Glogger System — Installation & FAQ

Installation

Prerequisites

Copy the folder

glogger_system/
  src/
  templates/
  static/
  data/          ← created automatically on first run
  config.yaml
  requirements.txt
  run.bat
  run_dashboard.bat

Install dependencies

python -m pip install -r requirements.txt

Configure settings and local secrets

Test the installation

python -m tests.test_synthetic     # unit tests
python -m src.main --once          # single scan — confirms data + alerts work

Configuration

Public settings live in config.yaml. Enter credentials through the Settings panel; they are stored locally in %LOCALAPPDATA%\Glogger\secrets.json and are never written back to the synced project.

account:
  value: 5000            # your account balance in USD
  max_risk_pct: 10       # never risk more than 10% per trade

trading:
  mode: notify           # notify | sandbox | live
  broker: robinhood      # robinhood | etrade (Robinhood is the default)

alerts:
  telegram:
    enabled: true
    chat_id: "987654321"
    forward_to: []       # add other recipients' chat IDs here
    live_class_chat_id: "" # immutable outbound-only channel ID

# Enter broker passwords, API keys, TOTP secrets, and bot_token in Settings.
# They are stored outside this project in the local secret store.

Running the Bot

Signal bot (main loop)

python -m src.main

Or double-click run.bat. Starts before 10:00 AM ET. Must stay running all day during market hours.

Dashboard only

python -m src.dashboard_server

Or double-click run_dashboard.bat. Then open http://localhost:5000.

Keep it running 24/7 (Windows Task Scheduler)

1. Open Task Scheduler → Create Basic Task
2. Trigger: When the computer starts
3. Action: Start a program → browse to run.bat
4. Set the working directory to the project folder

RHRobinhood Setup

Robinhood is the default broker. The bot uses robin_stocks to look up option chains and place orders.

Scaled Exit Rule

A one-contract position receives a sell-to-close GTC limit at 2×. With two or more filled contracts, the bot sells the larger half at 2× to recover risk and places the smaller runner at 3×. Robinhood builds the plan from the actual filled quantity, including partial fills.

ETE*TRADE Setup (optional)

E*TRADE is optional. Use it if you prefer it over Robinhood.

Managed-exit limitation: the current E*TRADE adapter cannot confirm option fills or maintain GTC scaled exits. Automatic entries are disabled for this adapter; Telegram-confirmed entries remain manual-control trades and require you to place exits after the buy fills.

Telegram Setup

/signals          — see today's signal IDs
/trade <id>       — preview a trade
/qty 2            — set a fixed quantity (e.g. always buy 2 contracts)
exp 7/10          — change expiration on the previewed trade
strike 620        — change strike (also: dist 8, qty 2, limit 0.40)
yes / si / dale   — confirm and place
no / cancel       — abort

Telegram Bot — Full Command Reference

Send any of these to your Telegram bot. Commands are case-insensitive. The bot only responds to the chat_id configured in config.yaml.

Signals & Trading

Customize Before Placing

After a /trade or /tradelive preview (and before replying "yes"), you can change anything about the trade by sending one of the messages below. Each one fetches a fresh live quote and shows an updated preview, with a Customized: line listing what you've changed. Adjustments stack — change the expiry, then the strike, then the quantity. Sending /trade <id> again starts over with the signal's original values. The slash is optional: strike 620 and /strike 620 both work.

Quantity Override

By default the bot calculates contracts as floor(account × risk% / (ask × 100)). You can override this up or down — buy fewer contracts than the bot suggests to reduce risk, or buy more to scale up a high-conviction trade. The global setting persists in data/bot_state.json and survives bot restarts.

Priority order (highest wins): /trade <id> <qty> (one-time inline)  ›  /qty <n> (global saved override)  ›  auto-calculated from account size

Outcomes & History

Robinhood Session

Robinhood sessions expire occasionally. Use these commands to reconnect from Telegram without touching the computer.

