- Portfolio Manager: 8% max per stock, 25% risky limit, position sizing
- Exit Strategy: Profit targets, stop losses, time limits, trailing stops
- Trade Validator: Pre-flight checks and order validation
- Paper Trading: Webull integration for automated trading
- Main Bot Orchestrator: Complete trading workflow
- Demo Script: 5 runnable demonstrations (no auth needed)
- Comprehensive Documentation: 4 guides + quickstart
Guardrails implemented:
✓ Max 8% per stock
✓ Max 25% in risky trades
✓ Max 10 positions
✓ +5% profit target
✓ -2% stop loss
✓ 5 day time limit
✓ 2% trailing stop
✓ Signal deterioration exits
Ready for paper trading on Webull
- Added support for running CLI and Ollama server via Docker
- Introduced tests for local embeddings model and standalone Docker setup
- Enabled conditional Ollama server launch via LLM_PROVIDER
gnarayan1
Yijia Xiao
Geeta Chauhan
Atharv Sabde
Yijia-Xiao