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1915 lines (1759 loc) · 73.3 KB
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"""
Discord Trading Alert Bot - main entry point.
Pycord bot with /recap slash command and auto-recap every 30 min when market is open.
"""
import asyncio
import io
import logging
import os
from pathlib import Path
from concurrent.futures import ThreadPoolExecutor
import discord
import pandas as pd
import yaml
from dotenv import load_dotenv
from src.data import fetch_ohlcv, fetch_single, fetch_vix_current, get_stock_exchange, set_provider_config, fetch_fundamentals, fetch_bond_yield
from src.indicators import get_latest_indicators
from src.news import fetch_news, compute_sentiment, format_headlines_for_embed, sentiment_label, filter_by_severity
from src.indices import get_constituents, get_supported_summary, resolve_input
from src.market_hours import is_market_open
from src.recap import format_recap_embed
from src.backtest import BacktestResult, run_backtest as run_backtest_engine, format_backtest_embed
from src.walk_forward import format_walk_forward_embed, run_walk_forward_optimization
from src.signals import Signal, evaluate_all, evaluate_signal
from src.stock import format_stock_embed
from src.daytrade import compute_daytrade_levels, format_daytrade_embed
from src.tutorial import build_tutorial_embed
from src.watchlist import add_ticker, get_tickers, remove_ticker
from src.expert import get_expert_sentiments
from src.stop import StopRequested, clear_stop, is_stop_requested, request_stop
from src.recap_queue import RecapJob, enqueue_recap, init_recap_queue, recap_queue_worker
from src.config_resolver import get_config_for_ticker
from src.validation_routing import warn_hybrid_vs_official_validation
from src.charts import build_stock_chart, build_equity_chart, build_daytrade_chart
from src.utils import sanitize_for_discord
load_dotenv(Path(__file__).parent / ".env")
logging.basicConfig(
level=logging.INFO,
format="%(asctime)s [%(levelname)s] %(name)s: %(message)s",
)
logger = logging.getLogger(__name__)
# Load config
CONFIG_PATH = Path(__file__).parent / "config.yaml"
with open(CONFIG_PATH) as f:
CONFIG = yaml.safe_load(f)
# Optional: load external ticker profiles for scalability (data/ticker_profiles.yaml)
TICKER_PROFILES_PATH = Path(__file__).parent / "data" / "ticker_profiles.yaml"
if TICKER_PROFILES_PATH.exists():
try:
with open(TICKER_PROFILES_PATH) as f:
external = yaml.safe_load(f)
if isinstance(external, dict) and "ticker_profiles" in external:
ext_profiles = external.get("ticker_profiles") or {}
cfg_profiles = CONFIG.get("ticker_profiles") or {}
CONFIG["ticker_profiles"] = {**ext_profiles, **cfg_profiles}
except Exception as e:
logger.warning("Could not load ticker_profiles.yaml: %s", e)
def _validate_config() -> None:
"""Validate config values at startup. Raises ValueError on invalid config."""
ind = CONFIG.get("indicators", {})
# Periods and windows: positive integers
for key in ("rsi_period", "macd_fast", "macd_slow", "macd_signal", "bb_period",
"supertrend_period", "stoch_window", "stoch_smooth", "willr_period",
"ema_fast", "ema_slow", "atr_period", "atr_avg_period"):
v = ind.get(key)
if v is not None and (not isinstance(v, (int, float)) or v < 1 or v > 200):
raise ValueError(f"config indicators.{key} must be 1-200, got {v}")
# bb_std and supertrend_multiplier: positive
if ind.get("bb_std") is not None and (ind["bb_std"] <= 0 or ind["bb_std"] > 10):
raise ValueError(f"config indicators.bb_std must be 0-10, got {ind.get('bb_std')}")
if ind.get("supertrend_multiplier") is not None and (ind["supertrend_multiplier"] <= 0 or ind["supertrend_multiplier"] > 20):
raise ValueError(f"config indicators.supertrend_multiplier must be 0-20, got {ind.get('supertrend_multiplier')}")
# RSI: oversold < overbought
rsi_os, rsi_ob = ind.get("rsi_oversold", 35), ind.get("rsi_overbought", 65)
if rsi_os >= rsi_ob:
raise ValueError(f"config indicators.rsi_oversold ({rsi_os}) must be < rsi_overbought ({rsi_ob})")
# Stochastic: oversold < overbought
so_os, so_ob = ind.get("stoch_oversold", 20), ind.get("stoch_overbought", 80)
if so_os >= so_ob:
raise ValueError(f"config indicators.stoch_oversold ({so_os}) must be < stoch_overbought ({so_ob})")
# Williams %R: oversold < overbought (e.g. -80 < -20)
wr_os, wr_ob = ind.get("willr_oversold", -80), ind.get("willr_overbought", -20)
if wr_os >= wr_ob:
raise ValueError(f"config indicators.willr_oversold ({wr_os}) must be < willr_overbought ({wr_ob})")
