Trading Automation Setup Guide¶

Automated RSI Alerts, Stop-Loss Monitoring, and Daily Scans

Created: 2025-10-22

📋 Overview¶

This guide sets up three automated trading tools:

RSI Alert Monitor - Notifies when stocks hit RSI thresholds (FAST > 27, etc.)
Stop-Loss Monitor - Watches your positions and alerts on stop-loss triggers
Daily Scan Tracker - Runs batch scanner daily, tracks changes over time

🚀 Quick Start¶

Run all three automations with one command:¶

cd ~/mem-agent-mcp

# Test each system (run once)
uv run python3 tools/rsi_alert_monitor.py --check-once
uv run python3 tools/stop_loss_monitor.py --check-once
# Daily scan takes ~4 minutes, runs automatically

# Install for automatic running (optional)
./tools/install_trading_automation.sh

🔔 1. RSI Alert Monitor¶

What It Does¶

Monitors specific stocks for RSI threshold crossovers
Sends macOS notifications when buy/sell signals trigger
Configured stocks:
FAST (Fastenal): Alert when RSI > 27 (buy signal)
SBGI (Sinclair): Alert when RSI > 20 (speculative buy)
HALO (Halozyme): Alert when RSI > 25 (biotech buy)
IQ (Your position): Alert when RSI > 65 (take profits)
VERI (Your position): Alert when RSI > 50 (danger zone)

Manual Usage¶

# Check once and exit
uv run python3 tools/rsi_alert_monitor.py --check-once

# Run continuous monitoring (every 60 minutes)
uv run python3 tools/rsi_alert_monitor.py --interval 60

Example Output¶

🔔 RSI ALERT MONITOR
══════════════════════════════════════════════════════════
Time: 2025-10-22 09:00:00

Checking FAST (Fastenal)... RSI: 28.2
   🔔 ALERT TRIGGERED: 🟢 BUY SIGNAL

Checking IQ (iQIYI)... RSI: 25.0
   ✅ No alerts

Checking VERI (Veritone)... RSI: 58.2
   ✅ No alerts

Notification Example¶

┌────────────────────────────────────┐
│ RSI Alert: FAST                     │
├────────────────────────────────────┤
│ 🟢 BUY SIGNAL                        │
│ RSI: 28.2                           │
│ Quality large-cap buy opportunity   │
└────────────────────────────────────┘

Log Files¶

Alerts Log: ~/Documents/rsi-alerts.log
Format: One JSON object per alert

🛡️ 2. Stop-Loss Monitor¶

What It Does¶

Monitors ALL open paper trading positions
Alerts when positions approach stop-loss levels
Three types of stops:
Trailing Stop (IQ): 5% trailing for profit protection
Hard Stop (VERI, LCID): Fixed % loss limit
RSI-Based Stop (RC, VZ): Wider stops for oversold stocks

Stop-Loss Rules¶

Symbol	Type	Level	Reason
IQ	Trailing	5%	Protect profits (currently +2.5%)
VERI	Hard Stop	-10%	Not oversold, limit downside
LCID	Hard Stop	-10%	High volatility EV stock
RC	RSI-Based	-15%	Extreme oversold (RSI 18), allow recovery
VZ	RSI-Based	-12%	Quality large-cap, oversold (RSI 23)

Manual Usage¶

# Check once and exit
uv run python3 tools/stop_loss_monitor.py --check-once

# Run continuous monitoring (every 15 minutes)
uv run python3 tools/stop_loss_monitor.py --interval 15

Example Output¶

🛡️  STOP-LOSS MONITOR
══════════════════════════════════════════════════════════
Time: 2025-10-22 09:00:00

📊 Checking 5 position(s)...

🟢 IQ: +2.5% (Stop type: trailing_stop_percent)
🔴 VERI: -9.0% (Stop: -10%, Distance: 1.0%)
   🔔 ALERT TRIGGERED: ⚠️  WARNING - Approaching stop loss (-10%)
⚪ RC: -2.5% (Stop: -15%, Distance: 12.5%)
⚪ VZ: -2.1% (Stop: -12%, Distance: 9.9%)
🔴 LCID: -3.6% (Stop: -10%, Distance: 6.4%)

Notification Types¶

Warning (2% before stop):

┌────────────────────────────────────┐
│ Stop-Loss Alert: VERI               │
├────────────────────────────────────┤
│ ⚠️  WARNING - Approaching -10%      │
│ Current P/L: -9.0%                  │
│ Not oversold, limit downside        │
└────────────────────────────────────┘
Sound: Submarine

Critical (stop triggered):

