opentradex 0.1.1 → 0.1.4

package/.env.example

@@ -9,6 +9,8 @@ OPENTRADEX_PRIMARY_MARKET=kalshi
 OPENTRADEX_ENABLED_MARKETS=kalshi
 OPENTRADEX_ENABLED_INTEGRATIONS=apify,rss
 OPENTRADEX_LIVE_EXECUTION_MARKET=kalshi
+OPENTRADEX_DASHBOARD_SURFACE=chat
+OPENTRADEX_CHANNELS=command,markets,feeds,risk,execution
 NEWS_PROVIDER=apify,rss
 
 # Risk configuration
@@ -32,6 +34,12 @@ POLYMARKET_PRIVATE_KEY=
 TRADINGVIEW_USERNAME=
 TRADINGVIEW_PASSWORD=
 TRADINGVIEW_WATCHLIST=SPY,QQQ,BTCUSD,NQ1!
+TRADINGVIEW_CONNECTOR_MODE=watchlist
+TRADINGVIEW_MCP_ENABLED=false
+TRADINGVIEW_MCP_TRANSPORT=stdio
+TRADINGVIEW_MCP_COMMAND=
+TRADINGVIEW_MCP_ARGS=
+TRADINGVIEW_MCP_URL=
 
 # Robinhood and Groww
 ROBINHOOD_USERNAME=

package/README.md

@@ -36,8 +36,10 @@ During onboarding you can choose:
 - Your agent runtime profile
 - Your primary market rail
 - Extra rails like `polymarket`, `tradingview`, `robinhood`, or `groww`
+- Your dashboard surface and operator messaging channels
 - Optional data integrations like `apify`, `rss`, `reddit`, `twitter`, `truthsocial`, and `tiktok`
 - Your package manager for local web workflows
+- TradingView in watchlist mode or via an optional local MCP connector
 
 ### CLI Commands
 
@@ -56,7 +58,7 @@ opentradex web                         # launch the Next.js dashboard
 |---|---|
 | Kalshi | Best live execution path |
 | Polymarket | Public market discovery and comparison |
-| TradingView | Watchlist and chart context |
+| TradingView | Watchlist context or optional local MCP-backed chart context |
 | Robinhood | Broker profile placeholder |
 | Groww | Broker profile placeholder |
 

package/main.py

@@ -42,6 +42,11 @@ def build_runtime_context() -> str:
     primary_market = os.getenv("OPENTRADEX_PRIMARY_MARKET", "kalshi")
     enabled_markets = parse_csv_env("OPENTRADEX_ENABLED_MARKETS", primary_market)
     integrations = parse_csv_env("OPENTRADEX_ENABLED_INTEGRATIONS", "apify,rss")
+    dashboard_surface = os.getenv("OPENTRADEX_DASHBOARD_SURFACE", "chat")
+    channels = parse_csv_env("OPENTRADEX_CHANNELS", "command,markets,feeds,risk,execution")
+    tradingview_connector_mode = os.getenv("TRADINGVIEW_CONNECTOR_MODE", "watchlist").strip().lower()
+    tradingview_mcp_enabled = os.getenv("TRADINGVIEW_MCP_ENABLED", "false").strip().lower() == "true"
+    tradingview_mcp_transport = os.getenv("TRADINGVIEW_MCP_TRANSPORT", "stdio").strip().lower()
 
     lines = [
         "Workspace profile:",
@@ -49,6 +54,8 @@ def build_runtime_context() -> str:
         f"- Primary market: {primary_market}",
         f"- Enabled market rails: {', '.join(enabled_markets)}",
         f"- Enabled data integrations: {', '.join(integrations)}",
+        f"- Dashboard surface: {dashboard_surface}",
+        f"- Operator channels: {', '.join(channels)}",
         "- Use only the rails enabled in this workspace.",
         "- Live execution is currently routed through Kalshi only. Other rails are for discovery, research, and cross-market context unless explicitly extended.",
         "",
@@ -76,13 +83,23 @@ def build_runtime_context() -> str:
         )
 
