initial: alpaclaudia paper-trading bot + dashboard

Python bot (bot/alpaclaudia): alpaca-py client, wheel strategy (CSP + covered
calls) plus equity trailing stops, risk gates (cash buffer, cost-basis guard,
per-symbol concentration cap), SQLite state log, Typer CLI (tick/loop/status/
report/dump-state), Discord daily report, pytest suite.

Next.js 14 dashboard (dashboard/): read-only — reads the bot's SQLite directly
and pulls live account/positions/orders from Alpaca. KPIs, equity chart,
positions, bot-intents audit table, and orders table. Dark UI with Tailwind.

systemd/: user-unit templates for the polling loop and the post-close report
timer.

docs/STRATEGY.md: wheel mechanics, risk invariants, later candidates.

Defaults to BOT_MODE=dry — nothing is submitted to Alpaca until explicitly
enabled in .env. ALPACA_ENV=paper by default; flipping to live requires an
explicit second guard.

.env.example

@@ -0,0 +1,47 @@
+# --- Alpaca (Paper) -----------------------------------------------------------
+ALPACA_API_KEY=PK_your_paper_key_here
+ALPACA_API_SECRET=your_paper_secret_here
+# https://paper-api.alpaca.markets for paper, https://api.alpaca.markets for live
+ALPACA_BASE_URL=https://paper-api.alpaca.markets
+# Hard guard — must explicitly set to "live" to touch the live endpoint
+ALPACA_ENV=paper
+
+# --- Bot runtime --------------------------------------------------------------
+# dry = log intended orders only. live = actually submit to Alpaca paper.
+BOT_MODE=dry
+# Universe for the wheel (comma-separated)
+WHEEL_UNIVERSE=TSLA
+# Target DTE window for cash-secured puts (days)
+WHEEL_PUT_DTE_MIN=14
+WHEEL_PUT_DTE_MAX=28
+# Target delta for CSPs (magnitude, e.g. 0.30 => ~30-delta short put)
+WHEEL_PUT_TARGET_DELTA=0.30
+# Strike distance for CSPs as fraction of spot (fallback when delta data missing)
+WHEEL_PUT_OTM_PCT=0.10
+# Strike distance for covered calls above cost basis (fraction)
+WHEEL_CALL_OTM_PCT=0.10
+# Minimum annualised yield (decimal) a candidate contract must offer
+WHEEL_MIN_ANNUAL_YIELD=0.15
+# Max concurrent short puts per symbol
+WHEEL_MAX_SHORT_PUTS_PER_SYMBOL=1
+
+# Trailing-stop config (equity positions only)
+TRAILING_STOP_ENABLED=true
+TRAILING_STOP_PCT=0.08
+
+# Position sizing — max % of equity to put at risk per symbol
+MAX_POSITION_PCT=0.25
+# Minimum cash buffer (as fraction of equity) to keep unencumbered
+MIN_CASH_BUFFER_PCT=0.05
+
+# --- Scheduling ---------------------------------------------------------------
+# Polling interval (seconds) inside market hours when --loop is used
+TICK_INTERVAL_SECONDS=900
+
+# --- Reporting ----------------------------------------------------------------
+# Discord webhook URL (optional). If set, daily report is posted after close.
+DISCORD_WEBHOOK_URL=
+
+# --- Storage ------------------------------------------------------------------
+DATA_DIR=./data
+LOG_DIR=./logs