Trade_pilot — Autonomous Trading Platform

Production-minded AI trading stack: strategy proposes, policy approves, execution fills, and portfolio reconciles. This repo includes autonomous orchestration, approvals, notifications, sentiment, audit logging, and dashboard controls on top of the core trading services.

Architecture

┌─────────────────────────────────────────────────────────────────┐
│                    Autonomy Orchestrator :8007                  │
│        scheduler → signal fetch → risk → policy → execute      │
└──────┬──────────────┬────────────────┬───────────────┬──────────┘
       │              │                │               │
       ▼              ▼                ▼               ▼
  Risk Engine    Policy Gate      Execution        Audit Logger
  (sizing,       (hard rules,     Service :8002    :8006
   drawdown,      sector conc,    (broker order)   (append-only)
   PDT, sector)   event block)         │
                       │               ▼
                       │         Broker (eToro/Paper)
                       │
              ┌────────┴─────────┐
              ▼                  ▼
     Notification :8009    Approval Gateway :8010
     (webhook, tiered)     (PENDING/APPROVE/REJECT)

── External Data ──────────────────────────────────────────────────
  Strategy Service :8003   (signals, TA, ADX, patterns)
  Portfolio Service :8004  (positions, NAV)
  Research Service :8005   (AI research summaries)
  Sentiment Aggregator :8008 (NewsAPI, AlphaVantage)
  Dashboard :8080          (kill switch UI, approvals, stats)

Service Port Map

Service	Port	Purpose
policy-service	8001	Policy evaluation (hard rules gate)
execution-service	8002	Order routing to broker
strategy-service	8003	Signal generation (TA, ADX, patterns, volume)
portfolio-service	8004	Position tracking and NAV
research-service	8005	AI-powered research summaries
audit-logger	8006	Append-only audit trail (SQLite)
autonomy-orchestrator	8007	Main loop scheduler and decision engine
sentiment-aggregator	8008	News/sentiment scoring
notification-service	8009	Webhook notifications (tiered)
approval-gateway	8010	Human approval flow (PENDING/APPROVE/REJECT)
dashboard	8080	Web UI (kill switch, approvals, stats bar)

Environment Variables

Variable	Required	Description
INTERNAL_API_KEY	Yes (prod)	Shared secret for service-to-service auth
ADMIN_API_KEY	Yes (prod)	Extra key for kill switch / live mode endpoints
ETORO_API_KEY	Yes	eToro public API key
ETORO_USER_KEY	Yes	eToro user key
ETORO_DEMO	No	Set true for eToro demo account (default true)
ANTHROPIC_API_KEY	Yes	For AI research summaries
NEWSAPI_KEY	No	NewsAPI.org key for sentiment
ALPHAVANTAGE_KEY	No	AlphaVantage key for sentiment
WEBHOOK_URL	No	Slack/Discord/custom webhook for notifications
BROKER	No	etoro or paper (default paper)
WORKER_ENABLED	No	true to enable strategy worker polling
ORCHESTRATOR_INTERVAL_MINUTES	No	Cycle interval (default 5)
STOP_LOSS_PCT	No	Stop loss % (default 0.03 = 3%)
TAKE_PROFIT_PCT	No	Take profit % (default 0.06 = 6%)
MAX_HOLD_HOURS	No	Max position hold time in hours (default 48)
VOLUME_CONFIRM_ENABLED	No	Require above-avg volume for BUY (default true)
STRATEGY_WATCHLIST	No	Comma-separated symbols to trade

Getting eToro API Keys

1. Log into your eToro account at etoro.com
2. Go to Settings → API (or developer.etoro.com)
3. Create an API key pair — copy the public key and user key
4. Set ETORO_API_KEY and ETORO_USER_KEY in your .env
5. Keep ETORO_DEMO=true until you are ready for live trading

Running in Demo Mode

cp .env.example .env
# Edit .env — at minimum set ANTHROPIC_API_KEY and ETORO_API_KEY/USER_KEY
# Leave ETORO_DEMO=true and BROKER=paper (or etoro with demo=true)

# Install dependencies
uv sync

# Start all services (each in its own terminal or use a process manager)
uv run uvicorn policy_service.main:app --port 8001
uv run uvicorn execution_service.main:app --port 8002
uv run uvicorn strategy_service.main:app --port 8003
uv run uvicorn portfolio_service.main:app --port 8004
uv run uvicorn research_service.main:app --port 8005
uv run uvicorn audit_logger.main:app --port 8006
uv run uvicorn autonomy_orchestrator.main:app --port 8007
uv run uvicorn sentiment_aggregator.main:app --port 8008
uv run uvicorn notification_service.main:app --port 8009
uv run uvicorn approval_gateway.main:app --port 8010

# Open dashboard
open apps/dashboard/index.html

Enabling Live Mode (Step-by-Step)

⚠️ Only proceed after at least 30 days of demo/paper trading with no policy violations.

1. Set ETORO_DEMO=false and BROKER=etoro in .env
2. Set ADMIN_API_KEY to a strong random secret in .env
3. Restart all services
4. Verify kill switch is OFF in the dashboard
5. Set weekly cap in config/policy-baseline.yaml (weekly_notional_cap_usd)
6. Call the live-mode endpoint with admin credentials:

   curl -X POST http://localhost:8007/v1/orchestrator/live-mode \
     -H "X-Internal-Key: $INTERNAL_API_KEY" \
     -H "X-Admin-Key: $ADMIN_API_KEY" \
     -H "Content-Type: application/json" \
     -d '{"enable": true, "confirmation": "I CONFIRM LIVE TRADING"}'

7. Monitor the first 10 trades manually via the dashboard

Running Tests

uv run pytest tests/ -x -q --ignore=tests/integration