TradeSight

TradeSight is a self-hosted strategy-research and paper-trading application. It evaluates strategy families against historical data, preserves champion/challenger evidence, and connects to an Alpaca paper account for broker-simulated orders and reconciliation.

TradeSight is research software. It is not financial advice, does not promise returns, and does not contain an enabled live-money execution path.

What is real in the current release

• Alpaca market data is labeled REAL only after source verification.
• Orders, positions, and fills from the Alpaca paper endpoint are labeled PAPER.
• Broker/local accounting is reconciled from a defined paper-account epoch.
• Historical local P&L that lacks complete broker proof is preserved as LEGACY / UNVERIFIED and excluded from trusted performance.
• Strategy Lab reads the persisted optimizer, tournament database, champion, challengers, and rejection evidence.
• The Live Readiness screen shows mandatory evidence gates but cannot activate live trading.
• Polymarket records are archived and hidden when stale; the scanner is not currently maintained.

Requirements

• Python 3.11 or newer
• macOS or Linux
• Alpaca paper credentials for broker-backed market and trading evidence

Supported installation

Extract the verified TradeSight source release, then run:

python3 install_tradesight.py
./launch_tradesight.sh

The installer:

• selects Python 3.11 or newer;
• creates an isolated .runtime environment;
• installs declared runtime dependencies;
• installs the local extracted source without cloning another repository; and
• verifies the CLI in PAPER_ONLY mode.

Release verification may use --no-register so an extracted test copy cannot replace the canonical CLI pointer.

The dashboard opens at http://127.0.0.1:5001.

For development from the canonical source tree:

python3 install_tradesight.py
.runtime/bin/python -m pip install -r requirements-dev.txt
.runtime/bin/python -m pytest tests -q
.runtime/bin/tradesight --no-browser

Data labels

• REAL: verified external market evidence.
• PAPER: broker-simulated trading evidence.
• DEMO: explicit development-only synthetic data.
• STALE: retained data too old to support a current decision.
• UNVERIFIED: local evidence that has not met broker-proof requirements.

TradeSight never silently substitutes generated prices for unavailable market data.

Strategy lifecycle

Candidate → Backtest → Out-of-sample → Shadow paper → Qualified → Champion → Retired

Daily evaluation continues with new real data. Full searches are evidence-triggered. A challenger cannot promote automatically and must pass out-of-sample, walk-forward, multiple-testing, Monte Carlo, and forward-paper evidence gates.

Live-money status

This release is technically locked to paper trading. The readiness dashboard requires, among other evidence:

• 30 verified accounting sessions with zero unexplained differences;
• 60 forward-paper sessions and 100 broker-confirmed forward trades;
• a frozen strategy with a passing qualification receipt;
• protected controls, working outbound safety alerts, and passed failure drills; and
• the operator's explicit strategy approval and hard per-trade, daily, and total-pilot loss limits.

Passing those gates would only support a separate canary-build review. It would not automatically enable trading or guarantee profitability.

Release integrity

Build a local release archive with:

.runtime/bin/python scripts/build_release.py
.runtime/bin/python scripts/verify_release.py dist/releases/tradesight-1.2.0-paper-only.zip

The builder uses an allowlist, rejects runtime/private state and common credential patterns, writes a SHA-256 manifest, and never publishes the archive.

Tests

Run the complete canonical suite instead of relying on a hardcoded README count:

.runtime/bin/python -m pytest tests -q

The dashboard displays the latest test receipt and marks it stale when it ages out.

Safety boundaries

• Paper endpoint only.
• No live activation endpoint.
• No automatic strategy promotion.
• No automatic scaling.
• New paper entries fail closed on stale signals or unverified accounting.
• Exits remain available during operational suspensions.

License

MIT. Third-party data and brokerage services retain their own terms.