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Stonks Oracle — API Reference

This document covers every HTTP endpoint exposed by the four FastAPI services in the Stonks Oracle platform. For each endpoint: HTTP method, path, query parameters (with type, default, and constraints), request body schema, response schema, and error codes.

Live endpoints:

Service Base URL Source
Query API https://stonks-api.celestium.life services/api/app.py
Symbol Registry https://stonks-registry.celestium.life services/symbol_registry/app.py
Trading Engine https://stonks-trading.celestium.life services/trading/app.py
Risk Engine (cluster-internal) services/risk/app.py

Common error format: All services return errors as {"detail": "error message"} with the appropriate HTTP status code.

Table of Contents

1. Query API

Source: services/api/app.py Base path: / (most endpoints prefixed with /api/)

1.1 Health and Metrics

GET /health

Liveness probe. Verifies database connectivity.

  • Response: {"status": "ok"}
  • Errors: 503 — Database unavailable

GET /metrics

Prometheus metrics endpoint for scraping.

  • Response: Prometheus text format (text/plain)

1.2 Companies

GET /api/companies

List tracked companies with optional filters.

Parameter Type Default Description
active bool true Filter by active status
sector string — Filter by sector
ticker string — Filter by ticker (auto-uppercased)
  • Response: Array of company objects with id, ticker, legal_name, exchange, sector, industry, market_cap_bucket, active, created_at, updated_at

GET /api/companies/{company_id}

Get a single company with aliases and active source count.

  • Path params: company_id (UUID string)
  • Response: Company object + aliases[] + active_source_count
  • Errors: 404 — Company not found

GET /api/companies/{company_id}/sources

List sources configured for a company.

  • Path params: company_id (UUID string)
  • Response: Array of source objects with id, source_type, source_name, config, credibility_score, retention_days, access_policy, active

1.3 Documents

GET /api/documents

List documents with optional filters, ordered by published_at descending.

Parameter Type Default Constraints Description
ticker string — — Filter by ticker
company_id string — — Filter by company UUID
document_type string — — Filter by type
status string — — Filter by processing status
since string — ISO 8601 timestamp Documents published after this time
limit int 50 max 200 Page size
offset int 0 — Pagination offset
  • Response: Array of document objects

GET /api/documents/{document_id}

Get a single document with intelligence extraction and company mentions.

  • Path params: document_id (UUID string)
  • Response: Document object + company_mentions[] + intelligence (with company_impacts[])
  • Errors: 404 — Document not found

1.4 Trends

GET /api/trends

List trend summaries with optional filters.

Parameter Type Default Constraints Description
ticker string — — Filter by entity_id (ticker)
entity_type string "company" — Entity type filter
window string — — Time window filter
limit int 50 max 200 Page size
offset int 0 — Pagination offset
  • Response: Array of trend objects with JSONB fields parsed, plus projection sub-object from trend_projections

GET /api/trends/history

Historical trend snapshots for charting (time series from trend_history table).

Parameter Type Default Constraints Description
ticker string — — Filter by entity_id
window string — — Time window filter
limit int 200 max 1000 Max rows
  • Response: Array of trend history objects ordered by generated_at ascending

GET /api/trends/{trend_id}

Get a single trend summary by ID.

  • Path params: trend_id (UUID string)
  • Response: Trend object with parsed JSONB fields
  • Errors: 404 — Trend not found

GET /api/trends/{trend_id}/evidence

Drill down from a trend window to contributing documents and raw artifacts. Full provenance chain.

  • Path params: trend_id (UUID string)
  • Response: { trend, evidence[] } — each evidence item includes intelligence and company_impacts[]
  • Errors: 404 — Trend not found

GET /api/trends/{trend_id}/projection

Trend projection for a specific trend window.

  • Path params: trend_id (UUID string)
  • Response: Projection object with projected_direction, projected_strength, projected_confidence, projection_horizon, driving_factors, macro_contribution_pct, diverges_from_current
  • Errors: 404 — Trend not found

1.5 Market Prices

GET /api/market/prices/{ticker}

Historical close prices from market_snapshots.

