Agentic Trader Docs

Project State

What Agentic Trader can do today, what is still experimental, and which V1 boundaries should not move.

What Agentic Trader can do today

Agentic Trader is already more than a prototype. Today it can:

  • run strict local paper cycles through the existing Python runtime
  • build and persist market context, decision features, review snapshots, and runtime artifacts
  • expose runtime, provider, broker, research, and supervisor status through CLI, Rich, Ink, observer API, and Web GUI surfaces
  • keep local paper as the default broker backend while making real-money activation explicit, manually approved, audited, and kill-switch protected
  • show readiness gates for model/provider health, runtime mode, and Alpaca paper preparation
  • package QA evidence through smoke runs and evidence bundles

The docs should explain that product reality in plain operator language, then link to implementation details where they help.

What is still hardening

The current hardening track is focused on:

  • making runtime, provider, and model health easier to inspect
  • improving onboarding and setup quality
  • keeping web surfaces thin and contract-aligned
  • making docs useful for operators, not only contributors
  • expanding research-sidecar evidence ingestion without giving it broker or execution authority

What is not ready or not in V1

  • Ungated live trading is still blocked; V1 active trading must pass the supported broker, approval, audit, risk, and kill-switch gates.
  • Turkey-specific symbols, KAP/CBRT evidence, TRY/FX accounting, and the Turkey broker/data route are V2 scope.
  • CrewAI research flow is a runtime-controlled research sidecar, not the main trading runtime or a broker/policy owner.
  • SEC EDGAR submissions metadata is opt-in and metadata-first; full filing text, transcripts, macro series, KAP, and richer vendor ingestion are still future provider work.
  • Web GUI and docs are local shells around runtime contracts, not alternate trading engines.

What should not drift

  • The Python runtime remains the source of truth.
  • webgui/ delegates to existing runtime contracts instead of replacing them.
  • docs/ explains product behavior and contributor boundaries; it is not a runtime.
  • Paper trading remains the default execution posture.
  • Fallback paths must stay explicit and inspectable.

Open product-facing initiatives

Optional app-managed Ollama supervision

The target behavior is to let the application supervise Ollama through the same status and log surfaces already used for runtime diagnostics.

That means:

  • explicit start and stop behavior
  • visible health checks
  • readable request and log evidence
  • no fake “healthy” state when the model is stalled

Cross-platform bootstrap

The longer-term onboarding target is a guided setup flow for macOS, Linux, and Windows that can:

  • inspect prerequisites
  • offer optional dependency installation
  • prepare Python and Node environments
  • validate providers and model readiness
  • launch the correct local surface

Documentation posture

This docs site is now expected to cover more than setup. It should explain:

  • the current product capabilities
  • the guardrails behind paper/live/runtime behavior
  • how to verify a paper run
  • how memory, review artifacts, broker state, and evidence bundles support trust
  • where a feature is complete, gated, scaffolded, or future scope
How was this page?
This GitHub Pages build prepares a browser-local feedback draft and a prefilled GitHub issue. Node-hosted local docs can still wire feedback into runtime logs later.

Stores a draft in this browser and gives you a GitHub issue link to submit when ready.

On this page