Autonomous Trading Skill

Autonomous Trading Skill

When to Use

Activate when:

• Setting up autonomous trading operations
• Configuring continuous background trading
• Implementing stock screening and selection
• Setting up scheduled trading jobs
• Creating notification systems for autonomous trades

Architecture: Fully Autonomous System

Based on AI-Trader Pattern (refs/​AI-Trader/)

┌─────────────────────────────────────────────────┐
│         CONTINUOUS BACKGROUND LOOP              │
│                                                 │
│  Every Market Day:                              │
│  ├── 9:00 AM: Pre-market screening             │
│  ├── 9:30 AM: Market open → Analyze & Trade    │
│  ├── 12:00 PM: Mid-day review                  │
│  ├── 4:00 PM: Market close → Daily summary     │
│  └── 5:00 PM: Post-market analysis             │
└─────────────────────────────────────────────────┘
                    ↓
┌─────────────────────────────────────────────────┐
│         AUTONOMOUS STOCK SELECTION              │
│                                                 │
│  1. Screen Universe (NASDAQ 100)                │
│  2. Filter by Criteria:                         │
│     - Volume > 1M shares/​day                    │
│     - Price movement > 2% (volatility)          │
│     - News events in last 24h                   │
│  3. Rank by Opportunity Score                   │
│  4. Select Top 5-10 for Deep Analysis          │
└─────────────────────────────────────────────────┘
                    ↓
┌─────────────────────────────────────────────────┐
│         MULTI-MODEL ANALYSIS                    │
│         (Parallel Execution)                    │
│                                                 │
│  For each selected stock:                       │
│  ├── Run all 5 AI models                       │
│  ├── Each model uses TradingAgents framework   │
│  ├── Aggregate decisions                        │
│  └── Consensus → TRADE or PASS                  │
└─────────────────────────────────────────────────┘
                    ↓
┌─────────────────────────────────────────────────┐
│         AUTOMATIC TRADE EXECUTION               │
│                                                 │
│  If consensus reached:                          │
│  ├── Risk check (position sizing)              │
│  ├── Submit order to Alpaca                    │
│  ├── Log to database                           │
│  └── Send Telegram notification                │
└─────────────────────────────────────────────────┘
                    ↓
┌─────────────────────────────────────────────────┐
│         TELEGRAM NOTIFICATIONS                  │
│                                                 │
│  Real-time updates to user:                    │
│  ├── "🔍 Screening 100 stocks..."              │
│  ├── "📊 Analyzing NVDA (4/​5 models → BUY)"    │
│  ├── "✅ Bought 10 shares NVDA @ $850.50"      │
│  └── "📈 Daily P&L: +$234.50 (+2.3%)"          │
└─────────────────────────────────────────────────┘

Implementation Components

1. Stock Screening & Selection

# src/​autonomous/​stock_screener.py

from typing import List, Dict
import yfinance as yf
from datetime import datetime, timedelta

class AutonomousStockScreener:
    """
    Automatically select stocks for analysis
    Based on AI-Trader's autonomous decision-making
    """

    # NASDAQ 100 universe (from refs/​AI-Trader/​agent/​base_agent/​base_agent.py:44-56)
    STOCK_UNIVERSE = [
        "NVDA", "MSFT", "AAPL", "GOOG", "GOOGL", "AMZN", "META", "AVGO", "TSLA",
        "NFLX", "PLTR", "COST", "ASML", "AMD", "CSCO", "AZN", "TMUS", "MU",
        # ... (full list from AI-Trader)
    ]

    def __init__(self):
        self.criteria = {
            "min_volume": 1_000_000,      # Minimum 1M shares/​day
            "min_price_change": 2.0,      # At least 2% movement
            "max_positions": 10,          # Max stocks to analyze
            "lookback_days": 5            # Look back 5 days
        }

    async def screen_stocks(self) -> List[Dict]:
        """
        Screen entire universe and select top candidates
        """
        print("🔍 Screening universe of stocks...")

