Initial implementation of Options Sidekick

Full-stack iOS options trading assistant:
- Python FastAPI backend with SQLite, APScheduler (15-min position monitor),
  APNs push notifications, and yfinance market data integration
- Signal engine: IV Rank (rolling HV proxy), SMA-50/200, swing-based
  support/resistance, earnings detection, signal strength scoring and
  noise-resistant SHA hash for change detection
- Recommendation engine: covered call and cash-secured put strike/expiry
  selection across 0DTE, 1DTE, weekly, and monthly horizons
- REST API: /devices, /portfolio, /recommendations, /positions, /signals, /alerts
- iOS SwiftUI app (iOS 17+): dashboard, recommendations, trades, portfolio,
  and alerts tabs with push notification deep-linking
- Unit + integration tests for signal engine and API layer

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-04-09 14:38:25 -04:00
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from datetime import datetime, timedelta
from fastapi import APIRouter, Depends, Header, HTTPException, Query
from sqlalchemy.orm import Session
from app.database import get_db
from app.models.db_models import Device, StockPosition, Recommendation
from app.models.schemas import RecommendationResponse, RecommendationWithSignals
from app.services.signal_engine import compute_signals
from app.services.recommendation_engine import build_recommendation
from app.config import settings
router = APIRouter(prefix="/recommendations", tags=["recommendations"])
def _get_device(x_device_token: str = Header(...), db: Session = Depends(get_db)) -> Device:
device = db.query(Device).filter(Device.apns_token == x_device_token).first()
if not device:
raise HTTPException(status_code=404, detail="Device not registered.")
return device
@router.get("", response_model=list[RecommendationResponse])
def get_recommendations(
time_horizon: str | None = Query(None),
device: Device = Depends(_get_device),
db: Session = Depends(get_db),
):
"""Return latest cached recommendations for all portfolio tickers."""
query = db.query(Recommendation).filter(Recommendation.device_id == device.id)
if time_horizon:
query = query.filter(Recommendation.time_horizon == time_horizon)
return query.order_by(Recommendation.created_at.desc()).all()
@router.get("/{ticker}", response_model=RecommendationWithSignals)
def get_recommendation_for_ticker(
ticker: str,
time_horizon: str = Query("weekly"),
strategy: str = Query("covered_call"),
device: Device = Depends(_get_device),
db: Session = Depends(get_db),
):
"""Return fresh recommendation + signals for a specific ticker."""
ticker = ticker.upper()
snap = compute_signals(ticker)
if snap is None:
raise HTTPException(status_code=503, detail=f"Could not fetch market data for {ticker}")
rec = build_recommendation(
device_id=device.id,
ticker=ticker,
strategy=strategy,
time_horizon=time_horizon,
snapshot=snap,
)
if rec is None:
raise HTTPException(
status_code=404,
detail=f"No qualifying options found for {ticker} {strategy} {time_horizon}",
)
# Persist recommendation
existing = (
db.query(Recommendation)
.filter(
Recommendation.device_id == device.id,
Recommendation.ticker == ticker,
Recommendation.strategy == strategy,
Recommendation.time_horizon == time_horizon,
)
.first()
)
if existing:
db.delete(existing)
db.add(rec)
db.commit()
db.refresh(rec)
return RecommendationWithSignals(recommendation=RecommendationResponse.model_validate(rec), signals=snap)
@router.post("/refresh", response_model=list[RecommendationResponse])
def refresh_recommendations(
device: Device = Depends(_get_device),
db: Session = Depends(get_db),
):
"""
On-demand recalculation for all portfolio tickers.
Throttled: no-ops if last refresh was less than THROTTLE_MINUTES ago.
"""
throttle = timedelta(minutes=settings.recommendation_throttle_minutes)
most_recent = (
db.query(Recommendation)
.filter(Recommendation.device_id == device.id)
.order_by(Recommendation.created_at.desc())
.first()
)
if most_recent and (datetime.utcnow() - most_recent.created_at) < throttle:
return db.query(Recommendation).filter(Recommendation.device_id == device.id).all()
stock_positions = db.query(StockPosition).filter(StockPosition.device_id == device.id).all()
if not stock_positions:
return []
results = []
for sp in stock_positions:
snap = compute_signals(sp.ticker)
if snap is None:
continue
for strategy in ("covered_call", "cash_secured_put"):
for horizon in ("weekly", "monthly"):
rec = build_recommendation(
device_id=device.id,
ticker=sp.ticker,
strategy=strategy,
time_horizon=horizon,
snapshot=snap,
)
if rec is None:
continue
existing = (
db.query(Recommendation)
.filter(
Recommendation.device_id == device.id,
Recommendation.ticker == sp.ticker,
Recommendation.strategy == strategy,
Recommendation.time_horizon == horizon,
)
.first()
)
if existing:
db.delete(existing)
db.add(rec)
results.append(rec)
db.commit()
for r in results:
db.refresh(r)
return results