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βš™οΈ Setup & Recovery

πŸ”§ System Health Dashboard

Comprehensive system diagnostics and pipeline health monitoring. The combined report includes system health, pipeline status, database statistics, and channel coverage in a single download.

πŸ“ Path Configuration

Install Location

Install Folder: Detecting...
Database: Detecting...
Data Folder: Detecting...
The system automatically uses the folder it was installed in. These paths are detected at startup and cannot be changed here.

🏦 Options Broker

Select which broker the Options Dashboard connects to for real-time options data and spread analysis.

πŸ–₯️ Interactive Brokers Connection

Usually 127.0.0.1
Live: 7496 Β· Paper: 7497
Must be unique per connection

πŸ“Š Technical Indicator Settings

Configure the parameters used to calculate technical indicators. Changes require running Stooq Bulk Import to update stored values for new data. For existing historical data, use Force Delete & Restart in Historical Data Repair.

⚠️ Important: After changing any indicator settings, only new imports will use the new parameters. To rebuild all historical rows with new settings, use Force Delete & Restart in the Historical Data Repair section below, then re-run all three year bands.

MACD Moving Average Convergence Divergence

Standard: 12/26/9. Used for momentum confirmation on Trade Ready signals.

Reject signal if contracting this many bars

TTM TTM Squeeze Indicator

John Carter's TTM Squeeze. Bollinger Bands inside Keltner Channels = squeeze.

Bollinger Bands period
Standard deviation multiplier
Keltner Channel period
ATR multiplier for KC
Momentum linear regression

RSI Relative Strength Index

Standard: 14

ATR Average True Range

Standard: 14

πŸ“Š Unusual Volume Badge

Trade Ready cards display an amber Xx VOL badge when a symbol's current-day volume exceeds the threshold multiple of its rolling average. The average is stored per price-data row and computed at import time. Changing the Average Window will NULL all stored averages β€” the next Stooq Bulk Import will rebuild them for newly-imported symbols.

Rolling lookback for the per-row volume average stored in price_data. Default: 20.
Badge fires when today's volume Γ· rolling average β‰₯ this value. Default: 2.0.

πŸ—‚οΈ Historical Data Repair

Populates rhythmic_metrics snapshots and Markov daily states for every historical price date. Run once per year band (Year 3 first, then Year 2, then Year 1) after first install or after Force Delete & Restart. The daily pipeline maintains records automatically going forward.

Workflow: Year 3 first β†’ Year 2 β†’ Year 1. Year 3 uses a special anchor mode that prevents inflated cycle metrics from a short lookback window. Start each year before leaving for the evening β€” each takes several hours for a large universe. You can stop and restart at any time; symbols already processed will be skipped.
Run for: ~252 trading days each

πŸ’Ύ Backup & Restore Settings

Export all settings to a file before rebuilding your database. Import to restore settings after database recreation.

πŸ“€ Export Settings

Download all settings including paths, API keys, and indicator configurations.

πŸ“₯ Import Settings

Restore settings from a previously exported file.

⚠️ Important: The exported file contains your API keys. Keep it secure and don't share it publicly.

πŸ”§ Debug Logging

When enabled, all server console output (IB messages, API requests, errors) is captured to a log file for troubleshooting.

OFF
File: logs/console_debug.log

ℹ️ System Information

Dashboard Version: -
Database Status: -
Total Symbols: -
Last Configuration Update: -

πŸ‘» Orphan Detection & Purge

Scans all per-symbol analysis tables for records whose symbol no longer exists in symbols_metadata. These orphans accumulate when symbols are removed without a full cleanup. Scan first, then purge.


Failed Imports β€” symbols that have price data but no analytical metrics. This can occur if Discover was interrupted or if a symbol's metric calculation failed. Safe to remove; they will be re-imported on the next Discover.


Metric Gaps β€” symbols that have recent price data but are missing TTM Squeeze or Markov state rows for those dates. This can occur when the Fetch Remaining step runs after the metric pipeline, or when an import is interrupted mid-way. Use the Metric Gap Auditor to fix surgically without deleting any existing data.


Most Recent Import Integrity β€” checks whether the most recent import wrote metrics for symbols that did not actually receive new price data. This can happen when non-Stooq symbols are processed by the metric pipeline even though their price history has not advanced. Only the most recent import date is examined β€” this check does not look at historical data.

πŸ”¬ Diagnostics

Optional measurement instrumentation for the daily-tasks pipeline. When enabled, the next Run Daily Tasks records elapsed time per phase (Stooq Import, Markov Pipeline, SDA) and per sub-phase (TTM, metrics, volume, setup grade, etc.). Use this to identify which steps dominate the daily run time so optimization work can be targeted at the right places. Default is OFF β€” zero overhead when disabled.

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