trading/docs/plans
Viktor Barzin 280f807236 add Meet Kevin v2 paper-trading + backtest + UI design
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)
2026-05-23 10:04:04 +00:00
..
2026-02-22-sprint-plan.md Add sprint plan — 6 sprints with goals and acceptance criteria 2026-02-22 15:08:17 +00:00
2026-02-22-trading-bot-design.md Add observability and authentication sections to trading bot design 2026-02-22 14:41:38 +00:00
2026-02-22-trading-bot-implementation.md Add trading bot implementation plan — 18 tasks across 7 phases 2026-02-22 15:03:58 +00:00
2026-02-23-deployment-design.md add deployment design document 2026-02-23 22:19:35 +00:00
2026-02-23-deployment-plan.md add deployment implementation plan 2026-02-23 22:22:42 +00:00
2026-02-23-strategies-fundamentals-design.md docs: add design for extended strategies + fundamental data 2026-02-23 21:27:08 +00:00
2026-02-23-strategies-fundamentals-plan.md docs: add implementation plan for extended strategies + fundamentals 2026-02-23 21:34:12 +00:00
2026-05-21-meet-kevin-revival-design.md add Meet Kevin revival design document 2026-05-21 18:42:46 +00:00
2026-05-21-meet-kevin-revival-plan.md add Meet Kevin revival implementation plan 2026-05-21 19:01:24 +00:00
2026-05-23-meet-kevin-paper-trading-design.md add Meet Kevin v2 paper-trading + backtest + UI design 2026-05-23 10:04:04 +00:00
remaining-work-plan.md fix: resolve all remaining TODOs, add dev mode auth bypass 2026-02-25 22:02:25 +00:00