        candidates = []

        for ticker in self.STOCK_UNIVERSE:
            try:
                # Get recent data
                stock = yf.Ticker(ticker)
                hist = stock.history(period="5d")

                if len(hist) < 2:
                    continue

                # Calculate metrics
                latest_price = hist['Close'].iloc[-1]
                prev_price = hist['Close'].iloc[-2]
                price_change_pct = ((latest_price - prev_price) / prev_price) * 100
                avg_volume = hist['Volume'].mean()

                # Apply filters
                if (avg_volume >= self.criteria["min_volume"] and
                    abs(price_change_pct) >= self.criteria["min_price_change"]):

                    # Check for recent news
                    news = stock.news[:3] if hasattr(stock, 'news') else []
                    has_news = len(news) > 0

                    # Calculate opportunity score
                    opportunity_score = (
                        abs(price_change_pct) * 0.4 +      # Price movement
                        (avg_volume / 10_000_000) * 0.3 +  # Volume factor
                        (10 if has_news else 0) * 0.3      # News catalyst
                    )

                    candidates.append({
                        "ticker": ticker,
                        "price": latest_price,
                        "price_change_pct": price_change_pct,
                        "volume": avg_volume,
                        "has_news": has_news,
                        "opportunity_score": opportunity_score
                    })

            except Exception as e:
                print(f"Error screening {ticker}: {e}")
                continue

        # Sort by opportunity score
        candidates.sort(key=lambda x: x["opportunity_score"], reverse=True)

        # Select top N
        selected = candidates[:self.criteria["max_positions"]]

        print(f"✅ Selected {len(selected)} stocks for analysis:")
        for s in selected:
            print(f"  • {s['ticker']}: {s['price_change_pct']:+.2f}% | "
                  f"Vol: {s['volume']/​1e6:.1f}M | "
                  f"Score: {s['opportunity_score']:.2f}")

        return selected

2. Autonomous Trading Loop

# src/​autonomous/​trading_loop.py

import asyncio
from datetime import datetime, time
import pytz
from apscheduler.schedulers.asyncio import AsyncIOScheduler

class AutonomousTradingLoop:
    """
    Main autonomous trading loop
    Runs continuously in background
    """

    def __init__(self, telegram_bot, models_orchestrator, alpaca_client):
        self.bot = telegram_bot
        self.orchestrator = models_orchestrator
        self.alpaca = alpaca_client
        self.screener = AutonomousStockScreener()
        self.scheduler = AsyncIOScheduler(timezone=pytz.timezone('US/​Eastern'))

    def start(self):
        """
        Schedule autonomous trading jobs
        """
        # Pre-market screening (9:00 AM ET)
        self.scheduler.add_job(
            self.pre_market_screening,
            'cron',
            day_of_week='mon-fri',
            hour=9,
            minute=0
        )

        # Market open analysis & trading (9:30 AM ET)
        self.scheduler.add_job(
            self.market_open_trading,
            'cron',
            day_of_week='mon-fri',
            hour=9,
            minute=30
        )

        # Mid-day check (12:00 PM ET)
        self.scheduler.add_job(
            self.mid_day_review,
            'cron',
            day_of_week='mon-fri',
            hour=12,
            minute=0
        )

        # Market close analysis (4:00 PM ET)
        self.scheduler.add_job(
            self.market_close_summary,
            'cron',
            day_of_week='mon-fri',
            hour=16,
            minute=0
        )

        # Start scheduler
        self.scheduler.start()
        print("🤖 Autonomous trading loop started!")

    async def pre_market_screening(self):
        """
        9:00 AM: Screen stocks for today's trading
        """
        await self.bot.send_notification(
            "🌅 *Pre-Market Screening Started*\n"
            "Analyzing NASDAQ 100 stocks..."
        )

        # Screen stocks
        selected_stocks = await self.screener.screen_stocks()

        # Send results
        message = "📋 *Today's Watchlist*\n\n"
        for stock in selected_stocks:
            message += (
                f"• *{stock['ticker']}* "
                f"({stock['price_change_pct']:+.2f}%)\n"
                f"  Score: {stock['opportunity_score']:.2f}\n"
            )

        await self.bot.send_notification(message)

