feat: trailing-stop auto-exit for paper trades + close/digest alerts
Applies the backtest-validated trailing stop to live paper trading, and surfaces it transparently. Exit (A): - New paper-trade exit policy (paper_exit_mode=trailing, paper_trailing_pct=12), tunable in Admin → Paper-Trade Exit. resolve_open_trades runs a trailing stop (initial stop as floor, ratchets up from the peak; target ignored — the validated rule) and records close_reason (trailing|stop|target|manual; +migration 013). - list_trades enriches open trades with the live trailing-stop level + distance %. Open Trades panel shows the active tactic and a Trail Stop column. Alerts (B): - Daily digest now lists open trades with unrealized gain, trailing stop, and how far away it is. - New "trade closed" alert: one summary per auto-close (trailing/target/stop, not manual) — direction, reason, days held, P&L abs+%/R — covering wins AND stop-loss losses. Deduped by trade id; toggle in Admin alerts. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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@@ -20,6 +20,12 @@ class PaperTradeClose(BaseModel):
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close_price: float | None = Field(default=None, gt=0)
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class ExitPolicyUpdate(BaseModel):
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"""Auto-exit policy for open paper trades."""
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mode: str | None = Field(default=None, pattern=r"^(trailing|target)$")
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trailing_pct: float | None = Field(default=None, ge=0.5, le=90)
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class PaperTradeResponse(BaseModel):
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id: int
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symbol: str
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@@ -38,3 +44,8 @@ class PaperTradeResponse(BaseModel):
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benchmark_return_pct: float | None = None
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alpha_pct: float | None = None
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alpha_usd: float | None = None
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close_reason: str | None = None
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# Live trailing-stop level + how far price sits above it (% ), for open trades
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# when the trailing exit policy is active.
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trailing_stop: float | None = None
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trailing_distance_pct: float | None = None
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