Parameter Type Default Constraints Description
limit int 30 max 200 Max bars returned
  • Path params: ticker (auto-uppercased)
  • Response: Array of OHLCV objects ordered oldest-first

1.6 Recommendations

GET /api/recommendations

List recommendations with optional filters.

Parameter Type Default Constraints Description
ticker string — — Filter by ticker
action string — — Filter by action (buy/sell/hold)
mode string — — Filter by mode
since string — ISO 8601 Generated after this time
min_confidence float — 0.0–1.0 Minimum confidence threshold
limit int 50 max 200 Page size
offset int 0 — Pagination offset
latest bool true — Return only latest per ticker
  • Response: Array of recommendation objects

GET /api/recommendations/{recommendation_id}

Get a single recommendation with evidence and risk evaluation.

  • Path params: recommendation_id (UUID string)
  • Response: Recommendation + evidence[] + risk_evaluation
  • Errors: 404 — Recommendation not found

GET /api/recommendations/{recommendation_id}/evidence

Full evidence drill-down: provenance chain from recommendation to source documents and raw artifacts.

  • Path params: recommendation_id (UUID string)
  • Response: { recommendation, evidence[], trend_window } — each evidence item includes intelligence and company_impacts[]
  • Errors: 404 — Recommendation not found

1.7 Orders

GET /api/orders

List orders with optional filters.

Parameter Type Default Constraints Description
ticker string — — Filter by ticker
status string — — Filter by order status
side string — — Filter by side (buy/sell)
since string — ISO 8601 Created after this time
limit int 50 max 200 Page size
offset int 0 — Pagination offset
  • Response: Array of order objects

GET /api/orders/{order_id}

Get a single order with events, decision trace, and full audit trail.

  • Path params: order_id (UUID string)
  • Response: Order object + events[] + audit_trail
  • Errors: 404 — Order not found

1.8 Positions

GET /api/positions

List current positions.

Parameter Type Default Description
ticker string — Filter by ticker
  • Response: Array of position objects with id, broker_account_id, ticker, quantity, avg_entry_price, current_price, unrealized_pnl, realized_pnl, updated_at

1.9 Audit Trail

GET /api/audit/{entity_type}/{entity_id}

Get audit events for any entity type and ID.

  • Path params: entity_type (string), entity_id (string)
  • Response: Array of audit event objects
  • Errors: 404 — No audit events found

1.10 Admin: Source Health

GET /api/admin/sources/health

Source health overview with latest ingestion status and failure counts.

Parameter Type Default Description
source_type string — Filter by source type
company_id string — Filter by company UUID
active_only bool true Only show active sources
  • Response: Array of source health objects with source_id, source_type, source_name, credibility_score, ticker, legal_name, last_run_status, last_run_at, last_error, last_items_fetched, last_items_new, total_runs_24h, failed_runs_24h, total_items_24h

GET /api/admin/sources/{source_id}/runs

Recent ingestion runs for a specific source.

Parameter Type Default Constraints Description
limit int 20 max 100 Page size
offset int 0 — Pagination offset

PUT /api/admin/sources/{source_id}/toggle

Enable or disable a source.

Parameter Type Default Description
active bool true New active state
  • Errors: 404 — Source not found

PUT /api/admin/sources/{source_id}/credibility

Update a source's credibility score.

Parameter Type Default Constraints Description
credibility_score float — 0.0–1.0 New credibility score
  • Errors: 404 — Source not found

1.11 Admin: Company Management

PUT /api/admin/companies/{company_id}/toggle

Enable or disable a tracked company.

Parameter Type Default Description
active bool true New active state
  • Errors: 404 — Company not found

PUT /api/admin/companies/{company_id}/sector

Update a company's sector and industry classification.

Parameter Type Default Description
sector string — Required. New sector
industry string — Optional new industry
  • Errors: 404 — Company not found

GET /api/admin/companies/coverage

Source coverage overview per active company. Shows active source counts by type.

  • Response: Array of objects with company_id, ticker, legal_name, sector, active_sources, market_sources, news_sources, filings_sources, web_scrape_sources, broker_sources

1.12 Admin: Trading Configuration

GET /api/admin/trading/config

Get the current active risk/trading configuration.

