seanbearden / trading-platform Goto Github PK

• Add token.json for TDA to secrets manager
• Access and update token from Lambda

• Save IAM credentials to Parameter Store
• Initialize S3 with IAM credentials

• get portfolio value from TDA
• set up Telegram bot
• Save value in Dynamo DB. Use date for key.
• Trigger AWS lambda at 4:15 PM Eastern M-F.

When viewing the expiration table, I want the ability to click on the option date to display all options expiring on that date, along with their basic info.

• table pops up below when date is clicked.
• default to earliest expiration date.
• confirm the secondary table does not interfere with other table when using navigation menu.

Update README.md to include:

• AWS SAM used to deploy State Machine
• Dockerized lambdas
• Troubleshooting

Need to add to template.yaml

"ErrorEquals": ["States.TaskFailed"]

Coverage currently set to a minimum of 65%

• get all contract into dataframe
• Extract dates and process as datetime objects
• group by contract expiration date
• sort dates
• #18
• display table in dashboard

Error from AWS Lambda:

[ERROR] TypeError: exceptions must derive from BaseException Traceback (most recent call last): File "/var/task/app.py", line 86, in lambda_handler expiration_date_summary = get_expiration_date_summary(option_position_df) File "/var/task/tools/ameritrade_helper.py", line 307, in get_expiration_date_summary df['expiration_date'] = df['instrument_description'].apply(get_date_from_contract_details) File "/var/lang/lib/python3.8/site-packages/pandas/core/series.py", line 4630, in apply return SeriesApply(self, func, convert_dtype, args, kwargs).apply() File "/var/lang/lib/python3.8/site-packages/pandas/core/apply.py", line 1025, in apply return self.apply_standard() File "/var/lang/lib/python3.8/site-packages/pandas/core/apply.py", line 1076, in apply_standard mapped = lib.map_infer( File "pandas/_libs/lib.pyx", line 2834, in pandas._libs.lib.map_infer File "/var/task/tools/ameritrade_helper.py", line 301, in get_date_from_contract_details raise "No date found in the string."

• Install requirements for Lambda functions to layers/python/lib:
  pip install -r requirements.txt -t layers/python/lib/python3.8/site-packages/
• Add Layer to template.yaml
• Edit to remove Docker usage from template.yaml

• Instruct to find websites
• Try again with a different URL if browser fails
• Uncomment the code for gpt_daily_synopsis
• update cronjob to be 15 minutes before the market opens

Need ability of dispatcher to call the create report function

• add dispatcher command
• email report
• return image to Telegram

• Use OPENAI_MULTI_FUNCTIONS agent
• Add tools for Playwright
• Separate agent into its own Lambda
• Build dockerfile image from Playwright python image
• update SAM template.yaml

• Get market cap change (specify time period) for all S&P 500 components
• Group by sector and find correlations
• Plot heat map
• Determine overall change of market cap for S&P 500 over same time period and display for reference.

Cannot set api key in header when specifying webhook for Telegram bot:

curl -X POST -H "x-api-key: api_key" -F "url=https://<ID>.execute-api.us-east-1.amazonaws.com/Prod/telegram-bot" https://api.telegram.org/botID:KEY/setWebhook

Might be able to use the Telegram secret token for the API key...

It is wasteful to call a lambda within a lambda. Instead, one lambda should be called, and the results passed to the next lambda, when possible.

• setup webhook for bot
• process post

Need to display table in daily report. Requires conversion to function for table summary