# Top-level config
min_conf = CONFIG.get("min_confidence", 60)
if min_conf is not None and (not isinstance(min_conf, (int, float)) or min_conf < 1 or min_conf > 100):
raise ValueError(f"config min_confidence must be 1-100, got {min_conf}")
recap_tf = CONFIG.get("recap_timeframe", "Daily")
if recap_tf is not None and not isinstance(recap_tf, str):
raise ValueError(f"config recap_timeframe must be a string, got {type(recap_tf)}")
data_days = CONFIG.get("data_period_days", 60)
if data_days is not None and (not isinstance(data_days, (int, float)) or data_days < 1 or data_days > 365):
raise ValueError(f"config data_period_days must be 1-365, got {data_days}")
recap_int = CONFIG.get("recap_interval_minutes", 30)
if recap_int is not None and (not isinstance(recap_int, (int, float)) or recap_int < 1 or recap_int > 1440):
raise ValueError(f"config recap_interval_minutes must be 1-1440, got {recap_int}")
# indicator_weights: optional dict of str -> float
iw = CONFIG.get("indicator_weights")
if iw is not None and not isinstance(iw, dict):
raise ValueError(f"config indicator_weights must be a dict, got {type(iw)}")
# min_net_score: optional float
mns = CONFIG.get("min_net_score")
if mns is not None and (not isinstance(mns, (int, float)) or mns < 0 or mns > 10):
raise ValueError(f"config min_net_score must be 0-10, got {mns}")
# news: optional dict
nc = CONFIG.get("news")
if nc is not None and not isinstance(nc, dict):
raise ValueError(f"config news must be a dict, got {type(nc)}")
# timeframe_confidence_factors: optional dict Daily/1W/1H -> 0.5-1.0
tcf = CONFIG.get("timeframe_confidence_factors")
if tcf is not None:
if not isinstance(tcf, dict):
raise ValueError(f"config timeframe_confidence_factors must be a dict, got {type(tcf)}")
for k, v in tcf.items():
if v is not None and (not isinstance(v, (int, float)) or v < 0.5 or v > 1.0):
raise ValueError(f"config timeframe_confidence_factors.{k} must be 0.5-1.0, got {v}")
# timeframe_indicator_weights: optional dict Daily/1W/1H -> indicator weights
tiw = CONFIG.get("timeframe_indicator_weights")
if tiw is not None and not isinstance(tiw, dict):
raise ValueError(f"config timeframe_indicator_weights must be a dict, got {type(tiw)}")
# regime_indicator_weights: optional dict bull/bear -> indicator weights
riw = CONFIG.get("regime_indicator_weights")
if riw is not None and not isinstance(riw, dict):
raise ValueError(f"config regime_indicator_weights must be a dict, got {type(riw)}")
# ticker_profiles: optional dict ticker -> overrides
tp = CONFIG.get("ticker_profiles")
if tp is not None and not isinstance(tp, dict):
raise ValueError(f"config ticker_profiles must be a dict, got {type(tp)}")
# asset_class_profiles: optional dict asset_class -> overrides
acp = CONFIG.get("asset_class_profiles")
if acp is not None and not isinstance(acp, dict):
raise ValueError(f"config asset_class_profiles must be a dict, got {type(acp)}")
# daytrade: optional atr_stop_multiplier, atr_tp_multiplier (0.5-5.0)
dt = CONFIG.get("daytrade", {})
for key in ("atr_stop_multiplier", "atr_tp_multiplier"):
v = dt.get(key)
if v is not None and (not isinstance(v, (int, float)) or v < 0.5 or v > 5.0):
raise ValueError(f"config daytrade.{key} must be 0.5-5.0, got {v}")
# backtest: stop_pct, take_profit_pct, trailing_stop_pct, max_hold_bars
bt = CONFIG.get("backtest", {})
for key, (lo, hi) in [
("stop_pct", (0, 100)),
("take_profit_pct", (0, 100)),
("trailing_stop_pct", (0, 100)),
("max_hold_bars", (0, 1000)),
]:
v = bt.get(key)
if v is not None and (not isinstance(v, (int, float)) or v < lo or v > hi):
raise ValueError(f"config backtest.{key} must be {lo}-{hi}, got {v}")
# walk_forward optimize_metric
wf = CONFIG.get("walk_forward", {})
om = wf.get("optimize_metric")
if om is not None and om not in ("outperformance", "total_return", "sharpe", "return_drawdown"):
raise ValueError(f"config walk_forward.optimize_metric must be outperformance|total_return|sharpe|return_drawdown, got {om}")
# recap_queue max_size
rq = CONFIG.get("recap_queue", {})
rq_max = rq.get("max_size", 3)
if rq_max is not None and (not isinstance(rq_max, (int, float)) or rq_max < 0 or rq_max > 100):
raise ValueError(f"config recap_queue.max_size must be 0-100, got {rq_max}")
# charts: optional
ch = CONFIG.get("charts", {})
if ch is not None and not isinstance(ch, dict):
raise ValueError(f"config charts must be a dict, got {type(ch)}")
if isinstance(ch, dict):