  • Response: Risk config object with id, name, trading_mode, config (JSONB), active, timestamps

PUT /api/admin/trading/mode

Switch the active trading mode.

Parameter Type Constraints Description
mode string paper, live, or disabled Required. New trading mode

PUT /api/admin/trading/config

Update the active risk configuration JSON.

  • Body: dict[str, Any] — partial or full risk config object
  • Response: Updated config object

GET /api/admin/trading/approvals

List pending operator approval requests for live trading orders.

  • Response: Array of approval objects with order_job (JSONB), recommendation_id, ticker, side, quantity, estimated_value, status, expires_at, etc.

PUT /api/admin/trading/approvals/{approval_id}

Approve or reject a pending operator approval request.

Parameter Type Default Description
approved bool — Required. Approve or reject
reviewed_by string "operator" Reviewer identity
review_note string "" Optional note
  • Errors: 404 — Approval not found or no longer pending

GET /api/admin/trading/lockouts

List active symbol lockouts (news-shock, cooldown, manual).

POST /api/admin/trading/lockouts

Create a manual symbol lockout.

  • Body: { ticker: string, reason: string, duration_minutes: int, lockout_type?: string }
  • Errors: 400 — Missing or invalid fields

DELETE /api/admin/trading/lockouts/{lockout_id}

Delete a symbol lockout (early removal).

  • Errors: 404 — Lockout not found

GET /api/admin/trading/approval-config

Get operator approval settings from the active risk config.

  • Response: { auto_approve_paper, require_approval_for_live, approval_timeout_minutes }

PUT /api/admin/trading/approval-config

Update operator approval settings.

  • Body: { auto_approve_paper?: bool, require_approval_for_live?: bool, approval_timeout_minutes?: int }
  • Response: Updated approval settings

1.13 Operational Dashboard

GET /api/ops/ingestion/throughput

Ingestion throughput over time, bucketed by interval.

Parameter Type Default Constraints Description
hours int 24 1–168 Time window
bucket string "1h" 15m, 1h, 6h, 1d Bucket interval
  • Response: Array of bucketed throughput objects by source type

GET /api/ops/ingestion/summary

High-level ingestion summary for the operational dashboard.

Parameter Type Default Constraints Description
hours int 24 1–168 Time window
  • Response: { total_runs, completed, failed, pending, running, total_items_fetched, total_items_new, active_sources, active_companies, by_source_type[], hours }

GET /api/ops/model/failures

Recent model extraction failures with error details.

Parameter Type Default Constraints Description
hours int 24 1–168 Time window
limit int 50 max 200 Max results

GET /api/ops/model/performance

Aggregated model performance metrics.

Parameter Type Default Constraints Description
hours int 24 1–168 Time window
model_name string — — Filter by model

GET /api/ops/pipeline/health

Pipeline stage health summary across ingestion, parsing, extraction, and aggregation.

Parameter Type Default Constraints Description
hours int 24 1–168 Time window
  • Response: { hours, pipeline_enabled, document_stages[], parsing, extraction, aggregation, queue_depths }

GET /api/ops/pipeline/stream

Server-Sent Events stream of live pipeline status. Pushes queue depths and document stage counts every 3 seconds.

  • Response: text/event-stream with JSON data payloads

POST /api/ops/pipeline/retry-failed

Re-enqueue documents stuck in extraction_failed for another attempt (up to 200).

  • Response: { retried: int, message: string }

GET /api/ops/pipeline/toggle

Get the current pipeline enabled/disabled state.

  • Response: { pipeline_enabled: bool }

POST /api/ops/pipeline/toggle

Toggle the pipeline on or off.

  • Body: { enabled: bool }
  • Response: { pipeline_enabled: bool, message: string }

GET /api/ops/sources/coverage-gaps

Identify symbols with missing or insufficient source coverage.

  • Response: { missing_source_types[], stale_sources[] }

1.14 System

GET /api/system/rate-limits

Current rate limit configuration and usage.

  • Response: { polygon_global_limit, polygon_source_types, per_type_limits, cadences_seconds, market_api: { rate_per_minute, cadence_seconds, max_tickers_per_cycle, active_sources }, news_api: {...} }

1.15 Analytics

POST /api/analytics/query

Proxy SQL to Trino with row limits.