        # Store for market open
        self.daily_watchlist = selected_stocks

    async def market_open_trading(self):
        """
        9:30 AM: Analyze watchlist and execute trades
        """
        await self.bot.send_notification(
            "🔔 *Market Open - Starting Analysis*\n"
            f"Analyzing {len(self.daily_watchlist)} stocks with all models..."
        )

        for stock in self.daily_watchlist:
            await self.analyze_and_trade(stock)

        await self.bot.send_notification(
            "✅ *Market Open Analysis Complete*"
        )

    async def analyze_and_trade(self, stock: Dict):
        """
        Run multi-model analysis and execute trade if consensus
        """
        ticker = stock['ticker']

        # Notify start
        await self.bot.send_notification(
            f"🤖 Analyzing *{ticker}*..."
        )

        # Run all models in parallel
        model_results = await self.orchestrator.run_all_models(ticker)

        # Aggregate decisions
        aggregated = self.orchestrator.aggregate_decisions(model_results)

        # Check consensus
        if aggregated['high_consensus']:  # >70% agreement
            decision = aggregated['majority_decision']

            # Send analysis summary
            message = self._format_analysis_result(ticker, aggregated)
            await self.bot.send_notification(message)

            # Execute trade if BUY/​SELL (not HOLD)
            if decision in ['BUY', 'SELL']:
                await self._execute_autonomous_trade(
                    ticker,
                    decision,
                    aggregated
                )
        else:
            # Low consensus - skip trade
            await self.bot.send_notification(
                f"⏭️ Skipping *{ticker}* - Low consensus "
                f"({aggregated['consensus_level']:.0%})"
            )

    async def _execute_autonomous_trade(
        self,
        ticker: str,
        action: str,
        analysis: Dict
    ):
        """
        Automatically execute trade on Alpaca paper trading
        """
        # Calculate position size (risk-based)
        portfolio = self.alpaca.get_account()
        portfolio_value = float(portfolio.portfolio_value)

        # Risk 2-5% per position based on consensus strength
        risk_pct = 0.02 + (analysis['consensus_level'] - 0.7) * 0.1
        position_value = portfolio_value * risk_pct

        # Get current price
        current_price = self.alpaca.get_latest_trade(ticker).price
        shares = int(position_value / current_price)

        if shares < 1:
            await self.bot.send_notification(
                f"⚠️ Position size too small for {ticker} - skipping"
            )
            return

        try:
            # Submit order to Alpaca
            if action == 'BUY':
                order = self.alpaca.submit_order(
                    symbol=ticker,
                    qty=shares,
                    side='buy',
                    type='market',
                    time_in_force='day'
                )
            else:  # SELL
                # Check if we have position to sell
                positions = self.alpaca.list_positions()
                position = next((p for p in positions if p.symbol == ticker), None)

                if not position:
                    await self.bot.send_notification(
                        f"⚠️ No position in {ticker} to sell"
                    )
                    return

                order = self.alpaca.submit_order(
                    symbol=ticker,
                    qty=shares,
                    side='sell',
                    type='market',
                    time_in_force='day'
                )

            # Success notification
            await self.bot.send_notification(
                f"✅ *Trade Executed*\n\n"
                f"Action: {action}\n"
                f"Stock: {ticker}\n"
                f"Shares: {shares}\n"
                f"Price: ${current_price:.2f}\n"
                f"Value: ${shares * current_price:.2f}\n"
                f"Consensus: {analysis['consensus_level']:.0%}\n\n"
                f"Order ID: {order.id}"
            )

            # Log to database
            await self._log_trade(ticker, action, shares, current_price, analysis)

        except Exception as e:
            await self.bot.send_notification(
                f"❌ *Trade Failed*\n"
                f"Stock: {ticker}\n"
                f"Error: {str(e)}"
            )

    async def mid_day_review(self):
        """
        12:00 PM: Check positions and send update
        """
        positions = self.alpaca.list_positions()
        account = self.alpaca.get_account()

        message = "🕛 *Mid-Day Portfolio Update*\n\n"
        message += f"Portfolio Value: ${float(account.portfolio_value):.2f}\n"
        message += f"P&L Today: ${float(account.equity) - float(account.last_equity):.2f}\n\n"

        if positions:
            message += "*Current Positions:*\n"
            for pos in positions:
                unrealized_pl = float(pos.unrealized_pl)
                emoji = "📈" if unrealized_pl > 0 else "📉"
                message += (
                    f"{emoji} {pos.symbol}: {pos.qty} shares "
                    f"({unrealized_pl:+.2f})\n"
                )
        else:
            message += "No open positions"

        await self.bot.send_notification(message)

    async def market_close_summary(self):
        """
        4:00 PM: Daily summary and performance report
        """
        account = self.alpaca.get_account()
        positions = self.alpaca.list_positions()

