Trading Runbook¶

Daily operations, procedures, and emergency responses.

Daily Schedule¶

Pre-Market (8:00 - 9:30 AM ET)¶

Check system health

uv run python3 tools/trading_health_check.py

Review overnight news for held positions

Check LaunchAgent status

launchctl list | grep -E "micro-cap|trading"

Review error logs

tail -50 /tmp/micro_cap_monitor_error.log
tail -50 /tmp/micro_cap_paper_trader.log

Market Hours (9:30 AM - 4:00 PM ET)¶

Monitor paper trader signals
Review any triggered alerts
NO manual intervention during automated trading

Post-Market (4:00 - 5:00 PM ET)¶

Review day's activity
```
uv run python3 tools/daily_report.py
```

Check P&L

uv run python3 tools/portfolio_fetcher.py

Update trading journal (if significant events)

LaunchAgent Management¶

Check Status¶

# List all trading agents
launchctl list | grep -E "micro-cap|trading"

# Check specific agent
launchctl list com.bert.micro-cap-paper-trader

Start/Stop¶

# Stop agent
launchctl unload ~/Library/LaunchAgents/com.bert.micro-cap-paper-trader.plist

# Start agent
launchctl load ~/Library/LaunchAgents/com.bert.micro-cap-paper-trader.plist

View Logs¶

# Paper trader output
tail -f /tmp/micro_cap_paper_trader.log

# Monitor errors
tail -f /tmp/micro_cap_monitor_error.log

Emergency Procedures¶

Stop All Trading Immediately¶

# Unload all trading LaunchAgents
launchctl unload ~/Library/LaunchAgents/com.bert.micro-cap-paper-trader.plist
launchctl unload ~/Library/LaunchAgents/com.bert.micro-cap-monitor.plist

# Verify stopped
launchctl list | grep micro-cap

Cancel Pending Orders¶

# Alpaca - Cancel all orders
uv run python3 -c "
from alpaca.trading.client import TradingClient
client = TradingClient('PAPER_KEY', 'PAPER_SECRET', paper=True)
client.cancel_orders()
print('All orders cancelled')
"

Close All Positions (Emergency)¶

# Only in emergency - liquidates everything
uv run python3 tools/emergency_liquidate.py --paper --confirm

Common Issues¶

LaunchAgent Not Running¶

# Check if plist is valid
plutil ~/Library/LaunchAgents/com.bert.micro-cap-paper-trader.plist

# Check recent errors
grep -i error /tmp/micro_cap_*.log | tail -20

# Reload agent
launchctl unload ~/Library/LaunchAgents/com.bert.micro-cap-paper-trader.plist
launchctl load ~/Library/LaunchAgents/com.bert.micro-cap-paper-trader.plist

API Rate Limited¶

Wait 60 seconds
Check if multiple scripts running simultaneously
Consider adding delays between API calls

Market Data Stale¶

# Check yfinance
uv run python3 -c "import yfinance as yf; print(yf.Ticker('AAPL').info['regularMarketPrice'])"

Weekly Review¶

Every Friday after market close:

Review week's P&L
Analyze strategy performance
Check for any needed parameter adjustments
Update trading journal
Plan next week's focus

Last Updated: January 2026