset() (in module trader.replay.sessions) set_benchmark_bars() (trader.strategies.llm_strategy.LlmStrategy method) Settings (class in trader.config.settings) settings (trader.simulation.runner.SimulationRunner attribute) (trader.simulation.SimulationRunner attribute) settle_terminal_orders() (in module trader.pipeline.run_once) settled_at (trader.persistence.models.Trade attribute) SHADOW (trader.config.schema.StrategyMode attribute) short_period (trader.strategies.ma_crossover.MaCrossoverStrategy attribute) ShutdownFlag (class in trader.daemon.signals) side (trader.domain.SubmittedOrder attribute) (trader.persistence.models.Trade attribute) Signal (class in trader.strategies.base) signal_period (trader.strategies.macd.MacdStrategy attribute) signed_return() (in module trader.replay.scoring) sim_interval (trader.config.schema.SimulationSettings attribute) sim_report() (in module trader.cli.main) sim_starting_cash (trader.config.schema.SimulationSettings attribute) SimEquitySnapshot (class in trader.persistence.models) SimOrder (class in trader.persistence.models) SimPortfolio (class in trader.persistence.models) SimPosition (class in trader.persistence.models) SimRoundTrip (class in trader.persistence.models) SimulatedTrade (class in trader.backtest.engine) simulation_repository (trader.simulation.runner.SimulationRunner attribute) (trader.simulation.SimulationRunner attribute) SimulationRepository (class in trader.persistence.simulation) SimulationRunner (class in trader.simulation) (class in trader.simulation.runner) SimulationSettings (class in trader.config.schema) single_instance_lock() (in module trader.concurrency) sleep() (trader.daemon.sleeper.RealSleeper method) (trader.daemon.sleeper.Sleeper method) Sleeper (class in trader.daemon.sleeper) SleepFor (class in trader.daemon.schedule) slippage_bps (trader.backtest.engine.BacktestConfig attribute) slow_period (trader.strategies.macd.MacdStrategy attribute) sma() (in module trader.indicators) snapshot_count (trader.performance.benchmark.AccountReturn attribute) snapshot_equity() (trader.persistence.simulation.SimulationRepository method) snapshot_id (trader.pipeline.run_once.CycleReport attribute) SnapshotRepository (class in trader.persistence.snapshots) snapshots_in_range() (trader.persistence.snapshots.SnapshotRepository method) snapshots_since() (trader.persistence.snapshots.SnapshotRepository method) source (trader.persistence.models.AnalystConsensusHistory attribute) (trader.persistence.models.CachedBar attribute) (trader.persistence.models.WatchlistEvent attribute) (trader.ranking.base.Ranking attribute) SOURCE_CLAUDE_SCAN (in module trader.persistence.watchlist) SOURCE_CONFIDENCE_ORDERING_ENABLED (in module trader.ranking.base) SOURCE_IBKR_SEED (in module trader.marketdata.seed_import) SOURCE_LLM (in module trader.ranking.base) SOURCE_YFINANCE_SEED (in module trader.marketdata.seed_import) sources (trader.config.schema.DiscoverySettings attribute) split (trader.replay.sample.ReplayRow attribute) (trader.replay.sample.SampleShortfall attribute) (trader.replay.scoring.ScoredRow attribute) stamp_head() (in module trader.persistence.migrations) start (trader.chat.intent.ParsedIntent attribute) (trader.reporting.equity_curve.EquityCurveSummary attribute) start_at (trader.performance.benchmark.AccountReturn attribute) (trader.performance.benchmark.BenchmarkReturn attribute) (trader.persistence.models.NewsArchiveCoverage attribute)

