Trading CLI

Trading CLI

Local, multi-account paper-trading CLI, live terminal dashboard, REST + MCP server. SQLite state, Yahoo Finance market data. Simulation only — never places live brokerage orders.

Stocks / ETFs / crypto (BTC-USD) / FX (EURUSD=X) / futures (ES=F) / equity options (OCC AAPL260116C00250000). Engine supports market / limit / stop / stop_limit / trailing_stop plus bracket / OCO / OTO / mleg with take_profit / stop_loss, notional sizing, client order IDs, TIF (gtc / day / ioc / fok / opg / cls), and extended-hours limit orders.

Setup

Requires Python 3.10+.

# from source
python3 -m venv .venv && source .venv/bin/activate
pip install -r requirements.txt          # or: pip install -e .

# isolated tool install (uv)
uv tool install .

Database defaults to ~/.papertrade.db; override with PAPERTRADE_DB=/tmp/test.db or PAPERTRADE_DB=:memory: for isolated in-memory tests.

Run

# first-run wizard + live TUI dashboard
python3 papertrade.py            # or: tradingcli
# explicit dash
python3 papertrade.py dash       # or: tradingcli dash

# accounts
python3 papertrade.py new mybook --cash 50000
python3 papertrade.py accounts --json
python3 papertrade.py use mybook

# simple trade → inspect
python3 papertrade.py buy AAPL 5 -a mybook
python3 papertrade.py positions -a mybook --json
python3 papertrade.py market --json

# Alpaca-style order lifecycle
python3 papertrade.py order submit AAPL --side buy --qty 10 --type limit --limit-price 185 -a mybook
python3 papertrade.py order submit AAPL --side sell --qty 10 --type trailing-stop --trail-percent 3 -a mybook
python3 papertrade.py order get --order-id 2 --json   # pending limit from above
python3 papertrade.py order replace 2 --limit-price 184
python3 papertrade.py order cancel-all -a mybook
python3 papertrade.py order submit AAPL --side buy --qty 10 --type limit --limit-price 180 --dry-run --json
python3 papertrade.py position close AAPL --percent 50 -a mybook
python3 papertrade.py position close-all -a mybook

# bracket / OCO / OTO — use --take-profit / --stop-loss / --stop-loss-limit
# options / chain / watchlists / research
python3 papertrade.py option get AAPL270115C00100000 --json
python3 papertrade.py option exercise AAPL270115C00100000 -a mybook
python3 papertrade.py chain AAPL 2027-01-15
python3 papertrade.py watchlist create Tech --symbols AAPL,MSFT,NVDA -a mybook
python3 papertrade.py watchlist quotes Tech -a mybook --json
python3 papertrade.py data bars AAPL --timeframe 1Day --limit 30 --json
python3 papertrade.py data snapshot AAPL --json
python3 papertrade.py data movers --json
python3 papertrade.py calendar --start 2026-07-01 --end 2026-07-31 --json

# backtest current holdings as a retrospective (see notes below)
python3 papertrade.py backtest -a mybook --lookback-days 1825 --commission-bps 10 --json

Every command accepts one automation flag: --json / --csv / --quiet. --schema prints the command tree without touching market data; doctor checks DB integrity.

Press g in the TUI to open Backtesting & Graphs — live equity curve beside a backtesting.py current-holdings backtest (return, CAGR, vol, Sharpe, Sortino, costs, maxDD). Universe is the selected account's open positions; 6m / 1y / 2y / 5y / 10y / max presets or exact days. CAGR uses real calendar elapsed time; options appear as skipped (no point-in-time chain history); futures use continuous series without roll costs. Curves are time-weighted, so deposits/withdrawals don't masquerade as alpha. The result has intentional look-ahead/survivorship bias — it's a "what if we held today's book" retrospective, not an OOS strategy test. Yahoo adjusted closes are used; crypto top-of-book is indicative.

REST + web UI

python3 web_ui.py                    # http://127.0.0.1:8080  (or: tradingcli-web) — localhost only, no auth
uvicorn web_ui:app --port 8080       # alternative
HOST=0.0.0.0 PORT=3000 python3 web_ui.py  # expose to network (no auth — do not do this on untrusted networks)

• GET / → SPA (static/index.html, Chart.js). Tabs: Portfolio / Orders / Watchlists / Backtest / Settings.
• Binds to 127.0.0.1 by default; mutating routes have no auth — do not expose to the network. CORS is limited to localhost:8080/3000.
• GET /api/accounts, /api/positions?account=…, /api/orders?account=…, /api/watchlists, /api/backtest?account=…&days=365, /api/equity-curve, /api/market/status, /api/market/quote/{symbol}, /api/market/history/{symbol}, /api/health, /api/config. All return {"ok": true, "data": …} or {"ok": false, "error": "…"}.

MCP server (for Claude Code / Cursor / Hermes)

Preferred surface for AI agents — typed, idempotent, single DB contract.

python3 mcp_server.py                              # core — 54 tools (default, safe)
PAPERTRADE_MCP_PROFILE=advanced python3 mcp_server.py  # 66 tools — adds destructive/specialist ops
PAPERTRADE_MCP_PROFILE=full python3 mcp_server.py      # 73 tools — adds 7 legacy aliases (buy/sell/quote/…)
PAPERTRADE_MCP_RESPONSE_FORMAT=json python3 mcp_server.py  # force JSON contract
# or via entry point after pip install -e .
tradingcli-mcp

core responses use {"ok": true, "data": …} / {"ok": false, "error": {"code": "…", "message": "…"}}. mcp_catalog reports the active profile + tool list. Mutating tools take idempotency_key + agent for safe retries.

Client config — copy .mcp.json to your client's MCP config and fix the path:

{
  "mcpServers": {
    "papertrade": {
      "command": "python3",
      "args": ["/absolute/path/to/Trading-CLI/mcp_server.py"],
      "env": { "PAPERTRADE_MCP_PROFILE": "core" }
    }
  }
}

For agents importing as a library instead of MCP, see docs/agent-guide.md.

Verify

Tests are standalone scripts (no pytest needed):

python3 test_papertrade.py
python3 test_backtesting.py
python3 test_performance.py
python3 test_concurrency.py
python3 test_mcp_server.py
python3 test_mcp_profiles.py
python3 test_dashboard.py
python3 test_alpaca_parity.py
python3 test_cli.py
python3 test_edge_cases.py
python3 test_market_data.py
python3 test_mcp_features.py
python3 test_invariants.py

tradingcli config list
tradingcli config set myapp.threshold 42
tradingcli events --since-id 0 --limit 20 --json
tradingcli export -a mybook --format parquet --output mybook.parquet
tradingcli perf -a mybook --benchmark SPY --json

Web streaming: GET /api/events/stream?since_id=0 (SSE) and WS /ws for live health.

Yahoo Finance supplies market data. Historical quote/trade series and crypto top-of-book are explicitly marked aggregated/indicative — not exchange tick tapes or full depth.