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Pynance

Automated tooling for personal finance and investment/trading operations. The repository spans daily automated workflows, infrastructure, GitHub deployments, setup scripts, research and logic-testing, data fetching & management, API integrations, and system logic for multiple trading systems.

Systems Overview

Regime Detection (regime/)

A daily automated system that generates market regime metrics via a GitHub Actions workflow. These metrics feed into both downstream systems below.

Long-Term Investment System (allocation/)

Allocates across 6 asset sleeves using momentum + trend filtering. Intended to be slower-moving, providing exposure across uncorrelated diversified sleeves to smooth out the return stream over a long period of time. Uses regime metrics for context.

Growth Stock Trend Following (alpaca/)

A shorter/medium-term system that provides well-timed entry and exit exposure to high-beta stocks exhibiting high performance characteristics. Uses regime metrics to inform logic.

Manual Trading Utilities (ibkr/)

Integrations and scripts against the TWS/IB Gateway client used for manual trading operations in different accounts.

Repository Map

Directory Description
allocation/ System logic for the long-term ETF investment system that allocates across sleeves and implements custom logic per sleeve.
alpaca/ System logic for the short/medium-term growth stock trend following system.
bash/ Mostly setup scripts for the alpaca system. Sets up a target host to run various parts of that system.
data/ Contains fetch_data script, a TradingView client, finviz python client module, symbol lists, and downloaded CSV data.
docker/ Dockerfile to build the container used in the GitHub Action.
docs/ Deployment directory used to host files for GitHub Pages.
envs/ Conda environment definitions.
finnhub/ API integration used to retrieve earnings data for stocks in the alpaca system.
finviz/ Finviz modules used to scan stocks.
ibkr/ Integrations & scripts against the TWS/IB Gateway client for manual trading operations.
monitoring/ Heartbeat cron job that reports system alive status from the alpaca host.
regime/ Core regime engine logic that runs during the GH workflow to generate metrics and analysis for downstream systems.
research/ Scripts used for backtesting and visualizing trading logic and results (mostly ad-hoc).
scripts/ Script to build/push the pynance-runner container to GHCR, and a script to run the allocation pipeline locally.
tests/ Smoke tests for the allocation engine logic to ensure outputs are structurally sane.
ui/ Frontend dashboard that uses the Alpaca API to visualize the state of the alpaca system.

Disclaimer

This software is for personal use. Trading involves substantial risk of loss. Past performance is not indicative of future results.

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