  • Body: { sql: string, limit?: int (default 1000, max 10000) }
  • Response: { columns[], rows[][], row_count, elapsed_ms }
  • Errors: 400 — Empty SQL; 502 — Trino connection error; 504 — Trino timeout

GET /api/analytics/schema

Trino catalog/schema/table/column metadata for the schema browser.

  • Response: { catalog, schema, tables[{ name, columns[{ name, type }] }] }

GET /api/analytics/pg-schema

PostgreSQL table/column metadata with primary keys, foreign keys, and row estimates.

  • Response: { catalog: "postgresql", schema: "public", tables[] }

POST /api/analytics/pg-query

Run read-only SQL against PostgreSQL directly. Only SELECT statements allowed.

  • Body: { sql: string, limit?: int (default 1000, max 10000) }
  • Response: { columns[], rows[][], row_count, elapsed_ms }
  • Errors: 400 — Non-SELECT query, syntax error, table not found, or query error

GET /api/analytics/saved-queries

List all saved queries.

POST /api/analytics/saved-queries (201)

Save a new query.

  • Body: { name: string, description?: string, sql_text: string }

DELETE /api/analytics/saved-queries/{query_id}

Delete a saved query.

  • Errors: 404 — Query not found

1.16 Macro Signal Layer

GET /api/admin/macro/status

Return the current macro signal layer enabled/disabled state.

  • Response: { macro_enabled: bool, source: "default" | "risk_configs" }

PUT /api/admin/macro/toggle

Toggle the macro signal layer on or off. Records an audit event.

  • Body: { enabled: bool, operator?: string (default "operator") }
  • Response: { macro_enabled, previous_enabled, toggled_by }

1.17 Macro Events and Impacts

GET /api/macro/events

List recent global events with filtering.

Parameter Type Default Constraints Description
severity string — — Filter by severity
region string — — Filter by affected region
sector string — — Filter by affected sector
since string — ISO 8601 Events after this time
until string — ISO 8601 Events before this time
limit int 50 max 200 Page size
offset int 0 — Pagination offset

GET /api/macro/events/{event_id}

Event detail with affected companies and macro impact scores.

  • Errors: 404 — Global event not found

GET /api/macro/impacts/{ticker}

Macro impacts and exposure profile for a specific company.

Parameter Type Default Constraints Description
since string — ISO 8601 Impacts after this time
limit int 50 max 200 Page size
offset int 0 — Pagination offset
  • Response: { exposure_profile, impacts[] }

1.18 Competitive Signal Layer

GET /api/admin/competitive/status

Return the current competitive signal layer enabled/disabled state.

  • Response: { competitive_enabled: bool, source: "default" | "risk_configs" }

PUT /api/admin/competitive/toggle

Toggle the competitive signal layer on or off. Records an audit event.

  • Body: { enabled: bool, operator?: string (default "operator") }
  • Response: { competitive_enabled, previous_enabled, toggled_by }

1.19 Patterns and Competitive Signals

GET /api/patterns/{ticker}

Historical patterns for a company.

Parameter Type Default Description
catalyst_type string — Filter by catalyst type
time_horizon string — Filter by time horizon
  • Response: { ticker, patterns[], count }

GET /api/patterns/{ticker}/competitors

Cross-company patterns showing how this company's catalysts affected competitors.

Parameter Type Default Description
catalyst_type string — Filter by catalyst type
time_horizon string — Filter by time horizon
  • Response: { ticker, cross_company_patterns[], count }

GET /api/patterns/{ticker}/competitive-signals

Recent competitive signals targeting this company (limit 100).

  • Response: { ticker, competitive_signals[], count }

GET /api/patterns/{ticker}/decisions

Major corporate decision history with trend outcomes and pattern statistics.

Parameter Type Default Description
time_horizon string — Filter by time horizon
  • Response: { ticker, decisions[], count } — each decision includes pattern_statistics[]

1.20 AI Agents

GET /api/agents

List all AI agent configurations.

Parameter Type Default Description
active_only bool false Only show active agents

GET /api/agents/{agent_id}

Get a single agent configuration.

