Account & risk
Baseline capital and per-trade risk limits. Mirrored into the safety guard.
Used for position sizing and analysis defaults.
Mirrored into the safety guard.
Halts new trades once realised + open loss hits this floor.
Cap on new trade submissions per session.
Concurrent open positions ceiling.
Signals below this may be dimmed in future filters.
Broker adapter
Which paper broker handles order confirmation. `fake` is the default so demo/preview environments work without credentials.
Fake requires no credentials. Alpaca uses APCA_API_* env vars. IBKR uses IBKR_GATEWAY_URL — start the Client Portal Gateway first.
Independent of the broker — e.g. run Trade Coach on Alpaca data while orders stay in the Fake ledger.
Macro Intelligence Layer
Provides additional context (macro risk, event risk, sector confirmation, headlines) to the Trade Coach. Never trades on its own; degrades gracefully when providers are unavailable.
Company news + sentiment. Fake never fabricates headlines.
CPI · FOMC · NFP · earnings · dividends · splits.
Per-symbol earnings / dividends / splits / SEC filings.
Preferences
Analysis and UI defaults.
e.g. 1Day, 4Hour, 1Hour, 15Min
e.g. EMA, RSI, MACD, ATR
Only "dark" is available in v1.0.
Prefilled when opening the analysis panel.