Trading Intel API

Auto-generated from openapi-snapshot.json. Do not edit by hand — changes are overwritten by scripts/docs/generate_api_reference.py.

63 endpoints in this group.

`POST /api/trading-intel/backtest`

Run Backtest

Simulate a strategy over the requested date range using realized_trades.

Returns equity curve, CAGR, Sharpe, Sortino, max drawdown, win rate, profit factor, and a per-trade log.

Request body: application/json

Responses

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

`GET /api/trading-intel/correlation`

Get Correlation

Pearson correlation matrix for portfolio holdings + major benchmark indices.

Fetches the latest snapshot holdings (up to 20 symbols by market value), combines with SPY / QQQ / IWM / GLD / TLT / UUP benchmarks, then pulls 90-day daily closes via the market-data factory (ThetaData -> yfinance fallback). Returns an NxN matrix of Pearson r values rounded to 3 decimal places.

Issue #238: response is cached in Redis under bp:corr:v1:{tenant}:{account}:{symbols_hash}:{lookback} with a TTL of ~15 min during RTH and ~24h overnight. Cache hit served with X-Cache: HIT; cache miss computes, writes back, and serves with X-Cache: MISS. ETag (MD5 of response body) is always set; If-None-Match returns 304.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional	Tenant ID
`account_id`	query	—	optional	Optional broker account scope
`lookback_days`	query	integer	optional	Rolling window length in calendar days (default 90).

Responses

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

`POST /api/trading-intel/email-briefing`

Send Email Briefing

Compose and send a daily trading briefing email via SendGrid.

Parameters

Name	In	Type	Required	Description
`account_id`	query	—	optional

Request body: application/json

Responses

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

`GET /api/trading-intel/eod/history`

Get Eod History

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`account_id`	query	—	optional
`days`	query	integer	optional

Responses

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

`GET /api/trading-intel/eod/review`

Get Eod Review

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`account_id`	query	—	optional
`review_date`	query	—	optional	YYYY-MM-DD, defaults to today

Responses

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

`GET /api/trading-intel/exit`

Get Exit Strategies

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional

Responses

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

`POST /api/trading-intel/exit/compute`

Compute Exit

Compute ATR-based stop-loss and trailing stops for open positions.

Request body: application/json

Responses

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

`GET /api/trading-intel/extended-hours`

Get Extended Hours

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`limit`	query	integer	optional

Responses

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

`GET /api/trading-intel/feedback`

Get Feedback Stats

Feedback loop: compare recommendations to realized outcomes.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`days`	query	integer	optional

Responses

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

`GET /api/trading-intel/gameplan`

Get Game Plan

Pre-market game plan: signals + enriched market events with portfolio tagging.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`account_id`	query	—	optional

Responses

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

`GET /api/trading-intel/hedging`

Get Hedge Recommendations

Suggest inverse-ETF hedges for concentrated positions (>10% weight).

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`account_id`	query	—	optional

Responses

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

`GET /api/trading-intel/intel-feed`

Get Intel Feed

Unified chronological intelligence feed.

Aggregates from four sources into a single time-ordered stream:

intraday_signals → tag SIGNAL
options_flow_signals → tag FLOW
recommendations → tag ALERT (conf ≥ 0.80) or SIGNAL
external_intel → tag NEWS

Each item: id, tag, symbol, text, confidence, source, created_at.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`hours`	query	integer	optional	Look-back window in hours
`limit`	query	integer	optional
`tag`	query	—	optional	Filter by category: SIGNAL
`symbol`	query	—	optional	Filter to a single ticker

Responses

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

`GET /api/trading-intel/intraday/bars`

Get Intraday Bars

Return today’s OHLCV + VWAP/RSI/MACD bars for a symbol, oldest-first.

Sourced from market_data_intraday populated by fetch_and_store_bars(). Suitable for feeding directly to a charting library.

Parameters

Name	In	Type	Required	Description
`symbol`	query	string	required	Ticker symbol
`limit`	query	integer	optional	Max bars to return

Responses

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

`POST /api/trading-intel/intraday/detect`

Detect Intraday

Fetch live bars from yfinance, compute indicators, run setup detectors.

Steps:

fetch_and_store_bars — pull OHLCV, compute VWAP/RSI/MACD, upsert market_data_intraday.
detect_setups — run ORB / VWAP-reclaim / gap / volume-spike detectors, write results to intraday_signals.