  • Errors: 404 — Agent not found

POST /api/agents (201)

Create a new user-defined agent.

  • Body: AgentCreateBody
Field Type Default Description
name string — Required
slug string auto-generated URL-safe identifier
purpose string "" Agent purpose
model_provider string "ollama" LLM provider
model_name string "llama3.1:8b" Model identifier
system_prompt string "" System prompt
user_prompt_template string "" User prompt template
prompt_version string "" Prompt version tag
schema_version string "1.0.0" Output schema version
temperature float 0.0 Sampling temperature
max_tokens int 32768 Max output tokens
timeout_seconds int 120 Request timeout
max_retries int 2 Max retry attempts

PUT /api/agents/{agent_id}

Update an agent configuration. Partial updates supported.

  • Body: AgentUpdateBody — all fields optional (same fields as create)
  • Errors: 400 — No fields to update; 404 — Agent not found

DELETE /api/agents/{agent_id}

Delete a user-created agent. System agents cannot be deleted.

  • Errors: 403 — Cannot delete system agents; 404 — Agent not found

GET /api/agents/{agent_id}/performance

Aggregated performance metrics for an agent.

Parameter Type Default Constraints Description
hours int 24 max 720 Time window
  • Response: { total_invocations, successes, failures, avg_duration_ms, p95_duration_ms, avg_confidence, avg_retries, total_input_tokens, total_output_tokens, success_rate }

GET /api/agents/{agent_id}/performance/history

Hourly performance time-series for an agent.

Parameter Type Default Constraints Description
hours int 24 max 720 Time window
  • Response: Array of { hour, invocations, successes, avg_duration_ms, avg_confidence }

1.21 Agent Variants

GET /api/agents/{agent_id}/variants

List all variants for an agent, ordered by created_at ascending.

GET /api/agents/{agent_id}/variants/{variant_id}

Get a single variant.

  • Errors: 404 — Variant not found

POST /api/agents/{agent_id}/variants (201)

Create a new variant for an agent.

  • Body: VariantCreateBody
Field Type Default Description
variant_name string — Required
variant_slug string auto-generated URL-safe identifier
description string "" Variant description
model_provider string "ollama" LLM provider
model_name string — Required. Model identifier
system_prompt string "" System prompt
user_prompt_template string "" User prompt template
prompt_version string "" Prompt version tag
temperature float 0.0 Sampling temperature
max_tokens int 32768 Max output tokens
context_window int 0 Context window size
input_token_limit int 0 Input token limit
token_budget int 0 Token budget
timeout_seconds int 120 Request timeout
max_retries int 2 Max retry attempts
  • Errors: 409 — Duplicate variant slug

PUT /api/agents/{agent_id}/variants/{variant_id}

Partial update a variant.

  • Body: VariantUpdateBody — all fields optional
  • Errors: 400 — No fields to update; 404 — Variant not found

DELETE /api/agents/{agent_id}/variants/{variant_id}

Delete a variant. Cannot delete active variants.

  • Errors: 400 — Cannot delete active variant; 404 — Variant not found

POST /api/agents/{agent_id}/clone (201)

Clone an agent's configuration as a new variant with optional overrides.

  • Body: VariantCloneBody { variant_name, variant_slug?, ...optional overrides }
  • Errors: 404 — Agent not found; 409 — Duplicate slug

POST /api/agents/{agent_id}/variants/{variant_id}/clone (201)

Clone an existing variant as a new variant with optional overrides.

  • Body: VariantCloneBody
  • Errors: 404 — Source variant not found; 409 — Duplicate slug

POST /api/agents/{agent_id}/variants/{variant_id}/activate

Set a variant as the active variant for its agent. Deactivates any currently active variant in a transaction.

  • Errors: 404 — Variant not found

POST /api/agents/{agent_id}/variants/deactivate

Deactivate the currently active variant. Agent falls back to base configuration.

GET /api/agents/{agent_id}/variants/{variant_id}/performance

Aggregated performance metrics for a specific variant.

Parameter Type Default Constraints Description
hours int 24 max 720 Time window

GET /api/agents/{agent_id}/variants/{variant_id}/performance/history

Hourly performance time-series for a specific variant.

