Settings
Manually trigger pipeline jobs and data syncs.
Pipeline controls are disabled in demo mode.
Data
Data Freshness
Ingest Bars
Pulls daily OHLCV bars from Alpaca for all S&P 500 symbols, incrementally from the latest stored date to today. Keeps scanners and indicators current. Takes 1–3 minutes for a typical incremental update.
After running: Bar ingest updates market_data_daily. Latest bar date above refreshes. Scanners and the Watchlist price data will reflect the new bars on next page load.
Not available in demo
Broker Sync
Sync Broker Data
Pulls the current status of all open orders and open positions directly from Alpaca and writes the results to the local database. This is fast — it only reads from the broker, no LLM calls or scanner runs.
After running: The Trade Log updates to show filled or cancelled orders instead of Pending. The Positions table reflects the broker's current holdings.
Not available in demo
Record Portfolio Snapshot
Captures today's equity, cash balance, open P&L, and position count from Alpaca and saves it as a row in the portfolio_snapshots table. One snapshot per day is the norm; re-running the same day overwrites the previous entry.
After running: The Equity Curve chart gets a new data point for today. The Daily P&L bar chart and Drawdown chart update. Portfolio Value in the header reflects the latest Alpaca equity.
Not available in demo
Pipeline
Run Research Pipeline
Runs both stock scanners (Post-Earnings Continuation and Breakout Momentum), sends each hit through the Claude LLM to generate a trade thesis and adversarial review, then gates each idea through the risk manager. No orders are submitted. Takes 1–3 minutes depending on how many tickers hit the scanners.
After running: The Research page shows new scanner hits, trade ideas with conviction scores, and risk approvals or rejections for today's date. Ideas marked Approved are ready for order submission.
Not available in demo
Run Full Daily Pipeline
The complete morning workflow in one shot: syncs positions, runs both scanners, generates LLM theses, evaluates risk, and submits paper buy orders to Alpaca for all approved ideas. This is the main job that should run once each market morning after bars are ingested. Takes 2–5 minutes.
After running: New positions appear in the Positions table. New orders appear in the Trade Log as Pending, then fill shortly after (use Sync Broker Data to update their status). A portfolio snapshot is recorded automatically.
Not available in demo
- Run Full Daily Pipeline each morning after market open to scan, analyze, and place orders.
- Run Sync Broker Data mid-day or after market close to update order fill statuses.
- Run Record Portfolio Snapshot after market close to capture the day's equity for the charts.