lb = ch.get("lookback_bars", 60)
if lb is not None and (not isinstance(lb, (int, float)) or lb < 1 or lb > 500):
raise ValueError(f"config charts.lookback_bars must be 1-500, got {lb}")
# expert_input: optional enabled (bool)
ei = CONFIG.get("expert_input")
if ei is not None and not isinstance(ei, dict):
raise ValueError(f"config expert_input must be a dict, got {type(ei)}")
_validate_config()
warn_hybrid_vs_official_validation(CONFIG.get("ticker_profiles"))
set_provider_config(CONFIG)
DATA_PERIOD_DAYS = CONFIG.get("data_period_days", 60)
RECAP_INTERVAL = CONFIG.get("recap_interval_minutes", 30)
MIN_CONFIDENCE = CONFIG.get("min_confidence", 60)
RECAP_TIMEFRAME = (CONFIG.get("recap_timeframe") or "Daily").strip() or "Daily"
SHOW_SIGNAL_BREAKDOWN = CONFIG.get("show_signal_breakdown", False)
CHANNEL_ID = CONFIG.get("channel_id")
GUILD_ID = CONFIG.get("guild_id")
# Guild-specific commands sync instantly; omit for global (can take up to 1 hour)
def _slash_kwargs():
return {"guild_ids": [GUILD_ID]} if GUILD_ID else {}
# Map days to yfinance period (need ~50+ trading days for indicators; 2mo ≈ 44, 3mo ≈ 63)
PERIOD_MAP = {30: "3mo", 60: "3mo", 90: "6mo"}
PERIOD = PERIOD_MAP.get(DATA_PERIOD_DAYS, "3mo")
bot = discord.Bot()
_executor = ThreadPoolExecutor(max_workers=2)
RECAP_QUEUE_MAX = CONFIG.get("recap_queue", {}).get("max_size", 3) or 0
init_recap_queue(max_size=RECAP_QUEUE_MAX if RECAP_QUEUE_MAX > 0 else 0)
_auto_recap_task = None
_recap_queue_task = None
# Rate limit: only one backtest/WFO at a time (prevents duplicate runs and compute waste)
_backtest_in_progress = False
# Keys needed by get_latest_indicators (subset of indicator params)
_INDICATOR_KEYS_FOR_INDICATORS = (
"rsi_period", "macd_fast", "macd_slow", "macd_signal",
"bb_period", "bb_std", "supertrend_period", "supertrend_multiplier",
"stoch_window", "stoch_smooth", "willr_period",
"ema_fast", "ema_slow", "atr_period", "atr_avg_period",
)
def _indicator_params() -> dict:
"""Return indicator params from CONFIG for evaluate_signal/evaluate_all."""
ind = CONFIG.get("indicators", {})
return {
"rsi_oversold": ind.get("rsi_oversold", 35),
"rsi_overbought": ind.get("rsi_overbought", 65),
"rsi_period": ind.get("rsi_period", 14),
"macd_fast": ind.get("macd_fast", 12),
"macd_slow": ind.get("macd_slow", 26),
"macd_signal": ind.get("macd_signal", 9),
"bb_period": ind.get("bb_period", 20),
"bb_std": ind.get("bb_std", 2),
"supertrend_period": ind.get("supertrend_period", 10),
"supertrend_multiplier": ind.get("supertrend_multiplier", 3),
"stoch_window": ind.get("stoch_window", 14),
"stoch_smooth": ind.get("stoch_smooth", 3),
"stoch_oversold": ind.get("stoch_oversold", 20),
"stoch_overbought": ind.get("stoch_overbought", 80),
"willr_period": ind.get("willr_period", 14),
"willr_oversold": ind.get("willr_oversold", -80),
"willr_overbought": ind.get("willr_overbought", -20),
"ema_fast": ind.get("ema_fast", 9),
"ema_slow": ind.get("ema_slow", 21),
"atr_period": ind.get("atr_period", 14),
"atr_avg_period": ind.get("atr_avg_period", 20),
}
def _get_high_volume_symbols(ohlcv: dict, top_n: int) -> list[str]:
"""Return top N symbols by average volume (descending)."""
vols = []
for symbol, df in ohlcv.items():
if df is not None and not df.empty and "Volume" in df.columns:
avg_vol = df["Volume"].mean()
if avg_vol > 0:
vols.append((symbol, avg_vol))
vols.sort(key=lambda x: -x[1])
return [s for s, _ in vols[:top_n]]
def _fetch_news_for_recap(symbols: list[str]) -> tuple[dict[str, float], dict[str, str]]:
"""
Fetch news for symbols, compute sentiment. Returns (news_sentiments, news_labels).
news_sentiments: symbol -> float (-1 to +1)
news_labels: symbol -> "Bullish" | "Bearish" | "Neutral"
"""
news_cfg = CONFIG.get("news", {})
if not news_cfg.get("enabled", False) or not symbols:
return {}, {}
max_hl = news_cfg.get("max_headlines", 5)
provider = news_cfg.get("sentiment_provider", "vader")
sentiments: dict[str, float] = {}
labels: dict[str, str] = {}
for symbol in symbols:
try:
headlines = fetch_news(symbol, count=max_hl)
if headlines:
s = compute_sentiment(headlines, provider=provider)
sentiments[symbol] = s
labels[symbol] = sentiment_label(s)
except Exception as e:
logger.warning("Failed to fetch news for %s in recap: %s", symbol, e)
return sentiments, labels
def run_recap(
ignore_volatility: bool = False,
timeframe: str = "Daily",
show_breakdown: bool = False,
) -> discord.Embed:
"""Fetch data, compute signals, return Discord Embed."""
