Smart, disciplined, and data-driven U.S. stock trading automation, built for performance and safety.

🎯 Core Principles

• No Loss-Cutting by Default
  Only sell for profit realization. Loss-cutting (stop-loss) is allowed only if explicitly set per strategy.

• Wash Sale Prevention
  No repurchasing the same stock within 30 days after a loss-sell, strictly avoiding wash sale violations.

• Pre-Trade Policy Check
  Every trade (buy or sell) must pass strict risk and compliance checks, including:

  • PDT (Pattern Day Trader) rule

  • Account equity/cash sufficiency

  • Wash sale detection

  • Realized loss blocking (unless stop-loss explicitly enabled)

• Dynamic Market Sensing
  Auto-trading algorithms monitor major U.S. indices (S&P 500, Nasdaq, Dow) in real-time and daily timeframes.
  Trades may be suspended or risk levels adjusted when markets are volatile or trending downwards.

🛠️ Key Technicals Used for Each Stock

• RSI: Overbought/oversold signals for buy/sell timing

• MACD: Momentum crossover for confirmation

• Bollinger Bands: Range trading and breakout detection

📊 Portfolio Monitoring

• Real-time price fetching from Alpaca API for all holdings

• Live profit/loss/ROI tracking

• Automatic asset and trade history aggregation

🏛️ Major Index Integration

• Real-time and daily trend detection for S&P 500, Nasdaq, Dow

• Trend shift & peak-drawdown detection
  — e.g., If a major index drops >2% from recent peak, strategies become more conservative

⚠️ Risk Controls

• Small and medium position handling
  Partial sell logic, minimum trade size enforcement

• Commission and slippage included in profit calculations

• Comprehensive trade logging and notification via email/Telegram

🚀 Continuous Improvement

• Systematic backtesting and rule refinement

• Ready for extension to additional indices, ETFs, and strategy rules

ai-Swing delivers transparent, rules-based U.S. stock auto-trading with safety and profit in mind.
💼 Built for real-world capital protection, not just paper profits!