Remote access (Tailscale Funnel)

The dashboard is permanently reachable at https://glogger.tail51945a.ts.net via Tailscale Funnel — a fixed public HTTPS address that never changes across restarts. Funnel is a persistent config on the Tailscale Windows service, so it comes back up on its own whenever the dashboard does. (This replaced the old Cloudflare quick tunnel, which minted a new random URL on every restart — see the FAQ for the full story.)

Trading Modes

The Telegram /trade command bypasses the mode setting — you can place real orders via Telegram even in notify mode. This is intentional: you control each trade manually.

Economic Events the Bot Monitors

The bot has a built-in 2026 economic calendar in config.yaml. Every time a signal fires, the bot checks if a high-impact event is nearby and either blocks the auto-trade or adds a warning. You can add custom one-off dates in extra_event_days.

Severity levels

• HIGH — Auto-trades are blocked. The signal is still logged and a Telegram alert fires, but the bot will not place an order. The row appears with the 🚫 BLOCKED tag in the dashboard.
• MEDIUM — Auto-trades can still proceed, but a warning is added to the signal and shown in the dashboard Events column.
• WATCH — Awareness only. Logged in the signal but no trade restriction.

Adding custom dates

Add any one-off high-impact dates (earnings, Fed speeches, geopolitical events) to config.yaml:

events:
  extra_event_days: ["2026-07-15", "2026-09-22"]

These behave as HIGH-severity blocks.

FAQ

What's new — July 2026

Can I place real Robinhood orders from the Charts page?

Yes — this is the newest and most serious feature. On Charts, pick a contract and use Buy / Sell (or right-click the chart) to place a real-money Robinhood order, with the positions/orders panel and on-chart entry/exit markers showing actual fills and P&L. It is deliberately fail-closed: the dashboard PIN is asked once per browser session and never stored server-side, you must type the confirmation phrase, every order carries a durable idempotency key so a reload or double-tap cannot duplicate it, the contract's symbol/expiry/strike/type are cross-checked before submission, and if Robinhood's response is ambiguous the order is marked unknown and returns an explicit do-not-retry error rather than guessing. Liquidation quotes use the bid only.

What is Robinhood auto-import and the Sync now button?

A background daemon polls your filled option orders every 15 minutes and writes them into the trade history, pairing buys with their sell-to-close legs into realized P&L (including scaled 2×/3× exits). It rides an existing session and never starts a login on its own; Telegram only pings you for closed round trips. Toggle it and force an immediate run from the Robinhood Sync modal on the dashboard.

Can I get a Telegram ping when a price is hit?

Yes — set price alerts on the Charts page. A background checker looks every 30 seconds and messages you when the level trades through. An alert that fails to send stays armed and retries instead of being silently consumed. There is also a once-a-day "A-setup" heads-up when a symbol lines up on three supports at once.

Why does the dashboard ask for a PIN before showing anything?

There are two separate PINs. The access PIN unlocks the read-only data (stats, trades, charts P&L, logs) — it exists because the dashboard is published to the internet. The dashboard PIN is separate and is required for Settings and for anything that places an order. Both are constant-time compared and lock out for five minutes after repeated wrong attempts.

What are the Class Audio and Historical Class Library sections?

Class Audio transcribes the live professor session on weekdays (9:00–15:10 ET) with Whisper, extracts tickers/strategies mentioned, and relays them as clearly-labeled class alerts — informational only, it never auto-trades. The Historical Class Library imports recordings you already have: it transcribes them, OCRs the on-screen charts, and makes the result searchable from the dashboard.

What is the Paper Money page?

A fake-money trading account at /paper (💵 buttons in the dashboard navbar and charts header), modeled on uCharts Paper Money. You start with a virtual $10,000. It shows Account Value, Cash, Open/Realized P&L, Win Rate and Profit Factor, plus open positions with live prices, a per-strategy performance table, and full trade history. Reset account wipes all paper trades and sets a new starting balance. Nothing here touches a real broker.

How does the auto paper-trading bot work?

