TR8ER
Research, portfolio intelligence, approvals, and risk-controlled execution in one desk.
Start here
- Check the PAPER/LIVE and KILL badges.
- Confirm Dashboard says the broker is connected.
- Keep the kill switch on until keys, limits, and policies are reviewed.
- Use Research and Debate for evidence; use Approvals for decisions.
Forecasts are experimental research. They are not guarantees or direct trade signals. Real orders still pass approvals, the kill switch, policies, and risk limits.
How the system is divided
Fly web app
Independent multi-user website with encrypted per-user broker keys and ledgers.
Mac scheduler
Runs the local daily screen and five-minute protective loop against tr8er_live.db.
Jarl
Optional voice and notification bridge. The website works without it.
Important separation
Fly and the Mac can use the same broker account, but proposal queues and ledgers are separate.
The screens
Dashboard
Equity, VOO comparison, risk state, approvals, and activity.
Positions
Holdings and their autonomy, stop, target, size, and hold policies.
Watchlist
Symbols and one-shot price alerts. Alerts never trade.
Approvals
Review and submit or reject proposed orders. This is the execution gate.
Ideas
Momentum screen plus AI bull/bear/judge analysis. Queueing is not approving.
Debate
A technical and contextual BUY/PASS argument with conviction and rationale.
Research
Charts, news, insider filings, evidence, and 1/5/20-day forecasts.
Scorecard
Portfolio versus VOO plus 5/20-day signal hit rates.
P/L
FIFO realized results, fees, open lots, unmatched history, and CSV exports.
Settings
Mode, kill switch, limits, arming, broker keys, and teammate accounts.
News and predictions
Sources are labeled ticker (must mention the symbol), macro (broad context), or market (market stream only). Tr8er validates URLs and redirects, isolates failed feeds, strips feed markup, clusters duplicate stories, and stores evidence. Forecasts include direction, probability-up, expected move, confidence, rationale, and sources. As horizons mature, stored forecasts can be scored; lower Brier score is better.
Safety controls
Paper / LIVE
LIVE can move real money and requires explicit confirmation.
Kill switch
Stops all order execution while leaving research available.
Sleeve limits
Caps automated capital, daily loss, and drawdown.
Arming
AI_AUTO entries need a temporary arming window and live-entries permission.
Daily workflow
- Check mode, kill switch, broker, and protective-loop state.
- Review holdings and exceptions.
- Read market news and research real catalysts.
- Compare the news forecast with the technical Debate.
- Reject unclear proposals; approve only after checking size and policy.
- Review Activity, P/L, and Scorecard over time.
Troubleshooting
- Red Error: Retry once; then check API health.
- Broker unauthorized: PAPER/LIVE and the Alpaca key type do not match, or the key expired.
- Blank chart: equity or benchmark history needs refresh.
- Empty P/L: sync broker fills.
- No news: check feed URL and source scope.
- Stale protective loop: check the Mac scheduler; Fly does not run it.
Charts and analytics
- Ticker charts (policy sheet, Debate, Research): pick 3M / 6M / 1Y / 2Y and toggle EMA 9/21, SMA 50/200, Bollinger, Volume, RSI, MACD, and Trades. Choices stick across charts. Trades draws your fills (B/S arrows), cost basis, fixed stop/target levels, and above/below price alerts. A trailing stop moves with the peak, so it has no fixed line.
- P/L → Risk-adjusted performance: Sharpe, Sortino, max/current drawdown, CAGR, and Calmar from daily equity snapshots (annualized over 365 days; deposits count as returns), plus win rate, profit factor, and expectancy over FIFO-closed trades.
- P/L → Portfolio X-ray: largest position, top-5 share, crypto share, effective number of positions, and names above 25% of the book.
Automation, Inbox and alerts
- What runs by itself (Settings → Automation, each with an on/off switch and "Run now"):
- Watchlist scan: weekdays after the US open, the top watchlist names by 90-day momentum get debated, and BUY verdicts queue a fixed-size BUY ($250 by default, at most $1,000 a week).
- Daily holding review: 8 positions a day, rotating. TRIM/SELL verdicts queue a SELL and note short- vs long-term.
- News catalysts: every 5 minutes. Strong headlines on watchlist or held tickers trigger an alert. The strongest also run a debate or review.
- Nothing executes on its own. Everything lands in Approvals, and the kill switch and risk limits still apply.
- Inbox: the bell, top right. Every proposal and catalyst is posted there.
- Telegram: Settings → Notifications → Connect Telegram, then tap Start in @tr8er_valhalla_bot. Several phones can link to one login. Telegram only notifies; approvals stay in the app.
- iPhone app (TestFlight): the same app, plus push. Proposal pushes have Approve/Reject behind Face ID.
- Home screen without the app: Safari → Share → Add to Home Screen.
Safe guest demo
Use a teammate login, keep PAPER mode or KILL enabled, never share broker secrets, and do not arm auto-buys. Demonstrate Dashboard → Research → Debate → Scorecard → P/L, and explain that queueing and approving are separate.
Charts by TradingView Lightweight Charts™ (Apache-2.0).