Parameters

Name	In	Type	Required	Description
`session`	query	—	optional	REGULAR
`asof`	query	—	optional	YYYY-MM-DD anchor date

Request body: application/json

Responses

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

`POST /api/trading-intel/intraday/detect/portfolio`

Detect Intraday Portfolio

Run intraday detection against the user’s current portfolio positions.

Fetches the latest position symbols (up to limit, ordered by market_value DESC), then delegates to the same bar-fetch + setup-detect pipeline as /intraday/detect. Returns an empty result (not an error) when no positions are held.

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`account_id`	query	—	optional
`interval`	query	string	optional
`period`	query	string	optional
`limit`	query	integer	optional

Responses

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

`GET /api/trading-intel/intraday/discovery`

Get Discovery Dashboard

Discovery dashboard: stats, scan breakdown, and full result feed.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`scan_type`	query	—	optional	Filter by scan type
`hours`	query	integer	optional
`universe`	query	—	optional	Filter by universe

Responses

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

`GET /api/trading-intel/intraday/discovery/opportunities`

Get Opportunities

Return ranked market opportunities filtered by minimum composite score.

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`min_score`	query	number	optional
`limit`	query	integer	optional

Responses

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

`POST /api/trading-intel/intraday/discovery/opportunities/compute`

Compute Opportunities

Compute composite opportunity scores from recent scanner signals.

Request body: application/json

Responses

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

`POST /api/trading-intel/intraday/discovery/scan`

Run Discovery Scan

Run a live market scan using yfinance data.

Fetches OHLCV + indicators for the chosen universe, ranks by scan_type, upserts into scanner_results, and returns ranked results.

Request body: application/json

Responses

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

`GET /api/trading-intel/intraday/discovery/watchlist`

Get Discovery Watchlist

Return opportunity-scored symbols NOT currently in the user’s portfolio.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`limit`	query	integer	optional

Responses

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

`GET /api/trading-intel/intraday/flow`

Get Flow Dashboard

Aggregated Flow Intelligence dashboard: stats, direction_breakdown, flow list.

Ported from legacy MTM_CLAUDE options_intel.get_options_signals and extended with KPI aggregation (total, direction split, avg P/C ratio, avg confidence).

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`hours`	query	integer	optional	Look-back window in hours
`symbol`	query	—	optional	Optional single-ticker filter

Responses

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

`POST /api/trading-intel/intraday/flow/detect`

Detect Flow

Fetch live option chains from yfinance, compute P/C ratios, upsert flow signals.

Steps:

For each symbol, download nearest-expiry option chain via yfinance.
Compute put_volume / call_volume ratio → classify as CALL_DOMINANCE / PUT_DOMINANCE / NEUTRAL_FLOW.
Upsert result into options_flow_signals (unique per tenant+symbol+date).

Request body: application/json

Responses

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

`GET /api/trading-intel/intraday/signal-dashboard`

Get Intraday Signal Dashboard

Aggregated Signal Dashboard payload: stats, setup_breakdown, full signal list.

Extracted from legacy MTM_CLAUDE trading_intel/intraday_engine.get_intraday_signals and extended with KPI aggregation for the dashboard surface.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`hours`	query	integer	optional	Look-back window in hours
`symbol`	query	—	optional	Optional single-ticker filter

Responses

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

`GET /api/trading-intel/intraday/signals`

Get Intraday Signals

Return recent intraday setup signals from the database.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`symbol`	query	—	optional	Filter to a single ticker
`hours`	query	integer	optional	Look-back window in hours
`limit`	query	integer	optional

Responses

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

`GET /api/trading-intel/market-context/indices`

Get Market Indices

Return current price, change, and % change for SPY, QQQ, DIA, and ^VIX.

Previously did 4 sequential yf.Ticker(sym).fast_info calls on every request (~3.5s). Now: one batched yf.download over 5d of daily bars, cached 60s in Redis. Typical cold path ~400ms, warm path <10ms.

