Platform
One pipeline. Every hop explicit.
The platform turns point-in-time market data into research, research into proposals, and proposals into Alpaca paper orders — only after a deterministic risk engine and a named human say yes.
Interactive tour
Ten stages from data to ledger
Stage 1 of 10
Market data
Daily US equity/ETF bars (Alpaca SIP), SEC filings by filing time, Form 4 insider trades, FINRA short interest, Treasury curve, Benzinga news, NY Fed reference rates. Every record carries the time it became public.
source: services/market-data
Annotated stages
What each stage guarantees
01
Market data
Daily US equity/ETF bars (Alpaca SIP), SEC filings by filing time, Form 4 insider trades, FINRA short interest, Treasury curve, Benzinga news, NY Fed reference rates. Every record carries the time it became public.
services/market-data
02
Point-in-time features
68 indicators, 58 candlestick patterns, market structure and multi-timeframe features. Tests rewrite the future and prove features do not change.
services/features
03
Alpha models
Deterministic models emit typed signals with direction, strength, horizon, evidence and an input hash. LLM confidence is never a size input.
services/fund/src/hf_fund/alpha.py
04
AI research council
Fundamental, technical, quantitative, macro and sentiment analysts; a CIO synthesis and a portfolio constructor. Runs on a local model; outputs are research, never orders.
services/intelligence
05
Strategy pods
Each pod blends models, ranks names and caps weights. Pods carry a lifecycle state; only paper-active pods receive paper capital.
services/fund/src/hf_fund/pods.py
06
Portfolio construction
One coordinator allocates by pod state, nets against holdings and working orders, and clamps sells so the book stays long-only.
services/fund/src/hf_fund/coordinator.py
07 · HARD GATE
Deterministic risk
Thirteen hard checks — position, sector, gross/net, beta, liquidity, correlation, daily loss, drawdown, kill switch. Outstanding orders count as filled. A veto cannot be overridden by a model.
services/risk-engine
08 · HARD GATE
Human authorization
A named person approves each order, or a human-granted autonomy envelope with hard caps does. Approvals bind to the exact order payload and expire after 30 minutes.
services/execution/src/hf_execution/oms.py
09
Alpaca paper OMS
Risk is re-checked at the live price immediately before submission. Only the exact Alpaca paper host is allowed. Unknown outcomes are reconciled, never blindly retried.
services/execution
10
Reconciliation & ledger
Fills, dividends, fees and splits post to an append-only ledger; cash and positions are reconciled against the broker and drift halts trading.
packages/py-core/src/hf_core/ledger.py
Capability status
What exists today — and what doesn't
| Module | Status | What it does | Code |
|---|---|---|---|
| Market & alternative data | Implemented | Alpaca SIP daily bars, SEC XBRL & 8-K, Form 4, FINRA short interest, Treasury curve, Benzinga headlines; live IEX quotes for the terminal only. | services/market-data |
| Feature library | Implemented | 68 indicators, 58 candlestick patterns, market structure and chart geometry with confirmation timestamps. | services/features |
| Alpha models & strategy pods | Implemented · experimental | 15 pods with lifecycle states; only PAPER_ACTIVE pods receive paper capital. | services/fund |
| AI research council | Implemented | LangGraph council of five analysts, a CIO synthesis and a portfolio constructor. | services/intelligence |
| Research engine | Research only | Purged walk-forward ML ranking, bootstrap CIs, deflated Sharpe, experiment registry, overlay and allocation studies. | services/research |
| Deterministic risk engine | Implemented | 13 pure checks; outstanding orders count as filled; fail-closed kill switch. | services/risk-engine |
| Order management (paper) | Implemented | Payload-bound human approvals, 30-minute expiry, pre-submit risk re-check, exact paper-host allowlist, unknown-outcome reconciliation. | services/execution |
| Append-only ledger | Implemented | Fills, dividends, fees and splits; cash and positions reconciled against the broker. | packages/py-core/src/hf_core/ledger.py |
| QuantConnect LEAN parity | Blocked | Adapter boundary exists behind a flag; engine install blocked on disk space. | services/lean-adapter |
| OpenBB data bridge | Implemented · experimental | Isolated, flag-gated, key-free NY Fed reference rates. | services/market-data/src/hf_market_data/openbb |
Status reflects the repository, not a roadmap. See research findings for what the strategies have — and have not — demonstrated.