if is_stop_requested():
clear_stop()
raise StopRequested()
logger.info("Running market recap...")
recap_period, recap_interval = _resolve_period_interval(timeframe, PERIOD)
ohlcv = fetch_ohlcv(period=recap_period, interval=recap_interval)
if is_stop_requested():
clear_stop()
raise StopRequested()
if not ohlcv:
return discord.Embed(
title="Market Recap - Error",
description="Could not fetch market data. Please try again later.",
color=0x808080,
)
news_sentiments: dict[str, float] = {}
news_labels: dict[str, str] = {}
news_cfg = CONFIG.get("news", {})
recap_top = news_cfg.get("recap_top_volume", 0)
if news_cfg.get("enabled", False) and recap_top > 0:
high_vol = _get_high_volume_symbols(ohlcv, recap_top)
if high_vol:
news_sentiments, news_labels = _fetch_news_for_recap(high_vol)
vix = fetch_vix_current()
expert_sentiments = get_expert_sentiments(list(ohlcv.keys()), CONFIG)
signals = evaluate_all(
ohlcv,
**_indicator_params(),
ignore_volatility=ignore_volatility,
config=CONFIG,
news_sentiments=news_sentiments,
expert_sentiments=expert_sentiments,
timeframe=timeframe,
vix=vix,
)
expert_labels = {sym: sentiment_label(s) for sym, s in expert_sentiments.items()}
embed_dict = format_recap_embed(
signals, include_hold=False, min_confidence=MIN_CONFIDENCE,
ignore_volatility=ignore_volatility,
timeframe=timeframe,
news_labels=news_labels,
expert_labels=expert_labels,
show_breakdown=show_breakdown,
)
embed = discord.Embed(
title=embed_dict["title"],
description=embed_dict["description"],
color=embed_dict["color"],
)
embed.set_footer(text=embed_dict.get("footer", {}).get("text", "S&P 100 | RSI, MACD, BB, SuperTrend, Stochastic, Williams %R, EMA"))
return embed
def run_market(
index_id: str,
index_name: str,
ignore_volatility: bool = False,
timeframe: str = "Daily",
show_breakdown: bool = False,
) -> discord.Embed:
"""Fetch data for index constituents, compute signals, return Discord Embed."""
if is_stop_requested():
clear_stop()
raise StopRequested()
logger.info("Running market recap for %s...", index_name)
constituents = get_constituents(index_id)
if not constituents:
return discord.Embed(
title=f"Market Recap - {index_name}",
description="No constituent data for this index. It may not be supported yet.",
color=0x808080,
)
market_period, market_interval = _resolve_period_interval(timeframe, PERIOD)
ohlcv = fetch_ohlcv(symbols=constituents, period=market_period, interval=market_interval)
if is_stop_requested():
clear_stop()
raise StopRequested()
if not ohlcv:
return discord.Embed(
title=f"Market Recap - {index_name}",
description="Could not fetch market data. Please try again later.",
color=0x808080,
)
news_sentiments: dict[str, float] = {}
news_labels: dict[str, str] = {}
news_cfg = CONFIG.get("news", {})
recap_top = news_cfg.get("recap_top_volume", 0)
if news_cfg.get("enabled", False) and recap_top > 0:
high_vol = _get_high_volume_symbols(ohlcv, recap_top)
if high_vol:
news_sentiments, news_labels = _fetch_news_for_recap(high_vol)
vix = fetch_vix_current()
expert_sentiments = get_expert_sentiments(list(ohlcv.keys()), CONFIG)
signals = evaluate_all(
ohlcv,
**_indicator_params(),
ignore_volatility=ignore_volatility,
config=CONFIG,
news_sentiments=news_sentiments,
expert_sentiments=expert_sentiments,
timeframe=timeframe,
index_id=index_id,
vix=vix,
)
expert_labels = {sym: sentiment_label(s) for sym, s in expert_sentiments.items()}
embed_dict = format_recap_embed(
signals, include_hold=False, min_confidence=MIN_CONFIDENCE, index_name=index_name,
ignore_volatility=ignore_volatility,
timeframe=timeframe,
news_labels=news_labels,
expert_labels=expert_labels,
show_breakdown=show_breakdown,
)
embed = discord.Embed(
title=embed_dict["title"],
description=embed_dict["description"],
color=embed_dict["color"],
)
embed.set_footer(text=embed_dict.get("footer", {}).get("text", f"{index_name} | RSI, MACD, BB, SuperTrend, Stochastic, Williams %R, EMA"))
return embed
# Period/interval for each timeframe (1d, 1wk, 1h)
# Each covers its period with ~48 bars: 1d=1 day, 1h=1 hour, 1wk=1 week
# Fetch extra for indicator warmup (min_len ~49)
TF_PERIOD_INTERVAL = {
"1d": ("5d", "30m"), # 48 bars of 30m = 1 day
"1wk": ("1mo", "1h"), # 33 bars of 1h = 1 week (closest to 48)
"1h": ("2d", "1m"), # 60 bars of 1m = 1 hour
}
def _eval_signal_for_df(
df,
ticker: str,
ignore_volatility: bool,
news_sentiment: float | None = None,
expert_sentiment: float | None = None,
timeframe: str | None = None,
index_id: str | None = None,
vix: float | None = None,
) -> Signal | None:
"""Evaluate signal for a DataFrame. Returns None if insufficient data.
