Heart Ops · StockAI

Dashboard

Supervisor (VM), agentes (heartbeat) e runs recentes (ClickHouse). Ajuste accountId na seção de sessão ao fim da página.

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Supervisor: — Broker/TWS: — IBKR: — WS: — Agent: — Runs: — Universe: — Runner: — Tuner: —

Pipeline Checklist (clique para expandir)

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Config (sizing / ordens / TF / VOLT)

ClickHouse via /heart/config (fonte da verdade: heart_config_latest).

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Status (humano)

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Valores

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Capital investido

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Estimativa por posições abertas (CH)

Capital limite

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Referência de sizing (heart_config_latest.capital)

Net (limite - investido)

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Saldo estimado para novas entradas

Portfolio (IBKR live)

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Snapshot via /heart/console/portfolio (VM: broker-service/TWS; fora da VM: bridge).

on-demand; não roda no load

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Portfolio

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Gráfico da Posição

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Passe o mouse no gráfico para ver a confidence VOLT minuto a minuto.

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Selecione uma posição ou ordem para abrir o gráfico intraday de hoje.

Posicao Real

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Timeline da Posicao

Hora	Origem	Evento	Preco	Qtd	Detalhe

IBKR Executions

Exec	Ordem	Side	Qtd	Preco	Fees	RPnL	Ordem/Status

Ordens

Histórico usa /heart/console/orders/history?all=1 (todos os tipos/status) e aplica filtro no cliente.

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Advanced (raw IBKR payload)

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CH snapshot (open positions)

Snapshot via ibkr_sim_positions_v2_latest (sem bridge).

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Posicoes Fechadas

Round trips encerrados via /heart/console/positions/closed (ClickHouse). Clique no simbolo para ver historico ou use o botão de gráfico na linha.

Periodo

Symbol

Side

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Símbolo (histórico / estratégia)

Drilldown por símbolo ou position_id via /heart/console/symbol (ClickHouse + WS latest on-demand).

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Heart Monitor

Health checks, anomalias e status do ultimo loop via ClickHouse (real-time).

Auto (60s)

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Clique Refresh para verificar...

Signal Funnel

Por que nao estamos entrando? Funil VOLT → Heart → Entrada.

Auto (90s)

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VOLT

Clique Refresh para carregar...

Heart → Execucao

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Bloqueios VOLT

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Bloqueios Heart

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Fila de Sinais

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Runs recentes

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Historico de bloqueios (2h)

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Heart Decisions (2h)

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Analise de Posicoes

Analise detalhada de cada posicao do dia — issues, R, PnL, durations.

Dia

Auto-refresh 2m

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Clique Refresh para carregar...

VM / Supervisor

Best-effort via /heart/console/vm/summary.

Resumo

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supervisor

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service_state

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broker (TWS)

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ibkr

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ws latest

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symbols

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ts

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Advanced (raw JSON)

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Agents

ClickHouse via /heart/console/agents.

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Flex Backfill

Executions via IBKR Flex Web Service (a cada 5min).

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Recent runs

ClickHouse via /heart/console/activity.

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VOLT signals

Tabela completa da view VOLT_signals (ClickHouse) via /heart/console/volt/signals.

Symbol

should_act

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Data Backfill (Massive REST API)

Fallback manual quando o job Flat Files falhar. Busca via REST API da Polygon/Massive e insere no ClickHouse.

1m: -- daily: --

Date (YYYY-MM-DD)

Tipo

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Post-Import Jobs

Materializations + P1 Snapshot (rodam automaticamente no job diario, mas podem ser disparados na mao).

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Tuner Dashboard

Fontes de dados do Auto-Tuner em tempo real. Semaforo: bom atencao problema

Auto 5min

Carregando...

Auto-Tuner Log

Estrategico (09:25 ET, 7 dias) + Intraday (a cada 1h, dia corrente).

Analise IA do auto-tuner

Clique em Analisar com IA para explicar as ultimas mudancas do tuner.

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Output

Log das últimas chamadas (best-effort).

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Admin / Bearer (opcional)

Só aparece quando abrir com ?admin=1 (ou ?bearer=1). Serve para operar via Bearer sem cookies.

Usar Bearer (admin)

