Before you can run the bot, set your Alpaca API key and secret in API Settings.
Account P/L
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Performance Summary
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Realized round-trip trades from filled orders; return & max drawdown from the account equity curve over the window.
Controls
⚙ Strategy Tuning
% of equity risked if stop hits% of equity per symbol capstop distance (lower = tighter)profit target (R:R = target/stop)close long when RSI(2) ≥ this (101 = off)exit when close < EMA50 − this × ATR (0 = any close below)skip entries when ADX(14) < this (0 = off; higher = stricter)skip entries when ATR(14)/price < this % (0 = off)regime-gated downtrend shorts — affects backtest; live short execution still offminutes between decisions
Open Positions
Quick buy
Symbol
Qty
Entry / Last
P/L
MV
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Orders
Symbol
Side
Type
Qty
Limit / Stop
Status
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Symbol
Side
Type
Filled Qty
Avg Price
Filled At
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News Alerts
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Scans Alpaca headlines for your watchlist & open positions, classified by Claude Haiku. Informational only — not trade advice.
US economic releases over the next 7 days (FOMC, CPI, PPI, jobs, GDP, retail sales). Source: St. Louis Fed FRED + Fed FOMC schedule.
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Upcoming Earnings S&P 500 · next 7 days
Earnings calendar filtered to S&P 500 names, with consensus EPS estimates where available.
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Recent Headlines Alpaca news feed
Latest market headlines from your Alpaca news feed (up to 40 most recent).
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Press Releases Finnhub · watchlist
Official company press releases (PR Newswire, Business Wire, GlobeNewswire, Accesswire) for your watchlist symbols, last 7 days.
Powered by a shared Finnhub key the operator provides.
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Unusual Options
Most-active mid/large-cap names, scanned for option contracts trading well above their prior-day volume and ranked by dollar premium.
Volume-based — Alpaca's feed doesn't expose open interest yet (vol/OI columns appear automatically if it starts flowing). Informational only, not trade advice.
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Intrinsic ValueFMP discounted cash flow
Enter one or more ticker symbols separated by commas. Each is valued with Financial Modeling Prep's
discounted-cash-flow model and compared to the current price. Powered by a shared FMP key the operator
provides (free tier: 250 lookups/day, max 25 per run).
Symbol
Company
Intrinsic Value
Price
Upside
Verdict
Backtest
Replays your watchlist against historical daily bars using TrendFollowing (EMA20/50, RSI2 pullback, ATR stop). $100k start equity, 1% risk/trade, intrabar stops, 5 bps/side slippage, cash-constrained (no leverage).
Metric
Result
Live Log
Waiting for activity...
Recent Trade Decisions
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Time
Symbol
Action
Conf
Bias
News
Amount
Status
Reasoning
No trades yet.
How the Bot Decides a Trade
Every cycle, for each symbol in your watchlist, the bot gathers the inputs below and asks Claude for a decision
(buy, sell, sell_short, cover, or hold — options mode uses
buy_call/buy_put/sell_call/sell_put). Claude responds with an action,
a confidence (0–1), and a one-sentence reason citing an indicator AND news.
Technical Indicators
SMA 5 / 10 / 20 / 50 — trend alignment (stacked SMAs add ±2 to bias)
Volume vs. 20-day avg — surge or fade confirmation
Overall Bias Score
SMA + RSI + MACD contributions are summed: score ≥ +2 → Bullish,
≤ −2 → Bearish, otherwise Neutral. Only the indicators you enable below
contribute to the score and are sent to Claude.
Trades only execute when confidence ≥ minimum threshold
ATR-based stop / target / trailing-stop on existing positions
SPY regime filter (skip longs when SPY below SMA)
Loss cooldown after a losing trade
Conflicting signals → hold
Indicators Used by Claude
Toggle an indicator off and it will be excluded from both the bias score and the prompt sent to Claude.
Changes apply on the next decision cycle; if the bot is running, you may want to restart it.
My API Credentials stored per-user in users/{phone}.json
Your Alpaca (stocks/options) and Tradovate (futures) brokerage logins are private to your account —
only you can see and edit them. Fill in Alpaca to enable the bot. The shared data & AI keys
(Claude, news, options-flow) are provided for everyone — no need to bring your own.
Alpaca
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Trading
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Dollar amount per trade. Leave blank to keep current value.
Claude (trade decisions & news) runs on a shared key managed by the operator — nothing to configure here.
Tradovate (Futures — ES/NQ/MES/MNQ)
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Front-month contracts; roll manually each quarter. Demo by default. Get API keys from Tradovate → Application Settings → API Access.
Preferences feature toggles
Today's usage: —
Push Notifications this device
Push news alerts, bot trade actions, order fills, and bot errors to this device — even when the
dashboard is closed. Works in Chrome & Edge on Android/desktop, and on iPhone only after you
install Quantrex to your Home Screen (Share → Add to Home Screen) and open it from the icon.
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Email Alerts (SendGrid) news & trade alerts
Email yourself news and trade alerts. The SendGrid account and verified From sender are shared
(managed by the operator) — just set the To address where your alerts should land and turn them on.
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Shared API Keys ⚠ global — used by all users
One set of data & AI keys serves every user. Leave any field blank to keep its current value.
Per-user brokerage logins (Alpaca, Tradovate) are set by each user in My API Credentials above.
Claude (Anthropic)
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SendGrid (email)
Free key at sendgrid.com.
The From address must be a verified sender. Each user sets their own To address in Email Alerts above.
Free key at finnhub.io (60/min).
Adds company press releases to the News page + alert scanner.
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Unusual Whales
Paid token at unusualwhales.com.
Powers the Whales menu — options flow, dark pool & big trades. Sent as a Bearer token.
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Fetches one raw record from each UW feed so the field names/units can be verified.
Users · Last Activity ⚠ admin only
Phone
Bot
Last sign-in
Last request
Last path
IP
Sign-ins
Requests
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Twilio Verify ⚠ global — affects all users
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Allowed Phones
Comma- or newline-separated. E.164 format (+countrycode). 10-digit US numbers auto-prepend +1. Leave empty to allow any (dev only).
Bypass Code Verification
Phones listed here skip the 6-digit SMS code. They sign in with the default code 000000. Leave empty to require codes for everyone.
Unusual Whales
Institutional flow from the Unusual Whales API, powered by a shared key the operator configures for everyone.
Informational only — flow shows the trade, not the intent. Click any column header to sort.
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Claude + Flow — Paper Decisions
When enabled, a cheap Haiku pre-filter screens recent flow — single-name stocks by default (switch with the flow selector; index/ETF flow is mostly hedging) — and only the material items go to Opus for a paper decision (direction, confidence, rationale, action), deduped and capped at a daily Claude spend. Paper only, informational — not trade advice.
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Paper Decision Scoreboard
Scores each paper decision over time: how the underlying moved in the predicted direction since the signal, vs. a SPY buy-and-hold over the same window. Scores resolve at option expiry or after the horizon. Index roots (SPX/NDX/RUT) are scored via an ETF proxy (SPY/QQQ/IWM). Underlying move, not option P/L — paper, informational, not trade advice.