Responses

Code	Description
`200`	Successful Response

`GET /api/trading-intel/mtm/election`

Get Election

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional

Responses

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

`POST /api/trading-intel/mtm/election`

Upsert Election

Request body: application/json

Responses

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

`GET /api/trading-intel/mtm/form-4797.csv`

Form 4797 Csv

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`year`	query	integer	required
`account_id`	query	—	optional
`source_policy`	query	string	optional
`taxpayer_name`	query	string	optional
`ein`	query	string	optional

Responses

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

`GET /api/trading-intel/mtm/form-4797.pdf`

Form 4797 Pdf

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`year`	query	integer	required
`account_id`	query	—	optional
`source_policy`	query	string	optional
`taxpayer_name`	query	string	optional
`ein`	query	string	optional

Responses

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

`POST /api/trading-intel/mtm/reconcile`

Reconcile

Run §475(f) MTM reconciliation against realized_trades for the year. Returns totals + equity/option split + any per-trade errors.

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`year`	query	integer	required
`account_id`	query	—	optional
`source_policy`	query	string	optional

Responses

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

`GET /api/trading-intel/mtm/section-481`

Get Section 481

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional

Responses

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

`POST /api/trading-intel/mtm/section-481/compute`

Compute Section 481

Compute the §481(a) adjustment for the tenant’s active MTM election. Pulls open positions as of 12/31/<prior_year>, resolves year-end FMV, runs the pure calculator, and (optionally) persists to section_481_adjustments.

Request body: application/json

Responses

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

`GET /api/trading-intel/mtm/securities-mtm.csv`

Securities Mtm Csv

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`year`	query	integer	required
`taxpayer_name`	query	string	optional
`ein`	query	string	optional

Responses

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

`GET /api/trading-intel/mtm/securities-mtm.pdf`

Securities Mtm Pdf

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`year`	query	integer	required
`taxpayer_name`	query	string	optional
`ein`	query	string	optional

Responses

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

`GET /api/trading-intel/mtm/year-end-marks`

List Year End Marks

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`year`	query	integer	required

Responses

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

`POST /api/trading-intel/mtm/year-end-marks/fetch`

Fetch Year End Marks

Resolve year-end FMV for the given symbols (or all currently-open Schwab positions if symbols omitted). Falls back yfinance → alpha_vantage → manual. When persist=True, writes results to year_end_marks.

Request body: application/json

Responses

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

`GET /api/trading-intel/options/flow`

Get Options Flow

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`limit`	query	integer	optional

Responses

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

`GET /api/trading-intel/position-mgmt/allocation`

Get Allocations

Fetch stored allocation recommendations.

Default: latest compute only — one row per (symbol, method) ordered by most-recent created_at. This avoids piling up multiple days of stale recommendations in the UI and ends the schema-bifurcation drift the older lookback window was masking (#211).

Back-compat: passing ?days=N restores the legacy “last N days” window.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`days`	query	—	optional	Legacy: include the last N days of compute runs. When omitted (default), returns only the latest run per (symbol, method) — the normal UI path (#211).

Responses

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

`POST /api/trading-intel/position-mgmt/allocation/compute`

Compute Allocations

Compute and persist allocation recommendations for one method.

Request body: application/json

Responses

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

`GET /api/trading-intel/position-mgmt/exit`

Get Exit Strategies

Fetch stored ATR-based exit strategies.

Parameters

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

Responses

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

`POST /api/trading-intel/position-mgmt/exit/compute`

Compute Exit Strategies

Compute ATR-based stop-loss and exit levels for portfolio positions.

Request body: application/json

Responses

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

`GET /api/trading-intel/position-mgmt/exit/triggers`

Get Stop Triggers

Return positions where current price is at or below the stored stop-loss.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional

Responses

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

`POST /api/trading-intel/position-mgmt/schwab/ingest`

Run Schwab Ingest

Pull Schwab transactions for the given year and persist to schwab_transactions, schwab_closed_lots, schwab_open_lots.

Idempotent — re-running refreshes raw_json and rebuilds open-lot snapshot. Safe to invoke repeatedly during Schwab session hours.

Parameters

Name	In	Type	Required	Description
`year`	query	—	optional	YYYY, defaults to current year
`account_id`	query	—	optional	broker_accounts.id; when omitted, ingest every Schwab-connected account

Responses

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

`GET /api/trading-intel/position-mgmt/strategy/by-symbol/{symbol}`

Get Strategy By Symbol

Drill-down for a single symbol — lot-level trade list + KPIs.

