Brandon LiandClaude Opus 4.6 70b1362d3e Add per-stage withdrawal targets with consistency and min trading days
- Add withdrawal stage system: each stage defines profit target, consistency,
  and min trading days for post-withdrawal challenge cycles
- Target Same Equity mode accounts for withdrawn amounts when computing
  effective profit target (profitTarget - remainingProfit)
- Store fund transaction timestamps for time-aware cycle filtering
  (withdrawals before 9 AM CT include that day in new cycle)
- Expose full P&L history (fullDailyPnL) for calendar/equity curve display
  across all cycles, with DB fallback for pre-restart data
- Show stage number (#1, #2, etc.) on calendar cells
- Hide consistency reference line when consistency is 0% or 100%
- Settings UI: "After First W/D" column with same-equity checkbox,
  expandable stage sub-rows with profit/consistency/days inputs
- Default target_same_equity to 1 for new and existing account configs

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 05:27:13 -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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