Equity Rank Admin Auto Trader API

openapi: 3.2.0
info:
  title: Equity Rank Com Admin Auto Trader API
  version: 0.1.0
  description: 'Operations tagged admin-auto-trader across 2 of this provider''s published API definitions: openapi.json, equity-rank-com-openapi.yml. Each path carries the servers of the definition it was published in.'
tags:
- name: admin-auto-trader
paths:
  /api/admin/auto-trader/status:
    get:
      tags:
      - admin-auto-trader
      summary: Status
      description: Auto-trader mode, halt, owner confirmation, open-position count.
      operationId: status_api_admin_auto_trader_status_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Status Api Admin Auto Trader Status Get
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/autonomous:
    post:
      tags:
      - admin-auto-trader
      summary: Set Autonomous
      description: 'Enable / disable AUTONOMOUS_MODE.


        Body: {"enabled": true | false, "confirm": "ENABLE_AUTONOMOUS"}.


        When enabled, the daily OWNER_CONFIRMED check is bypassed -- the engine

        can trade live every day without daily acknowledgment. Halt flag still

        works as the manual kill switch.


        Enabling requires the literal confirm string to prevent accidental

        activation.'
      operationId: set_autonomous_api_admin_auto_trader_autonomous_post
      requestBody:
        content:
          application/json:
            schema:
              additionalProperties: true
              type: object
              title: Body
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Set Autonomous Api Admin Auto Trader Autonomous Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/set-primary-account:
    post:
      tags:
      - admin-auto-trader
      summary: Set Primary Account
      description: 'Designate which Schwab account receives auto-trader orders.


        Body: {"account_hash": ""}


        The hash must already be in AUTO_TRADER_ACCOUNT_HASH_WHITELIST or the

        request is rejected. Takes effect on the next cycle — no restart needed.'
      operationId: set_primary_account_api_admin_auto_trader_set_primary_account_post
      requestBody:
        content:
          application/json:
            schema:
              additionalProperties: true
              type: object
              title: Body
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Set Primary Account Api Admin Auto Trader Set Primary Account Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/set-config:
    post:
      tags:
      - admin-auto-trader
      summary: Set Config
      description: 'Update portfolio sizing config at runtime.


        Accepted keys (all optional, pass only what you want to change):

        portfolio_value — total capital to deploy (float, min $500)

        max_position_pct — max fraction per trade (0.01–0.20, e.g. 0.05)


        Changes take effect on the next cycle — no restart needed.'
      operationId: set_config_api_admin_auto_trader_set_config_post
      requestBody:
        content:
          application/json:
            schema:
              additionalProperties: true
              type: object
              title: Body
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Set Config Api Admin Auto Trader Set Config Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/signals:
    get:
      tags:
      - admin-auto-trader
      summary: Signals
      description: Recent decisions across all symbols.
      operationId: signals_api_admin_auto_trader_signals_get
      security:
      - HTTPBearer: []
      parameters:
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          maximum: 500
          minimum: 1
          default: 100
          title: Limit
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Signals Api Admin Auto Trader Signals Get
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/admin/auto-trader/halt:
    post:
      tags:
      - admin-auto-trader
      summary: Halt
      description: 'Flip the halt flag to true. New entries blocked immediately. Existing

        open positions are NEVER force-closed by this endpoint.'
      operationId: halt_api_admin_auto_trader_halt_post
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Halt Api Admin Auto Trader Halt Post
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/resume:
    post:
      tags:
      - admin-auto-trader
      summary: Resume
      description: 'Clear the halt flag. Requires {"confirm": "RESUME"} in the body to

        avoid accidental flips.'
      operationId: resume_api_admin_auto_trader_resume_post
      requestBody:
        content:
          application/json:
            schema:
              additionalProperties: true
              type: object
              title: Body
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Resume Api Admin Auto Trader Resume Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/run-once:
    post:
      tags:
      - admin-auto-trader
      summary: Run Once
      description: 'Run one v7.9 signal-generation cycle. Paper-only — v79 does not place

        real orders (live routing is Phase 5, behind an owner flag).


        dry_run defaults to True for safe manual previewing: full pipeline runs

        but the v79_sleeve_positions state + auto_trader_signals log writes are

        skipped. Pass dry_run=false to make the cycle persist (the scheduler

        fires the non-dry path daily at 13:35 UTC).'
      operationId: run_once_api_admin_auto_trader_run_once_post
      security:
      - HTTPBearer: []
      parameters:
      - name: portfolio_value
        in: query
        required: false
        schema:
          type: number
          minimum: 1000.0
          default: 100000.0
          title: Portfolio Value
      - name: dry_run
        in: query
        required: false
        schema:
          type: boolean
          default: true
          title: Dry Run
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Run Once Api Admin Auto Trader Run Once Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/admin/auto-trader/exit-scan:
    post:
      tags:
      - admin-auto-trader
      summary: Exit Scan Endpoint
      description: 'Scan all open auto-trader stock positions for exit signals.


