5 Commits

Include renames

Author	SHA1	Message	Date
dennisthiessenandClaude Fable 5	06fdd92faa	Overview: focus|radar pairing, selectable radar, performance chart ... Layout regrouped by relationship, not size: the setup-in-focus card and the radar sit side by side (they are one decision surface), the four account ribbons move directly above the open positions they describe, and a new performance chart closes the page. - Radar rows are selectable: clicking one swaps the focus card to that setup - including below-gate rows, whose card shows a muted "rank N / below gate" badge and the disqualify reason in the footer, with a "back to top pick" reset. The row currently in focus is highlighted; ticker links still deep-link without selecting. - Performance chart (the mockup's missing piece): new GET /paper-trades/equity-curve computes, per benchmark trading day since the first paper trade, the book's cumulative P&L (realized + mark-to-market from stored OHLCV) vs the same cost basis riding SPY over each trade's window (benchmark_prices). Pure curve math in paper_trade_service with unit tests; hidden until there are 2+ points of data. Frontend renders both lines with crosshair readout, zero baseline, and direct end labels. Backend unit suite: 501 passed. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>	2026-07-10 18:09:31 +02:00
dennisthiessen	5f2d108227	Promote production portfolio strategy	2026-07-04 07:48:38 +02:00
dennisthiessenandClaude Fable 5	1e82dfad7f	feat: adopt Phase 3 gate and paper-trade exit policy ... Production strategy change based on the July 2026 backtest: paper trades now default to a 30-trading-day hold with the initial stop (classic momentum hold-and-rerank), while target and trailing exits remain available in Admin. The exit policy API/UI now carries hold_days and close_reason can be 'time'. The activation confidence floor default is now 0/off because the gate ablation showed it added no per-trade edge while filtering out usable setups. Migration 015 clears stored activation_min_confidence and paper_exit_mode so the new defaults take effect; this intentionally resets Track Record comparability from this deploy. Verification: 451 backend tests pass, ruff check app/ clean, frontend npm run build clean. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>	2026-07-02 15:20:34 +02:00
dennisthiessenandClaude Opus 4.8	1566b84379	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>	2026-06-30 18:48:05 +02:00
dennisthiessenandClaude Opus 4.8	a69557f5d8	add paper trading: mark a setup as taken, track open P&L, sell ... 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>	2026-06-16 06:33:56 +02:00