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.
This commit is contained in:
2026-04-16 21:38:25 +02:00
commit 39875112a0
46 changed files with 5195 additions and 0 deletions
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"use client";
import {
Area,
AreaChart,
CartesianGrid,
ResponsiveContainer,
Tooltip,
XAxis,
YAxis,
} from "recharts";
export type EquityPoint = { ts: string; equity: number; cash: number };
export function EquityChart({ data }: { data: EquityPoint[] }) {
if (!data.length) {
return (
<div className="panel p-6 text-mute text-sm h-[300px] flex items-center justify-center">
No ticks recorded yet the bot hasn't run.
</div>
);
}
return (
<div className="panel p-4 h-[320px]">
<div className="text-xs text-mute mb-2 uppercase tracking-wider">Equity (ticks)</div>
<ResponsiveContainer width="100%" height="90%">
<AreaChart data={data} margin={{ top: 8, right: 12, bottom: 0, left: 0 }}>
<defs>
<linearGradient id="g-equity" x1="0" y1="0" x2="0" y2="1">
<stop offset="5%" stopColor="#5eead4" stopOpacity={0.55} />
<stop offset="95%" stopColor="#5eead4" stopOpacity={0.0} />
</linearGradient>
</defs>
<CartesianGrid stroke="#252a35" strokeDasharray="3 3" vertical={false} />
<XAxis
dataKey="ts"
stroke="#8a94a6"
fontSize={11}
tickFormatter={(v: string) => v.slice(11, 16)}
minTickGap={32}
/>
<YAxis
stroke="#8a94a6"
fontSize={11}
width={64}
tickFormatter={(v: number) => `$${(v / 1000).toFixed(1)}k`}
domain={["auto", "auto"]}
/>
<Tooltip
contentStyle={{
background: "#13161d",
border: "1px solid #252a35",
borderRadius: 8,
fontSize: 12,
}}
labelStyle={{ color: "#8a94a6" }}
formatter={(v: unknown) => {
const n = Number(v);
return [`$${n.toLocaleString("en-US", { maximumFractionDigits: 2 })}`, "Equity"];
}}
/>
<Area
type="monotone"
dataKey="equity"
stroke="#5eead4"
strokeWidth={2}
fill="url(#g-equity)"
/>
</AreaChart>
</ResponsiveContainer>
</div>
);
}
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import { num, timeAgo } from "../lib/format";
type Intent = {
id: number;
ts: string;
strategy: string;
symbol: string;
side: string;
qty: number;
order_type: string;
limit_price: number | null;
trail_percent: number | null;
details_json: string;
submitted: number;
alpaca_order_id: string | null;
status: string | null;
};
function statusTone(status: string | null, submitted: number): string {
if (status === "blocked") return "text-down";
if (status === "error") return "text-down";
if (submitted) return "text-up";
if (status === "dry_run") return "text-mute";
return "text-warn";
}
export function IntentsTable({ intents }: { intents: Intent[] }) {
if (!intents.length)
return (
<div className="panel p-6 text-mute text-sm">
No strategy intents recorded yet. Run the bot once: <code>alpaclaudia tick</code>.
</div>
);
return (
<div className="panel overflow-hidden">
<div className="px-4 py-3 border-b border-border flex items-center justify-between">
<div className="text-sm font-medium">Bot intents (latest 200)</div>
<div className="text-xs text-mute">{intents.length}</div>
</div>
<div className="overflow-x-auto">
<table className="w-full text-sm">
<thead>
<tr className="table-header border-b border-border">
<th className="text-left px-4 py-2 font-normal">When</th>
<th className="text-left px-4 py-2 font-normal">Strategy</th>
<th className="text-left px-4 py-2 font-normal">Symbol</th>
<th className="text-left px-4 py-2 font-normal">Side</th>
<th className="text-left px-4 py-2 font-normal">Type</th>
<th className="text-right px-4 py-2 font-normal">Qty</th>
<th className="text-left px-4 py-2 font-normal">Outcome</th>
<th className="text-left px-4 py-2 font-normal">Rationale</th>
</tr>
</thead>
<tbody>
{intents.map((i) => {
let rationale = "";
let blockedReason = "";
try {
const d = JSON.parse(i.details_json || "{}");
rationale = d.rationale || "";
blockedReason = d.blocked_reason || d.error || "";
} catch {}
const tone = statusTone(i.status, i.submitted);
return (
<tr key={i.id} className="row-hover border-b border-border/60 align-top">
<td className="px-4 py-2 text-mute text-xs whitespace-nowrap">
{timeAgo(i.ts)}
</td>
<td className="px-4 py-2 text-xs">{i.strategy}</td>
<td className="px-4 py-2 font-mono text-xs">{i.symbol}</td>
<td className="px-4 py-2 uppercase text-xs">{i.side}</td>
<td className="px-4 py-2 text-xs">{i.order_type}</td>
<td className="px-4 py-2 text-right num">{num(i.qty, 0)}</td>
<td className={`px-4 py-2 text-xs ${tone}`}>
{i.status || (i.submitted ? "submitted" : "pending")}
</td>
<td className="px-4 py-2 text-xs text-mute max-w-[520px]">
{rationale}
{blockedReason && (
<div className="text-down mt-0.5">blocked: {blockedReason}</div>
)}
</td>
</tr>
);
})}
</tbody>
</table>
</div>
</div>
);
}
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export function Kpi({
label,
value,
sub,
tone,
}: {
label: string;
value: React.ReactNode;
sub?: React.ReactNode;
tone?: "up" | "down" | "warn" | "mute";