start_date (trader.persistence.models.BacktestRun attribute) (trader.persistence.models.BarCoverage attribute) starting_capital (trader.backtest.engine.BacktestConfig attribute) starting_cash (trader.persistence.models.SimPortfolio attribute) starting_price (trader.performance.benchmark.BenchmarkReturn attribute) starting_value (trader.backtest.engine.BacktestResult attribute) (trader.performance.benchmark.AccountReturn attribute) (trader.persistence.models.BacktestRun attribute) status (trader.domain.SubmittedOrder attribute) (trader.persistence.models.SimOrder attribute) (trader.persistence.models.Trade attribute) stddev_rank (trader.discovery.rank_persistence.RankStability attribute) stdev() (in module trader.indicators) stop_loss_pct (trader.strategies.macd.MacdStrategy attribute) stop_price (trader.domain.SubmittedOrder attribute) stop_price_for() (trader.execution.executor.OrderExecutor method) stops_placed (trader.pipeline.run_once.CycleReport attribute) stops_ratcheted (trader.pipeline.run_once.CycleReport attribute) StoredDecision (class in trader.decisions) strategies (trader.config.schema.StrategiesConfig attribute) strategies() (in module trader.cli.main) StrategiesConfig (class in trader.config.schema) Strategy (class in trader.strategies.base) strategy (trader.pipeline.run_once.StrategyRun attribute) strategy_id (trader.backtest.engine.BacktestResult attribute) (trader.chat.intent.ParsedIntent attribute) (trader.persistence.models.BacktestRun attribute) (trader.persistence.models.Decision attribute) (trader.persistence.models.RoundTrip attribute) (trader.persistence.models.SimPortfolio attribute) (trader.persistence.models.Trade attribute) (trader.pipeline.run_once.SymbolOutcome attribute) STRATEGY_REVIEW (trader.chat.intent.Intent attribute) StrategyConfig (class in trader.config.schema) StrategyMode (class in trader.config.schema) StrategyRun (class in trader.pipeline.run_once) stride_sample() (in module trader.replay.sample) strong_buy (trader.discovery.rank_persistence.ConsensusHistoryPoint attribute) (trader.marketdata.analysts.AnalystOpinion attribute) (trader.persistence.analyst_consensus.ConsensusHistoryRow attribute) (trader.persistence.models.AnalystConsensusHistory attribute) strong_sell (trader.marketdata.analysts.AnalystOpinion attribute) (trader.persistence.models.AnalystConsensusHistory attribute) submit_limit_buy() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.OrderPlacingBroker method) submit_limit_buy_with_stop() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.OrderPlacingBroker method) submit_market_sell() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.OrderPlacingBroker method) submit_trailing_stop_sell() (trader.brokers.alpaca.AlpacaBroker method) (trader.brokers.base.OrderPlacingBroker method) submitted_at (trader.domain.SubmittedOrder attribute) (trader.persistence.models.Trade attribute) SubmittedOrder (class in trader.domain) summarize() (in module trader.reporting.equity_curve) summary (trader.news.base.NewsItem attribute) (trader.persistence.models.ArchivedNews attribute) symbol (trader.backtest.engine.BacktestResult attribute) (trader.chat.intent.ParsedIntent attribute) (trader.discovery.candidates.Candidate attribute) (trader.discovery.rank_persistence.ConsensusHistoryPoint attribute) (trader.discovery.rank_persistence.RankStability attribute) (trader.domain.Bar attribute) (trader.domain.Position attribute) (trader.domain.Quote attribute) (trader.domain.SubmittedOrder attribute) (trader.domain.TradableAsset attribute) (trader.news.base.NewsItem attribute) (trader.news.search.SearchHit attribute) (trader.persistence.analyst_consensus.ConsensusHistoryRow attribute) (trader.persistence.focus_list.FocusListCandidate property) (trader.persistence.models.AnalystConsensusHistory attribute) (trader.persistence.models.ArchivedNews attribute) (trader.persistence.models.BarCoverage attribute) (trader.persistence.models.CachedBar attribute) (trader.persistence.models.FocusList attribute) (trader.persistence.models.IndexMembership attribute) (trader.persistence.models.NewsArchiveCoverage attribute) (trader.persistence.models.RoundTrip attribute) (trader.persistence.models.SimOrder attribute) (trader.persistence.models.SimPosition attribute) (trader.persistence.models.SimRoundTrip attribute) (trader.pipeline.run_once.SymbolOutcome attribute) (trader.ranking.base.Candidate attribute) (trader.replay.outcomes.ForwardPrices attribute) (trader.replay.sample.ReplayRow attribute) (trader.replay.sample.SampleShortfall attribute) (trader.replay.scoring.ScoredRow attribute) symbol_a (trader.reporting.concentration.SymbolCorrelation attribute) symbol_b (trader.reporting.concentration.SymbolCorrelation attribute) SymbolCorrelation (class in trader.reporting.concentration) SymbolOutcome (class in trader.pipeline.run_once) symbols (trader.reporting.concentration.SectorCount attribute) (trader.reporting.concentration.SectorExposure attribute) symbols_for() (trader.persistence.focus_list.FocusListRepository method) synthesize_ideas() (in module trader.ideas.scraper)

