v1.1 autonomous upgrade: continuous curation, risk engine, scheduler hardening, systemd service

.env.example

@@ -6,7 +6,11 @@ ALPACA_BASE_URL=https://paper-api.alpaca.markets
 # Runtime
 PAPER_MODE=true
 MAX_ORDER_USD=5
+MAX_DAILY_NOTIONAL=50
+MAX_OPEN_POSITIONS=6
+MIN_CONFIDENCE=0.60
 TRADE_INTERVAL_HOURS=2
+CURATE_INTERVAL_MINUTES=30
 TIMEZONE=America/Los_Angeles
 
 # Ollama

README.md

@@ -1,33 +1,50 @@
 # alpaca-llm-bot-v1
 
-Autonomous 2-hour trading loop powered by:
+Autonomous LLM trading system (paper-first) powered by:
 - Alpaca trading API
 - Ollama local model inference
 - Searx web data ingestion
 - FastAPI dark dashboard
+- APScheduler autonomous loops
 
-## Safety defaults
+## Autonomous behavior
-- `PAPER_MODE=true`
+- Curates market/news context every `CURATE_INTERVAL_MINUTES` (default 30)
-- max order notional `$5`
+- Runs trade decision cycle every `TRADE_INTERVAL_HOURS` (default 2)
-- confidence gate `>= 0.55` before order placement
+- LLM decides buy/sell/hold per symbol
+- Executes only if confidence >= `MIN_CONFIDENCE`
+- Hard risk caps:
+  - max `$5` order notional (default)
+  - max daily notional cap
+  - max open positions cap
+  - market-open gate
 
 ## Quick start
 ```bash
 cp .env.example .env
 # fill ALPACA_API_KEY / ALPACA_API_SECRET
-chmod +x run.sh
+python3 -m venv .venv
-./run.sh
+source .venv/bin/activate
+pip install -r requirements.txt
+uvicorn app:app --host 0.0.0.0 --port 8089
 ```
 
-Open dashboard:
+Dashboard:
 - `http://<host>:8089/`
 
-Trigger immediate cycle:
+Manual triggers:
 ```bash
+curl -X POST http://127.0.0.1:8089/curate-now
 curl -X POST http://127.0.0.1:8089/run-now
 ```
 
-## Production notes
+## Production service (systemd)
-- Put behind reverse proxy + auth
+```bash
-- Keep paper mode until behavior validated
+sudo cp systemd/alpaca-llm-bot-v1.service /etc/systemd/system/
-- Add hard stop-loss and max daily drawdown before enabling live mode
+sudo systemctl daemon-reload
+sudo systemctl enable --now alpaca-llm-bot-v1
+sudo systemctl status alpaca-llm-bot-v1
+```
+
+## Important
+- Keep `PAPER_MODE=true` until you observe stable behavior.
+- This is experimental and not financial advice.

app.py

@@ -3,8 +3,8 @@ from fastapi.responses import JSONResponse
 from fastapi.templating import Jinja2Templates
 from sqlalchemy import func
 from datetime import datetime, timedelta
-from db import init_db, SessionLocal, BotDecision, TradeExecution
+from db import init_db, SessionLocal, BotDecision, TradeExecution, CuratedInsight
-from bot import start_scheduler, run_cycle
+from bot import start_scheduler, run_cycle, curate_cycle
 from services import account_snapshot
 
 app = FastAPI(title="alpaca-llm-bot-v1")
@@ -24,6 +24,11 @@ def run_now():
     run_cycle()
     return {"ok": True, "ran": True}
 
+@app.post("/curate-now")
+def curate_now():
+    curate_cycle()
+    return {"ok": True, "curated": True}
+
 @app.get("/api/account")
 def api_account():
     return JSONResponse(account_snapshot())
@@ -35,12 +40,14 @@ def home(request: Request):
         since = datetime.utcnow() - timedelta(hours=24)
         decisions = db.query(BotDecision).order_by(BotDecision.ts.desc()).limit(120).all()
         trades = db.query(TradeExecution).order_by(TradeExecution.ts.desc()).limit(120).all()
+        insights = db.query(CuratedInsight).order_by(CuratedInsight.ts.desc()).limit(30).all()
         stats = {
             "decisions": db.query(func.count(BotDecision.id)).filter(BotDecision.ts >= since).scalar() or 0,
             "trades": db.query(func.count(TradeExecution.id)).filter(TradeExecution.ts >= since).scalar() or 0,
             "executed": db.query(func.count(BotDecision.id)).filter(BotDecision.ts >= since, BotDecision.status == "executed").scalar() or 0,
             "failed": db.query(func.count(BotDecision.id)).filter(BotDecision.ts >= since, BotDecision.status == "failed").scalar() or 0,
+            "insights": db.query(func.count(CuratedInsight.id)).filter(CuratedInsight.ts >= since).scalar() or 0,
         }
-        return templates.TemplateResponse("index.html", {"request": request, "decisions": decisions, "trades": trades, "stats": stats})
+        return templates.TemplateResponse("index.html", {"request": request, "decisions": decisions, "trades": trades, "insights": insights, "stats": stats})
     finally:
         db.close()