Response shape matches frontend StrategyBySymbolResponse:

trades[]: side, quantity, cost_basis, acquired_date, sold_date, holding_days, entry_price, exit_price, proceeds, fees, pnl, pnl_pct, multiplier, source, confidence, rationale, is_orphan, is_unknown_basis, is_partial
summary: window_days, total_rows, kpi_rows, total_pnl, win_rate, avg_win, avg_loss, low_sample
data_quality: orphan_count, unknown_basis_count, partial_count, full_match_count, low_sample, low_sample_threshold

KPI eligibility: excludes rows with cost<=0 (orphans + unknown-basis) so win rate and P&L reflect only computable trades.

TODO(mobile): This endpoint is mobile-consumed via @nocookiespot/shared-types. Before P1, tighten to an explicit Pydantic v2 response_model with:

money fields (proceeds/cost/pnl/cum_pnl) as MoneyString (see packages/shared-types/src/schemas/money.ts in the mobile repo)
date fields as ISO-8601 with offset
summary/data_quality as named BaseModel subtypes Current shape is web-compatible (floats) and stable; coordinate the switch with mobile-claude when ready to regenerate shared-types.

Parameters

Name	In	Type	Required	Description
`symbol`	path	string	required
`tenant_id`	query	integer	optional
`account_id`	query	—	optional
`days`	query	integer	optional
`source_policy`	query	string	optional	’all’ returns every source (legacy CSV + Schwab lot-match). ‘trusted’ filters to Schwab lot-match only. Default ‘all’ until Schwab ingest replaces legacy CSV as the primary source.

Responses

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

`GET /api/trading-intel/position-mgmt/strategy/live`

Get Live Strategy

Sharpe / Sortino / drawdown / win-rate analytics on realized_trades.

Default source_policy=‘trusted’ excludes csv_upload and orphan rows, so KPIs reflect only broker-verified closed lots. The excluded slice is surfaced as unreliable_excluded for UI transparency.

Filtering precedence: when year is supplied, uses the explicit year range (optionally narrowed by month); otherwise falls back to rolling days.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`account_id`	query	—	optional
`days`	query	integer	optional
`year`	query	—	optional
`month`	query	—	optional
`symbol`	query	—	optional
`source_policy`	query	string	optional	’trusted’ = only Schwab FIFO matches (authoritative). ‘all’ = include csv_upload + orphan rows (legacy view).

Responses

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

`GET /api/trading-intel/recommendations`

Get Recommendations

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`status`	query	string	optional
`limit`	query	integer	optional

Responses

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

`POST /api/trading-intel/recommendations/generate`

Generate Recommendations

Run NBA engine (stored signals) + live Schwab quotes to create recommendations.

Request body: application/json

Responses

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

`GET /api/trading-intel/recommendations/history`

Recommendation History

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`days`	query	integer	optional
`limit`	query	integer	optional

Responses

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

`PATCH /api/trading-intel/recommendations/{rec_id}/ack`

Ack Recommendation

Parameters

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

Responses

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

`GET /api/trading-intel/risk`

Get Portfolio Risk

Portfolio concentration + volatility risk analysis with HHI.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`account_id`	query	—	optional

Responses

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

`GET /api/trading-intel/risk/portfolio-metrics`

Get Risk Portfolio Metrics

Sharpe, Sortino, max drawdown, CAGR, win rate, profit factor from trade history.

Parameters

Name	In	Type	Required
`tenant_id`	query	integer	optional
`account_id`	query	—	optional
`days`	query	integer	optional

Responses

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

`GET /api/trading-intel/scanner`

Get Scanner

Market scanner — returns symbols matching the requested scan type.

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`scan_type`	query	string	optional	TOP_GAINERS
`limit`	query	integer	optional

Responses

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

`POST /api/trading-intel/signals/refresh-market-wide`

Refresh Market Wide Signals

Queue ML forecast generation for a market universe.

Returns immediately; forecasts run in the background. New signals appear in the pre-market gameplan within 1–3 minutes.

Parameters

Name	In	Type	Required	Description
`universe`	query	string	optional	portfolio
`tenant_id`	query	integer	optional
`account_id`	query	—	optional
`return_pct_threshold`	query	number	optional	Min absolute predicted return %% to generate a signal
`limit`	query	integer	optional	Max symbols to process in this run (1–50)

Responses

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

`GET /api/trading-intel/ta/analyze`

Get Ta Analysis

Full technical analysis for a symbol.

