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🤖 Autonomous Trading System

A 24/7 intelligent trading system that monitors your IBKR portfolio, analyzes multiple data sources, and provides actionable trading signals.

🚀 Features

Real-Time Monitoring

  • IBKR Portfolio Sync - Live connection to your Interactive Brokers account
  • Position Tracking - Monitor P&L, cost basis, and performance
  • Risk Management - Automatic alerts for position limits and losses

Multi-Source Intelligence

  • Congressional Trades - Track politician stock trades via QuiverQuant
  • Insider Trading - Monitor SEC filings and insider activity
  • Market Sentiment - News analysis and social media sentiment
  • Technical Analysis - Support/resistance, RSI, moving averages
  • AI Analysis - TradingAgents multi-agent evaluation

Smart Alerts

  • Trading Signals - Specific entry/exit prices with confidence scores
  • Risk Warnings - Position concentration and loss alerts
  • Opportunity Detection - Congressional trades matching your portfolio
  • Multi-Channel - Discord, Telegram, Email notifications

📋 Prerequisites

  1. Interactive Brokers Account with TWS or IB Gateway
  2. API Keys:
    • OpenAI API key (required)
    • Alpha Vantage API key (required)
    • QuiverQuant API key (optional, for congressional trades)
    • Discord Webhook URL (optional, for alerts)

🛠️ Installation

1. Install Dependencies

# Install autonomous system requirements
pip install -r requirements_autonomous.txt

# Install base TradingAgents requirements
pip install -r requirements.txt

2. Configure IBKR

  1. Open TWS or IB Gateway
  2. Enable API connections:
    • File → Global Configuration → API → Settings
    • Enable "Enable ActiveX and Socket Clients"
    • Add "127.0.0.1" to trusted IPs
  3. Note the port:
    • TWS Paper: 7497
    • TWS Live: 7496
    • IB Gateway Paper: 4002
    • IB Gateway Live: 4001

3. Set Environment Variables

Create or update .env file:

# === REQUIRED ===
OPENAI_API_KEY=your-openai-key
ALPHA_VANTAGE_API_KEY=your-alpha-vantage-key

# === IBKR Settings ===
IBKR_HOST=127.0.0.1
IBKR_PORT=7497  # Paper trading port
IBKR_CLIENT_ID=1

# === Optional Data Sources ===
QUIVER_API_KEY=your-quiver-key  # For congressional trades
POLYGON_API_KEY=your-polygon-key  # For real-time data
NEWS_API_KEY=your-news-api-key  # For news aggregation

# === Notifications (at least one recommended) ===
DISCORD_WEBHOOK_URL=https://discord.com/api/webhooks/...
TELEGRAM_BOT_TOKEN=your-telegram-bot-token
TELEGRAM_CHAT_ID=your-chat-id

# === Trading Settings ===
TRADING_ENABLED=false  # Set to true to enable trading
PAPER_TRADING=true    # Use paper account
MAX_POSITION_SIZE=0.20  # Max 20% per position
CONFIDENCE_THRESHOLD=70  # Min confidence for trades

🎯 Quick Start

1. Test Connection

# Test IBKR connection
python -c "from autonomous.ibkr_connector import IBKRConnector; import asyncio; asyncio.run(IBKRConnector().connect())"

