Options Alert Bot — Client User Guide (Live System)

Live URL: https://garydsnakee.com
Client Guide (on site): https://garydsnakee.com/client-guide
Status: System is operational and ready for each U.S. trading day, provided you complete the daily watchlist save routine below.

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Short message you can send to your team (copy/paste)

The trading dashboard is live at garydsnakee.com.
Every trading morning (U.S. Eastern time), open Watchlist, enter today’s Regular A+ tickers and Fast News tickers (they can be different), and click Save today’s lists. Without that save, the server uses old default tickers.
Regular A+ = slower, high-quality setups — Telegram alert only; you enter the trade in your broker, then confirm the fill on the Dashboard so P/L and exits track correctly. No A+ auto-orders.
Fast News = breaking headlines — scans every ~30 seconds. When Fast News Auto-Trading is ON in Settings (with confirmation), the system may place Tradier sandbox option orders automatically after all guardrails pass; you still see the same trade on the Dashboard Live Monitor and Telegram at the same time.
Use Dashboard for live positions, P/L, and alerts; Alerts Log for full history; Reports for paper ledger and CSV export; System Guide on the site for full technical reference.

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1. Two engines (never mix them)

Fast News does not use A+ confirmation logic. A+ does not auto-submit broker orders.

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2. Your daily morning routine (required)

When: Before or at the start of the U.S. session (all dates use America/New_York / Eastern Time).

Steps:

1. Go to Watchlist (sidebar).
2. In the orange card “Today’s Watchlists”:

- Regular A+ tickers — comma- or space-separated symbols (e.g. USO, XLE, SPY, QQQ).
- Fast News tickers — can be a different list (e.g. USO, XLE, SMH, QQQ).

1. Click Save today’s lists.
2. Confirm on screen:

- Green success message.
- Source: Saved for today (not “.env default”).

1. Optional: refresh the page — text boxes and chips below should match what you saved.

Important rules:

• Only today’s saved list is scanned. Yesterday’s list is never used after the ET calendar date changes.
• If you do not save, the server falls back to old default tickers from server config — not your intended day list.
• Ticker symbols must be 1–6 letters A–Z only (e.g. USO works; test symbols with numbers are ignored).

Example (current production save):

• A+: USO, XLE, SPY, QQQ
• Fast News: USO, XLE, SMH, QQQ

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3. Dashboard — what you see and what to do

Open Dashboard (home page after login).

Top KPI row

Second row — P/L today

• A+ P/L Today — closed A+ trades you confirmed on the site
• Fast News P/L Today — closed auto/paper Fast News exits
• Combined P/L Today — both engines

Paper Trading Ledger

• $100,000 paper account model (sandbox tracking).
• Shows today net, open unrealized, week-to-date (WTD), and 50% protected / 50% reinvest split.
• Numbers come from real logged trades on the server — not a copy of an external ChatGPT report unless you import that separately.

Confirm Manual A+ Fills (when visible)

When A+ sends you a Telegram entry and you actually buy in your broker:

1. This yellow panel appears on the Dashboard.
2. Enter fill premium and contracts.
3. Click Confirm fill — now the system monitors trim/exit for that position.
4. Or Skip — did not trade if you ignored the alert.

A+ never places broker orders for you. Confirmation on the website is how the system tracks your manual trade.

Live Monitor — Fast News + A+ Options

• Table of open positions with live bid / ask / mid / spread / P/L.
• Refreshes every ~1–2 seconds via Tradier (option quotes).
• Status chips: Stream Cache Live (faster underlying feed on server) or Tradier Rest.
• Premium Replay button on rows — shows option premium snapshots around news/entry (for review and learning).

Alert feed tabs (on Dashboard)

• Separate previews for Regular A+ vs Fast News.
• Paginated; click through pages without losing live quotes.
• Telegram preview per row where applicable.

Quick links

• Reports & P/L — deeper performance and CSV.
• Logic Manager — view/edit scoring logic (advanced).

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4. Regular A+ — how it works (step by step)

1. Morning: You save Regular A+ tickers on the Watchlist page.
2. During market hours (9:30 AM – 3:55 PM ET, weekdays):

Server runs options:scan-watchlist every 3 minutes on only today’s A+ list.

1. For each ticker the engine checks (among others):

- Price vs VWAP
- Opening range break (default 15-minute range)
- Relative volume, options flow, sector alignment
- OpenAI score (minimum ~8 to proceed; “A+ ENTRY CONFIRMED” label at ~10)
- Weighted composite score (minimum ~85)
- Option spread within cap (~8%)

1. If passed → Telegram manual alert with contract, suggested limits, trim/target/stop hints.
2. You place the trade in your broker (not on this website).
3. You return to Dashboard → Confirm Manual A+ Fills and enter actual fill price.
4. Monitor: options:monitor-positions sends TRIM / EXIT Telegram alerts based on premium rules (e.g. trim ~+30%, target ~+50%, stop ~−20%).
5. Max A+ ENTRY alerts per day: default 2.

There is no A+ auto-trade switch. Settings will always show A+ as manual-only.

