System Configuration & Maintenance
Global trade-plan defaults and destructive paper-trade maintenance
System Kill Switch
Desk-wide operational state, stored in optionforge.tbl_system_kill_switch. This is not the STOP ORDERS button in the ribbon. STOP ORDERS is the one-click operator halt and needs no PIN; this is the durable desk posture. Each state below adds one restriction to the one above it. Only PROTECTIVE_EXIT liquidates — it is the state that sends sell orders, and misreaching for it is what produced 37 sell orders on 2026-10-02. To stop the desk without selling anything, use ENTRY_LOCKOUT or FULL_STOP.
| State | New entries | Open positions | Outbound orders |
|---|---|---|---|
| NORMAL | Allowed | Managed normally | Allowed |
| ENTRY_LOCKOUT | Blocked | Managed normally | Allowed |
| PROTECTIVE_EXIT | Blocked | Flattened — sends sell orders | Allowed |
| FULL_STOP | Blocked | Frozen — nothing automated acts | Blocked, including exits |
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Saved.
Corrected 2026-10-02 (v7.83). Previously ENTRY_LOCKOUT and FULL_STOP both flattened the book — the exit overlay read the same blocks_new_entries flag that gates entries — while PROTECTIVE_EXIT was read by nothing. Liquidation now hangs off its own predicate, and an unreadable switch blocks new entries without selling anything.
Execution / Test Controls
After-hours automated transmission harness. When enabled outside RTH, AUTO-armed entries fire a Day ticket after 60 seconds (TastyTrade queues it for the next valid session), then auto-cancel at TastyTrade after 5 minutes. Safety: this toggle cannot be turned on while the regular session is open.
Mode: OFF
Saved.
Sub-second DXLink quotes stay in the in-process tick cache unless this is on. When enabled, every incoming print writes to optionforge.market_underlying_ticks and rolls 1m / 3m bars. This is the durable campaign pin — it survives Render deploys until you turn it off. Screen 102 Commit Trade Plan can lease capture for one trade without flipping this pin; that lease dies when the trade is no longer armed or open. Retention: ticks 10d · aggregated bars 60d · Section 34 snapshots 60d · execution profiles 180d.
Mode: OFF — in-memory only
Saved.
Execution Awareness v1.1
SHADOW records underlying, relative-context, entry-path, and post-fill directives without changing execution. ENFORCED gates TAPE/ORB entry selection and applies hysteretic 9EMA/VWAP ↔ Bollinger Runner transitions through the existing engines.
Mode: SHADOW (no autonomous execution changes)
Saved.
Global Trade-Plan Defaults
Canvassing Hub Thresholds
Minimum sizes for Screen 050 Whale option prints and Institutional Order Block (IOB) equity trades, plus the IV Scanner Volatility Threshold used by Exploding / Imploding panes. Values are used as the default filters on the Canvassing Hub.
Scanner & CMF Thresholds
Active filters for Screen 050 CMF flow, volume/price gates, Screen 055 reversal prior-impulse checks, and Call-Flow Squeeze. Persisted via POST/PUT /api/settings.
Trade Evaluation Model Calibration
Counts closed trades toward a scheduled review of evaluation scoring weights. When the interval is reached, run a model calibration review, then reset the counter.
Collecting Trade Data...
Saved.
Opening Range Breakout
ORB window length from the 08:30 CDT cash open (15 / 30 / 60 minutes) and the late-day watch cutoff for breakout confirmation. Default ORB30 (08:30–09:00) with a 14:30 CDT expiration.
Notifications
Control outbound alerts by delivery channel and alert type. Additional alert types can be added here over time.
Environment Mode
Global execution environment for automation desks and reconciliation. Live mode is intended for production broker routing when enabled.
Saved.
Schwab APIs
Click Connect to open the Schwab portal, log in, and return here. Epilego captures the OAuth token JSON on redirect and stores it in tbl_schwab_tokens (account → default, market data → market). Manual JSON paste remains a fallback. Refresh uses Schwab_Client_ID / Schwab_Client_Secret for accounts and Schwab_Market_Client_ID / Schwab_Market_Client_Secret (aliases SCHWAB_MARKET_APP_KEY / SCHWAB_MARKET_APP_SECRET) for a separate market-data Schwab app — not the account Trading API keys. Register the same callback /api/broker/schwab/callback on both Schwab apps (or set SCHWAB_MARKET_REDIRECT_URI if the market app uses a different URL).
Stale Capital / Opportunity Cost
Day trades older than 2 hours with |unrealized PnL| under 1.5% are flagged as opportunity cost (“Stale Price Action: Tied capital with zero velocity”). Default is Alert Only (flag + note). Enable Auto-Close to liquidate those positions automatically.
Mode: OFF / Alert Only
Saved.
System Milestones & Backups
Create a timestamped zip archive of core application source, config, SQL migrations, and scripts. Archives are written to the project backups/ folder. Volatile caches, logs, secrets, and prior backups are excluded.
Open Log
Review allowlisted runtime logs from the project logs/ folder (trade_execution.log, macro_data_errors.log, planning_math.log). Large files open as a trailing window; use Download for the full file.
Select a log to preview size.
Dashboard Preferences
Display the Epilego branding splash once per browser session on the first Dashboard Home visit.
Database Health & Maintenance
Repeatable Postgres bloat audit from pg_stat_user_tables / pg_stat_user_indexes. Maintenance runs non-locking VACUUM ANALYZE (never VACUUM FULL).
| Sel | Relation | Total | Table | Indexes | Live | Dead | Dead % | Last Autovacuum |
|---|---|---|---|---|---|---|---|---|
| Run an audit to load relation metrics | ||||||||
Reset Account Balance to $0
Delete every ledger row and zero starting balance, current cash, tax reserve, and available-to-trade for the selected account (Schwab, TastyTrade, or any other ledger account). Requires Admin PIN unlock above. Use this to clear incorrect baselines before posting manual adjustments.
Select an account to preview balances.
Data Management & Ledger Maintenance
Permanently erase paper trade execution tranches, plans, management rows, and workspace locks for selected tickers. This cannot be undone.