2. Start Monitoring (Safe Mode)

# Start with monitoring only (no trading)
TRADING_ENABLED=false python autonomous_trader.py

3. Paper Trading

# Test with paper account
PAPER_TRADING=true TRADING_ENABLED=true python autonomous_trader.py

4. Live Trading (⚠️ Use with caution!)

# Live trading - BE VERY CAREFUL
PAPER_TRADING=false TRADING_ENABLED=true python autonomous_trader.py

📊 System Architecture

┌─────────────────────────────────────────────────┐
│              AUTONOMOUS TRADER                   │
├─────────────────────────────────────────────────┤
│                                                  │
│  ┌──────────┐  ┌──────────┐  ┌──────────┐     │
│  │   IBKR   │  │   Data   │  │    AI    │     │
│  │ Connector│  │Aggregator│  │ Analysis │     │
│  └─────┬────┘  └─────┬────┘  └─────┬────┘     │
│        └─────────────┼─────────────┘           │
│                      │                          │
│              ┌───────▼────────┐                │
│              │Signal Processor│                │
│              └───────┬────────┘                │
│                      │                          │
│         ┌────────────┼────────────┐            │
│         │            │            │            │
│    ┌────▼───┐  ┌────▼───┐  ┌────▼───┐       │
│    │ Alerts │  │  Risk  │  │ Orders │       │
│    │ Engine │  │ Manager│  │(Future)│       │
│    └────────┘  └────────┘  └────────┘       │
│                                                │
└─────────────────────────────────────────────────┘

📱 Alert Examples

Trading Signal Alert

🎯 ACTION: BUY
📈 TICKER: NVDA
💰 ENTRY: $132.50 - $133.00
🎯 TARGET 1: $138.00 (+4.1%)
🛑 STOP LOSS: $129.00 (-2.6%)
📊 CONFIDENCE: 85%
📝 REASONING:
• Congressional buying detected
• Strong technical breakout
• Positive earnings momentum

Risk Warning Alert

⚠️ Risk Alert: AVGO
AVGO is down 5.2%
Current: $912.45
P&L: -$2,145.00
Consider stop loss or hedging

🕐 Schedule

The system runs these tasks automatically:

Task Frequency Description
Portfolio Sync 5 min Update positions and P&L
Market Scan 15 min Look for opportunities
Congressional Check 1 hour New politician trades
News Monitor 30 min Sentiment analysis
Risk Check 30 min Portfolio risk assessment
Daily Summary 4:30 PM End of day report

🛡️ Safety Features

  1. Position Limits - Max 20% in any single position
  2. Daily Loss Limit - Stops at 5% daily loss
  3. Paper Trading Mode - Test without real money
  4. Manual Confirmation - Required for large trades
  5. Stop Loss - Automatic stop loss recommendations
  6. Circuit Breakers - Halts during extreme volatility

🔧 Customization

Add Custom Indicators

Edit autonomous/signal_processor.py:

async def calculate_custom_indicator(self, ticker: str):
    # Your custom logic here
    pass

Modify Alert Channels

Edit autonomous/alert_engine.py:

async def _send_custom_channel(self, title, message):
    # Your custom notification method
    pass

Change Trading Rules

Edit autonomous/config/settings.py:

MAX_POSITION_SIZE = 0.15  # 15% instead of 20%
CONFIDENCE_THRESHOLD = 80  # Require 80% confidence

📈 Performance Monitoring

View logs and metrics:

# View real-time logs
tail -f autonomous_trader.log

# Check alert history
python -c "from autonomous.alert_engine import AlertEngine; print(AlertEngine().alert_history)"

🐛 Troubleshooting

IBKR Connection Issues

  • Ensure TWS/Gateway is running
  • Check API settings are enabled
  • Verify port number matches config
  • Check firewall isn't blocking connection

No Alerts Received

  • Verify at least one notification channel is configured
  • Check webhook URLs are correct
  • Test with console output first

High API Usage

  • Reduce MARKET_SCAN_INTERVAL in config
  • Use fewer models or smaller LLMs
  • Implement caching for repeated queries

⚠️ Disclaimer

This system is for educational and research purposes only.

  • Trading involves substantial risk of loss
  • Past performance doesn't guarantee future results
  • Always do your own research
  • Start with paper trading
  • Never risk more than you can afford to lose

📚 Resources

🤝 Support

For issues or questions:

  1. Check the logs: autonomous_trader.log
  2. Review configuration in .env
  3. Test components individually
  4. Open an issue with error details

Remember: Start small, test thoroughly, and never trade with money you can't afford to lose! 🎯