        # Calculate daily P&L
        portfolio_value = float(account.portfolio_value)
        daily_pl = float(account.equity) - float(account.last_equity)
        daily_pl_pct = (daily_pl / float(account.last_equity)) * 100

        # Get model leaderboard
        leaderboard = await self.orchestrator.get_leaderboard()

        message = "🏁 *Market Close Summary*\n\n"
        message += f"*Portfolio Performance*\n"
        message += f"Value: ${portfolio_value:.2f}\n"
        message += f"Daily P&L: ${daily_pl:+.2f} ({daily_pl_pct:+.2f}%)\n\n"

        # Today's trades
        today_trades = await self._get_today_trades()
        message += f"*Today's Trades: {len(today_trades)}*\n"
        for trade in today_trades:
            message += f"• {trade['action']} {trade['ticker']}: {trade['shares']} @ ${trade['price']:.2f}\n"

        message += f"\n*Open Positions: {len(positions)}*\n"
        for pos in positions:
            unrealized_pl = float(pos.unrealized_pl)
            emoji = "📈" if unrealized_pl > 0 else "📉"
            message += f"{emoji} {pos.symbol}: ${unrealized_pl:+.2f}\n"

        # Model leaderboard
        message += f"\n*Model Leaderboard*\n"
        for i, model in enumerate(leaderboard[:3], 1):
            medal = {1: "🥇", 2: "🥈", 3: "🥉"}[i]
            message += f"{medal} {model['model']}: {model['total_return_pct']:+.2f}%\n"

        await self.bot.send_notification(message)

    def _format_analysis_result(self, ticker: str, aggregated: Dict) -> str:
        """Format analysis for Telegram"""
        decision_emoji = {
            "BUY": "📈",
            "SELL": "📉",
            "HOLD": "⏸️"
        }

        message = f"📊 *Analysis: {ticker}*\n\n"
        message += f"{decision_emoji[aggregated['majority_decision']]} "
        message += f"*Consensus: {aggregated['majority_decision']}*\n"
        message += f"Agreement: {aggregated['consensus_level']:.0%}\n"
        message += f"Confidence: {aggregated['average_confidence']:.0%}\n\n"

        message += "*Model Votes:*\n"
        for result in aggregated['individual_decisions']:
            emoji = decision_emoji[result['decision']]
            message += f"{emoji} {result['model']}: {result['decision']}\n"

        return message

3. Telegram Notification System

# src/​autonomous/​telegram_notifier.py

from telegram import Bot
from telegram.constants import ParseMode
import os

class TelegramNotifier:
    """
    Send real-time notifications to user
    """

    def __init__(self):
        self.bot = Bot(token=os.getenv('TELEGRAM_BOT_TOKEN'))
        self.chat_id = os.getenv('TELEGRAM_CHAT_ID')

    async def send_notification(self, message: str):
        """Send formatted message to user"""
        try:
            await self.bot.send_message(
                chat_id=self.chat_id,
                text=message,
                parse_mode=ParseMode.MARKDOWN
            )
        except Exception as e:
            print(f"Failed to send Telegram notification: {e}")

    async def send_chart(self, ticker: str, chart_path: str):
        """Send chart image"""
        try:
            with open(chart_path, 'rb') as photo:
                await self.bot.send_photo(
                    chat_id=self.chat_id,
                    photo=photo,
                    caption=f"📊 Chart for {ticker}"
                )
        except Exception as e:
            print(f"Failed to send chart: {e}")

    async def send_daily_digest(self, digest: Dict):
        """Send comprehensive daily digest"""
        message = "📧 *Daily Trading Digest*\n\n"