bot.py

@@ -1,17 +1,49 @@
 from apscheduler.schedulers.background import BackgroundScheduler
-from datetime import datetime
+from datetime import datetime, timedelta
 import json
+from sqlalchemy import func
 from config import settings
-from db import SessionLocal, BotDecision, TradeExecution
+from db import SessionLocal, BotDecision, TradeExecution, CuratedInsight
-from services import searx_news, ollama_decide, place_order
+from services import searx_news, ollama_decide, place_order, market_open, positions_snapshot, summarize_news_with_ollama
 
 scheduler = BackgroundScheduler(timezone=settings.timezone)
 
 
+def _daily_spent(db):
+    since = datetime.utcnow() - timedelta(hours=24)
+    return float(db.query(func.coalesce(func.sum(TradeExecution.notional), 0)).filter(TradeExecution.ts >= since).scalar() or 0)
+
+
+def curate_cycle():
+    db = SessionLocal()
+    try:
+        for symbol in settings.symbols:
+            news = searx_news(symbol)
+            summary = summarize_news_with_ollama(symbol, news)
+            row = CuratedInsight(symbol=symbol, summary=summary, sources=json.dumps(news)[:60000])
+            db.add(row)
+        db.commit()
+    finally:
+        db.close()
+
+
 def run_cycle():
     db = SessionLocal()
     try:
+        if not market_open():
+            return
+        spent = _daily_spent(db)
+        if spent >= settings.max_daily_notional:
+            return
+
+        pos = positions_snapshot()
+        if len(pos) >= settings.max_open_positions:
+            return
+
         for symbol in settings.symbols:
+            if spent >= settings.max_daily_notional:
+                break
+
             news = searx_news(symbol)
             decision = ollama_decide(symbol, news)
 
@@ -28,8 +60,20 @@ def run_cycle():
             db.commit()
             db.refresh(drow)
 
-            if decision["action"] in {"buy", "sell"} and decision["confidence"] >= 0.55:
+            should_trade = (
-                res = place_order(symbol, decision["action"], min(settings.max_order_usd, decision["order_usd"]))
+                decision["action"] in {"buy", "sell"}
+                and decision["confidence"] >= settings.min_confidence
+            )
+
+            if should_trade:
+                notional = min(settings.max_order_usd, decision["order_usd"], settings.max_daily_notional - spent)
+                if notional <= 0:
+                    drow.status = "risk_blocked"
+                    db.add(drow)
+                    db.commit()
+                    continue
+
+                res = place_order(symbol, decision["action"], notional)
                 ok = bool(res and res.get("ok"))
                 drow.status = "executed" if ok else "failed"
                 db.add(drow)
@@ -37,11 +81,13 @@ def run_cycle():
                     symbol=symbol,
                     side=decision["action"],
                     qty=float((res or {}).get("json", {}).get("qty", 0) or 0),
-                    notional=min(settings.max_order_usd, decision["order_usd"]),
+                    notional=notional,
                     alpaca_order_id=(res or {}).get("json", {}).get("id", ""),
                     raw=json.dumps(res)[:60000],
                 ))
                 db.commit()
+                if ok:
+                    spent += notional
             else:
                 drow.status = "skipped"
                 db.add(drow)
@@ -51,5 +97,6 @@ def run_cycle():
 
 
 def start_scheduler():
+    scheduler.add_job(curate_cycle, "interval", minutes=settings.curate_interval_minutes, id="curate_cycle", replace_existing=True)
     scheduler.add_job(run_cycle, "interval", hours=settings.trade_interval_hours, id="trade_cycle", replace_existing=True)
     scheduler.start()

config.py

@@ -10,7 +10,12 @@ class Settings:
     paper_mode = os.getenv("PAPER_MODE", "true").lower() == "true"
 
     max_order_usd = float(os.getenv("MAX_ORDER_USD", "5"))
+    max_daily_notional = float(os.getenv("MAX_DAILY_NOTIONAL", "50"))
+    max_open_positions = int(os.getenv("MAX_OPEN_POSITIONS", "6"))
+    min_confidence = float(os.getenv("MIN_CONFIDENCE", "0.60"))
+
     trade_interval_hours = int(os.getenv("TRADE_INTERVAL_HOURS", "2"))
+    curate_interval_minutes = int(os.getenv("CURATE_INTERVAL_MINUTES", "30"))
     timezone = os.getenv("TIMEZONE", "America/Los_Angeles")
 
     ollama_url = os.getenv("OLLAMA_URL", "http://10.30.20.110:11434")

db.py

@@ -30,6 +30,14 @@ class TradeExecution(Base):
     alpaca_order_id = Column(String(128))
     raw = Column(Text)
 