┌────────────────────────────────────┐
│ Stop-Loss Alert: VERI               │
├────────────────────────────────────┤
│ 🔴 SELL - Hard stop at -10% reached │
│ Current P/L: -10.2%                 │
│ Not oversold, limit downside        │
└────────────────────────────────────┘
Sound: Basso

Log Files¶

Alerts Log: ~/Documents/stop-loss-alerts.log

📊 3. Daily Scan Tracker¶

What It Does¶

Runs batch micro-cap scanner daily
Tracks RSI changes over time
Identifies:
🟢 New oversold opportunities (newly became oversold)
📈 Recovered stocks (recovered from oversold)
🔴 New overbought stocks (take profit signals)
Generates daily markdown reports
Sends daily summary notification

Manual Usage¶

# Run daily scan workflow (takes ~4 minutes)
uv run python3 tools/daily_scan_tracker.py

# Show changes from last scan
uv run python3 tools/daily_scan_tracker.py --show-changes

Example Output¶

📊 RUNNING DAILY MICRO-CAP SCAN
══════════════════════════════════════════════════════════
Time: 2025-10-22 08:00:00

[Scanning 544 stocks...]

✅ Scan complete: 544 stocks scanned

📈 SIGNIFICANT RSI CHANGES (Last Scan)
══════════════════════════════════════════════════════════

🟢 NEW OVERSOLD OPPORTUNITIES (12 stocks):
   AMZN   - RSI: 28.9
   TSLA   - RSI: 29.2
   ...

📈 RECOVERED FROM OVERSOLD (8 stocks):
   AAPL
   MSFT
   ...

🔴 NEW OVERBOUGHT - TAKE PROFITS (5 stocks):
   NVDA   - RSI: 72.3
   ...

Daily Notification¶

┌────────────────────────────────────┐
│ Daily Micro-Cap Scan Complete       │
├────────────────────────────────────┤
│ Found 102 oversold opportunities    │
│ 12 NEW stocks became oversold       │
└────────────────────────────────────┘

Generated Files¶

Scan History: ~/Documents/trading-scans/scan-history.jsonl
Changes: ~/Documents/trading-scans/significant-changes.json
Daily Report: ~/Documents/trading-scans/daily-report-YYYY-MM-DD.md

Daily Report Example¶

# Daily Micro-Cap Scan Report
**Date**: 2025-10-22

## Scan Summary
- **Total Scanned**: 544
- **Opportunities**: 102

## Changes Since Last Scan
- **New Oversold**: 12
- **Recovered**: 8
- **New Overbought**: 5

### 🟢 New Oversold Opportunities
- **AMZN**: RSI 28.9
- **TSLA**: RSI 29.2
- **PYPL**: RSI 27.5
...

🤖 Automated Setup (LaunchAgents)¶

Install All Automations¶

cd ~/mem-agent-mcp
chmod +x tools/install_trading_automation.sh
./tools/install_trading_automation.sh

This creates 3 LaunchAgents:

com.trading.rsi-alerts.plist - Runs every hour
com.trading.stop-loss.plist - Runs every 15 minutes
com.trading.daily-scan.plist - Runs daily at 8:00 AM

Manual LaunchAgent Management¶

# Load (enable) agents
launchctl load ~/Library/LaunchAgents/com.trading.rsi-alerts.plist
launchctl load ~/Library/LaunchAgents/com.trading.stop-loss.plist
launchctl load ~/Library/LaunchAgents/com.trading.daily-scan.plist

# Unload (disable) agents
launchctl unload ~/Library/LaunchAgents/com.trading.rsi-alerts.plist
launchctl unload ~/Library/LaunchAgents/com.trading.stop-loss.plist
launchctl unload ~/Library/LaunchAgents/com.trading.daily-scan.plist

# Check status
launchctl list | grep trading

# View logs
tail -f ~/Library/Logs/trading-rsi-alerts.log
tail -f ~/Library/Logs/trading-stop-loss.log
tail -f ~/Library/Logs/trading-daily-scan.log

📝 Customization¶

Add More RSI Alerts¶

Edit tools/rsi_alert_monitor.py, line 22-57:

self.alerts = {
    "YOUR_SYMBOL": {
        "name": "Company Name",
        "trigger_above": 30,  # Alert when RSI crosses above this
        "trigger_below": 70,  # Alert when RSI crosses above this
        "reason": "Why to trade this",
        "position_size": "$500-1000"
    }
}

Modify Stop-Loss Rules¶

Edit tools/stop_loss_monitor.py, line 27-58:

self.stop_loss_rules = {
    "YOUR_SYMBOL": {
        "type": "hard_stop_percent",  # or "trailing_stop_percent" or "rsi_based"
        "value": -10.0,  # Stop loss percentage
        "reason": "Your reasoning"
    }
}