        # Summary stats
        message += "*Portfolio*\n"
        message += f"Value: ${digest['portfolio_value']:.2f}\n"
        message += f"Daily P&L: ${digest['daily_pl']:+.2f} ({digest['daily_pl_pct']:+.2f}%)\n"
        message += f"Total Return: {digest['total_return_pct']:+.2f}%\n\n"

        # Trades executed
        message += f"*Trades: {digest['num_trades']}*\n"
        for trade in digest['trades']:
            message += f"• {trade['action']} {trade['ticker']}: {trade['shares']} @ ${trade['price']:.2f}\n"

        # Model performance
        message += "\n*Model Performance*\n"
        for model in digest['model_rankings']:
            message += f"{model['rank']}. {model['model']}: {model['return_pct']:+.2f}%\n"

        await self.send_notification(message)

4. Main Autonomous Entry Point

# src/​autonomous/​main.py

import asyncio
from trading_loop import AutonomousTradingLoop
from telegram_notifier import TelegramNotifier
from src.orchestrator.model_manager import ModelOrchestrator
from alpaca.trading.client import TradingClient
import os

async def main():
    """
    Start autonomous trading system
    """
    print("🚀 Starting Autonomous Trading System...")

    # Initialize components
    telegram = TelegramNotifier()
    orchestrator = ModelOrchestrator()

    # Alpaca paper trading
    alpaca = TradingClient(
        api_key=os.getenv('ALPACA_API_KEY'),
        secret_key=os.getenv('ALPACA_SECRET_KEY'),
        paper=True  # PAPER TRADING ONLY
    )

    # Create trading loop
    trading_loop = AutonomousTradingLoop(
        telegram_bot=telegram,
        models_orchestrator=orchestrator,
        alpaca_client=alpaca
    )

    # Send startup notification
    await telegram.send_notification(
        "🤖 *Autonomous Trading System Online*\n\n"
        "The system will now:\n"
        "• Screen stocks automatically\n"
        "• Analyze with all AI models\n"
        "• Execute trades on consensus\n"
        "• Send you real-time updates\n\n"
        "All trading is on Alpaca paper account.\n"
        "You will be notified of all actions."
    )

    # Start the loop
    trading_loop.start()

    # Keep running
    print("✅ System running. Press Ctrl+C to stop.")
    try:
        while True:
            await asyncio.sleep(60)
    except KeyboardInterrupt:
        print("\n🛑 Shutting down...")
        await telegram.send_notification(
            "🛑 *Trading System Stopped*\n"
            "Autonomous trading has been disabled."
        )

if __name__ == "__main__":
    asyncio.run(main())

Deployment for 24/​7 Operation

Railway Configuration for Background Jobs

# Procfile (for Railway)
web: uvicorn src.main:app --host 0.0.0.0 --port $PORT
worker: python src/​autonomous/​main.py

Docker Setup

# Dockerfile
FROM python:3.11-slim

WORKDIR /​app

COPY requirements.txt .
RUN pip install --no-cache-dir -r requirements.txt

COPY src/ ./​src/
COPY .claude/ ./​.claude/

# For autonomous mode
CMD ["python", "src/​autonomous/​main.py"]

Safety Features

1. Hard Limits (Always Enforced)

SAFETY_LIMITS = {
    "max_daily_trades": 20,           # Max 20 trades per day
    "max_position_size_pct": 15,      # Max 15% portfolio in one stock
    "max_daily_loss_pct": 5,          # Stop if lose >5% in one day
    "min_cash_reserve_pct": 20,       # Keep at least 20% cash
    "max_stock_price": 1000,          # No stocks >$1000 (avoid expensive)
    "min_volume": 1_000_000,          # Only liquid stocks
}

def check_safety_limits(trade: Dict, portfolio: Dict) -> bool:
    """
    Verify trade doesn't violate safety limits
    """
    # Check all limits...
    # Return False if any violated
    pass

2. Emergency Stop

# Telegram command to stop immediately
async def stop_command(update, context):
    """User can stop system at any time"""
    global TRADING_ENABLED
    TRADING_ENABLED = False

    await update.message.reply_text(
        "🛑 *EMERGENCY STOP ACTIVATED*\n\n"
        "All autonomous trading has been halted.\n"
        "No new trades will be executed.\n"
        "Existing positions remain open.\n\n"
        "Use /​resume to restart."
    )

