Capital Copilot

A tool to help aggregate market data, setup alerts, automate trading, and provide AI insights.

Development

To start see: Initial Config

After that, see: Development

Production

To understand the network setup see: WAF

Django

To start see: Django Setup

After that, see: Django Management

Architecture

Front-end UI (Angular) will have a console tray This tray will accept commands that will come to cc-be (Django) cc-be will have a command processor that will process the command and return the result all command parsing is done in the cc-be and then delegated to the appropriate plugins for processing

ideally we can find a way to support thinkscript and more so pine script for filters, scans, alerts, and indicators

data from commands can be formatted in several ways:

• table (csv, etc. can come later)
• chart (open ui element, default?)
• json

UI Elements

• Console Tray
  • Command History
• Grid
  • Heat Map
  • Sectors
  • Indices
  • ETFs
  • Stocks
  • Adjacent Stocks
  • Correlated Stocks
  • Inversely Correlated Stocks
• Chart
  • Candlestick
  • Indicators (BB, KC, Squeeze)
• Table
• Report / Markdown Rendering and for blog posts
  • Can all people post?

Commands

price -t TSLA -i 1d -s 2021-01-01 -e 2021-12-31 -c close -f csv
set c1 [p -t TSLA -i 1d -s 2021-01-01 -e 2021-12-31 -c close -f graph]
p -t TSLA -i 1d -s 2021-01-01 -e 2021-12-31 -c close -f graph -n c1

balancesheet -t TSLA -s 2021-01-01 -e 2021-12-31 -f csv
cashflow -t TSLA -s 2021-01-01 -e 2021-12-31 -f csv
income -t TSLA -s 2021-01-01 -e 2021-12-31 -f csv

indicators -t TSLA -i 1d -s 2021-01-01 -e 2021-12-31 -f csv -i bbands -i kc -i squeeze -o c1

DONE

• Cookies Warning
• Terms and Conditions
• Privacy Policy
• Multiple users same email needs to be blocked
• Multiple users same username needs to be blocked

TODO

• Email verification
• Forgot my password
• Edit my account (email, username, password, cookie consent, signup checked, dark mode)
• Add account Code (CODE-USER_ID) 5 invites
• Crypto feed, summarize, with editing post
• Reset debounce
• Social login
• Stripe

Features

• Blog
• Search History -> Auto Watchlist
  • List of IN Watchlists on Dashboard
• Stock to Indexes
  • List of IN Indexes on Dashboard
• Per Sector Heat Map
• DCF
  • DCF to Blog Posts
• TTM Squeeze number triggering
  • TTM Squeeze to Blog Posts
  • TTM Squeeze to Watchlist
  • TTM Squeeze to number uptrend + triggering per sector
  • TTM Squeeze to number downtrend + triggering per sector
• TTM Squeeze setting up with 5 dots
• ML on TTM Squeeze for 90% of stocks and then check with remaining 10%
  • Get Price data and calculate the TTM Squeeze, or get the TTM Squeeze data
• Earnings + Economic Calendar
  • Earnings Calendar
  • Earnings History
  • Earnings Blog
  • Economic Calendar
  • Economic History
  • Economic Blog
  • All showing on Dashboard Sidebar
• M2V Velocity of Money
  • Normally 1.5-2.5, current state
  • M2V to Blog Posts based on current expectations

To build

• Up coming: earnings, CPI
• Time lapse
  • of the heat map
  • of Indicator signals, was setting up on 1h, 1d now also has 2d, 3d,
• Watchlist
  • History - auto adds but can be edited
  • Can add notes to stocks
• Individual Stock
  • Show 9 timeframes with squeeze
  • Show Indices, Sectors, ETFs under each of those that they belong to
  • Show list of Adjacent Stocks (NVDA -> SMCI), Correlated Stocks/Sectors/ETFs/Indices, Inversely Correlated
  • Make Earnings visible at the top
  • Income/Balance/Cash Flow
  • Stock detail (P/E, P/B, etc.)
  • Options ![[Pasted image 20240531062017.png]]
  • Option Equilibrium? ![[Pasted image 20240531062141.png]]
• Show Sectors and all stocks under them with Squeeze
• Show Call vs Put buying on price chart: HIRO from SpotGamma
• Multi-chart, one time frame
• Stop calculation: 2 x 14 ATR / 1.5 x 14 ATR (when to use what)
• Greed vs Fear Index
• Bond Auctions
• Futures Rotations/Trends: https://www.schwab.com/futures/futures-markets
• AI: numer.ai/mlst - train model on investing and if it works well, get paid for it
• Price & Volume: https://www.youtube.com/watch?v=19O_iWtiA18
• Filter

DMI("length" = 21, "average type" = "EXPONENTIAL")."DI+" is less than DMI("length" = 21, "average type" = "EXPONENTIAL")."DI-" and DMI("length" = 21, "average type" = "EXPONENTIAL")."ADX" is greater than 20 and MovAvgExponential("length" = 21)."AvgExp" is less than MovAvgExponential("length" = 34)."AvgExp" and MovAvgExponential("length" = 55)."AvgExp" is less than MovAvgExponential("length" = 89)."AvgExp" and TTM_Squeeze()."SqueezeAlert" is equal to 0 and close is less than MovAvgExponential("length" = 34)."AvgExp"