Bert's Internal Documentation¶
Private - Personal trading systems, development notes, and internal documentation.
Access Restricted
This site is protected by Cloudflare Access. Only authorized users can view this content.
Quick Links¶
| Section | Purpose | Status |
|---|---|---|
| Trading System | Multi-broker trading automation | Active |
| Development | Learning notes and projects | Active |
| Personal | Personal finance tracking | Active |
| Operations | System operations and maintenance | Active |
Trading Dashboard¶
Accounts¶
| Broker | Type | Purpose |
|---|---|---|
| Schwab | Live | Primary brokerage (~$2,700) |
| Alpaca Paper | Paper | Strategy testing (~$101k fake) |
| Alpaca Live | Live | Automated trading (~$970) |
Active Strategies¶
| Strategy | Account | Status |
|---|---|---|
| Micro-Cap Momentum | Alpaca Paper | Testing |
| Dividend Financials | Schwab | Active |
System Health¶
# Check trading system
uv run python3 tools/trading_health_check.py
# View paper trader logs
tail -f /tmp/micro_cap_paper_trader.log
Recent Activity¶
Updated automatically based on git commits and system logs
Operations¶
Daily Checklist¶
- [ ] Check market status (pre-market 9:00 AM ET)
- [ ] Review overnight positions
- [ ] Check LaunchAgent status
- [ ] Review error logs
LaunchAgents¶
| Agent | Schedule | Purpose |
|---|---|---|
| micro-cap-paper-trader | Every 5 min (market hours) | Paper trading signals |
| micro-cap-monitor | Every 5 min (market hours) | Entry signal alerts |
| memory-auto-indexer | Every 5 min | Memory indexing |
Last Updated: January 2026