feat: Alpaca US stock trader integration (Tasks 8-11)

- trader/alpaca/: Full Trader interface implementation for Alpaca
  - Paper/Live trading support (market orders, stop/limit)
  - GetBalance, GetPositions, GetMarketPrice via Alpaca API
  - Fractional share support (4 decimal places)
  - Commission-free trading

- Agent trade routing: stock symbols (AAPL, TSLA) → Alpaca
  - isStockSymbol() heuristic to distinguish crypto vs stock
  - execute_trade tool updated for stock buy/sell semantics
  - get_market_price works for both crypto and stocks

- TraderManager + API: Alpaca registered as exchange type
  - Factory case in auto_trader.go
  - Config mapping in trader_manager.go
  - Temp trader creation in handler_trader.go for balance query

- Frontend: PositionsPanel distinguishes stock vs crypto
  - US flag emoji for stock positions
  - Dollar prefix for stock PnL/prices
  - 'Shares' label instead of 'Qty' for stocks

- System prompts updated for stock trading capabilities
This commit is contained in:
shinchan-zhai
2026-03-23 17:57:14 +08:00
parent 76a7b88ba8
commit d0aebe9f18
9 changed files with 720 additions and 17 deletions

558
trader/alpaca/trader.go Normal file
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@@ -0,0 +1,558 @@
package alpaca
import (
"encoding/json"
"fmt"
"net/http"
"nofx/logger"
"nofx/safe"
"strconv"
"strings"
"sync"
"time"
)
// Alpaca API endpoints
const (
alpacaPaperBaseURL = "https://paper-api.alpaca.markets"
alpacaLiveBaseURL = "https://api.alpaca.markets"
alpacaDataBaseURL = "https://data.alpaca.markets"
)
// AlpacaTrader implements types.Trader for Alpaca US stock trading.
// Maps the crypto-oriented Trader interface to stock operations:
// - OpenLong → Buy shares (leverage ignored, always 1)
// - CloseLong → Sell shares
// - OpenShort/CloseShort → Not supported (requires margin account)
// - GetPositions, GetBalance, GetMarketPrice → Direct mapping
type AlpacaTrader struct {
apiKey string
apiSecret string
baseURL string // paper or live
client *http.Client
// Cache
cachedBalance map[string]interface{}
cachedPositions []map[string]interface{}
balanceCacheTime time.Time
positionCacheTime time.Time
cacheDuration time.Duration
cacheMutex sync.RWMutex
}
// NewAlpacaTrader creates a new Alpaca trader for paper trading
func NewAlpacaTrader(apiKey, apiSecret string, paper bool) *AlpacaTrader {
baseURL := alpacaLiveBaseURL
if paper {
baseURL = alpacaPaperBaseURL
}
return &AlpacaTrader{
apiKey: apiKey,
apiSecret: apiSecret,
baseURL: baseURL,
client: &http.Client{Timeout: 30 * time.Second},
cacheDuration: 10 * time.Second,
}
}
// --- HTTP helpers ---
func (t *AlpacaTrader) doRequest(method, path string, body interface{}) ([]byte, int, error) {
var reqBody *strings.Reader
if body != nil {
data, err := json.Marshal(body)
if err != nil {
return nil, 0, fmt.Errorf("marshal body: %w", err)
}
reqBody = strings.NewReader(string(data))
} else {
reqBody = strings.NewReader("")
}
url := t.baseURL + path
req, err := http.NewRequest(method, url, reqBody)
if err != nil {
return nil, 0, fmt.Errorf("create request: %w", err)
}
req.Header.Set("APCA-API-KEY-ID", t.apiKey)
req.Header.Set("APCA-API-SECRET-KEY", t.apiSecret)
req.Header.Set("Content-Type", "application/json")
resp, err := t.client.Do(req)
if err != nil {
return nil, 0, fmt.Errorf("request failed: %w", err)
}
defer resp.Body.Close()
respData, err := safe.ReadAllLimited(resp.Body)
if err != nil {
return nil, resp.StatusCode, fmt.Errorf("read response: %w", err)
}
return respData, resp.StatusCode, nil
}
func (t *AlpacaTrader) doGet(path string) ([]byte, error) {
data, status, err := t.doRequest("GET", path, nil)
if err != nil {
return nil, err
}
if status < 200 || status >= 300 {
return nil, fmt.Errorf("Alpaca API error (HTTP %d): %s", status, truncate(string(data), 256))
}
return data, nil
}
func (t *AlpacaTrader) doPost(path string, body interface{}) ([]byte, error) {
data, status, err := t.doRequest("POST", path, body)
if err != nil {
return nil, err
}
if status < 200 || status >= 300 {
return nil, fmt.Errorf("Alpaca API error (HTTP %d): %s", status, truncate(string(data), 256))
}
return data, nil
}