Parameter Type Default Constraints Description
hours int 24 max 720 Time window

2. Symbol Registry API

Source: services/symbol_registry/app.py with routers from exposure.py, competitors.py, competitor_inference.py

2.1 Health

GET /health

Liveness probe. Verifies database connectivity.

  • Response: {"status": "ok"}
  • Errors: 503 — Database unavailable

2.2 Companies

POST /companies (201)

Create a new tracked company.

  • Body: CompanyCreate
Field Type Default Constraints Description
ticker string — 1–10 uppercase letters Required. Stock ticker
legal_name string — — Required. Company name
exchange string null — Stock exchange
sector string null — Sector classification
industry string null — Industry classification
market_cap_bucket string null — Market cap bucket
  • Response: CompanyResponse { id, ticker, legal_name, exchange, sector, industry, market_cap_bucket, active }
  • Errors: 409 — Company already exists; 422 — Invalid ticker format

GET /companies

List tracked companies.

Parameter Type Default Description
active bool true Filter by active status
  • Response: Array of CompanyResponse

GET /companies/{company_id}

Get a single company.

  • Errors: 404 — Company not found

PUT /companies/{company_id}

Update a company.

  • Body: CompanyCreate (same as create)
  • Errors: 404 — Company not found

2.3 Aliases

POST /companies/{company_id}/aliases (201)

Add an alias for a company.

  • Body: { alias: string, alias_type?: string (default "brand") }
  • Response: { id, alias, alias_type }

GET /companies/{company_id}/aliases

List aliases for a company.

  • Response: Array of { id, alias, alias_type }

2.4 Watchlists

POST /watchlists (201)

Create a new watchlist.

  • Body: { name: string, description?: string }
  • Errors: 409 — Watchlist name already exists

GET /watchlists

List all watchlists.

POST /watchlists/{watchlist_id}/members/{company_id} (201)

Add a company to a watchlist.

  • Errors: 409 — Already a member; 404 — Watchlist or company not found

GET /watchlists/{watchlist_id}/members

List companies in a watchlist.

  • Response: Array of CompanyResponse

2.5 Sources

POST /companies/{company_id}/sources (201)

Add a data source for a company.

  • Body: SourceCreate
Field Type Default Constraints Description
source_type string — market_api, news_api, filings_api, web_scrape, broker Required
source_name string — — Required
config dict {} URLs validated for base_url Source configuration
credibility_score float 0.5 — Source credibility
retention_days int 365 — Data retention period
access_policy string "internal" internal, public, restricted Access policy
  • Errors: 404 — Company not found; 422 — Invalid source_type or access_policy

GET /companies/{company_id}/sources

List sources for a company.

2.6 Exposure Profiles

GET /companies/{company_id}/exposure

Get the current active exposure profile for a company.

  • Response: ExposureProfileResponse { id, company_id, geographic_revenue_mix, supply_chain_regions, key_input_commodities, regulatory_jurisdictions, market_position_tier, export_dependency_pct, source, confidence, version, active, created_at, updated_at }
  • Errors: 404 — No active exposure profile found

PUT /companies/{company_id}/exposure

Create or update an exposure profile. Archives the previous active version.

  • Body: ExposureProfileCreate
Field Type Default Constraints Description
geographic_revenue_mix dict[str, float] {} — Region to revenue percentage
supply_chain_regions list[str] [] — Supply chain regions
key_input_commodities list[str] [] — Key input commodities
regulatory_jurisdictions list[str] [] — Regulatory jurisdictions
market_position_tier string "regional" global_leader, multinational, regional, domestic Market position
export_dependency_pct float 0.0 0.0–1.0 Export dependency
source string "manual" manual, inferred Data source
confidence float 1.0 0.0–1.0 Confidence score
  • Errors: 404 — Company not found

GET /companies/{company_id}/exposure/history

Get all exposure profile versions for a company, ordered by version descending.

2.7 Competitor Relationships

POST /companies/{company_id}/competitors (201)

Create a competitor relationship. Records an audit event.