T

target_high_price (trader.marketdata.analysts.AnalystOpinion attribute) (trader.persistence.models.AnalystConsensusHistory attribute) target_mean_price (trader.marketdata.analysts.AnalystOpinion attribute) (trader.persistence.models.AnalystConsensusHistory attribute) teeth_period (trader.strategies.alligator.AlligatorStrategy attribute) teeth_shift (trader.strategies.alligator.AlligatorStrategy attribute) tertile_means() (in module trader.replay.scoring) text (trader.ideas.scraper.ExtractedPage attribute) theme (trader.discovery.candidates.Candidate attribute) (trader.news.search.SearchHit attribute) (trader.persistence.focus_list.FocusListCandidate property) (trader.persistence.models.FocusList attribute) themes (trader.config.schema.DiscoverySettings attribute) ticker (trader.chat.intent.ParsedIntent attribute) (trader.performance.benchmark.BenchmarkReturn attribute) (trader.persistence.models.BacktestRun attribute) (trader.persistence.models.BacktestTrade attribute) (trader.persistence.models.Decision attribute) (trader.persistence.models.PositionSnapshot attribute) (trader.persistence.models.Trade attribute) (trader.persistence.models.WatchlistEvent attribute) tier (trader.discovery.health_score.HealthScoreResult attribute) timestamp (trader.domain.Bar attribute) (trader.persistence.models.CachedBar attribute) title (trader.ideas.scraper.ExtractedPage attribute) (trader.news.base.NewsItem attribute) (trader.persistence.models.ArchivedNews attribute) total_analysts (trader.discovery.health_score.HealthScoreResult attribute) total_cost_basis (trader.persistence.outcomes.OutcomeSummary attribute) total_realized_pl (trader.persistence.outcomes.OutcomeSummary attribute) total_realized_pl() (trader.persistence.outcomes.OutcomeRepository method) total_return_pct (trader.backtest.engine.BacktestResult attribute) (trader.persistence.models.BacktestRun attribute) total_return_pct() (in module trader.backtest.metrics) tradable (trader.domain.TradableAsset attribute) TradableAsset (class in trader.domain) Trade (class in trader.persistence.models) trade_distribution_figure() (in module trader.reporting.web.charts) trade_id (trader.persistence.models.Decision attribute) (trader.pipeline.run_once.SymbolOutcome attribute) trade_settled() (trader.persistence.outcomes.OutcomeRepository method) trader module trader.backtest module trader.backtest.engine module trader.backtest.metrics module trader.brokers module trader.brokers.alpaca module trader.brokers.base module trader.chat module trader.chat.backtest_format module trader.chat.context module trader.chat.intent module trader.chat.prompt module trader.chat.service module trader.cli module trader.cli.main module trader.cli.tables module trader.concurrency module trader.config module trader.config.loader module trader.config.schema module trader.config.settings module trader.daemon module trader.daemon.backoff module trader.daemon.loop module trader.daemon.preflight module trader.daemon.schedule module trader.daemon.signals module trader.daemon.sleeper module trader.decisions module trader.discovery module trader.discovery.candidates module trader.discovery.filters module trader.discovery.health_score module trader.discovery.rank_persistence module trader.discovery.scan module trader.domain module trader.errors module trader.evaluation module trader.evaluation.backtest_evaluator module trader.evaluation.base module trader.execution module trader.execution.executor module trader.ideas module trader.ideas.scraper module trader.indicators module trader.llm module trader.llm.base module trader.llm.ollama module trader.llm.prompt module trader.llm.rank_prompt module trader.logging_setup module trader.marketdata module trader.marketdata.analysts module trader.marketdata.base module trader.marketdata.cache module trader.marketdata.earnings module trader.marketdata.index_provider module trader.marketdata.sector module trader.marketdata.seed_import module trader.marketdata.yfinance_provider module

trader.news module trader.news.aliases module trader.news.alpaca_news module trader.news.archive module trader.news.base module trader.news.merged_news module trader.news.search module trader.news.yfinance_news module trader.performance module trader.performance.benchmark module trader.persistence module trader.persistence.analyst_consensus module trader.persistence.backtests module trader.persistence.bars module trader.persistence.db module trader.persistence.decisions module trader.persistence.deployed_versions module trader.persistence.focus_list module trader.persistence.index_membership module trader.persistence.migrations module trader.persistence.models module trader.persistence.news_archive module trader.persistence.outcomes module trader.persistence.simulation module trader.persistence.snapshots module trader.persistence.trades module trader.persistence.watchlist module trader.pipeline module trader.pipeline.run_once module trader.ranking module trader.ranking.base module trader.ranking.comparables module trader.ranking.llm_ranker module trader.replay module trader.replay.bars_at module trader.replay.bootstrap module trader.replay.news_at module trader.replay.outcomes module trader.replay.run module trader.replay.sample module trader.replay.scoring module trader.replay.sessions module trader.reporting module trader.reporting.concentration module trader.reporting.equity_curve module trader.reporting.returns module trader.reporting.web module trader.reporting.web.app module trader.reporting.web.charts module trader.reporting.web.wiring module trader.reporting.window module trader.resilience module trader.resilience.retrying module trader.risk module trader.risk.guardrails module trader.simulation module trader.simulation.runner module trader.simulation.step module trader.strategies module trader.strategies.alligator module trader.strategies.base module trader.strategies.bollinger_revert module trader.strategies.llm_strategy module trader.strategies.ma_crossover module trader.strategies.macd module trader.strategies.registry module trader.strategies.resistance_breakout module trader.strategies.rsi_revert module trader.strategies.trailing_stop_floor module trader.strategies.turtle module trader.versioning module TradeRepository (class in trader.persistence.trades) TraderError trades (trader.backtest.engine.BacktestResult attribute) trades_context() (in module trader.chat.context) TRADING (trader.config.schema.StrategyMode attribute) trading_date() (in module trader.replay.sessions) trading_day (trader.persistence.models.FocusList attribute) trading_mode (trader.config.loader.EffectiveTradingConfig attribute) (trader.config.settings.Settings attribute) TradingMode (class in trader.config.settings) trail_percent (trader.config.schema.PipelineConfig attribute) (trader.domain.SubmittedOrder attribute) TrailingStopFloorStrategy (class in trader.strategies.trailing_stop_floor) trend_period (trader.strategies.macd.MacdStrategy attribute) trip_count (trader.persistence.outcomes.OutcomeSummary attribute) TurtleStrategy (class in trader.strategies.turtle) type (trader.config.schema.StrategyConfig attribute)