timeframe: Daily/1W/1H for per-timeframe weights and confidence scaling; None uses defaults.
index_id: When from /market, pass index id for asset-class resolution.
vix: current VIX level for regime classification.
"""
resolved_config = get_config_for_ticker(ticker, CONFIG, timeframe=timeframe, index_id=index_id)
strategy = resolved_config.get("strategy", "mr")
if strategy == "hybrid":
from src.hybrid import evaluate_hybrid
return evaluate_hybrid(
df, ticker, config=resolved_config,
ignore_volatility=ignore_volatility,
news_sentiment=news_sentiment, expert_sentiment=expert_sentiment,
timeframe=timeframe, vix=vix,
)
if strategy == "tf":
from src.signals_trend import evaluate_breakout_signal
tf_cfg = resolved_config.get("trend_following", {})
return evaluate_breakout_signal(
df, ticker,
donchian_period=tf_cfg.get("donchian_period", 20),
atr_period=tf_cfg.get("atr_period", 14),
adx_period=tf_cfg.get("adx_period", 14),
adx_threshold=tf_cfg.get("adx_threshold", 25),
config=resolved_config,
)
return evaluate_signal(
df,
ticker,
**_indicator_params(),
ignore_volatility=ignore_volatility,
config=resolved_config,
news_sentiment=news_sentiment,
expert_sentiment=expert_sentiment,
timeframe=timeframe,
vix=vix,
)
def _attach_graham_value(signal: Signal, ticker: str) -> None:
"""Compute Graham intrinsic value and attach to signal (display-only)."""
graham_cfg = CONFIG.get("graham", {})
if not graham_cfg.get("enabled", True):
return
fundamentals = fetch_fundamentals(ticker)
if fundamentals is None:
return
bond_yield = fetch_bond_yield()
if bond_yield is None:
bond_yield = graham_cfg.get("default_bond_yield", 0.045)
from src.intrinsic import compute_graham_value, classify_valuation
iv = compute_graham_value(fundamentals["eps"], fundamentals["growth_rate"], bond_yield)
if iv is None:
return
label, margin = classify_valuation(signal.price, iv)
signal.intrinsic_value = iv
signal.margin_of_safety = margin
signal.valuation_label = label
def run_stock(
ticker: str,
ignore_volatility: bool = False,
timeframe: str | None = None,
show_breakdown: bool = False,
include_news: bool = True,
return_df: bool = False,
) -> discord.Embed | tuple[discord.Embed, pd.DataFrame | None]:
"""Fetch data for a single ticker, compute signals, return Discord Embed.
When return_df=True, returns (embed, df) for chart generation."""
if is_stop_requested():
clear_stop()
raise StopRequested()
ticker = ticker.upper().strip()[:10]
display_ticker = sanitize_for_discord(ticker)
if not ticker:
emb = discord.Embed(
title="Stock – Error",
description="Please provide a valid ticker symbol.",
color=0x808080,
)
return (emb, None) if return_df else emb
logger.info("Running stock quote for %s...", ticker)
news_cfg = CONFIG.get("news", {})
news_weight = news_cfg.get("weight") or CONFIG.get("indicator_weights", {}).get("news", 0)
news_enabled = include_news and news_cfg.get("enabled", False) and (news_weight is None or float(news_weight) > 0)
news_headlines: list[dict] = []
news_sentiment: float | None = None
if news_enabled:
max_hl = news_cfg.get("max_headlines", 5)
news_headlines = fetch_news(ticker, count=max_hl)
if news_headlines:
provider = news_cfg.get("sentiment_provider", "vader")
news_sentiment = compute_sentiment(news_headlines, provider=provider)
# Default: daily only, no multi-timeframe
if timeframe is None:
ohlcv = fetch_ohlcv(symbols=[ticker], period=PERIOD, interval="1d")
if not ohlcv or ticker not in ohlcv:
df_fallback = fetch_single(ticker, period=PERIOD, interval="1d")
if df_fallback is not None and not df_fallback.empty:
ohlcv = {ticker: df_fallback}
if not ohlcv or ticker not in ohlcv:
emb = discord.Embed(
title=f"{display_ticker} – No data",
description=f"No data found for '{display_ticker}'. Check the symbol and try again.",
color=0x808080,
)
return (emb, None) if return_df else emb
df = ohlcv[ticker]
resolved_config = get_config_for_ticker(ticker, CONFIG, timeframe="Daily")
if resolved_config.get("strategy") == "tf":
# TF: only compute atr_pct for daily range display
from src.indicators import compute_atr, compute_atr_pct
atr_s = compute_atr(df["High"], df["Low"], df["Close"], window=14)
atr_pct_s = compute_atr_pct(df["Close"], atr_s)
indicators = {"atr_pct": float(atr_pct_s.iloc[-1]) if len(atr_pct_s) > 0 else 0.0}
else:
ip = _indicator_params()