#	Tabela	Variavel	Bounds	Gatilho / Logica
heart_config_v1 (18 variaveis)
1	heart	volt_min_confidence	0.65–0.90	Bucket 70-75% toxico → sobe p/ 0.75; lucrativo → desce
2	heart	max_pos_52w	0.40–1.00	80-100% perdendo → cap 0.70; ganhando → remove cap
3	heart	min_pos_52w	0–0.30	0-20% perdendo → floor 0.20; ganhando → remove
4	heart	min_td_to_earnings	0–10	≤3d toxico → 4; ≤3d E 4-7d toxicos → 8; ok → 0
5	heart	blocked_sectors	string	avg_r<-0.03 AND WR<56% AND n≥30 → bloqueia; nenhum atende → libera todos
6	heart	spy_flat_penalty	0–0.20	SPY flat avg_r<-0.01 (n≥100) → abs(avg_r)*2
7	heart	spy_down_penalty	0–0.40	SPY down avg_r<-0.02 (n≥50) → abs(avg_r)*3
8	heart	qqq_down_penalty	0–0.40	QQQ down/crash avg_r<-0.02 (n≥50) → abs(avg_r)*3
9	heart	iwm_down_penalty	0–0.40	IWM down/crash avg_r<-0.02 (n≥50) → abs(avg_r)*3
10	heart	k_range	1.2–3.5	Wide stops WR > tight+5% → +0.3; tight ≥ wide → -0.2
11	heart	k_trend	1.5–4.0	Wide stops melhores → +0.3 (deve ser > k_range)
12	heart	market_open_wait_minutes	5–35	MOMO_LONG perdendo (n≥100) → +5min
13	heart	heart_tp1_r	0.4–1.5	p50 MFE / avg_R% → optimal TP1 em multiplos de R
14	heart	heart_tp2_r	0.8–3.0	p60 MFE * 1.4 → optimal TP2 (deve ser > tp1_r)
15	heart	heart_tp1_pct	10–50	Taxa devolucao >45% → +5 (capturar mais cedo)
16	heart	heart_tp2_pct	5–30	tp1+tp2 ≤ 80%; devolucao alta → -5
17	heart	heart_cooldown_after_stop_minutes	10–60	Short holds WR>65% → -5; 15-30m losing → +5
18	heart	runner_max_open_positions	6–25	WR>60% + tot_r>50 → +2; WR<52% + tot_r<-30 → -2
volt_formula_config_v1 (16 variaveis)
19	volt	news_gate_floor	0.40–0.80	Sem news losing → -0.05; profitable → +0.05
20	volt	news_gate_bonus_1	0.90–1.20	1 news/24h losing → -0.05; profitable → +0.05
21	volt	news_gate_bonus_2	0.90–1.30	3+ news/24h losing → -0.05; profitable → +0.05
22	volt	news_gate_neutral	0.85–1.15	2+/48h losing → -0.05; profitable → +0.05
23	volt	news_gate_stale	0.50–0.85	Stale news (1+_7d) losing → -0.05; profitable → +0.05
24	volt	p1_boost_avoid	0.60–0.95	AVOID profitable → +0.05; very negative → -0.05
25	volt	p1_boost_aligned	1.00–1.40	TRADE(2.5+) universe eod > 0.1% → +0.05
26	volt	p1_boost_trade	0.90–1.30	TC profitable → +0.05; losing → -0.05
27	volt	p1_boost_watch	0.80–1.10	WL profitable → +0.03; losing → -0.03
28	volt	rvol_extreme_penalty	0.40–0.90	RVOL 8+ losing → -0.05; profitable → +0.05
29	volt	rvol_high_penalty	0.60–0.95	RVOL 5-8 losing → -0.05; profitable → +0.05
30	volt	c2_freshness_4h	0.90–1.30	≤4h outperforms overall → +0.05; underperforms → -0.05
31	volt	c2_freshness_12h	0.85–1.15	4-12h outperforms → +0.05; underperforms → -0.05
32	volt	c2_freshness_stale	0.60–1.00	>48h outperforms → +0.05; underperforms → -0.05
33	volt	ext1d_m1	0.85–1.10	Extensao 3-5% profitable → +0.03; losing → -0.03
34	volt	ext1d_m2	0.70–1.00	Extensao 5-8% profitable → +0.03; losing → -0.03
p1_scoring_config_v1 (4 variaveis)
35	p1	min_score_trade	1.5–4.0	TC losing → +0.5; profitable → -0.5
36	p1	earnings_block_days	1–7	≤3d toxic → +1; not toxic → -1
37	p1	min_marketcap	300M–5B	Small cap losing → floor 2B; profitable → 300M
38	p1	min_dollar_vol_avg10	10M–100M	<20M ou 20-50M losing → floor 50M

#	Dimensao	Fonte CH	Variavel	Gatilho
1	SPY crash	prices_1m_hot	spy_down_penalty	SPY cai >1.5% intraday
2	QQQ crash	prices_1m_hot	qqq_down_penalty	QQQ cai >1.5% intraday
3	IWM crash	prices_1m_hot	iwm_down_penalty	IWM cai >1.5% intraday
4	WR ruim do dia	positions closed today	volt_min_confidence	WR <35% com 5+ trades → aperta
5	Over-blocking confidence	heart_decisions_v2	volt_min_confidence	>40% bloqueados → relaxa
6	Stops rapidos	heart_events	k_range	Avg hold <5min, 3+ stops → alarga
7	Setores perdendo hoje	positions por setor	blocked_sectors	Setor WR <35% com 3+ trades → bloqueia
8	RVOL extremo	VOLT_signals live	rvol_extreme_penalty	Avg RVOL >5 + WR ruim → penaliza
9	Stop churn	heart_events STOP_UPDATE	heart_trail_min_atr_step	>8 updates/pos → step maior
10	Over-blocking pos_52w	heart_decisions_v2	max_pos_52w	>50% bloqueados → relaxa cap
11	Early entries	positions 09:30-09:45	market_open_wait_minutes	WR <30% early → +5min
12	Confidence invertida	positions + confidence	volt_min_confidence	Conf 80+ WR pior que 70-75 → desce

Heart Ops Console

Posicao Real

Timeline da Posicao

IBKR Executions

Auto-Tuner — Referencia Completa

Modo Estrategico (Pre-mercado)

38 Variaveis Ajustaveis

Modo Tatico (Durante o pregao)

12 Dimensoes de Analise

Auditoria (Build 1245+)