When the toggle on the Paper Money page is ON, every CALL/PUT signal the scanner logs today is automatically bought as a 1-contract paper trade at the signal's ask price — every strategy, regardless of tag. It runs in the background every 15 minutes (page doesn't need to be open) and each signal is traded only once. Positions auto-sell when the contract's bid touches the 2× target (Rule 27 exit — bid, because that's what a real GTC sell would fill at); the close pass runs in the same 15-minute background loop and on every page view. Expired contracts settle at intrinsic value computed from the spot on expiration day. The Strategy Performance table then shows which strategies actually make money.

How do I make manual paper trades?

Two ways: (1) turn the auto-bot toggle OFF on the Paper Money page — a manual entry form appears (ticker, CALL/PUT, strike, expiry, entry price, qty); or (2) on the Charts page, pick any contract in the Price Calculator and press 📝 Paper trade next to the Copy button. Manual and bot trades are labeled separately in the tables.

How do the themes work?

Every page (dashboard, charts, paper money, this page, and the PIN/login screens) has a theme toggle — in the dashboard/docs navbar, ◐ on the charts header and the login screens, a dropdown on Paper Money. Two options: dark (black) and gray, both with the US-flag watermark in the background. Your choice is saved in the browser and applies to all pages at once — including before you've entered your PIN.

Does the dashboard link change every time I reboot?

No — fixed as of 2026-07-05. The dashboard used to run behind a Cloudflare "quick tunnel," which mints a brand-new random *.trycloudflare.com address on every restart. URL shorteners were tried and abandoned as a workaround — shortener services refuse tunnel/redirector domains outright (a common phishing pattern), so that whole idea was dropped and nothing in the system uses one.

The real fix was switching to Tailscale Funnel — a free, permanent public HTTPS address for the dashboard that never changes across restarts. No domain purchase or DNS migration needed (a Cloudflare named tunnel was considered, but required either a $250/mo Business plan or migrating the whole brightstarsupplies.com domain's DNS, which risked the Google Workspace email records — Tailscale avoids all of that). The dashboard is now permanently reachable at https://glogger.tail51945a.ts.net (the device was renamed from its default desktop-ij0srrl to glogger for a cleaner URL), already saved as the Chrome bookmark. The old Cloudflare tunnel scripts (run_tunnel.ps1, the URL-watching logic in power_reset_helper.py) are no longer used by startup.

The charts said "Yahoo may be rate-limiting" — what happens now?

Options data (expirations and chains) loads from Yahoo Finance first; if Yahoo is rate-limited or returns nothing, the server automatically falls back to your Robinhood session (the same login the bot uses). When that happens the contract panel shows a small RH data pill. Expiration lists are cached for 6 hours, and the web server now handles requests in parallel, so one slow Yahoo call no longer freezes the whole page.

Why does the Price Calculator start with a higher underlying price?

The Simple calculator's "Underlying price" now defaults to the recommended strike from the PDF-criteria table — so the estimate immediately answers "what would this option be worth if the stock reaches the recommended level by the target date?" Click the blue Current: $X chip to reset it to the live spot, or type any price.

Can I use the dashboard and charts on my phone?

Yes — all pages adapt to phone screens (tested at Galaxy S Ultra size). On the dashboard the navbar buttons become icon-only, signal tabs swipe sideways, and wide tables scroll horizontally inside their card. On the charts page the sidebar stacks under the chart and the drawing tools work with touch (draw with your finger; pan/zoom stays normal when the cursor tool is selected).

General

The bot started but I don't see Telegram messages — what's wrong?

Check config.yaml: alerts.telegram.enabled must be true, and bot_token + chat_id must be correct. Send /start to your bot in Telegram at least once to activate the chat.

I sent /trade 5 and got "Signal 5 not found" — why?

/trade only searches today's signals. If the signal is from yesterday, it won't appear. Use /signals to see what IDs are available today.

The bot is in notify mode — can I still place trades via Telegram?

Yes. The Telegram listener uses force=True, which bypasses the mode check. You can place orders through Telegram regardless of whether the bot is in notify, sandbox, or live mode.

How do I switch from E*TRADE to Robinhood?

In the Settings panel (gear icon in the dashboard navbar), change Broker to Robinhood and save. You can also edit config.yaml directly: trading.broker: robinhood. Restart the bot for the change to take effect.

The bot shows 0 contracts — why?

