Maps the design doc (commit 280f807) to bite-sized tasks. Phase 1 ships
strategy + backtest + bridge in audit-only mode; Phase 2 extends
OrderRequest/AlpacaBroker for BRACKET orders, extends RiskManager, and
flips the kill-switch; Phase 3 ships the paper-account UI page.
Each task has Test → Run-and-fail → Implement → Run-and-pass → Commit
steps with concrete code in every step. Implementer can pick up any
task without prior session context.
Synthesizes work of two parallel architect agents (strategy +
paper-trading rules / backtest + UI surface) and the subsequent
challenger review. Resolves 11 issues the challenger raised:
- KevinStrategy is standalone, not BaseStrategy subclass (signature
mismatch — BaseStrategy.evaluate is bar-driven, Kevin is event-driven)
- backtester/kevin_backtest.py as parallel mention-driven mini-engine,
not a fake adapter onto BacktestEngine
- AlpacaBroker BRACKET support specified (OrderRequest schema + broker
_build_order_request extensions)
- Filtering paper-account trades via strategy_id FK (the actual field;
Trade.strategy_name doesn't exist) — migration seeds a 'kevin' row
- Cursor advance race fixed (XADD success → cursor advance)
- Daily counter mechanics specified (Redis INCR + audit dedupe)
- kevin_signal_bridge_state table added to data model (3 new tables now)
- All PKs UUID for consistency with Trade/Position
- StrategyVsBenchmarkCurve.tsx promoted from contingent to definitely-new
- 'avoid' policy split into AVOID_CLOSES_LONGS + AVOID_BLOCKS_DAYS knobs
- Phasing collapsed A+B into Phase 1 (ticker scorecard needs bridge
audit rows to render WOULD-TRADE badges)
22-task plan across 6 phases (data layer, watcher service stages,
API gateway, dashboard, container/deps, K8s revival). Each task
includes TDD checkboxes, file paths, acceptance criteria, and
commit commands. References the design doc (ab382af) for schemas,
prompts, and the Terraform diff.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Design for reviving the trading-bot K8s stack with a new Meet Kevin
YouTube watcher pipeline. v1 scope: poll RSS every 3h, extract
captions via yt-dlp, run transcript through Claude Sonnet 4.6 for
structured per-ticker recommendations and market outlook, surface
in a new ticker-centric UI under /meet-kevin/*. Bot integration
(signal_generator) and auto-trading deferred to v2.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
- Learning engine: expand default weights from 3 to all 9 strategies
- Learning engine: resolve placeholder strategy_id with DB lookup
- Learning engine: pass strategy_sources from trade execution
- Trade executor: respect trading:paused Redis flag in RiskManager
- Portfolio sync: compute actual daily P&L from day-start snapshot
- Portfolio API: cumulative P&L from first snapshot, read pause flag
- Portfolio metrics: compute max drawdown and avg hold duration
- Add strategy_sources field to TradeExecution schema
- Add dev_mode config (TRADING_DEV_MODE) to bypass auth for local dev
- Dashboard: VITE_DEV_MODE bypasses ProtectedRoute and 401 redirects
- Vite proxy target configurable via VITE_API_TARGET
- Add top-level README.md and remaining-work-plan.md
- Update CLAUDE.md with correct counts and remove stale TODOs
- 404 tests passing
Made-with: Cursor
8 tasks covering: MarketSnapshot schema changes, indicator computations,
fundamental data providers, DB caching, 6 new strategies, signal generator
wiring, and deployment steps.
6 new strategies (Value, MACD Crossover, Bollinger Breakout, VWAP,
Liquidity, MA Stack) plus fundamental data pipeline with 3 providers
(Alpha Vantage, FMP, Yahoo Finance) and DB-backed caching.
Add OpenTelemetry instrumentation plan with /metrics endpoints for
external Prometheus scraping, and passkey/WebAuthn authentication flow
with JWT sessions.
[ci skip]