indicators = get_latest_indicators(
df,
**{k: ip[k] for k in _INDICATOR_KEYS_FOR_INDICATORS},
)
if indicators is None:
emb = discord.Embed(
title=f"{display_ticker} – No data",
description=f"No data found for '{display_ticker}'. Check the symbol and try again.",
color=0x808080,
)
return (emb, None) if return_df else emb
vix = fetch_vix_current()
expert_sentiments = get_expert_sentiments([ticker], CONFIG)
expert_sentiment = expert_sentiments.get((ticker or "").upper().strip())
signal = _eval_signal_for_df(df, ticker, ignore_volatility, news_sentiment=news_sentiment, expert_sentiment=expert_sentiment, timeframe="Daily", vix=vix)
if signal is None:
emb = discord.Embed(
title=f"{display_ticker} – No data",
description=f"No data found for '{display_ticker}'. Check the symbol and try again.",
color=0x808080,
)
return (emb, None) if return_df else emb
_attach_graham_value(signal, ticker)
markets = get_stock_exchange(ticker)
embed_dict = format_stock_embed(
display_ticker, signal, indicators, config=CONFIG, markets=markets,
ignore_volatility=ignore_volatility,
news_headlines=news_headlines if news_cfg.get("show_in_stock", True) else None,
timeframe="Daily",
show_breakdown=show_breakdown,
)
embed = discord.Embed(
title=embed_dict["title"],
description=embed_dict["description"],
color=embed_dict["color"],
)
embed.set_footer(text=embed_dict.get("footer", {}).get("text", ""))
for field in embed_dict.get("fields", []):
embed.add_field(
name=field["name"],
value=field["value"],
inline=field.get("inline", False),
)
return (embed, df) if return_df else embed
# Timeframe chosen: fetch only the selected timeframe, show that analysis
if timeframe not in ("1d", "1wk", "1h"):
timeframe = "1d"
primary_period, primary_interval = TF_PERIOD_INTERVAL[timeframe]
tf_labels = {"1d": "Daily", "1wk": "1W", "1h": "1H"}
ohlcv_primary = fetch_ohlcv(symbols=[ticker], period=primary_period, interval=primary_interval)
if not ohlcv_primary or ticker not in ohlcv_primary:
emb = discord.Embed(
title=f"{display_ticker} – No data",
description=f"No data found for '{display_ticker}'. Check the symbol and try again.",
color=0x808080,
)
return (emb, None) if return_df else emb
df_primary = ohlcv_primary[ticker]
tf_label = tf_labels[timeframe]
vix = fetch_vix_current()
expert_sentiments_tf = get_expert_sentiments([ticker], CONFIG)
expert_sentiment_tf = expert_sentiments_tf.get((ticker or "").upper().strip())
signal_primary = _eval_signal_for_df(df_primary, ticker, ignore_volatility, news_sentiment=news_sentiment, expert_sentiment=expert_sentiment_tf, timeframe=tf_label, vix=vix)
if signal_primary is None:
emb = discord.Embed(
title=f"{display_ticker} – No data",
description=f"No data found for '{display_ticker}'. Check the symbol and try again.",
color=0x808080,
)
return (emb, None) if return_df else emb
resolved_config_tf = get_config_for_ticker(ticker, CONFIG, timeframe=tf_label)
if resolved_config_tf.get("strategy") == "tf":
from src.indicators import compute_atr, compute_atr_pct
atr_s = compute_atr(df_primary["High"], df_primary["Low"], df_primary["Close"], window=14)
atr_pct_s = compute_atr_pct(df_primary["Close"], atr_s)
indicators = {"atr_pct": float(atr_pct_s.iloc[-1]) if len(atr_pct_s) > 0 else 0.0}
else:
ip = _indicator_params()
indicators = get_latest_indicators(
df_primary,
**{k: ip[k] for k in _INDICATOR_KEYS_FOR_INDICATORS},
)
_attach_graham_value(signal_primary, ticker)
markets = get_stock_exchange(ticker)
embed_dict = format_stock_embed(
display_ticker,
signal_primary,
indicators,
config=CONFIG,
markets=markets,
ignore_volatility=ignore_volatility,
news_headlines=news_headlines if news_cfg.get("show_in_stock", True) else None,
timeframe=tf_label,
show_breakdown=show_breakdown,
)
embed = discord.Embed(
title=embed_dict["title"],
description=embed_dict["description"],
color=embed_dict["color"],
)
embed.set_footer(text=embed_dict.get("footer", {}).get("text", ""))
for field in embed_dict.get("fields", []):
embed.add_field(
name=field["name"],
value=field["value"],
inline=field.get("inline", False),
)
return (embed, df_primary) if return_df else embed
def run_daytrade(
ticker: str,
return_chart_data: bool = False,
) -> discord.Embed | tuple[discord.Embed, pd.DataFrame | None, dict]:
"""
Realtime stop-loss and take-profit suggestions for a ticker.