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5. Fast News — how it works and what “Auto” means

Always running (when market is open)

• Ingests headlines (e.g. Benzinga) for today’s Fast News watchlist.
• Scores severity, checks duplicates, maps theme to tickers, checks underlying reaction, option liquidity, spread, latency.
• Logs ENTER or REJECT decisions.
• Sends Telegram for entries, reviews, and rejects (depending on outcome).
• Good setups appear on Dashboard Live Monitor in line with Telegram timing.

Fast News Auto-Trading (Settings)

Go to Settings → Client Trading Controls:

When auto is ON and a trade is taken:

1. Order goes to Tradier (sandbox unless admin enabled live).
2. Telegram: FAST NEWS AUTO ENTRY (or review message if rejected).
3. Dashboard Live Monitor shows the open option position with live quotes.
4. Exits: fast-news:monitor-exits every minute — trim levels, stops, time stop (~5 min), etc.
5. Limits (defaults): max 1 new auto entry per day; max 2 open Fast News positions; spread and 30-second decision latency rules apply.

Speed note: Fast News runs every 30 seconds on the server scheduler — fast for a rules+AI system, but not HFT microsecond trading.

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6. Other pages (sidebar)

System Guide

Complete in-app reference: engines, cron schedule, WebSocket stream, risk limits, troubleshooting. Read this first if you want technical depth without asking support.

Alerts Log

• Full history for both engines.
• Filter by engine (A+ / Fast News).
• ENTRY / TRIM / EXIT / decisions.
• Telegram message preview; Premium Replay where available.

Watchlist

• Daily save (required routine above).
• Sector map table (ticker → sector ETF).
• Stock Candles chart — 1m/5m underlying OHLC for watchlist symbols (same data family as scanners).

Tools (operator)

• Telegram test — ping your chat.
• Dry scan — A+ watchlist scan with no DB writes / no Telegram.
• Fast News dry run — pipeline test no orders.
• System health — APIs, DB, Tradier, controls.
• ChatGPT import — optional: import an external report snapshot for display/reference (does not auto-clone live market trades).
• Load client example — demo only; do not use on production for real trading days.

Reports & Integrations

• Same Paper Trading Ledger as dashboard.
• A+ / Fast News P/L today and 30-day.
• Download client CSV — end-of-day export (39 columns: premiums, latency, P/L, etc.).
• Integration status (Tradier, news APIs, etc.).

Logic Manager

• View and propose changes to scoring/logic JSON used by engines.
• For advanced users; changes go through approval workflow on server.

AI Lab

• Upload client logic JSON; test OpenAI Q&A.
• Does not replace live engine runs.

Settings

• Fast News Auto + kill switch (see section 5).
• API key presence indicators (secrets stay in server .env only).

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7. Telegram — what you should expect

Messages go to the chat ID configured on the server (your personal or group chat).

Test: Tools → Send Test Telegram, or Diagnose Telegram.

When a Fast News trade is good and auto-eligible, you should see it on Telegram and Dashboard Live Monitor together (same decision cycle).

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8. What runs automatically on the server (you do not click these)

Your host must run every minute:

* * * * * cd /var/www/html/tradding_app && php artisan schedule:run

During U.S. market hours (weekdays, Eastern Time), this triggers roughly:

A separate long-running process market:stream (Supervisor) feeds faster underlying prices into scans when enabled.

Outside market hours: cron may still run, but most trading jobs do nothing — normal.

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9. What is ready vs what is not automatic

Ready now

• Live website, two separate engines, daily watchlist UI + database save.
• Dashboard live monitor, P/L split, paper ledger, alerts log, reports CSV.
• Fast News pipeline with latency/premium guardrails.
• A+ manual Telegram + website fill confirmation.
• Premium replay on monitor/alerts.
• Learning database and end-of-day export.

Not automatic (by design)

• Copying a ChatGPT P/L screenshot line-for-line — use Reports → ChatGPT import or trade/log naturally.
• A+ broker execution — always your broker + website fill confirm.
• Saving watchlist — you must click Save each trading day.
• Sub-second HFT — PHP scheduler limits; system targets disciplined speed, not exchange colocation.

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10. Quick troubleshooting

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11. Recommended daily checklist

• Watchlist — update A+ and Fast News lists → Save today’s lists
• Settings — Fast News Auto ON/OFF as you intend; kill switch OFF unless stopping day
• Dashboard — Active positions and Auto status look correct
• Telegram — test ping if you changed phones/chats
• After A+ Telegram entry you took — Confirm fill on Dashboard
• End of day — Reports for P/L; optional CSV download

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12. Support reference

• Client Guide (recommended): https://garydsnakee.com/client-guide — same content as this document, readable in the browser; use Download .md on that page for offline copy
• Technical reference: System Guide on https://garydsnakee.com/system-guide
• Source file (developers): docs/CLIENT_USER_GUIDE.md in the project repository
• Timezone: All “today” and session windows = U.S. Eastern (ET/EDT)

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13. Sync guard statuses (sandbox)

When Tradier sandbox quotes or candles lag behind Benzinga news timestamps, the system uses pending_price_sync instead of an immediate reject_vwap. This prevents false rejects on setups like TSM/AVGO when data is delayed ~5–7 minutes.

Morning paste: Save the client Premarket A+ Alert List on Watchlist once — cron at 7:15 and 8:00 ET auto-loads the stored paste for premarket:start-day.

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*Document version: aligned with production deploy June 2026 — sync guard + daily watchlist via UI/DB.*