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ibkr_paper_top50_switch.md

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IBKR Paper Top50 Balanced Switch Runbook

This branch is for a paper-account rehearsal only. Do not use it for live IBKR.

Safety Gates

  • ACCOUNT_GROUP=default must resolve to ib_gateway_mode=paper.
  • IBKR_PAPER_LIQUIDATE_ONLY=true is guarded in code and raises if the selected account group is not paper.
  • Keep IBKR_DRY_RUN_ONLY=true for the first invocation after every deploy or env change.

Required Runtime Env

STRATEGY_PROFILE=russell_top50_leader_rotation
ACCOUNT_GROUP=default
IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
IBKR_FEATURE_SNAPSHOT_PATH=gs://qsl-runtime-logs-shared/strategy-artifacts/us_equity/russell_top50_leader_rotation_staging/russell_top50_leader_rotation_feature_snapshot_latest.csv
IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=gs://qsl-runtime-logs-shared/strategy-artifacts/us_equity/russell_top50_leader_rotation_staging/russell_top50_leader_rotation_feature_snapshot_latest.csv.manifest.json
NOTIFY_LANG=zh

Rehearsal Sequence

  1. Publish a fresh russell_top50_leader_rotation snapshot/manifest/ranking/release summary to the GCS prefix above.
  2. Deploy this branch to interactive-brokers-quant-service.
  3. Set IBKR_DRY_RUN_ONLY=true and invoke once. Confirm the notification is Chinese and the target list is sensible.
  4. Set IBKR_PAPER_LIQUIDATE_ONLY=true and keep IBKR_DRY_RUN_ONLY=true; invoke once to preview paper liquidation orders.
  5. Remove IBKR_DRY_RUN_ONLY, keep IBKR_PAPER_LIQUIDATE_ONLY=true; invoke once to clear the paper account.
  6. Remove IBKR_PAPER_LIQUIDATE_ONLY; invoke once to run the Top50 balanced strategy on the cleared paper account.
  7. Review Telegram, Cloud Logging, and the execution report artifact before any future live discussion.

Rollback

Restore the previous paper strategy env:

STRATEGY_PROFILE=soxl_soxx_trend_income
unset IBKR_FEATURE_SNAPSHOT_PATH
unset IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH
unset IBKR_PAPER_LIQUIDATE_ONLY
unset IBKR_DRY_RUN_ONLY