Only runs when market is open; uses 1h intraday data.
When return_chart_data=True, returns (embed, df, levels) for chart generation.
"""
if is_stop_requested():
clear_stop()
raise StopRequested()
ticker = ticker.upper().strip()[:10]
display_ticker = sanitize_for_discord(ticker)
if not ticker:
emb = discord.Embed(
title="Daytrade – Error",
description="Please provide a valid ticker symbol.",
color=0x808080,
)
return (emb, None, {}) if return_chart_data else emb
if not is_market_open():
emb = discord.Embed(
title=f"Daytrade – {display_ticker}",
description=f"Market is closed. Use `/stock {display_ticker}` for daily analysis.",
color=0x808080,
)
return (emb, None, {}) if return_chart_data else emb
logger.info("Running daytrade for %s...", ticker)
ohlcv = fetch_ohlcv(symbols=[ticker], period="5d", interval="1h")
if is_stop_requested():
clear_stop()
raise StopRequested()
if not ohlcv or ticker not in ohlcv:
emb = discord.Embed(
title=f"Daytrade – {display_ticker}",
description=f"No intraday data for '{display_ticker}'. Check the symbol and try again.",
color=0x808080,
)
return (emb, None, {}) if return_chart_data else emb
df = ohlcv[ticker]
ip = _indicator_params()
indicators = get_latest_indicators(
df,
**{k: ip[k] for k in _INDICATOR_KEYS_FOR_INDICATORS},
)
if indicators is None:
emb = discord.Embed(
title=f"Daytrade – {display_ticker}",
description=f"No intraday data for '{display_ticker}'. Check the symbol and try again.",
color=0x808080,
)
return (emb, None, {}) if return_chart_data else emb
vix = fetch_vix_current()
expert_sentiments_dt = get_expert_sentiments([ticker], CONFIG)
expert_sentiment_dt = expert_sentiments_dt.get((ticker or "").upper().strip())
signal = _eval_signal_for_df(df, ticker, ignore_volatility=False, expert_sentiment=expert_sentiment_dt, timeframe="1H", vix=vix)
if signal is None:
emb = discord.Embed(
title=f"Daytrade – {display_ticker}",
description=f"No intraday data for '{display_ticker}'. Check the symbol and try again.",
color=0x808080,
)
return (emb, None, {}) if return_chart_data else emb
price = signal.price
atr = indicators.get("atr", 0.0) or 0.0
levels = compute_daytrade_levels(price, atr, CONFIG)
embed_dict = format_daytrade_embed(
display_ticker, signal, indicators, levels, CONFIG
)
embed = discord.Embed(
title=embed_dict["title"],
description=embed_dict["description"],
color=embed_dict["color"],
)
embed.set_footer(text=embed_dict.get("footer", {}).get("text", ""))
for field in embed_dict.get("fields", []):
embed.add_field(
name=field["name"],
value=field["value"],
inline=field.get("inline", False),
)
return (embed, df, levels) if return_chart_data else embed
def run_watchlist_recap(
user_id: int,
guild_id: int | None,
ignore_volatility: bool = False,
timeframe: str = "Daily",
show_breakdown: bool = False,
) -> discord.Embed:
"""Fetch user's watchlist, compute signals, return Discord Embed (grouped BUY/SELL/HOLD, no RSI in HOLD)."""
if is_stop_requested():
clear_stop()
raise StopRequested()
tickers = get_tickers(user_id, guild_id)
if not tickers:
return discord.Embed(
title="Watchlist Recap",
description="Your watchlist is empty. Use `/watchlist add AAPL` to add tickers.",
color=0x808080,
)
logger.info("Running watchlist recap for user %s (%d tickers)...", user_id, len(tickers))
wl_period, wl_interval = _resolve_period_interval(timeframe, PERIOD)
ohlcv = fetch_ohlcv(symbols=tickers, period=wl_period, interval=wl_interval)
if is_stop_requested():
clear_stop()
raise StopRequested()
if not ohlcv:
return discord.Embed(
title="Watchlist Recap - Error",
description="Could not fetch market data. Please try again later.",
color=0x808080,
)
news_sentiments: dict[str, float] = {}
news_labels: dict[str, str] = {}
news_cfg = CONFIG.get("news", {})
if news_cfg.get("enabled", False):
news_sentiments, news_labels = _fetch_news_for_recap(tickers)
vix = fetch_vix_current()
expert_sentiments = get_expert_sentiments(list(ohlcv.keys()), CONFIG)
signals = evaluate_all(
ohlcv,
**_indicator_params(),
ignore_volatility=ignore_volatility,
config=CONFIG,
news_sentiments=news_sentiments,
expert_sentiments=expert_sentiments,
timeframe=timeframe,
vix=vix,
)
expert_labels = {sym: sentiment_label(s) for sym, s in expert_sentiments.items()}
embed_dict = format_recap_embed(
signals,
include_hold=True,
min_confidence=0,
index_name="Watchlist",
ignore_volatility=ignore_volatility,
include_rsi_in_hold=False,
timeframe=timeframe,
news_labels=news_labels,
expert_labels=expert_labels,
show_breakdown=show_breakdown,
)
embed = discord.Embed(
title=embed_dict["title"],
description=embed_dict["description"],
color=embed_dict["color"],
)
embed.set_footer(text=embed_dict.get("footer", {}).get("text", "Watchlist | RSI, MACD, BB, SuperTrend, Stochastic, Williams %R, EMA"))
return embed
def run_watchlist_news(user_id: int, guild_id: int | None) -> discord.Embed:
"""Fetch news for all watchlist tickers and return Discord Embed with one field per ticker."""