        Checks each open position against MoS and P(win) exit gates.

        In paper mode: logs ''observed'' close signals (no real orders).

        In live mode: routes SELL orders through Schwab when a gate fires.


        Safe to call at any time — idempotent, does not affect buy evaluations.'
      operationId: exit_scan_endpoint_api_admin_auto_trader_exit_scan_post
      security:
      - HTTPBearer: []
      parameters:
      - name: portfolio_value
        in: query
        required: false
        schema:
          type: number
          minimum: 1000.0
          default: 100000.0
          title: Portfolio Value
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Exit Scan Endpoint Api Admin Auto Trader Exit Scan Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/admin/auto-trader/reconcile-pnl:
    post:
      tags:
      - admin-auto-trader
      summary: Reconcile Pnl Endpoint
      description: 'Reconcile auto-trader open positions against live Schwab positions.


        Updates pnl_dollars / pnl_pct for open positions still in Schwab.

        Marks outcome=''closed'' + exit_date for positions no longer in Schwab.


        No-op in paper mode. Requires live mode + valid Schwab token.'
      operationId: reconcile_pnl_endpoint_api_admin_auto_trader_reconcile_pnl_post
      security:
      - HTTPBearer: []
      parameters:
      - name: account_hash
        in: query
        required: false
        schema:
          anyOf:
          - type: string
          - type: 'null'
          title: Account Hash
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Reconcile Pnl Endpoint Api Admin Auto Trader Reconcile Pnl Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/admin/auto-trader/set-mode:
    post:
      tags:
      - admin-auto-trader
      summary: Set Mode
      description: 'Switch the engine between paper (simulation) and live (real orders).


        Body: {"mode": "live" | "paper"}

        Switching to live additionally requires {"confirm": "GO_LIVE"}.

        Paper switch requires no confirm — always safe.'
      operationId: set_mode_api_admin_auto_trader_set_mode_post
      requestBody:
        content:
          application/json:
            schema:
              additionalProperties: true
              type: object
              title: Body
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Set Mode Api Admin Auto Trader Set Mode Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/set-live-approved:
    post:
      tags:
      - admin-auto-trader
      summary: Set Live Approved
      description: 'Enable or revoke AUTO_TRADER_SCHWAB_LIVE_APPROVED (GUARD-01 gate 2).


        Approve: {"approved": true, "confirm": "APPROVE_LIVE_ORDERS"}

        Revoke: {"approved": false}


        When approved, the engine is allowed to send real orders to Schwab.

        Revoking blocks real orders at GUARD-01. Existing open positions are

        never force-closed by this endpoint.'
      operationId: set_live_approved_api_admin_auto_trader_set_live_approved_post
      requestBody:
        content:
          application/json:
            schema:
              additionalProperties: true
              type: object
              title: Body
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Set Live Approved Api Admin Auto Trader Set Live Approved Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/activate-live:
    post:
      tags:
      - admin-auto-trader
      summary: Activate Live
      description: 'All-in-one live activation: mode=live, halt=false, autonomous=true,

        Schwab live approved=true — in one atomic operation.


        Body: {"confirm": "ACTIVATE_LIVE_TRADING"}


        Requires a primary account to be selected. All four flags must write

        successfully or the endpoint returns 500.


        IMPORTANT: After activation the engine will place real Schwab orders

        on the next scheduled cycle. Use /deactivate-live or /halt to stop.'
      operationId: activate_live_api_admin_auto_trader_activate_live_post
      requestBody:
        content:
          application/json:
            schema:
              additionalProperties: true
              type: object
              title: Body
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Activate Live Api Admin Auto Trader Activate Live Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/set-active-accounts:
    post:
      tags:
      - admin-auto-trader
      summary: Set Active Accounts
      description: 'Set which accounts receive auto-trader orders simultaneously.