Your 10% risk cap is smaller than the cost of one contract. Example: $200 account × 10% = $20 cap, but the contract asks $0.21 × 100 = $21. The Telegram preview will show 1 contract anyway and tell you you're slightly over the cap — you decide whether to proceed.

What is the scaled exit rule?

One contract exits at 2×. With two or more filled contracts, the larger half is offered at 2× to recover the original premium and the smaller runner at 3×. If the buy only partially fills, Robinhood rebuilds the plan from the actual filled quantity.

Where is the database stored?

glogger_system/data/glogger.db — SQLite file. The dashboard reads from it. Do not delete it; all signal history and P&L estimates are stored there.

How do I check if the Telegram listener is running?

Send /signals to your bot. If it replies within 30 seconds, the listener is active. If there's no response, the bot may not be running or the token/chat_id is wrong.

How do I add a second Telegram recipient?

In config.yaml, add their chat ID to alerts.telegram.forward_to: forward_to: ["987654321"]. They must send /start to the bot first. You can also do this from the Settings panel.

What Robinhood account number should I use?

Use the agentic account number (the one dedicated to the bot). Keep your personal trading account separate. If you only have one account, that's fine — just use that number.

Where can I change the account number without editing config.yaml?

In the dashboard Settings panel (gear icon in the navbar). Public settings are saved to config.yaml; account numbers and credentials are saved to the local secret store outside the project. Restart the bot for broker/credential changes to take effect.

How do I control how many contracts the bot buys?

Send /qty 2 (or any number) to set a global override — every future /trade preview will use that quantity. Send /qty auto to revert to automatic sizing. For a one-off change on a single trade, add the quantity directly to the command: /trade 5 3 previews signal 5 with exactly 3 contracts, without changing the global setting. The current override is saved to data/bot_state.json and survives bot restarts. Send /qty alone to see what's currently set.

The trade preview shows "[global override (2)]" — what does that mean?

It means a global quantity override of 2 is active (set with /qty 2). The bracket label always tells you why that quantity was chosen: auto = bot calculated it, global override = you set it with /qty, custom = you set it for this trade only (via /trade <id> <qty> or by sending qty <n> after the preview).

Can I change the expiration date or strike price before placing a trade?

Yes — after any /trade preview and before replying "yes", send exp 7/10 (or exp +1 for the next weekly expiry) to change the expiration, strike 620 for an exact strike, or dist 8 to recompute the strike as spot ± $8. Each message re-quotes the contract live and shows an updated preview. Changes stack, and the preview lists everything you've customized. See Customize Before Placing for the full list.

What's the difference between strike 620 and dist 8?

strike 620 pins an exact strike price. dist 8 uses the VALORES-table method: the bot fetches the live underlying price and sets strike = spot + $8 for CALLs (spot − $8 for PUTs). Use dist when the underlying has moved since the signal fired and you want to keep the same out-of-the-money distance. Setting one clears the other — whichever you sent last wins.

Can I buy at my own price instead of the live ask?

Yes — send limit 0.40 (or price 0.40) after a preview. The buy-to-open order is placed at your limit price, and the scaled exits use it ($0.40 entry → 2× at $0.80 and runner 3× at $1.20). This also works when the market is closed and the ask shows $0 — set a manual limit and the preview completes.

How do I check signal outcomes from Telegram without opening the dashboard?

Send /outcomes to see the last 15 checked signals with their WIN/LOSS result, option peak price, and overall win rate. Send /outcomes 30 to see more. The outcome checker runs automatically every hour in the background.

The bot can't place trades — what Robinhood commands do I use?

First send /rh_status to check if the session is active. If it's not, send /rh_login — Robinhood will send a verification code to your SMS, email, or Robinhood app. Then: if you got a code via SMS or email, reply /rh_code 123456; if you got a push notification and approved it in the app, reply /rh_push. See the Bot Commands section for details.

Can I place trades from Telegram even when the bot is in notify mode?

Yes — the Telegram /trade command always bypasses the mode setting and places real orders. This is intentional: the mode controls auto trades; Telegram gives you manual control over each trade regardless of mode.