func (t *AlpacaTrader) doDelete(path string) ([]byte, error) {
data, status, err := t.doRequest("DELETE", path, nil)
if err != nil {
return nil, err
}
// 204 No Content is success for DELETE
if status < 200 || status >= 300 {
return nil, fmt.Errorf("Alpaca API error (HTTP %d): %s", status, truncate(string(data), 256))
}
return data, nil
}
// doDataGet makes a GET to the data API (for market data)
func (t *AlpacaTrader) doDataGet(path string) ([]byte, error) {
url := alpacaDataBaseURL + path
req, err := http.NewRequest("GET", url, nil)
if err != nil {
return nil, fmt.Errorf("create request: %w", err)
}
req.Header.Set("APCA-API-KEY-ID", t.apiKey)
req.Header.Set("APCA-API-SECRET-KEY", t.apiSecret)
resp, err := t.client.Do(req)
if err != nil {
return nil, fmt.Errorf("request failed: %w", err)
}
defer resp.Body.Close()
data, err := safe.ReadAllLimited(resp.Body)
if err != nil {
return nil, fmt.Errorf("read response: %w", err)
}
if resp.StatusCode < 200 || resp.StatusCode >= 300 {
return nil, fmt.Errorf("Alpaca Data API error (HTTP %d): %s", resp.StatusCode, truncate(string(data), 256))
}
return data, nil
}
// --- Trader interface implementation ---
// GetBalance returns account balance info
func (t *AlpacaTrader) GetBalance() (map[string]interface{}, error) {
t.cacheMutex.RLock()
if t.cachedBalance != nil && time.Since(t.balanceCacheTime) < t.cacheDuration {
result := t.cachedBalance
t.cacheMutex.RUnlock()
return result, nil
}
t.cacheMutex.RUnlock()
data, err := t.doGet("/v2/account")
if err != nil {
return nil, fmt.Errorf("get account: %w", err)
}
var acct AlpacaAccount
if err := json.Unmarshal(data, &acct); err != nil {
return nil, fmt.Errorf("parse account: %w", err)
}
equity := parseFloatStr(acct.Equity)
cash := parseFloatStr(acct.Cash)
buyingPower := parseFloatStr(acct.BuyingPower)
result := map[string]interface{}{
"total_equity": equity,
"available_balance": cash,
"buying_power": buyingPower,
"currency": acct.Currency,
"status": acct.Status,
"account_number": acct.AccountNumber,
"pattern_day_trader": acct.PatternDayTrader,
"day_trade_count": acct.DaytradeCount,
}
t.cacheMutex.Lock()
t.cachedBalance = result
t.balanceCacheTime = time.Now()
t.cacheMutex.Unlock()
return result, nil
}
// GetPositions returns all open positions
func (t *AlpacaTrader) GetPositions() ([]map[string]interface{}, error) {
t.cacheMutex.RLock()
if t.cachedPositions != nil && time.Since(t.positionCacheTime) < t.cacheDuration {
result := t.cachedPositions
t.cacheMutex.RUnlock()
return result, nil
}
t.cacheMutex.RUnlock()
data, err := t.doGet("/v2/positions")
if err != nil {
return nil, fmt.Errorf("get positions: %w", err)
}
var positions []AlpacaPosition
if err := json.Unmarshal(data, &positions); err != nil {
return nil, fmt.Errorf("parse positions: %w", err)
}
var result []map[string]interface{}
for _, p := range positions {
qty := parseFloatStr(p.Qty)
side := "long"
if p.Side == "short" {
side = "short"
}
result = append(result, map[string]interface{}{
"symbol": p.Symbol,
"side": side,
"size": qty,
"entryPrice": parseFloatStr(p.AvgEntryPrice),
"markPrice": parseFloatStr(p.CurrentPrice),
"unrealizedPnl": parseFloatStr(p.UnrealizedPL),
"marketValue": parseFloatStr(p.MarketValue),
"leverage": 1,
"exchange": "alpaca",
})
}
t.cacheMutex.Lock()
t.cachedPositions = result
t.positionCacheTime = time.Now()
t.cacheMutex.Unlock()
return result, nil
}
// OpenLong buys shares (market order)
func (t *AlpacaTrader) OpenLong(symbol string, quantity float64, leverage int) (map[string]interface{}, error) {
logger.Infof("[Alpaca] BUY %s qty=%.4f", symbol, quantity)
order := AlpacaOrderRequest{
Symbol: symbol,
Qty: fmt.Sprintf("%.4f", quantity), // Alpaca supports fractional shares
Side: "buy",
Type: "market",
TimeInForce: "day",
}
data, err := t.doPost("/v2/orders", order)
if err != nil {
return nil, fmt.Errorf("buy %s: %w", symbol, err)
}
var resp AlpacaOrder
if err := json.Unmarshal(data, &resp); err != nil {
return nil, fmt.Errorf("parse order response: %w", err)
}
t.clearCache()
return map[string]interface{}{
"orderId": resp.ID,
"clientId": resp.ClientOrderID,
"symbol": resp.Symbol,
"side": resp.Side,
"qty": resp.Qty,