Change Scan Schedule¶

Edit LaunchAgent file: ~/Library/LaunchAgents/com.trading.daily-scan.plist

<key>StartCalendarInterval</key>
<dict>
    <key>Hour</key>
    <integer>8</integer>  <!-- Change hour (0-23) -->
    <key>Minute</key>
    <integer>0</integer>  <!-- Change minute (0-59) -->
</dict>

Then reload:

launchctl unload ~/Library/LaunchAgents/com.trading.daily-scan.plist
launchctl load ~/Library/LaunchAgents/com.trading.daily-scan.plist

🔍 Troubleshooting¶

No Notifications Appearing¶

Check System Preferences → Notifications → Script Editor (allow notifications)

Test notification:

osascript -e 'display notification "Test" with title "Trading Alert"'

RSI Alerts Not Triggering¶

Check Alpaca API keys are set:

echo $ALPACA_PAPER_API_KEY
echo $ALPACA_PAPER_SECRET_KEY

Run manually with verbose output:

uv run python3 tools/rsi_alert_monitor.py --check-once

Stop-Loss Monitor Not Finding Positions¶

Verify you have open positions:

uv run python3 tools/portfolio_fetcher.py

Check API connection:

uv run python3 tools/stop_loss_monitor.py --check-once

Daily Scan Failing¶

Check disk space (scans generate data):
```
df -h ~
```

Test manually:

uv run python3 tools/daily_scan_tracker.py

📊 Monitoring & Logs¶

Check LaunchAgent Logs¶

# RSI Alerts log
tail -50 ~/Library/Logs/trading-rsi-alerts.log

# Stop-Loss log
tail -50 ~/Library/Logs/trading-stop-loss.log

# Daily Scan log
tail -50 ~/Library/Logs/trading-daily-scan.log

View Alert History¶

# RSI alerts
tail -20 ~/Documents/rsi-alerts.log | jq .

# Stop-loss alerts
tail -20 ~/Documents/stop-loss-alerts.log | jq .

# Scan history
tail -7 ~/Documents/trading-scans/scan-history.jsonl | jq .

🎯 Best Practices¶

Test First: Always run --check-once before installing LaunchAgents
Review Logs Weekly: Check for missed alerts or errors
Update Rules: Adjust stop-loss levels as positions move
Paper Trade First: All automation targets paper account only
Monitor Resources: Ensure automations aren't slowing down system

🚨 Safety Reminders¶

✅ All automations are ALERT ONLY - they never execute trades automatically
✅ You must manually execute any buy/sell decisions
✅ Stop-loss alerts are recommendations, not automatic orders
✅ Test in paper account before considering live trading
⚠️ Never blindly follow alerts - verify market conditions first

Analysis Report: ~/Documents/micro-cap-analysis-2025-10-22.md
Batch Scanner: ~/mem-agent-mcp/tools/batch_opportunity_scanner.py
Portfolio Fetcher: ~/mem-agent-mcp/tools/portfolio_fetcher.py
Trading Analytics: ~/mem-agent-mcp/tools/trading_analytics.py

Questions? Run any script with --help for detailed usage information.

Next Steps: After setup, check notifications once daily and review weekly scan reports to identify trends!

Trading Automation Setup Guide¶

📋 Overview¶

🚀 Quick Start¶

Run all three automations with one command:¶

🔔 1. RSI Alert Monitor¶

What It Does¶

Manual Usage¶

Example Output¶

Notification Example¶

Log Files¶

🛡️ 2. Stop-Loss Monitor¶

What It Does¶

Stop-Loss Rules¶

Manual Usage¶

Example Output¶

Notification Types¶

Log Files¶

📊 3. Daily Scan Tracker¶

What It Does¶

Manual Usage¶

Example Output¶

Daily Notification¶

Generated Files¶

Daily Report Example¶

🤖 Automated Setup (LaunchAgents)¶

Install All Automations¶

Manual LaunchAgent Management¶

📝 Customization¶

Add More RSI Alerts¶

Modify Stop-Loss Rules¶

Change Scan Schedule¶

🔍 Troubleshooting¶

No Notifications Appearing¶

RSI Alerts Not Triggering¶

Stop-Loss Monitor Not Finding Positions¶

Daily Scan Failing¶

📊 Monitoring & Logs¶

Check LaunchAgent Logs¶

View Alert History¶

🎯 Best Practices¶

🚨 Safety Reminders¶

📚 Related Files¶