     if "tradingview" in enabled_markets:
-        lines.extend(
-            [
-                "- TradingView watchlist rail:",
-                "  Read `TRADINGVIEW_WATCHLIST` from `.env` and use it to focus macro/equity/crypto research.",
-                "  Treat this as a watchlist/context source unless a dedicated adapter is added.",
-            ]
-        )
+        if tradingview_connector_mode == "mcp" and tradingview_mcp_enabled:
+            lines.extend(
+                [
+                    "- TradingView MCP rail:",
+                    f"  Transport: {tradingview_mcp_transport}",
+                    "  If the local Claude session has the TradingView MCP server available, use it for richer chart and symbol context.",
+                    "  Fall back to `TRADINGVIEW_WATCHLIST` if the MCP server is unavailable or incomplete.",
+                ]
+            )
+        else:
+            lines.extend(
+                [
+                    "- TradingView watchlist rail:",
+                    "  Read `TRADINGVIEW_WATCHLIST` from `.env` and use it to focus macro/equity/crypto research.",
+                    "  Treat this as a watchlist/context source unless a dedicated adapter is added.",
+                ]
+            )
 
     if "robinhood" in enabled_markets:
         lines.append("- Robinhood is enabled as a broker profile placeholder. Use it for planning and watchlist context unless you add a dedicated execution adapter.")
@@ -98,9 +115,21 @@ def build_runtime_context() -> str:
     return "\n".join(lines)
 
 
+def build_harness_protocol() -> str:
+    return """Operator harness for this cycle:
+- Scout lane: scan enabled rails fast and surface the best 3-5 candidates.
+- Quant lane: extract the hard numbers, implied price, probability gap, and what actually changed.
+- Risk lane: kill weak, speculative, thin, or unsupported setups early. If the evidence is soft, size down or pass.
+- Executor lane: act only on the best 1-2 ideas, then record the reasoning clearly for the next cycle.
+
+Always think in that order: scout -> quantify -> challenge -> execute."""
+
+
 def build_cycle_prompt() -> str:
     return f"""{build_runtime_context()}
 
+{build_harness_protocol()}
+
 Read SOUL.md for your identity and strategy principles.
 Read data/strategy_notes.md for lessons from past sessions.
 Check data/user_rationales.json for any pending user theses to research.
@@ -155,6 +184,8 @@ EXECUTION DISCIPLINE:
 def build_rationale_prompt(rationale: str) -> str:
     return f"""{build_runtime_context()}
 
+{build_harness_protocol()}
+
 Read SOUL.md for your identity and strategy principles.
 
 A user has submitted this thesis for you to research and potentially trade on:

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "opentradex",
-  "version": "0.1.1",
+  "version": "0.1.4",
   "description": "OpenTradex CLI, onboarding flow, and market-rail toolkit for AI-assisted trading workflows.",
   "type": "module",
   "bin": {

package/src/catalog.mjs

@@ -2,7 +2,7 @@ export const PACKAGE_MANAGER_OPTIONS = [
   {
     id: "npm",
     label: "npm",
-    description: "Default Node workflow for installs and the dashboard.",
+    description: "Default Node workflow for installs, scripts, and the local harness.",
     installHint: "npm install -g opentradex@latest",
   },
   {
@@ -17,7 +17,7 @@ export const RUNTIME_OPTIONS = [
   {
     id: "claude-code",
     label: "Claude Code",
-    description: "Production-ready local tool-using runtime.",
+    description: "Production-ready local tool-using runtime for the current harness.",
     support: "working",
   },
   {
@@ -56,13 +56,13 @@ export const MARKET_OPTIONS = [
   {
     id: "robinhood",
     label: "Robinhood",
-    description: "US broker profile placeholder.",
+    description: "US broker profile placeholder for future adapter work.",
     support: "profile",
   },
   {
     id: "groww",
     label: "Groww",
-    description: "India-focused broker profile placeholder.",
+    description: "India-focused broker profile placeholder for future adapter work.",
     support: "profile",
   },
 ];
@@ -100,6 +100,78 @@ export const INTEGRATION_OPTIONS = [
   },
 ];
 