+class CuratedInsight(Base):
+    __tablename__ = "insights"
+    id = Column(Integer, primary_key=True)
+    ts = Column(DateTime, default=datetime.utcnow)
+    symbol = Column(String(16), index=True)
+    summary = Column(Text)
+    sources = Column(Text)
+
 
 def init_db():
     Base.metadata.create_all(bind=engine)

services.py

@@ -1,12 +1,11 @@
 import json
 import random
 import requests
-from datetime import datetime
 from config import settings
 
 
-def searx_news(symbol: str, limit: int = 8):
+def searx_news(symbol: str, limit: int = 10):
-    q = f"{symbol} stock news earnings guidance analyst"
+    q = f"{symbol} stock news earnings guidance analyst macro risk"
     params = {"q": q, "format": "json", "language": "en"}
     try:
         r = requests.get(settings.searx_url, params=params, timeout=20)
@@ -14,19 +13,41 @@ def searx_news(symbol: str, limit: int = 8):
         data = r.json()
         out = []
         for it in data.get("results", [])[:limit]:
-            out.append({"title": it.get("title", ""), "url": it.get("url", ""), "content": it.get("content", "")[:400]})
+            out.append({"title": it.get("title", ""), "url": it.get("url", ""), "content": it.get("content", "")[:500]})
         return out
     except Exception:
         return []
 
 
+def summarize_news_with_ollama(symbol: str, context_items: list):
+    payload = {
+        "model": settings.ollama_model,
+        "stream": False,
+        "prompt": json.dumps({
+            "task": "Summarize market-moving info into a concise, neutral brief.",
+            "symbol": symbol,
+            "news": context_items,
+            "format": {"summary": "<=140 words", "bullish_points": ["..."], "bearish_points": ["..."]}
+        }),
+        "format": "json",
+    }
+    try:
+        r = requests.post(f"{settings.ollama_url}/api/generate", json=payload, timeout=45)
+        r.raise_for_status()
+        resp = r.json().get("response", "{}")
+        parsed = json.loads(resp)
+        return parsed.get("summary", "no-summary")
+    except Exception:
+        return "summary-unavailable"
+
+
 def ollama_decide(symbol: str, context_items: list):
     prompt = {
-        "task": "You are a strict trading policy engine. Return JSON only.",
+        "task": "You are a conservative autonomous trading policy engine. Return strict JSON only.",
         "constraints": {
             "actions": ["buy", "sell", "hold"],
             "max_order_usd": settings.max_order_usd,
-            "style": "conservative intraday swing",
+            "risk": "do not overtrade; prefer hold on weak signal",
         },
         "symbol": symbol,
         "news": context_items,
@@ -44,19 +65,18 @@ def ollama_decide(symbol: str, context_items: list):
         "format": "json",
     }
     try:
-        r = requests.post(f"{settings.ollama_url}/api/generate", json=payload, timeout=40)
+        r = requests.post(f"{settings.ollama_url}/api/generate", json=payload, timeout=45)
         r.raise_for_status()
         resp = r.json().get("response", "{}")
         d = json.loads(resp)
-        action = d.get("action", "hold").lower()
+        action = str(d.get("action", "hold")).lower()
         if action not in {"buy", "sell", "hold"}:
             action = "hold"
-        confidence = float(d.get("confidence", 0.5))
+        confidence = max(0.0, min(1.0, float(d.get("confidence", 0.5))))
         order_usd = min(float(d.get("order_usd", settings.max_order_usd)), settings.max_order_usd)
         reason = d.get("reason", "fallback")
         return {"action": action, "confidence": confidence, "order_usd": order_usd, "reason": reason}
     except Exception:
-        # resilient fallback to hold or tiny buy
         return {
             "action": random.choice(["hold", "hold", "buy"]),
             "confidence": 0.3,
@@ -73,16 +93,6 @@ def alpaca_headers():
     }
 
