AI Day Trader Agent

A sophisticated, multi-strategy AI-powered trading agent that combines technical analysis, sentiment analysis, and dividend capture strategies to generate intelligent trade recommendations. Features enhanced signal fusion, comprehensive risk management, and professional-grade architecture.

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Features

🚀 Enhanced Multi-Strategy Analysis

• Technical Analysis: RSI, MACD, SMA/EMA with intelligent signal fusion
• Sentiment Analysis: Real-time news sentiment using OpenAI GPT-4.1
• Dividend Capture Strategy: Advanced dividend timing and capture optimization
• Signal Fusion: Intelligent combination of all strategies with priority-based decision making

📊 Advanced Market Data

• Multi-timeframe candlestick data (1m, 15m, 1h) via both Twelve Data and Alpha Vantage APIs
• 500+ data points for robust technical indicator calculations
• Dual API fallback system for maximum reliability
• Real-time price tracking with moving average comparisons

🤖 AI-Powered Intelligence

• Discord bot interface for real-time trade analysis
• Enhanced analysis output with detailed technical indicators
• Comprehensive risk management with stop-loss and take-profit calculations
• Position sizing based on volatility and confidence levels

🏗️ Professional Architecture

• Modular, testable, and maintainable codebase
• Proper Python import structure and module organization
• Comprehensive error handling and logging
• Production-ready configuration management

🔄 Intelligent Rate Limiting

• Automatic detection and handling of API rate limits
• Exponential backoff with jitter for optimal retry timing
• Request tracking to prevent hitting limits proactively
• Configurable retry attempts and wait times
• Seamless failover between data sources when rate limited

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Setup

1. Clone the Repository

git clone https://github.com/Ap6pack/ai-day-trader-agent.git
cd ai-day-trader-agent

2. Install Dependencies

pip install -r requirements.txt

3. Environment Variables

Create a .env file in the project root with the following keys:

# Required API Keys
DISCORD_BOT_TOKEN=your_discord_bot_token
TWELVE_DATA_API_KEY=your_12data_api_key
ALPHA_VANTAGE_API_KEY=your_alphavantage_api_key
NEWS_API_KEY=your_newsapi_key
OPENAI_API_KEY=your_openai_key

# Optional Trading Configuration
TRADING_CAPITAL=5000.0                    # Your trading capital in dollars
MIN_POSITION_PERCENTAGE=0.02              # Minimum 2% of capital per trade
MAX_POSITION_PERCENTAGE=0.10              # Maximum 10% of capital per trade

# Optional API Tier Configuration
TWELVE_DATA_PREMIUM=auto                  # auto (detect), true (premium), false (free)

# API Rate Limiting Configuration
TWELVE_DATA_RATE_LIMIT_WAIT=60           # Seconds to wait when rate limited
TWELVE_DATA_MAX_RETRIES=3                # Max retry attempts
TWELVE_DATA_CALLS_PER_MINUTE=8           # Your plan's limit

ALPHA_VANTAGE_RATE_LIMIT_WAIT=60         # Seconds to wait when rate limited
ALPHA_VANTAGE_MAX_RETRIES=3              # Max retry attempts
ALPHA_VANTAGE_CALLS_PER_MINUTE=5         # Your plan's limit

# Advanced Rate Limiting
API_BACKOFF_FACTOR=2.0                   # Exponential backoff multiplier
API_MAX_BACKOFF_SECONDS=300              # Maximum wait time (5 minutes)
API_JITTER_ENABLED=true                  # Add randomness to prevent thundering herd

Never commit your .env file to version control.
The .gitignore is configured to exclude .env, logs, and other sensitive or unnecessary files.

4. Trading Capital Configuration

The system uses portfolio-based position sizing that adapts to your actual trading capital:

• Default: $5,000 trading capital
• Flexible: Works whether you own 0, 5, 100, or 4,933 shares of any stock
• Risk-Managed: Position sizes scale with signal confidence and market volatility
• Configurable: Adjust via environment variables or config files

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Usage

Portfolio Management

Setup a Portfolio

python run.py --setup-portfolio

Interactive wizard will guide you through creating a portfolio with trading capital and initial holdings.

Portfolio Commands

# Show portfolio details
python run.py --show-portfolio

# List all portfolios
python run.py --list-portfolios

# Update trading capital
python run.py --update-capital 10000

# Add/update holdings
python run.py --add-holding AAPL 100 --cost 150.00

# Remove holdings
python run.py --remove-holding AAPL

# Record manual trades
python run.py --record-trade AAPL BUY 50 155.00 --strategy technical --confidence 0.75

# Show trade history
python run.py --show-trades --days 30

# Backup database
python run.py --backup --output backups/portfolio_backup.db

# Restore from backup
python run.py --restore backups/portfolio_backup.db

# Analyze entire portfolio
python run.py --analyze-portfolio

# Analyze specific portfolio
python run.py --analyze-portfolio --portfolio my_portfolio

REST API Server

The AI Day Trader Agent now includes a professional REST API with WebSocket support for real-time updates.

API Features

• JWT Authentication: Secure token-based authentication
• Portfolio Management: Full CRUD operations via REST endpoints
• Real-time Updates: WebSocket support for live portfolio updates
• Trading Analysis: Run analysis on symbols and portfolios
• Interactive Documentation: Available at http://localhost:8000/docs

📚 For complete API documentation, examples, and WebSocket usage, see API_DOCUMENTATION.md

Trade Analysis

With Portfolio Context

# Analyze using default portfolio
python run.py AAPL

# Analyze with specific portfolio
python run.py AAPL --portfolio my_portfolio

# Override capital/holdings for single analysis
python run.py AAPL --capital 10000 --holdings 50

Discord Bot

Start the bot:

python core/discord_bot.py

In your Discord server, use:

!trade <TICKER>

Example:

!trade AAPL

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Security & Compliance

• All API keys and secrets are loaded from environment variables.
• No sensitive data is logged or exposed in error messages.
• License information is included in the LICENSE file (MIT License).
• Follows best practices for modularity, error handling, and input validation.
• .gitignore ensures secrets and logs are not tracked by git.

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Project Structure

• core/: Main pipeline modules
• utils/: Logging and formatting utilities
• config/: Environment variable loader
• run.py: CLI entry point
• requirements.txt: Python dependencies
• .gitignore: Excludes secrets, logs, and unnecessary files

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Enhanced Analysis Output

The system now provides comprehensive trading analysis with detailed insights:

🤖 AI Day Trader Agent - Enhanced Analysis for APAM

 Analysis Results:
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**Primary Strategy:** SENTIMENT
**Recommendation:** HOLD
**Confidence:** 50.0%
**Quantity:** 0 shares
**Reason:** Sentiment score: 0.40

**Technical Indicators:**
  Current Price: $40.60
  RSI: 50.99 (Neutral)
  MACD: -0.0529 / Signal: -0.0547 (Bullish)
  SMA(20): $40.61 Below
  EMA(20): $40.54 Above

**All Strategy Signals:**
  Technical: HOLD (strength: 0.20)
  Sentiment: HOLD (score: 0.40)
  Dividend: HOLD (reason: Outside capture window. Next dividend in 46 days)

**Analysis Time:** 2025-06-29 19:58:52

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License

MIT License. See LICENSE file for details.