+export const CHANNEL_OPTIONS = [
+  {
+    id: "command",
+    label: "Command",
+    description: "Primary operator chat lane for direct prompts and mission launches.",
+  },
+  {
+    id: "markets",
+    label: "Markets",
+    description: "Cross-market scanning across Kalshi, Polymarket, and active rails.",
+  },
+  {
+    id: "feeds",
+    label: "Feeds",
+    description: "News, social, and alert ingestion for live context.",
+  },
+  {
+    id: "risk",
+    label: "Risk",
+    description: "Position review, exposure control, and exit discipline.",
+  },
+  {
+    id: "execution",
+    label: "Execution",
+    description: "Trade routing, fills, and cycle outcomes.",
+  },
+  {
+    id: "tradingview",
+    label: "TradingView",
+    description: "Watchlist and chart-context lane for symbols and macro instruments.",
+  },
+];
+
+export const DASHBOARD_SURFACE_OPTIONS = [
+  {
+    id: "chat",
+    label: "Chat cockpit",
+    description: "Channel-based operator chat inside the local dashboard.",
+  },
+  {
+    id: "stream",
+    label: "Stream log",
+    description: "Lean terminal-style stream without the full chat cockpit framing.",
+  },
+];
+
+export const TRADINGVIEW_CONNECTOR_OPTIONS = [
+  {
+    id: "watchlist",
+    label: "Watchlist only",
+    description: "Use TradingView symbols as context without an MCP connector.",
+  },
+  {
+    id: "mcp",
+    label: "TradingView MCP",
+    description: "Route TradingView context through your local MCP server when available.",
+  },
+];
+
+export const MCP_TRANSPORT_OPTIONS = [
+  {
+    id: "stdio",
+    label: "stdio",
+    description: "Spawn a local MCP command such as a node, bun, or python process.",
+  },
+  {
+    id: "http",
+    label: "http",
+    description: "Connect to an MCP endpoint exposed over HTTP.",
+  },
+];
+
 export function getOptionById(options, id, fallbackId) {
   const fallback = options.find((item) => item.id === fallbackId) || options[0];
   if (!id) {

