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Trading knowledge

Web terminal and agent boundaries

Synthesis of eTape, OpenTerminal, OpenStock, OpenBB and QuantDinger.

Synthesis of eTape, OpenTerminal, OpenStock, OpenBB and QuantDinger.

Terminal features by priority#

  1. Safety surfaces first: master arm switch, kill switch, live risk panel (exposure, daily loss, open orders), account state banner (blocked, reconciling, ready).
  2. Core trading views: chart with fill markers, positions, orders, audit log, backtest lab with report export (largely present).
  3. Workspace: dockable widgets with saved layout, command palette, numbered shortcuts, linked symbol groups.
  4. Market views: watchlist (capped size), coverage matrix per market, screener, session-aware gainers and losers.
  5. Fast entry (paper): hotkey order templates sized by percentage of buying power or position, chart risk entry that sizes from a loss budget.
  6. Alerts: threshold alerts with a checker interval and a delivery channel (Telegram exists).

Frontend engineering rules#

  • High-frequency data (tape, ladder) is drawn on canvas outside React state; push updates over SSE or WebSocket, with polling as fallback.
  • Generate TypeScript wire types from Go structs and fail CI on drift.
  • Never place credentials in props, bundles or VITE_* variables.
  • Every number shows its currency and its data freshness.

Agent and AI boundaries#

  • An LLM never signs, sends or edits orders. It may draft a validated strategy configuration for human review.
  • Any agent surface starts read-only and paper-only, with hashed, scoped, rate-limited, audit-logged tokens. Live trading, if it ever exists, needs a separate server-side flag.
  • Deterministic risk runs before any model; a model can only reject entries and never blocks exits; if the model is unavailable, new entries fail closed.
  • MCP exposure, if added, is read-only data tools with a bearer token and a tool allowlist.
  • Never claim an AI can detect tops or bottoms, or promise returns.