Strategies API

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28 endpoints in this group.

`GET /api/strategies`

List Strategies

List active strategies for a tenant from the database.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	—	optional
`agent_id`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/strategies`

Create Strategy

Create a new strategy. Returns the created row (joined with agent_name) so the frontend can insert it straight into state.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/strategies/clone`

Clone Template

Clone a built-in template into the strategies table for a user.

Returns: {“strategy_id”: int, “template_id”: str, “tenant_id”: int}

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/strategies/crisis_alpha/hedge-plan`

Crisis Alpha Hedge Plan

Return a read-only crisis-alpha / tail-hedge sleeve plan.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/crisis_alpha/regime-context`

Crisis Alpha Regime Context

Return cached canonical risk context for crisis-alpha hedge-plan requests.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/cross_sectional_momentum/rankings`

Cross Sectional Momentum Rankings

Return the latest persisted cross-sectional momentum rankings.

Parameters

Name	In	Type	Required
`bucket`	query	string	optional
`direction`	query	string	optional
`symbol`	query	—	optional
`limit`	query	integer	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/strategies/diagonal_calendar/evaluate`

Diagonal Calendar Evaluate

Score a short-front / long-back calendar or diagonal options pair.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/strategies/hierarchical_risk_parity/allocate`

Hierarchical Risk Parity Allocate

Return a read-only HRP allocation from caller-supplied price history.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/strategies/iv_surface/scan`

Iv Surface Scan

Return ranked IV surface / earnings vol-crush candidates.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/strategies/order_flow_cvd/scan`

Order Flow Cvd Scan

Return ranked Order Flow / CVD strategy signals.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/pairs/scan`

Pairs Scan

Return the latest persisted pairs-trading spread signals.

Parameters

Name	In	Type	Required
`signal`	query	string	optional
`symbol`	query	—	optional
`limit`	query	integer	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/pead/scan`

Pead Scan

Return the latest persisted Earnings PEAD candidates.

Parameters

Name	In	Type	Required
`direction`	query	string	optional
`symbol`	query	—	optional
`limit`	query	integer	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/strategies/portfolio_cvar/report`

Portfolio Cvar Report

Return portfolio CVaR / Expected Shortfall metrics for supplied returns.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/portfolio_greeks/snapshot`

Portfolio Greeks Snapshot

Return a tenant-scoped portfolio Greeks snapshot for open option positions.

Parameters

Name	In	Type	Required
`account_id`	query	—	optional
`tenant_id`	query	—	optional
`stress_move_pct`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/strategies/risk_parity/allocate`

Risk Parity Allocate

Return a read-only Risk Parity / Vol Target allocation.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/sector_rotation/strength`

Sector Rotation Strength

Return the latest Sector Rotation strength ranking and RS matrix.

Responses

Code	Description
`200`	Successful Response

`POST /api/strategies/stress_testing/report`

Stress Testing Report

Return deterministic scenario-stress results for supplied positions.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/stress_testing/scenarios`

Stress Testing Scenarios

Return selectable stress-testing scenarios accepted by the report endpoint.

Responses

Code	Description
`200`	Successful Response

`POST /api/strategies/suggest`

Suggest

Ask the configured LLM to propose count strategies matching the inputs.

Returns: {“suggestions”: [StrategySuggestion, …], “count”: int}

Errors: 400 — LLM returned unparseable output (bad JSON / wrong shape). 503 — LLM client misconfigured (missing API key / provider). 500 — Any other unexpected failure.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/templates`

List Templates

Return all built-in strategy templates.

Returns: {“templates”: {template_id: {name, theme, description, conditions_json, asset_types, timeframe, key_rules}, …}}

Responses

Code	Description
`200`	Successful Response

`GET /api/strategies/templates/{template_id}`

Get Template

Return a single strategy template by id.

Parameters

Name	In	Type	Required	Description
`template_id`	path	string	required

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`POST /api/strategies/trend_following/signal`

Trend Following Signal

Return a Donchian trend-following signal for supplied OHLC bars.

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/vol_risk_premium/iv-rank`

Vol Risk Premium Iv Rank

Return latest tenant-scoped IV-rank snapshots for premium screens.

Parameters

Name	In	Type	Required
`symbol`	query	—	optional
`tenant_id`	query	—	optional
`limit`	query	integer	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/vol_risk_premium/theta-watchlist`

Vol Risk Premium Theta Watchlist

Return latest tenant-scoped theta premium candidates from IV snapshots.

Parameters

Name	In	Type	Required
`symbol`	query	—	optional
`tenant_id`	query	—	optional
`limit`	query	integer	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`GET /api/strategies/wheel_tracker/cycles`

Wheel Tracker Cycles

Return tenant-scoped Wheel Strategy cycle state and PnL rows.

Parameters

Name	In	Type	Required
`state`	query	string	optional
`symbol`	query	—	optional
`account_id`	query	—	optional
`tenant_id`	query	—	optional
`limit`	query	integer	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`DELETE /api/strategies/{strategy_id}`

Delete Strategy

Soft-delete a strategy by setting is_active=FALSE. Keeps the row so historical agent_signals.strategy_id references stay intact.

Returns: {“strategy_id”: int, “is_active”: bool, “deleted”: bool}

Parameters

Name	In	Type	Required	Description
`strategy_id`	path	integer	required
`tenant_id`	query	—	optional

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`PATCH /api/strategies/{strategy_id}/assign-agent`

Assign Agent

Set or clear the agent assignment. Pass agent_id=null to unassign.

Parameters

Name	In	Type	Required	Description
`strategy_id`	path	integer	required

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error

`PATCH /api/strategies/{strategy_id}/toggle`

Toggle Strategy

Flip is_active on a strategy. Returns {strategy_id, is_active}.

Parameters

Name	In	Type	Required	Description
`strategy_id`	path	integer	required

Request body: application/json

Responses

Code	Description
`200`	Successful Response
`422`	Validation Error