package/src/cli.mjs

@@ -1,4 +1,13 @@
 import process from "node:process";
+import {
+  CHANNEL_OPTIONS,
+  DASHBOARD_SURFACE_OPTIONS,
+  INTEGRATION_OPTIONS,
+  MARKET_OPTIONS,
+  PACKAGE_MANAGER_OPTIONS,
+  RUNTIME_OPTIONS,
+  labelsForIds,
+} from "./catalog.mjs";
 import {
   collectDoctor,
   formatDoctorReport,
@@ -22,25 +31,32 @@ export async function runCli(argv = process.argv.slice(2)) {
       return;
     case "onboard": {
       const result = await onboard(options);
+      if (!result) {
+        printLines(["OpenTradex onboarding cancelled."]);
+        return;
+      }
+
       printLines([
-        "Welcome to OpenTradex.",
+        "OpenTradex profile written.",
         "Our implementation. Your strategy.",
         "",
-        "OpenTradex is ready.",
-        `workspace: ${result.workspace}`,
-        `mode: ${result.mode}`,
-        `runtime: ${result.profile.runtime}`,
-        `primary market: ${result.profile.primaryMarket}`,
-        `market rails: ${result.profile.enabledMarkets.join(", ")}`,
-        `integrations: ${result.profile.integrations.join(", ")}`,
-        `package manager: ${result.profile.packageManager}`,
+        "Local harness configured:",
+        `  workspace: ${result.workspace}`,
+        `  mode: ${result.mode}`,
+        `  runtime: ${labelsForIds(RUNTIME_OPTIONS, [result.profile.runtime]).join(", ")}`,
+        `  primary market: ${labelsForIds(MARKET_OPTIONS, [result.profile.primaryMarket]).join(", ")}`,
+        `  market rails: ${labelsForIds(MARKET_OPTIONS, result.profile.enabledMarkets).join(", ") || "none"}`,
+        `  integrations: ${labelsForIds(INTEGRATION_OPTIONS, result.profile.integrations).join(", ") || "none"}`,
+        `  dashboard: ${labelsForIds(DASHBOARD_SURFACE_OPTIONS, [result.profile.dashboardSurface]).join(", ")}`,
+        `  channels: ${labelsForIds(CHANNEL_OPTIONS, result.profile.channels).join(", ") || "none"}`,
+        `  package manager: ${labelsForIds(PACKAGE_MANAGER_OPTIONS, [result.profile.packageManager]).join(", ")}`,
         ...(result.notes.length > 0 ? ["", "Notes:", ...result.notes.map((note) => `  - ${note}`)] : []),
         "",
-        "Next commands:",
-        "  opentradex doctor",
-        "  opentradex start",
-        "  opentradex web",
-        "  opentradex providers",
+        "Next:",
+        "  1. opentradex doctor",
+        "  2. opentradex web",
+        "  3. opentradex start",
+        "  4. opentradex providers",
       ]);
       return;
     }
@@ -71,6 +87,8 @@ export async function runCli(argv = process.argv.slice(2)) {
 
 function parseArgs(argv) {
   const options = {};
+  const booleanFlags = new Set(["skip-install", "yes", "install", "force", "paper", "live"]);
+  const dashValueKeys = new Set(["tradingview-mcp-args"]);
 
   for (let index = 0; index < argv.length; index += 1) {
     const token = argv[index];
@@ -89,12 +107,18 @@ function parseArgs(argv) {
       continue;
     }
 
-    if (["skip-install", "yes", "install", "force", "paper", "live"].includes(key)) {
+    if (booleanFlags.has(key)) {
       options[toCamel(key)] = true;
       continue;
     }
 
     const next = argv[index + 1];
+    if (dashValueKeys.has(key) && next) {
+      options[toCamel(key)] = next;
+      index += 1;
+      continue;
+    }
+
     if (!next || next.startsWith("--")) {
       options[toCamel(key)] = true;
       continue;
@@ -115,10 +139,11 @@ function printHelp() {
   printLines([
     "opentradex",
     "",
-    "Welcome to OpenTradex. Our implementation. Your strategy.",
+    "OpenTradex CLI",
+    "Our implementation. Your strategy.",
     "",
     "Commands:",
-    "  opentradex onboard [--workspace <dir>] [--paper|--live] [--llm <id>] [--primary-market <id>]",
+    "  opentradex onboard [--workspace <dir>] [--paper|--live] [--llm <id>] [--primary-market <id>] [--dashboard-surface <id>]",
     "  opentradex doctor [--workspace <dir>]",
     "  opentradex providers",
     "  opentradex start [--workspace <dir>] [--interval <seconds>] [--rationale <text>]",
@@ -129,7 +154,8 @@ function printHelp() {
     "Examples:",
     "  npm install -g opentradex@latest",
     "  bunx opentradex@latest onboard",
-    "  opentradex onboard --llm claude-code --primary-market kalshi --markets polymarket,tradingview",
+    "  opentradex web",
+    "  opentradex onboard --llm claude-code --primary-market kalshi --markets polymarket,tradingview --dashboard-surface chat",
     "  opentradex doctor",
     "  opentradex providers",
     "  opentradex cycle --rationale \"Tariffs will escalate next week\"",