Settings reference
Every panel on the Settings page, top to bottom. Each control writes a per-tenant value; a blank field generally reverts to the server default. Saving records an audit event.
Paper trading
Toggle paper trading mode + a starting balance (default $25,000). When on, all engines trade a fake balance on real data and place no real orders. Reset paper account clears paper positions back to the starting balance. Paper mode overrides every live/dry switch below. See Paper trading.
Execution mode (per engine)
Four panels — Directional, Credit/debit spreads, Wheel · PMCC, Day trading —
each with a DRY RUN / ● LIVE MONEY switch. Switching to PRODUCTION requires typing LIVE to
confirm. If you have more than one Schwab account linked, each engine can target a specific account.
The first time an engine flips to LIVE, all simulated dry-run positions & candidates are wiped so the live record starts clean.
Signal model
The forecaster — amazon/chronos-2 or NeoQuasar/Kronos-base — and a checkbox for
a trend-indicator confirmation filter (require TA to confirm the forecast direction).
Confidence threshold
The gate (1–99%). The bot only opens when model confidence clears it. Lower = more trades. The nightly recalibrate job can update this automatically. Has a "Reset to defaults" button.
Pre-market & after-hours
Keep the bot active outside regular hours to monitor/scan equities (04:00–20:00 ET). Options engines never open outside regular hours regardless of this toggle.
Trading rules (house rules)
Free-text rules, one per line, injected into every Roundtable judge's prompt as mandatory constraints. The judges reject anything that violates them.
Models of the Roundtable & endpoints
Add/remove judges and set approvals needed. Each judge has a name, protocol (anthropic/openai), model, base URL, and API key. Keys are stored encrypted per-tenant — never in plaintext, never in the judge list (which only references the key's env-var name). Base URLs are SSRF-guarded; use Test to verify a judge live. See Roundtable.
Analyst
Pick which Roundtable model acts as the analyst (proposes the instrument + rationale); "Auto" uses your first configured model. The Analyst veto power checkbox (off by default) lets the analyst veto a Roundtable-approved open — opens only, fails open. See Roundtable.
Secrets & API keys
Set/clear the encrypted secrets this account uses — your judges' API keys plus
SCHWAB_APP_KEY, SCHWAB_APP_SECRET, SCHWAB_CALLBACK_URL. Encrypted at
rest, per-account only, no shared fallback. Values are never shown again after saving.
Training engine
A master "disable ALL training on this machine" switch, a device selector (cpu / cuda:N), and per-job toggles (Recalibrate / Wheel-opt / Fine-tune). A job runs only if its own toggle is on and the master switch is off. See Training.
Capital per trade + Daily open limits
Capital per trade: a General cap (applies to directional, day trades, wheel/PMCC) and a separate, usually smaller, Spreads cap (each spread ties up its full max loss as buying power). Daily open limits: max new positions per day per engine — 0 = unlimited (the default preference here). The real sizing controls are the buying-power guard and the per-trade cap.
Exits + Spread auto-close
| Exit | Applies to |
|---|---|
| Take-profit · stock / option | directional equities / long options |
| Stop-loss, Trailing stop, Option premium stop, Max hold (days) | as labeled |
| Spread take-profit (% of credit) | credit/debit spreads buy back at this fraction of captured credit |
| Spread stop-loss (% of max loss) + "stop only within DTE" | the stop is DTE-aware — it only arms within N days of expiry; further out the defined-risk spread is held. Every stop is Roundtable-approved before closing. |
| Close by DTE | everything closes by this many days to expiry |
Strategies & risk profile
The risk-profile slider (1–5), the "Allow naked strategies" switch, and per-strategy checkboxes for all 43 catalog structures. Naked requires the switch ON and profile ≥ 4. See Strategy catalog.
Wheel / PMCC deltas & DTE
Target deltas (CSP put Δ, covered-call Δ, PMCC long/short Δ) and DTE windows for the wheel and PMCC. Higher delta = closer to the money (more premium, more assignment risk). The weekly wheel-opt job may suggest values you can Apply; your manual values otherwise stick.
Wheel automation
Autonomous wheel opening toggle, a total CSP capital budget (max cash secured across all open cash-secured puts; 0 = unlimited), and hold shorts to expiration (on by default — ride to expiration for full premium; off = early profit-take at the configured % of credit).
Day trading (options)
Autonomous toggle, scan interval (5m–60m), target DTE / DTE max, max per day, max open (0 = unlimited), and an EV / breakeven guardrail — only buy when the model's expected move ≥ (× multiplier) of the premium. Higher × = stricter.
Watchlist
The shared scan list for all engines — symbols, categories, always-include, and the exclusion blocklist. See Watchlist.
MCP access
Generate / revoke your per-account MCP token for controlling the bot from an AI client. The token is shown once and stored only as a hash.
Schwab account
Choose the active Schwab account (the default for every engine) or re-connect / switch your Schwab login.
Connecting requires your SCHWAB_APP_KEY + SCHWAB_APP_SECRET saved in Secrets first.
See Accounts & security.
Reset stats
On the Dashboard (not Settings): a non-destructive re-baseline. It sets a "stats since" epoch so win-rate, P&L, and counts only include trades closed from now on, and re-baselines Day P&L. No trades are deleted; "show all-time" restores full history.