docs: update README and runbook for broker-synced reset, confidence dampener, paper account workflow
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@@ -75,7 +75,7 @@ Seed data: `python -m services.symbol_registry.seed`
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## Features
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### Autonomous Trading Engine
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Continuous decision loop that polls for actionable recommendations and executes paper trades without manual intervention. Includes confidence-based position sizing, dynamic stop-loss/take-profit (ATR-based), circuit breakers (daily loss cap, single-position loss, volatility detection), reserve pool management (auto-siphon from profits), risk tier auto-adjustment (conservative/moderate/aggressive based on trailing performance), portfolio rebalancing (sector and concentration limits), gradual entry (multi-tranche orders), correlation-aware diversification, earnings calendar awareness, portfolio heat management, tax-lot tracking with wash sale detection, performance tracking (Sharpe, drawdown, win rate, profit factor), and backtesting against historical data.
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Continuous decision loop that polls for actionable recommendations and executes paper trades without manual intervention. Includes confidence-based position sizing (with sample-size-dampened agreement scoring to prevent thin-evidence inflation), dynamic stop-loss/take-profit (ATR-based), circuit breakers (daily loss cap, single-position loss, volatility detection), reserve pool management (auto-siphon from profits), risk tier auto-adjustment (conservative/moderate/aggressive based on trailing performance), portfolio rebalancing (sector and concentration limits), gradual entry (multi-tranche orders), correlation-aware diversification, earnings calendar awareness, portfolio heat management, tax-lot tracking with wash sale detection, performance tracking (Sharpe, drawdown, win rate, profit factor), and backtesting against historical data.
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### Global News Interpolation
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Macro/geopolitical event ingestion from dedicated sources. Ollama-based classification by impact type, severity, affected regions, and sectors. Company exposure profiles (geographic revenue mix, supply chain regions, commodity dependencies, market position tier) map events to per-company macro impact scores with resilience modifiers. Forward-looking trend projections combine company momentum with macro trajectories.
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@@ -104,7 +104,8 @@ Historical pattern mining on the platform's own data — how similar catalyst ty
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- Forward-looking trend projections with driving factor explanations
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### Paper Trading
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- $100k paper capital via Alpaca integration
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- Alpaca paper trading integration (3 accounts max per Alpaca owner)
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- Full reset: liquidates broker positions, cancels orders, syncs capital from broker balance
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- Moderate risk tier default, auto-adjustable
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- Full execution audit trail from signal to broker response
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- Operator approval workflow available for live mode
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@@ -132,6 +132,33 @@ curl -X PUT https://stonks-trading.celestium.life/api/trading/config \
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-d '{"enabled": true}'
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```
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### Full paper trading reset
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Liquidates all Alpaca positions, cancels open orders, wipes all local trading state (decisions, orders, positions, snapshots, backtests), and sets engine capital from the broker's actual account balance.
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```bash
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# Reset and sync capital from broker
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curl -X POST https://stonks-trading.celestium.life/api/trading/reset \
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-H 'Content-Type: application/json' \
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-d '{}'
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# Or override with a specific capital amount
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curl -X POST https://stonks-trading.celestium.life/api/trading/reset \
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-H 'Content-Type: application/json' \
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-d '{"initial_capital": 100000}'
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```
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Note: if the market is closed, Alpaca liquidation orders will be queued and fill at next market open. The engine capital is set immediately.
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### Switching to a new Alpaca paper account
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Alpaca allows up to 3 paper accounts. To start fresh:
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1. Go to https://app.alpaca.markets
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2. Click paper account number → "Open New Paper Account"
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3. Generate new API keys
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4. Update secrets on gremlin-1: `alpaca.key`, `alpaca.secret`, `alpaca.url`
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5. Re-run `runmefirst.sh` or `helm upgrade` with new `--set` values
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6. Restart broker-adapter: `kso rollout restart deployment/broker-adapter`
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7. Hit the reset endpoint to sync engine state with the new account
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### Check recent trading decisions
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```bash
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curl -s https://stonks-api.celestium.life/api/trading/decisions?limit=10
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