 
-def alpaca_last_price(symbol: str):
-    url = f"https://data.alpaca.markets/v2/stocks/{symbol}/trades/latest"
-    try:
-        r = requests.get(url, headers=alpaca_headers(), timeout=20)
-        r.raise_for_status()
-        return float(r.json()["trade"]["p"])
-    except Exception:
-        return None
-
-
 def place_order(symbol: str, action: str, order_usd: float):
     if action not in {"buy", "sell"}:
         return None
@@ -107,3 +117,23 @@ def account_snapshot():
         return r.json()
     except Exception:
         return {}
+
+
+def positions_snapshot():
+    try:
+        r = requests.get(f"{settings.alpaca_base}/v2/positions", headers=alpaca_headers(), timeout=20)
+        if r.ok:
+            return r.json()
+    except Exception:
+        pass
+    return []
+
+
+def market_open():
+    try:
+        r = requests.get(f"{settings.alpaca_base}/v2/clock", headers=alpaca_headers(), timeout=20)
+        if r.ok:
+            return bool(r.json().get("is_open", False))
+    except Exception:
+        pass
+    return False

systemd/alpaca-llm-bot-v1.service

@@ -0,0 +1,14 @@
+[Unit]
+Description=alpaca-llm-bot-v1 autonomous trading bot
+After=network.target
+
+[Service]
+Type=simple
+WorkingDirectory=/home/drjones/.openclaw/workspace/alpaca-llm-bot-v1
+EnvironmentFile=/home/drjones/.openclaw/workspace/alpaca-llm-bot-v1/.env
+ExecStart=/home/drjones/.openclaw/workspace/alpaca-llm-bot-v1/.venv/bin/uvicorn app:app --host 0.0.0.0 --port 8089
+Restart=always
+RestartSec=5
+
+[Install]
+WantedBy=multi-user.target

templates/index.html

@@ -7,11 +7,12 @@
   <style>
     :root { --bg:#0b0f17; --card:#111827; --text:#e5e7eb; --muted:#9ca3af; --ok:#10b981; --bad:#ef4444; --acc:#60a5fa; }
     body{background:var(--bg);color:var(--text);font-family:Inter,system-ui,sans-serif;margin:0;padding:24px}
-    .grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(220px,1fr));gap:12px}
+    .grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(180px,1fr));gap:12px}
     .card{background:var(--card);border:1px solid #1f2937;border-radius:12px;padding:14px}
     .h{font-size:13px;color:var(--muted)} .v{font-size:24px;font-weight:700}
     table{width:100%;border-collapse:collapse} th,td{padding:8px;border-bottom:1px solid #1f2937;text-align:left;font-size:13px}
     .buy{color:var(--ok)} .sell{color:var(--bad)} .hold{color:var(--muted)}
+    .row{display:grid;grid-template-columns:2fr 1fr;gap:12px}
   </style>
 </head>
 <body>
@@ -21,24 +22,41 @@
     <div class="card"><div class="h">Trades (24h)</div><div class="v">{{ stats.trades }}</div></div>
     <div class="card"><div class="h">Executed</div><div class="v">{{ stats.executed }}</div></div>
     <div class="card"><div class="h">Failed</div><div class="v">{{ stats.failed }}</div></div>
+    <div class="card"><div class="h">Curated Insights</div><div class="v">{{ stats.insights }}</div></div>
   </div>
 
-  <h3>Recent Decisions</h3>
+  <div class="row">
-  <div class="card">
+    <div>
-    <table>
+      <h3>Recent Decisions</h3>
-      <thead><tr><th>Time</th><th>Symbol</th><th>Action</th><th>Confidence</th><th>Status</th><th>Reason</th></tr></thead>
+      <div class="card">
-      <tbody>
+        <table>
-      {% for d in decisions %}
+          <thead><tr><th>Time</th><th>Symbol</th><th>Action</th><th>Confidence</th><th>Status</th><th>Reason</th></tr></thead>
-      <tr>
+          <tbody>
-        <td>{{ d.ts }}</td><td>{{ d.symbol }}</td>
+          {% for d in decisions %}
-        <td class="{{ d.action }}">{{ d.action }}</td>
+          <tr>
-        <td>{{ '%.2f'|format(d.confidence or 0) }}</td>
+            <td>{{ d.ts }}</td><td>{{ d.symbol }}</td>
-        <td>{{ d.status }}</td>
+            <td class="{{ d.action }}">{{ d.action }}</td>
-        <td>{{ d.reason }}</td>
+            <td>{{ '%.2f'|format(d.confidence or 0) }}</td>
-      </tr>
+            <td>{{ d.status }}</td>
-      {% endfor %}
+            <td>{{ d.reason }}</td>
-      </tbody>
+          </tr>
-    </table>
+          {% endfor %}
+          </tbody>
+        </table>
+      </div>
+    </div>
+
+    <div>
+      <h3>Curated Market Briefs</h3>
+      <div class="card" style="max-height:520px;overflow:auto">
+        {% for i in insights %}
+          <div style="margin-bottom:10px;padding-bottom:10px;border-bottom:1px solid #1f2937">
+            <div><b>{{ i.symbol }}</b> · <span class="h">{{ i.ts }}</span></div>
+            <div style="font-size:13px;line-height:1.4">{{ i.summary }}</div>
+          </div>
+        {% endfor %}
+      </div>
+    </div>
   </div>
 
   <h3>Recent Trades</h3>