U

UNKNOWN_GIT_SHA (in module trader.versioning) UNKNOWN_SECTOR (in module trader.reporting.concentration) unprotected (trader.pipeline.run_once.CycleReport attribute) unrealized_pl (trader.domain.Position attribute) (trader.persistence.models.PositionSnapshot attribute) UnsafeConfigError unsettled_broker_order_ids() (trader.persistence.trades.TradeRepository method) update_cash() (trader.persistence.simulation.SimulationRepository method) update_last_bar_ts() (trader.persistence.simulation.SimulationRepository method) updated_at (trader.persistence.models.Trade attribute) upgrade_to_head() (in module trader.persistence.migrations)

upper (trader.indicators.BollingerBands attribute) upsert() (trader.persistence.focus_list.FocusListRepository method) (trader.persistence.index_membership.IndexMembershipRepository method) upside_pct (trader.discovery.health_score.HealthScoreResult attribute) url (trader.discovery.candidates.Candidate attribute) (trader.news.base.NewsItem attribute) (trader.news.search.SearchHit attribute) (trader.persistence.focus_list.FocusListCandidate property) (trader.persistence.models.ArchivedNews attribute) (trader.persistence.models.FocusList attribute) use_paper_endpoint (trader.config.loader.EffectiveTradingConfig property) UtcDateTime (class in trader.persistence.models)

V

validate_symbol() (in module trader.marketdata.index_provider) Verdict (class in trader.evaluation.base) version() (in module trader.cli.main) version_at() (trader.persistence.deployed_versions.DeployedVersionRepository method)

volatility_sizing_enabled (trader.config.schema.PipelineConfig attribute) volatility_sizing_target_atr_pct (trader.config.schema.PipelineConfig attribute) volume (trader.domain.Bar attribute) (trader.persistence.models.CachedBar attribute)

W

wanted (trader.replay.sample.SampleShortfall attribute) warmup_bars() (trader.strategies.alligator.AlligatorStrategy method) (trader.strategies.base.Strategy method) (trader.strategies.bollinger_revert.BollingerRevertStrategy method) (trader.strategies.llm_strategy.LlmStrategy method) (trader.strategies.ma_crossover.MaCrossoverStrategy method) (trader.strategies.macd.MacdStrategy method) (trader.strategies.resistance_breakout.ResistanceBreakoutStrategy method) (trader.strategies.rsi_revert.RsiRevertStrategy method) (trader.strategies.trailing_stop_floor.TrailingStopFloorStrategy method) (trader.strategies.turtle.TurtleStrategy method) WARNING (trader.config.settings.LogLevel attribute)

WatchlistConfig (class in trader.config.schema) WatchlistEvent (class in trader.persistence.models) WatchlistEventRepository (class in trader.persistence.watchlist) web() (in module trader.cli.main) web_host (trader.config.settings.Settings attribute) web_port (trader.config.settings.Settings attribute) WikipediaIndexProvider (class in trader.marketdata.index_provider) win_count (trader.backtest.engine.BacktestResult attribute) (trader.persistence.models.BacktestRun attribute) (trader.persistence.outcomes.OutcomeSummary attribute) win_loss() (in module trader.backtest.metrics) window_change_pct (trader.ranking.comparables.Comparables attribute) write_ideas_markdown() (in module trader.ideas.scraper)

Y

YFinanceAnalystProvider (class in trader.marketdata.analysts) YFinanceEarningsProvider (class in trader.marketdata.earnings) YFinanceNewsProvider (class in trader.news.yfinance_news)

YFinanceProvider (class in trader.marketdata.yfinance_provider) YFinanceSearchProvider (class in trader.news.search) YFinanceSectorProvider (class in trader.marketdata.sector)