daksjdkal

CLAUDE.md

@@ -0,0 +1,62 @@
+# CLAUDE.md
+
+This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+
+## Project Overview
+
+Vibe Invest is a Rust algorithmic trading bot using the Alpaca paper trading API. It executes a hybrid momentum + mean-reversion strategy across 50 tech/financial stocks. It has two execution modes: live paper trading and historical backtesting, plus a web dashboard.
+
+## Build & Run Commands
+
+```bash
+# Build
+cargo build --release
+
+# Run live paper trading (requires .env with ALPACA_API_KEY and ALPACA_SECRET_KEY)
+cargo run --release
+cargo run --release -- --timeframe hourly
+
+# Run backtesting
+cargo run --release -- --backtest --years 3
+cargo run --release -- --backtest --years 5 --capital 50000
+cargo run --release -- --backtest --years 1 --months 6 --timeframe hourly
+
+# Lint and format (available via nix flake)
+cargo clippy
+cargo fmt
+```
+
+There are no tests currently in the project.
+
+## Architecture
+
+```
+main.rs          CLI parsing (clap), logging setup, mode routing
+├── bot.rs       Live trading loop: market hours detection, per-symbol analysis,
+│                order execution, position tracking (JSON persistence)
+├── backtester.rs  Historical simulation: processes bars sequentially, tracks
+│                  positions, calculates metrics (CAGR, Sharpe, Sortino, drawdown)
+├── alpaca.rs    Alpaca REST API client with rate limiting (200 req/min via governor)
+├── indicators.rs  Technical indicators: EMA, SMA, RSI, MACD, ADX, ATR,
+│                  Bollinger Bands, ROC. Signal scoring algorithm in generate_signal()
+├── dashboard.rs   Axum web server (default port 5000) with Chart.js frontend
+├── config.rs    Strategy parameters, stock universe (50 symbols), risk limits
+├── types.rs     Domain types: Signal, TradeSignal, Trade, BacktestResult, Bar, etc.
+└── paths.rs     XDG-compliant file paths (~/.local/share/invest-bot/)
+```
+
+**Key data flow:** Both bot.rs and backtester.rs call `indicators::generate_signal()` which scores multiple indicators into a composite buy/sell signal. The bot executes via alpaca.rs; the backtester simulates internally.
+
+## Strategy Parameters (config.rs)
+
+- Hourly mode scales all indicator periods by 7x
+- Risk: max 22% position size, 2.5% stop-loss, 40% take-profit, trailing stop at 7% after 12% gain
+- Signal thresholds: StrongBuy ≥ 6.0, Buy ≥ 3.5, Sell ≤ -3.5, StrongSell ≤ -6.0
+- Backtester restricts to top 4 momentum stocks; live mode does not
+
+## Environment
+
+- Nix flake provides dev tools: rustc, cargo, clippy, rustfmt, rust-analyzer, cargo-watch
+- `.env` file required: `ALPACA_API_KEY`, `ALPACA_SECRET_KEY`, optional `DASHBOARD_PORT`
+- Persistent state stored in `~/.local/share/invest-bot/` (positions, equity history, logs)
+- Backtest outputs: `backtest_equity_curve.csv`, `backtest_trades.csv` in working directory

Cargo.lock

@@ -819,31 +819,6 @@ dependencies = [
  "hashbrown 0.16.1",
 ]
 
-[[package]]
-name = "invest-bot"
-version = "0.1.0"
-dependencies = [
- "anyhow",
- "axum",
- "chrono",
- "clap",
- "csv",
- "dirs",
- "dotenvy",
- "governor",
- "lazy_static",
- "num-format",
- "reqwest",
- "serde",
- "serde_json",
- "thiserror 2.0.18",
- "tokio",
- "tower-http",
- "tracing",
- "tracing-appender",
- "tracing-subscriber",
-]
-
 [[package]]
 name = "ipnet"
 version = "2.11.0"
@@ -1965,6 +1940,31 @@ version = "0.2.15"
 source = "registry+https://github.com/rust-lang/crates.io-index"
 checksum = "accd4ea62f7bb7a82fe23066fb0957d48ef677f6eeb8215f372f52e48bb32426"
 