  • Body: CompetitorRelationshipCreate
Field Type Default Constraints Description
company_b_id string — UUID Required. Other company
relationship_type string — direct_rival, same_sector, overlapping_products, supply_chain_adjacent Required
strength float 0.5 0–1 Relationship strength
bidirectional bool true — Bidirectional relationship
source string "manual" manual, inferred Data source
  • Errors: 400 — Self-reference; 404 — Company not found; 409 — Relationship already exists

GET /companies/{company_id}/competitors

List active competitor relationships, enriched with ticker and legal_name of the other company.

  • Errors: 404 — Company not found

PUT /companies/{company_id}/competitors/{relationship_id}

Update a competitor relationship. Records an audit event with previous state.

  • Body: CompetitorRelationshipCreate
  • Errors: 404 — Relationship not found

DELETE /companies/{company_id}/competitors/{relationship_id}

Soft-delete a competitor relationship (sets active=false). Records an audit event.

  • Errors: 404 — Active relationship not found

2.8 Competitor Inference

POST /companies/{company_id}/competitors/infer

Auto-infer competitor relationships based on sector/industry match and document co-mention frequency.

Strength formula: 0.3 * sector_match + 0.7 * normalized_co_mention_count

Upserts relationships with source='inferred' and relationship_type='same_sector'.

  • Response: Array of CompetitorRelationship objects sorted by strength descending
  • Errors: 400 — Company missing sector or industry; 404 — Company not found

3. Trading Engine API

Source: services/trading/app.py

3.1 Health and Readiness

GET /health

Liveness probe.

  • Response: {"status": "ok"}

GET /ready

Readiness probe — reports whether the engine is running.

  • Response: {"ready": bool}

3.2 Debug

GET /api/trading/debug

Diagnostic endpoint showing engine internals for troubleshooting.

  • Response: { running, has_pool, has_redis, config_enabled, polling_interval, last_poll, portfolio_state: { active_pool, reserve_pool, total_value, open_positions }, risk_tier, tasks, processed_rec_count }

3.3 Engine Status and Control

GET /api/trading/status

Return current engine state.

  • Response: { enabled, paused, risk_tier, circuit_breaker_status, active_pool, reserve_pool, portfolio_heat, open_positions, last_decision_at }
  • Errors: 503 — Engine not initialised

PUT /api/trading/config

Update trading engine configuration. Returns previous and new values for audit trail.

  • Body: ConfigUpdateRequest
Field Type Description
enabled bool Enable/disable engine
risk_tier string Risk tier level
reserve_siphon_pct float Reserve pool siphon percentage
polling_interval_seconds int Polling interval
absolute_position_cap float Max position value
active_pool_minimum float Minimum active pool
micro_trading_enabled bool Enable micro trades
max_open_positions int Max concurrent positions

All fields optional. Only provided fields are updated.

  • Response: { previous, updated, change_source: "api", changed_at }
  • Errors: 503 — Engine not initialised

POST /api/trading/pause

Pause the trading engine.

  • Response: {"paused": true}

POST /api/trading/resume

Resume the trading engine.

  • Response: {"paused": false}

POST /api/trading/reset

Full paper trading reset: liquidate broker positions, cancel orders, clear trading state, reset capital.

  • Body: { initial_capital?: float (default 0.0) } — if 0, uses broker balance or defaults to 100,000
  • Response: { reset: true, initial_capital, active_pool, reserve_pool, broker: { orders_cancelled, positions_closed, portfolio_value, cash, buying_power } }
  • Errors: 503 — Engine not initialised; 500 — Database reset failed

3.4 Decision Audit Trail

GET /api/trading/decisions

Return recent trading decisions from the database.

Parameter Type Default Constraints Description
ticker string — — Filter by ticker
decision string — — Filter by decision type
is_micro_trade bool — — Filter micro trades
limit int 50 max 200 Page size
offset int 0 — Pagination offset

3.5 Performance Metrics

GET /api/trading/metrics

Return current performance metrics.

  • Response: { total_portfolio_value, active_pool, reserve_pool, unrealized_pnl, realized_pnl, daily_pnl, win_rate, profit_factor, sharpe_ratio, max_drawdown, portfolio_heat }
  • Errors: 503 — Engine not initialised

GET /api/trading/metrics/history

Return historical daily portfolio snapshots.