Telegram Commands for Monitoring

/​status    - Current portfolio and positions
/​today     - Today's trading activity
/​models    - Model leaderboard
/​stop      - Emergency stop (halt all trading)
/​resume    - Resume autonomous trading
/​limits    - View current safety limits
/​watchlist - See today's selected stocks

Testing Autonomous Mode

1. Dry Run (No Real Trades)

DRY_RUN_MODE = True  # Set in .env

# All trade executions log but don't submit
if not DRY_RUN_MODE:
    order = alpaca.submit_order(...)
else:
    print(f"[DRY RUN] Would execute: {action} {shares} {ticker}")

2. Start Small

# First week: Only 1-2 stocks, small positions
AUTONOMOUS_CONFIG = {
    "max_stocks_per_day": 2,
    "position_size_pct": 0.02,  # Only 2% per position
    "require_high_consensus": True  # >80% agreement
}

Code References

• AI-Trader BaseAgent: refs/​AI-Trader/​agent/​base_agent/​base_agent.py
• AI-Trader Stock Universe: Lines 44-56 in base_agent.py
• TradingAgents Graph: refs/​TradingAgents/​tradingagents/​graph/​trading_graph.py
• Scheduling: Use APScheduler (similar to AI-Trader patterns)

Best Practices

1. Start with dry run - Test without real trades first
2. Monitor closely first week - Watch Telegram notifications
3. Use paper trading - NEVER use real money initially
4. Small positions - Start with 2-5% risk per trade
5. High consensus required - Only trade when >70% models agree
6. Keep cash reserve - Always maintain 20%+ cash
7. Daily limits - Cap number of trades per day
8. Emergency stop - Always available via Telegram

Expected Telegram Notifications

Morning (9:00 AM)

🌅 Pre-Market Screening Started
Analyzing NASDAQ 100 stocks...

📋 Today's Watchlist
• NVDA (+3.2%)
  Score: 45.6
• AAPL (-2.1%)
  Score: 42.3

Market Open (9:30 AM)

🔔 Market Open - Starting Analysis
Analyzing 5 stocks with all models...

🤖 Analyzing NVDA...

📊 Analysis: NVDA
📈 Consensus: BUY
Agreement: 80%
Confidence: 75%

Model Votes:
📈 Claude: BUY
📈 GPT-5: BUY
📈 Gemini: BUY
📈 DeepSeek: BUY
⏸️ Qwen: HOLD

✅ Trade Executed
Action: BUY
Stock: NVDA
Shares: 10
Price: $850.50
Value: $8,505.00
Consensus: 80%

Throughout Day

⏭️ Skipping AAPL - Low consensus (60%)

🕛 Mid-Day Portfolio Update
Portfolio Value: $10,234.50
P&L Today: +$234.50

Current Positions:
📈 NVDA: 10 shares (+150.00)

Market Close (4:00 PM)

🏁 Market Close Summary

Portfolio Performance
Value: $10,345.00
Daily P&L: +$345.00 (+3.45%)

Today's Trades: 2
• BUY NVDA: 10 @ $850.50
• SELL AAPL: 5 @ $175.20

Open Positions: 3
📈 NVDA: +$175.00
📉 MSFT: -$25.00
📈 GOOGL: +$50.00

Model Leaderboard
🥇 Claude: +4.2%
🥈 GPT-5: +3.8%
🥉 Gemini: +3.1%

Usage Example

Setup (One Time):

# Deploy to Railway
railway up

# Set environment variables
AUTONOMOUS_MODE=true
DRY_RUN_MODE=false  # Set true for testing
TELEGRAM_BOT_TOKEN=your_token
TELEGRAM_CHAT_ID=your_chat_id
ALPACA_API_KEY=paper_key
ALPACA_SECRET_KEY=paper_secret

It Runs Automatically:

• Every trading day, system wakes up at 9:00 AM
• Screens stocks, analyzes, trades
• You get Telegram notifications for everything
• No human input required

You Can Monitor:

Send to Telegram bot:
/​status    → See current state
/​stop      → Halt trading immediately
/​resume    → Resume if stopped