        Body: {"account_hashes": ["hash1", "hash2"]}


        All hashes must be in AUTO_TRADER_ACCOUNT_HASH_WHITELIST. Empty list

        clears the override and falls back to the primary account.'
      operationId: set_active_accounts_api_admin_auto_trader_set_active_accounts_post
      requestBody:
        content:
          application/json:
            schema:
              additionalProperties: true
              type: object
              title: Body
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Set Active Accounts Api Admin Auto Trader Set Active Accounts Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/set-account-config:
    post:
      tags:
      - admin-auto-trader
      summary: Set Account Config
      description: 'Set a per-account portfolio value override.


        Body: {"account_hash": "", "portfolio_value": 25000}


        Uses AUTO_TRADER_PORTFOLIO_VALUE_{hash8} in app_config.

        Pass portfolio_value=null to clear the per-account override.'
      operationId: set_account_config_api_admin_auto_trader_set_account_config_post
      requestBody:
        content:
          application/json:
            schema:
              additionalProperties: true
              type: object
              title: Body
        required: true
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Set Account Config Api Admin Auto Trader Set Account Config Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/deactivate-live:
    post:
      tags:
      - admin-auto-trader
      summary: Deactivate Live
      description: 'Deactivate live trading: mode=paper, halt=true, Schwab approval revoked.


        Safe to call at any time — no confirmation required.

        Does NOT force-close existing open positions.'
      operationId: deactivate_live_api_admin_auto_trader_deactivate_live_post
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Deactivate Live Api Admin Auto Trader Deactivate Live Post
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/snapshot-now:
    post:
      tags:
      - admin-auto-trader
      summary: Snapshot Now
      description: 'Trigger an immediate valuation snapshot — copies current screener_cache

        consensus_fair_value + per-method fair values into valuation_history.


        Run this once to seed, then daily via the scheduler to accumulate the

        real fair-value time series the auto-trader needs.'
      operationId: snapshot_now_api_admin_auto_trader_snapshot_now_post
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Snapshot Now Api Admin Auto Trader Snapshot Now Post
      security:
      - HTTPBearer: []
  /api/admin/auto-trader/backfill-eps:
    post:
      tags:
      - admin-auto-trader
      summary: Backfill Eps Endpoint
      description: 'Backfill EPS actuals from AlphaVantage EARNINGS into earnings_dates.


        Unblocks the PEAD (post-earnings-announcement-drift) signal in the

        probability engine. Idempotent — re-running only fills new gaps.


        Budget ~14 min per 1,000 symbols at the default throttle. The queue read

        used to truncate at 1,000, which is where the old "~800 symbols" estimate

        came from; the real depth was 8,053 on 2026-09-02. The response now reports

        `symbols_matching` (the whole queue) next to `symbols_processed`, so pass a

        `limit` and work it down across passes rather than expecting one to finish.'
      operationId: backfill_eps_endpoint_api_admin_auto_trader_backfill_eps_post
      security:
      - HTTPBearer: []
      parameters:
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          maximum: 2000
          minimum: 0
          description: 0 = all symbols, else cap to N for test runs
          default: 0
          title: Limit
        description: 0 = all symbols, else cap to N for test runs
      - name: throttle_ms
        in: query
        required: false
        schema:
          type: integer
          maximum: 2000
          minimum: 820
          description: ms between AV calls (820 = 73/min AV premium)
          default: 820
          title: Throttle Ms
        description: ms between AV calls (820 = 73/min AV premium)
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Backfill Eps Endpoint Api Admin Auto Trader Backfill Eps Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/admin/auto-trader/blended-allocation:
    get:
      tags:
      - admin-auto-trader
      summary: Blended Allocation
      description: 'Compute today''s recommended capital split between the stocks book and

        the options book based on relative edge in each asset class.


        Returns top-N picks per book + cross-class weights + sector caps applied.

        Does not place orders — this is the planning layer the auto-trader

        consumes.'
      operationId: blended_allocation_api_admin_auto_trader_blended_allocation_get
      security:
      - HTTPBearer: []
      parameters:
      - name: portfolio_value
        in: query
        required: false
        schema:
          type: number
          minimum: 1000
          default: 100000.0
          title: Portfolio Value
      - name: top_stocks
        in: query
        required: false
        schema:
          type: integer
          maximum: 25
          minimum: 3
          default: 10
          title: Top Stocks
      - name: top_options
        in: query
        required: false
        schema:
          type: integer
          maximum: 15
          minimum: 1
          default: 5
          title: Top Options
      - name: evaluate_options
        in: query
        required: false
        schema:
          type: boolean
          default: true
          title: Evaluate Options
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Blended Allocation Api Admin Auto Trader Blended Allocation Get
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/admin/auto-trader/backfill-eps-yfinance:
    post:
      tags:
      - admin-auto-trader
      summary: Backfill Eps Yfinance Endpoint
      description: 'Backfill EPS actuals via YFINANCE (free, no daytime cap).