if is_stop_requested():
clear_stop()
raise StopRequested()
tickers = get_tickers(user_id, guild_id)
if not tickers:
return discord.Embed(
title="Watchlist News",
description="Your watchlist is empty. Use `/watchlist add AAPL` to add tickers.",
color=0x808080,
)
news_cfg = CONFIG.get("news", {})
if not news_cfg.get("enabled", False):
return discord.Embed(
title="Watchlist News",
description="News is disabled in bot configuration.",
color=0x808080,
)
max_hl = news_cfg.get("max_headlines", 5)
provider = news_cfg.get("sentiment_provider", "vader")
max_items_per_ticker = 3 # Keep fields compact for multi-ticker view
max_tickers = 10 # Limit to avoid very long responses
embed = discord.Embed(
title="Watchlist News",
description=f"News for your watchlisted tickers ({len(tickers)} total).",
color=0x2196F3,
)
for ticker in tickers[:max_tickers]:
if is_stop_requested():
clear_stop()
raise StopRequested()
try:
headlines = fetch_news(ticker, count=max_hl)
if not headlines:
embed.add_field(
name=sanitize_for_discord(ticker),
value="_No recent news._",
inline=False,
)
continue
sentiment = compute_sentiment(headlines, provider=provider)
sentiment_str = sentiment_label(sentiment)
body = format_headlines_for_embed(headlines, ticker, max_items=max_items_per_ticker)
value = body + f"\n_Sentiment: {sentiment_str}_"
if len(value) > 1024:
value = value[:1021] + "…"
embed.add_field(
name=sanitize_for_discord(ticker),
value=value,
inline=False,
)
except Exception as e:
logger.warning("Failed to fetch news for %s in watchlist news: %s", ticker, e)
embed.add_field(
name=sanitize_for_discord(ticker),
value="_Failed to fetch news._",
inline=False,
)
if len(tickers) > max_tickers:
embed.set_footer(text=f"Showing first {max_tickers} of {len(tickers)} tickers.")
return embed
class IndexSelectView(discord.ui.View):
"""View with buttons for selecting an index when multiple match."""
def __init__(
self,
matches: list,
timeout: float = 120.0,
ignore_volatility: bool = False,
timeframe: str = "Daily",
show_breakdown: bool = False,
):
super().__init__(timeout=timeout)
self.ignore_volatility = ignore_volatility
self.timeframe = timeframe
self.show_breakdown = show_breakdown
for m in matches[:5]: # Max 5 buttons
self.add_item(
IndexSelectButton(
m,
ignore_volatility=ignore_volatility,
timeframe=timeframe,
show_breakdown=show_breakdown,
)
)
self.add_item(IndexCancelButton())
def disable_all(self):
"""Disable all buttons (grey out) while loading."""
for child in self.children:
if isinstance(child, discord.ui.Button):
child.disabled = True
async def on_timeout(self):
"""Disable buttons when view times out."""
self.disable_all()
try:
await self.message.edit(view=self)
except discord.NotFound:
pass
class IndexCancelButton(discord.ui.Button):
"""Cancel button - must have explicit custom_id to avoid conflicts."""
def __init__(self):
super().__init__(
label="Cancel",
style=discord.ButtonStyle.secondary,
custom_id="index_select_cancel",
row=1,
)
async def callback(self, interaction: discord.Interaction):
await interaction.response.edit_message(content="Cancelled.", view=None)
async def _animate_loading_dots(interaction: discord.Interaction, base_text: str, view: discord.ui.View):
"""Cycle loading dots (., .., ...) until cancelled."""
dots = [".", "..", "..."]
i = 0
try:
while True:
await interaction.edit_original_response(
content=f"{base_text}{dots[i % 3]}",
view=view,
)
i += 1
await asyncio.sleep(0.5)
except asyncio.CancelledError:
pass
class IndexSelectButton(discord.ui.Button):
"""Button that runs market recap for the selected index."""
def __init__(
self,
match,
ignore_volatility: bool = False,
timeframe: str = "Daily",
show_breakdown: bool = False,
):
super().__init__(
label=match.name[:80],
custom_id=match.id,
style=discord.ButtonStyle.primary,
)
self._match = match
self._ignore_volatility = ignore_volatility
self._timeframe = timeframe
self._show_breakdown = show_breakdown