Fetches OHLCV (yfinance primary, Alpaca fallback) and computes: RSI(14), MACD(12/26/9), SMA(20), SMA(50), Bollinger Bands(20,2), VWAP.

Also returns:

Recent news/events from market_intel for the symbol
Existing intraday AI signals for the symbol
Live market index quotes (SPY, QQQ, DIA, ^VIX) for macro context

Parameters

Name	In	Type	Required	Description
`symbol`	query	string	required	Ticker symbol, e.g. AAPL
`interval`	query	string	optional	Bar interval: 1m 5m 15m 30m 1h 1d 1wk
`period`	query	string	optional	Look-back period: 1d 5d 1mo 3mo 6mo 1y 2y 5y

Responses

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

`POST /api/trading-intel/ta/ask`

Ta Ask

Ask Claude a free-form question about a symbol using live market context.

Accepts optional pre-fetched context (indicators, news, market_indices, bars_tail) to avoid a duplicate yfinance call when the frontend already has the data loaded. If not provided, falls back to a fresh fetch.

Request body: application/json

Responses

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

`GET /api/trading-intel/ta/chart`

Get Ta Chart

OHLCV bars formatted for lightweight-charts (time = Unix seconds).

Returns a minimal payload suited for charting: no indicators, no news. Use /ta/analyze for the full analysis payload.

Future-ready: set the provider param to switch data source. Implement stubs in ohlcv_provider.py then set the required env var.

Parameters

Name	In	Type	Required	Description
`symbol`	query	string	required	Ticker symbol, e.g. AAPL
`interval`	query	string	optional	Bar interval: 1m 5m 15m 30m 1h 1d 1wk
`period`	query	string	optional	Look-back period: 1d 5d 1mo 3mo 6mo 1y 2y 5y
`provider`	query	string	optional	Data provider: auto

Responses

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

`GET /api/trading-intel/ta/ml-forecast`

Get Ml Forecast

ML-powered 5-day price target range.

TA-031: Trained models are persisted to disk and reused for <200 ms warm-path responses (cache TTL = 24 h, keyed by symbol + interval + feature_version).

TA-030: Pass features=extended to enable VP / FVG / sweep-distance features. Extended features are also gated by the user pref ml_extended_features (default false); both conditions must be true.

Trains a Random Forest Regressor on the requested OHLCV history using lagged returns + RSI / MACD / Bollinger Bands / VWAP / volume features. Returns target_low / target_high (±1σ tree spread) and a confidence score derived from test-set R² and prediction-interval tightness.

Parameters

Name	In	Type	Required	Description
`symbol`	query	string	required	Ticker symbol, e.g. AAPL
`interval`	query	string	optional	Bar interval: 1d 1wk (daily recommended for RF)
`period`	query	string	optional	Look-back period: 3mo 6mo 1y 2y
`tenant_id`	query	integer	optional	Tenant ID
`features`	query	string	optional	TA-030: Feature set. ‘baseline’ (default) uses OHLCV + TA indicators. ‘extended’ adds VP distances + FVG zone + sweep features. Extended features also require the user pref ml_extended_features=true.

Responses

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

`POST /api/trading-intel/ta/options-payoff`

Compute Options Payoff

Compute expiry P&L payoff for a portfolio of option contracts.

Returns 120-point price curve, max profit/loss, breakevens, and current PnL. Values are per strategy (quantity × 100 shares per contract).

Request body: application/json

Responses

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

`GET /api/trading-intel/ta/providers`

List Ta Providers

List all registered OHLCV providers and whether their credentials are set.

Responses

Code	Description
`200`	Successful Response

`GET /api/trading-intel/timing`

Get Timing Insights

Return timing insights derived from signal generation patterns.

Parameters

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

Responses

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

`GET /api/trading-intel/trade-quality`

Get Trade Quality

Parameters

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

Responses

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

`POST /api/trading-intel/volume/detect`

Detect Volume

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional

Responses

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

`GET /api/trading-intel/volume/signals`

Get Volume Signals

Parameters

Name	In	Type	Required	Description
`tenant_id`	query	integer	optional
`limit`	query	integer	optional

Responses

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