New paper_trades table (migration 007) + service/router. "Mark as taken" on each
setup card (shares prefilled from position sizing, entry from current price, both
editable) records a simulated trade. Overview gains an Open Trades table that
marks each position to the latest close — P&L in $, %, and R-multiples — with a
total unrealized P&L footer and a Sell button to close at the current price.
Closed trades are retained for future realized-P&L reporting.
Deploy: alembic upgrade (new paper_trades table).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The account/risk inputs are global "set once" settings, so they're moved out of
the panel body into a single compact line in the recommendation header. Replaced
the number-input spinners: risk % is now a segmented preset selector (0.5/1/2/3),
account size a clean text field with a $ prefix. Relabel "at risk" → "max loss".
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Finnhub's earnings calendar now supplies next_earnings_date through the
fundamentals chain; persisted on fundamental_data (migration 006) and exposed in
the fundamentals API. The recommendation panel warns when earnings fall within
the ~30-day target horizon (a report can gap price through stop/target) and
otherwise shows the next date. Informational only.
Deploy: run alembic upgrade (new fundamental_data.next_earnings_date column).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
New market_regime_service computes a benchmark (SPY) trend from its 50/200-day
SMAs, cached in a SystemSetting and refreshed by a nightly job; GET /market/regime
exposes it. Dashboard shows a regime banner; setup cards flag a counter-trend
caution when a setup fights the regime (LONG in a bearish market / SHORT in a
bullish one). Informational only — nothing is suppressed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Risk-based sizing on each setup card: shares = floor((account × risk%) /
|entry − stop|), with position value and dollars-at-risk. Account size and
per-trade risk % are editable inline and persisted in localStorage. Flags when
a position would exceed the account (needs margin). Frontend-only.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Overview Top Setups shows the primary target's probability (concrete,
distance-calibrated) instead of the overlapping confidence number. The
stale 100% confidences were leftovers from the old model and self-heal
on rescan; confidence stays in the detail view + gate.
- Each metric now has one home: composite = ranking, target probability =
actionability, confidence = direction conviction.
- Staleness message states the real basis (% of entry->target distance
already covered), not the raw % from entry, so narrow setups read
correctly ("67% of the move is gone").
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- JWT now carries a username claim; sidebar shows "Signed in as <name>"
instead of the bare user id (sub). Re-login required for the new claim.
- Signals: Min R:R / Min Confidence inputs reflect the effective filter —
auto-filled from the activation gate when "Qualified only" is on, reset
to 0 when off (no more misleading 0 while the gate is active).
- Signals layout: Run Scanner moved to its own action row (it's a job
trigger, not a filter); qualified toggle grouped with the refinement
filters under one Filters panel.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Triggered by MRK: entry 113 shown with no current price (actually ~119).
- Ticker header shows last close + day change % + "last close · Nd ago"
(the age reveals OHLCV collection lag — why entry looked off)
- Setup cards show Current price and entry drift; flag setups as
stale (price moved >1/3 toward target) or invalidated (past stop)
- Chart: draw only nearest support below + nearest resistance above
current price, plus a prominent "Now" price line (full S/R stays in
the S/R tab)
- Chart overlay is selectable (Auto/Long/Short/None) — only the chosen
setup's entry/stop/target render, instead of everything at once
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Add shared UI primitives: Button, Field/Input/Select, PageHeader,
Section, Callout, Tabs, Disclosure
- Replace gradient buttons with single blue-accent btn-primary
- Reserve gradient text for the brand wordmark only
- Rework Scanner page onto the glass system; collapse explainer and
glossary into a disclosure, move filters into a glass toolbar
- Restructure Ticker Detail into tabs (Analysis / Indicators / S/R)
with chart and recommendation always visible
- Align Watchlist, Rankings, Admin, Login/Register to shared primitives
- Unify stray indigo/violet/gray accents into the blue family
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
dennisthiessenandClaude Opus 4.8