Brandon LiandClaude 24a54c6642 Treat Challenge Payout cash changes as fund transactions
Some firms record payouts as "Challenge Payout" in the Cash History
rather than "Fund Transaction" or "Manual Adjustment". Without this the
payout was summed into that day's P&L (a -2,000 payout turned a +1,416
day into -584) and never reset the cycle, so daysTraded kept counting
and the stage never advanced.

Verified against a captured report: the payout is now recorded as a
fund transaction, excluded from daily P&L, and because its timestamp
precedes the day's first trade the day's trades land in the new cycle.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-21 18:34:25 -05:00
2026-03-07 22:07:02 -06:00
2026-03-09 13:59:25 -05:00

AutoFirmer

Automated futures trading dashboard for prop firm accounts via Tradovate.


VPS Setup (Windows Server 2019 / 2022)

All commands are run in PowerShell (run as Administrator).

1. Install Git

Download and install from https://git-scm.com/download/win, or via winget:

winget install --id Git.Git -e --source winget

Restart PowerShell after installing so git is on the PATH.

2. Install Node.js 22+

winget install --id OpenJS.NodeJS.LTS -e --source winget

Restart PowerShell, then verify:

node --version   # should be v22.x or higher
npm --version

3. Install Windows Build Tools (required for better-sqlite3)

better-sqlite3 compiles a native C++ module and needs the Visual Studio build tools:

npm install -g windows-build-tools

If that fails on newer Node, install manually:

4. Clone the repo

git clone https://github.com/Senofy/autofirmer.git
cd autofirmer

5. Install dependencies

npm install

6. Build

npm run build

7. Run

Development (with hot reload):

npm run dev

Production:

npm start

The app runs on port 3000. Access it at http://<your-vps-ip>:3000.


First-time setup

On first run, the SQLite database (autotrader.sqlite) is created automatically in the project root. No migrations need to be run manually.

Open the app in your browser and add your firms through the UI:

  1. Click + Add Firm on the main page
  2. Enter the firm name, Tradovate username, and password
  3. Go to the firm's Settings page to configure account types (prefix, profit target, consistency %, etc.)
  4. Return to the main page — accounts will populate once the firm connects to Tradovate

Keeping it running (PM2)

Install PM2 globally:

npm install -g pm2
npm install -g pm2-windows-startup

Start the app and save the process list:

cd C:\path\to\autofirmer
pm2 start "npm start" --name autofirmer
pm2 save
pm2-startup install

To restart after pulling updates:

cd C:\path\to\autofirmer
git pull
npm install
npm run build
pm2 restart autofirmer

Firewall

To restrict port 3000 to a specific trusted IP only:

New-NetFirewallRule -DisplayName "AutoFirmer" -Direction Inbound -Protocol TCP -LocalPort 3000 -RemoteAddress <your-ip> -Action Allow

Or open it to all inbound (less secure):

New-NetFirewallRule -DisplayName "AutoFirmer" -Direction Inbound -Protocol TCP -LocalPort 3000 -Action Allow

Updating

cd C:\path\to\autofirmer
git pull
npm install       # only needed if dependencies changed
npm run build
pm2 restart autofirmer
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