The four engines

The bot runs four autonomous engines, each with its own live/dry switch, daily budget, and per-trade cap in Settings. They share one watchlist, the same forecaster, and the same Roundtable, but trade differently. The first two are fed by the same ~2-minute scanner; the other two run on their own schedules.

The shared scanner (feeds engines 1 & 2)

Every ~2 minutes it walks the full watchlist → forecasts each name → adds technical + factor signals → builds catalog candidates → selects by regime → sends the top idea to the Roundtable (needs ≥ the min approvals; naked requires unanimity) → places it, sized on Schwab's real margin from an order preview. The universe is the whole resolved watchlist — no cap by default (roughly 90+ symbols) — and each scan emits a "universe scan started / scan complete" heartbeat in the Activity feed.

1 · Directional

Equity and single-option directional trades — buy or sell the stock, or buy a single call/put, when the forecast, the independent signals, and the Roundtable all line up. Uses the Directional live/dry switch, the general per-trade capital cap, and the directional daily open limit.

2 · Credit & debit spreads

From the same scan, the regime selector builds defined-risk multi-leg structures from the catalog (verticals, condors, butterflies, ratio/broken-wing, calendars/diagonals, and — at higher risk levels — naked). It has its own Credit/debit spreads live/dry switch and a separate, usually smaller, per-spread capital cap, because each spread ties up its full max loss as buying power.

• The scanner dedups by underlying ticker, so one name can't stack duplicate spreads.
• Management values any structure mark-to-market on live bid/ask: take-profit at 50% of credit and a DTE-aware, Roundtable-gated stop (further from expiry the defined-risk spread is simply held).

3 · Wheel & PMCC

The premium-harvesting engine. It auto-opens Roundtable-gated cash-secured puts (CSP) and covered calls (CC), and manages them — auto-rolling or closing to manage real risk.

• The wheel: sell a cash-secured put → if assigned, you own shares → sell covered calls against them → collect premium at each step.
• PMCC (poor-man's covered call): buy a deep-ITM LEAP call as a stock substitute, then sell shorter calls against it — the same income idea with far less capital.
• Holds shorts to expiration by default (max premium = full credit). It does not early profit-take by default; it only manages genuine risk (an ITM breach, a roll). Toggle hold-to-expiration in Settings to switch to early profit-taking.

4 · Day trading (options)

An intraday engine: it scans on a fast interval, sends ideas to the Roundtable, and opens short-dated option trades with an OCO (one-cancels-other) bracket — a take-profit and a stop that cancel each other. A fast poller manages exits, and positions are flattened before the close.

• Has an expected-value guardrail: it only buys the option when the model's expected move covers a configurable multiple of the premium.
• Trades the shared watchlist; cash indices (SPX/NDX/…) trade as their cash-settled options.