}) {
const color =
tone === "up"
? "text-up"
: tone === "down"
? "text-down"
: tone === "warn"
? "text-warn"
: tone === "mute"
? "text-mute"
: "text-ink";
return (
<div className="panel p-4 flex flex-col gap-1">
<div className="kpi-label">{label}</div>
<div className={`text-2xl font-semibold num ${color}`}>{value}</div>
{sub !== undefined && <div className="text-xs text-mute num">{sub}</div>}
</div>
);
}
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import type { Order } from "../lib/alpaca";
import { money, num, timeAgo } from "../lib/format";
function statusTone(status: string): string {
const s = status.toLowerCase();
if (["filled", "done_for_day"].includes(s)) return "text-up";
if (["canceled", "rejected", "expired"].includes(s)) return "text-down";
if (["new", "accepted", "pending_new", "held", "open"].includes(s)) return "text-warn";
return "text-mute";
}
export function OrdersTable({ orders }: { orders: Order[] }) {
if (!orders.length)
return <div className="panel p-6 text-mute text-sm">No orders yet.</div>;
return (
<div className="panel overflow-hidden">
<div className="px-4 py-3 border-b border-border flex items-center justify-between">
<div className="text-sm font-medium">Orders (Alpaca)</div>
<div className="text-xs text-mute">{orders.length}</div>
</div>
<div className="overflow-x-auto">
<table className="w-full text-sm">
<thead>
<tr className="table-header border-b border-border">
<th className="text-left px-4 py-2 font-normal">Submitted</th>
<th className="text-left px-4 py-2 font-normal">Symbol</th>
<th className="text-left px-4 py-2 font-normal">Side</th>
<th className="text-left px-4 py-2 font-normal">Type</th>
<th className="text-right px-4 py-2 font-normal">Qty</th>
<th className="text-right px-4 py-2 font-normal">Limit / Trail</th>
<th className="text-right px-4 py-2 font-normal">Filled</th>
<th className="text-left px-4 py-2 font-normal">Status</th>
</tr>
</thead>
<tbody>
{orders.map((o) => (
<tr key={o.id} className="row-hover border-b border-border/60">
<td className="px-4 py-2 text-mute text-xs">
{timeAgo(o.submitted_at)}
</td>
<td className="px-4 py-2 font-mono">{o.symbol}</td>
<td className="px-4 py-2 uppercase text-xs">{o.side}</td>
<td className="px-4 py-2 text-xs">{o.order_type}</td>
<td className="px-4 py-2 text-right num">{num(o.qty, 0)}</td>
<td className="px-4 py-2 text-right num text-xs">
{o.limit_price
? money(o.limit_price)
: o.trail_percent
? `${Number(o.trail_percent).toFixed(2)}%`
: "—"}
</td>
<td className="px-4 py-2 text-right num">
{o.filled_avg_price ? money(o.filled_avg_price) : "—"}
</td>
<td className={`px-4 py-2 text-xs ${statusTone(o.status)}`}>
{o.status}
</td>
</tr>
))}
</tbody>
</table>
</div>
</div>
);
}
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import type { Position } from "../lib/alpaca";
import { money, num, pct } from "../lib/format";
export function PositionsTable({ positions }: { positions: Position[] }) {
if (!positions.length) {
return (
<div className="panel p-6 text-mute text-sm">No open positions.</div>
);
}
return (
<div className="panel overflow-hidden">
<div className="px-4 py-3 border-b border-border flex items-center justify-between">
<div className="text-sm font-medium">Positions</div>
<div className="text-xs text-mute">{positions.length}</div>
</div>
<div className="overflow-x-auto">
<table className="w-full text-sm">
<thead>
<tr className="table-header border-b border-border">
<th className="text-left px-4 py-2 font-normal">Symbol</th>
<th className="text-left px-4 py-2 font-normal">Class</th>
<th className="text-right px-4 py-2 font-normal">Qty</th>
<th className="text-right px-4 py-2 font-normal">Entry</th>
<th className="text-right px-4 py-2 font-normal">Mark</th>
<th className="text-right px-4 py-2 font-normal">Market value</th>
<th className="text-right px-4 py-2 font-normal">P&amp;L</th>
<th className="text-right px-4 py-2 font-normal">%</th>
</tr>
</thead>
<tbody>
{positions.map((p) => {
const pl = Number(p.unrealized_pl);
const plpc = Number(p.unrealized_plpc);
const tone = pl > 0 ? "text-up" : pl < 0 ? "text-down" : "text-mute";
const isOpt = p.asset_class?.toLowerCase().includes("option");
return (
<tr key={p.symbol} className="row-hover border-b border-border/60">
<td className="px-4 py-2 font-mono">{p.symbol}</td>
<td className="px-4 py-2">
<span className="chip">
{isOpt ? "opt" : "eq"} · {p.side || "long"}
</span>
</td>
<td className="px-4 py-2 text-right num">{num(p.qty, 0)}</td>
<td className="px-4 py-2 text-right num">{money(p.avg_entry_price)}</td>
<td className="px-4 py-2 text-right num">{money(p.current_price)}</td>
<td className="px-4 py-2 text-right num">{money(p.market_value)}</td>
<td className={`px-4 py-2 text-right num ${tone}`}>
{money(pl, { sign: true })}
</td>
<td className={`px-4 py-2 text-right num ${tone}`}>{pct(plpc)}</td>
</tr>
);
})}
</tbody>
</table>
</div>
</div>
);
}