+[[package]]
+name = "vibe-invest"
+version = "0.1.0"
+dependencies = [
+ "anyhow",
+ "axum",
+ "chrono",
+ "clap",
+ "csv",
+ "dirs",
+ "dotenvy",
+ "governor",
+ "lazy_static",
+ "num-format",
+ "reqwest",
+ "serde",
+ "serde_json",
+ "thiserror 2.0.18",
+ "tokio",
+ "tower-http",
+ "tracing",
+ "tracing-appender",
+ "tracing-subscriber",
+]
+
 [[package]]
 name = "want"
 version = "0.3.1"

src/alpaca.rs

@@ -68,6 +68,7 @@ pub struct Position {
     pub current_price: String,
     pub unrealized_pl: String,
     pub unrealized_plpc: String,
+    pub unrealized_intraday_pl: Option<String>,
     pub change_today: Option<String>,
 }
 

src/dashboard.rs

@@ -27,6 +27,7 @@ struct AccountResponse {
     cash: f64,
     buying_power: f64,
     total_pnl: f64,
+    daily_pnl: f64,
     position_count: usize,
 }
 
@@ -156,9 +157,13 @@ const HTML_TEMPLATE: &str = r#"<!DOCTYPE html>
                 <div class="stat-label">Buying Power</div>
                 <div class="stat-value" id="stat-buying-power">$0.00</div>
             </div>
+            <div class="stat-card">
+                <div class="stat-label">Total P&L</div>
+                <div class="stat-value" id="stat-total-pnl">$0.00</div>
+            </div>
             <div class="stat-card">
                 <div class="stat-label">Today's P&L</div>
-                <div class="stat-value" id="stat-pnl">$0.00</div>
+                <div class="stat-value" id="stat-daily-pnl">$0.00</div>
             </div>
             <div class="stat-card">
                 <div class="stat-label">Open Positions</div>
@@ -206,9 +211,11 @@ const HTML_TEMPLATE: &str = r#"<!DOCTYPE html>
                 updateText('stat-portfolio-value', data.portfolio_value, true);
                 updateText('stat-cash', data.cash, true);
                 updateText('stat-buying-power', data.buying_power, true);
-                updateText('stat-pnl', data.total_pnl, true, true);
+                updateText('stat-total-pnl', data.total_pnl, true, true);
+                updateClass('stat-total-pnl', data.total_pnl);
+                updateText('stat-daily-pnl', data.daily_pnl, true, true);
+                updateClass('stat-daily-pnl', data.daily_pnl);
                 updateText('stat-positions', data.position_count);
-                updateClass('stat-pnl', data.total_pnl);
 
             } catch (error) { console.error('Error loading account stats:', error); }
         }
@@ -324,6 +331,7 @@ async fn api_account(State(state): State<Arc<DashboardState>>) -> impl IntoRespo
                     cash: 0.0,
                     buying_power: 0.0,
                     total_pnl: 0.0,
+                    daily_pnl: 0.0,
                     position_count: 0,
                 }),
             )
@@ -341,11 +349,21 @@ async fn get_account_data(client: &AlpacaClient) -> anyhow::Result<AccountRespon
         .filter_map(|p| p.unrealized_pl.parse::<f64>().ok())
         .sum();
 
+    let daily_pnl: f64 = positions
+        .iter()
+        .filter_map(|p| {
+            p.unrealized_intraday_pl
+                .as_ref()
+                .and_then(|s| s.parse::<f64>().ok())
+        })
+        .sum();
+
     Ok(AccountResponse {
         portfolio_value: account.portfolio_value.parse().unwrap_or(0.0),
         cash: account.cash.parse().unwrap_or(0.0),
         buying_power: account.buying_power.parse().unwrap_or(0.0),
         total_pnl,
+        daily_pnl,
         position_count: positions.len(),
     })
 }