        Use this when AlphaVantage is rate-saturated by the screener cron.

        Budget ~2-3 minutes per 1,000 symbols at the default throttle. Shares the

        AlphaVantage backfiller''s queue read, so `symbols_matching` here is the same

        8,053-deep queue — see `/backfill-eps` for why one pass will not clear it.'
      operationId: backfill_eps_yfinance_endpoint_api_admin_auto_trader_backfill_eps_yfinance_post
      security:
      - HTTPBearer: []
      parameters:
      - name: limit
        in: query
        required: false
        schema:
          type: integer
          maximum: 2000
          minimum: 0
          default: 0
          title: Limit
      - name: throttle_ms
        in: query
        required: false
        schema:
          type: integer
          maximum: 1000
          minimum: 50
          default: 150
          title: Throttle Ms
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Backfill Eps Yfinance Endpoint Api Admin Auto Trader Backfill Eps Yfinance Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/admin/auto-trader/smart-money-snapshot-now:
    post:
      tags:
      - admin-auto-trader
      summary: Smart Money Snapshot Now
      description: 'Daily snapshot of insider + analyst + short-interest signals.


        Pulls from yfinance (free) for top_n highest-MoS symbols. Writes to

        smart_money_history. After ~30 days the time series enables backtests

        on these factors. Takes ~3-5 minutes for 200 symbols.'
      operationId: smart_money_snapshot_now_api_admin_auto_trader_smart_money_snapshot_now_post
      security:
      - HTTPBearer: []
      parameters:
      - name: top_n
        in: query
        required: false
        schema:
          type: integer
          maximum: 1000
          minimum: 20
          default: 200
          title: Top N
      - name: throttle_ms
        in: query
        required: false
        schema:
          type: integer
          maximum: 500
          minimum: 50
          default: 150
          title: Throttle Ms
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Smart Money Snapshot Now Api Admin Auto Trader Smart Money Snapshot Now Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/admin/auto-trader/sentiment-snapshot-now:
    post:
      tags:
      - admin-auto-trader
      summary: Sentiment Snapshot Now
      description: 'Snapshot today''s news + sentiment into sentiment_history.


        Primary source: save_history (Equity Rank''s AI narrative composite).

        Optional: AlphaVantage NEWS_SENTIMENT for tickers save_history misses.'
      operationId: sentiment_snapshot_now_api_admin_auto_trader_sentiment_snapshot_now_post
      security:
      - HTTPBearer: []
      parameters:
      - name: top_n
        in: query
        required: false
        schema:
          type: integer
          maximum: 1000
          minimum: 20
          default: 200
          title: Top N
      - name: use_av
        in: query
        required: false
        schema:
          type: boolean
          description: Pull from AV NEWS_SENTIMENT for symbols not covered by save_history
          default: false
          title: Use Av
        description: Pull from AV NEWS_SENTIMENT for symbols not covered by save_history
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                type: object
                additionalProperties: true
                title: Response Sentiment Snapshot Now Api Admin Auto Trader Sentiment Snapshot Now Post
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/admin/auto-trader/factor-snapshot-now:
    post:
      tags:
      - admin-auto-trader
      summary: Factor Snapshot Now
      description: 'Trigger an immediate factor snapshot — copies the full screener_cache

        feature set (Piotroski, accruals, Beneish, AI displacement, momentum

        sub-scores, etc.) into factor_history. Companion to /snapshot-now.


        Run daily so the multifactor backtest gets richer feature history than

        score_history''s four sub-scores. After 30-60 days the multifactor

        probability engine can be backtested on its full feature surface.'
      operationId: factor_snapshot_now_api_admin_auto_trader_factor_snapshot_now_post
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                additionalProperties: true
                type: object
                title: Response Factor Snapshot Now Api Admin Auto Trader Factor Snapshot Now Post
      security:
      - HTTPBearer: []
components:
  schemas:
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
        input:
          title: Input
        ctx:
          type: object
          title: Context
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer
x-refined-from:
- openapi.json
- equity-rank-com-openapi.yml