Parameter Type Default Constraints Description
limit int 30 max 365 Max snapshots

3.6 Backtesting

POST /api/trading/backtest

Launch a backtest run asynchronously.

  • Body: BacktestRequest
Field Type Default Description
start_date string — Required. ISO date (YYYY-MM-DD)
end_date string — Required. ISO date (YYYY-MM-DD)
initial_capital float 500.0 Starting capital
risk_tier string "moderate" Risk tier for backtest
  • Response: { id: string, status: "running" }
  • Errors: 503 — Engine not initialised

GET /api/trading/backtest/{backtest_id}

Retrieve backtest results.

  • Response: { id, start_date, end_date, initial_capital, risk_tier, config, total_return, sharpe_ratio, max_drawdown, win_rate, profit_factor, trade_count, equity_curve[], trades[], status, completed_at, created_at }
  • Status values: running, completed, not_found, pending

3.7 Notifications

GET /api/trading/notifications/config

Return current notification configuration.

  • Response: { sms_enabled, email_enabled, phone_number, email_recipient }
  • Errors: 503 — Engine not initialised

PUT /api/trading/notifications/config

Update notification preferences.

  • Body: NotificationConfigRequest
Field Type Description
sms_enabled bool Enable SMS notifications
email_enabled bool Enable email notifications
phone_number string SMS phone number
email_recipient string Email recipient address

All fields optional.

  • Errors: 503 — Engine not initialised

GET /api/trading/notifications/history

Return recent notifications.

Parameter Type Default Constraints Description
limit int 50 max 200 Max results

3.8 Override Orders

POST /api/trading/override/order (202)

Submit a manual override order to the broker queue. Auto-registers untracked tickers in the Symbol Registry.

  • Body: OverrideOrderRequest
Field Type Default Constraints Description
ticker string — 1–10 alphabetic chars Required. Stock ticker
side string — buy or sell Required. Order side
quantity float — Must be positive Required. Share quantity
order_type string "market" market, limit, stop, stop_limit Order type
limit_price float null Required for limit/stop_limit Limit price
stop_price float null Required for stop/stop_limit Stop price
  • Response: OverrideOrderResponse { job_id, status: "queued", ticker, side, quantity, auto_registered }
  • Errors: 503 — Engine not initialised or broker queue unavailable; 422 — Validation errors

4. Risk Engine API

Source: services/risk/app.py

4.1 Health

GET /health

Liveness probe.

  • Response: {"status": "ok"}

4.2 Order Evaluation

POST /evaluate

Evaluate a proposed order against risk rules.

  • Body: EvaluateRequest
Field Type Description
order ProposedOrder Required. The order to evaluate
config PortfolioRiskConfig Optional. Risk config (uses defaults if null)
state AccountRiskState Optional. Current account state

ProposedOrder schema:

Field Type Default Description
recommendation_id string null Source recommendation
ticker string — Required. Stock ticker
sector string "" Company sector
action string "buy" buy or sell
quantity float 0.0 Share quantity
estimated_value float 0.0 Estimated order value
confidence float 0.0 Recommendation confidence
  • Response: RiskEvaluation { evaluation_id, recommendation_id, ticker, eligible, allowed_mode, checks[], rejection_reasons[], config_snapshot, state_snapshot, evaluated_at }

4.3 Approvals

GET /approvals/pending

List pending approval requests.

  • Response: Array of approval request objects (serialized via to_dict())
  • Errors: 503 — Database not ready

GET /approvals/{approval_id}

Get a single approval request.

  • Errors: 404 — Approval not found; 503 — Database not ready

POST /approvals/{approval_id}/review

Approve or reject a pending approval request.

  • Body: ReviewRequest
Field Type Default Description
approved bool — Required. Approve or reject
reviewed_by string "operator" Reviewer identity
review_note string "" Optional review note
  • Response: { approval_id, status }
  • Errors: 404 — Approval not found or no longer pending; 503 — Database not ready

4.4 Approval Expiration

POST /approvals/expire

Expire stale approvals that have passed their expiration time.

  • Response: { expired: int, items: [] }
  • Errors: 503 — Database not ready
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