"type": resp.Type,
"status": resp.Status,
}, nil
}
// OpenShort is not supported for basic stock accounts
func (t *AlpacaTrader) OpenShort(symbol string, quantity float64, leverage int) (map[string]interface{}, error) {
return nil, fmt.Errorf("short selling not supported on Alpaca basic account")
}
// CloseLong sells shares (market order). quantity=0 means close entire position.
func (t *AlpacaTrader) CloseLong(symbol string, quantity float64) (map[string]interface{}, error) {
if quantity == 0 {
// Close entire position via DELETE endpoint
logger.Infof("[Alpaca] CLOSE ALL %s", symbol)
data, err := t.doDelete("/v2/positions/" + symbol)
if err != nil {
return nil, fmt.Errorf("close position %s: %w", symbol, err)
}
var resp AlpacaOrder
if err := json.Unmarshal(data, &resp); err != nil {
return nil, fmt.Errorf("parse close response: %w", err)
}
t.clearCache()
return map[string]interface{}{
"orderId": resp.ID,
"symbol": resp.Symbol,
"status": resp.Status,
}, nil
}
// Partial close via sell order
logger.Infof("[Alpaca] SELL %s qty=%.4f", symbol, quantity)
order := AlpacaOrderRequest{
Symbol: symbol,
Qty: fmt.Sprintf("%.4f", quantity),
Side: "sell",
Type: "market",
TimeInForce: "day",
}
data, err := t.doPost("/v2/orders", order)
if err != nil {
return nil, fmt.Errorf("sell %s: %w", symbol, err)
}
var resp AlpacaOrder
if err := json.Unmarshal(data, &resp); err != nil {
return nil, fmt.Errorf("parse order response: %w", err)
}
t.clearCache()
return map[string]interface{}{
"orderId": resp.ID,
"symbol": resp.Symbol,
"side": resp.Side,
"qty": resp.Qty,
"status": resp.Status,
}, nil
}
// CloseShort is not supported
func (t *AlpacaTrader) CloseShort(symbol string, quantity float64) (map[string]interface{}, error) {
return nil, fmt.Errorf("short selling not supported on Alpaca basic account")
}
// SetLeverage is a no-op for stocks (always 1x)
func (t *AlpacaTrader) SetLeverage(symbol string, leverage int) error {
// Stocks don't have configurable leverage
return nil
}
// SetMarginMode is a no-op for stocks
func (t *AlpacaTrader) SetMarginMode(symbol string, isCrossMargin bool) error {
return nil
}
// GetMarketPrice returns the latest trade price for a symbol
func (t *AlpacaTrader) GetMarketPrice(symbol string) (float64, error) {
// Use Alpaca's latest trade endpoint
data, err := t.doDataGet("/v2/stocks/" + symbol + "/trades/latest")
if err != nil {
return 0, fmt.Errorf("get price %s: %w", symbol, err)
}
var resp struct {
Trade struct {
Price float64 `json:"p"`
} `json:"trade"`
}
if err := json.Unmarshal(data, &resp); err != nil {
return 0, fmt.Errorf("parse price: %w", err)
}
if resp.Trade.Price <= 0 {
return 0, fmt.Errorf("no price data for %s", symbol)
}
return resp.Trade.Price, nil
}
// SetStopLoss places a stop order
func (t *AlpacaTrader) SetStopLoss(symbol string, positionSide string, quantity, stopPrice float64) error {
side := "sell" // stop loss for long = sell when price drops
if positionSide == "SHORT" {
side = "buy"
}
order := AlpacaOrderRequest{
Symbol: symbol,
Qty: fmt.Sprintf("%.4f", quantity),
Side: side,
Type: "stop",
TimeInForce: "gtc",
StopPrice: fmt.Sprintf("%.2f", stopPrice),
}
_, err := t.doPost("/v2/orders", order)
return err
}
// SetTakeProfit places a limit order as take-profit
func (t *AlpacaTrader) SetTakeProfit(symbol string, positionSide string, quantity, takeProfitPrice float64) error {
side := "sell" // take profit for long = sell when price rises
if positionSide == "SHORT" {
side = "buy"
}
order := AlpacaOrderRequest{
Symbol: symbol,
Qty: fmt.Sprintf("%.4f", quantity),
Side: side,
Type: "limit",
TimeInForce: "gtc",
LimitPrice: fmt.Sprintf("%.2f", takeProfitPrice),
}
_, err := t.doPost("/v2/orders", order)
return err
}
// CancelStopLossOrders cancels stop orders for a symbol
func (t *AlpacaTrader) CancelStopLossOrders(symbol string) error {
return t.cancelOrdersByType(symbol, "stop")
}
// CancelTakeProfitOrders cancels limit orders (used as take-profit) for a symbol
func (t *AlpacaTrader) CancelTakeProfitOrders(symbol string) error {
return t.cancelOrdersByType(symbol, "limit")
}
// CancelAllOrders cancels all pending orders for a symbol
func (t *AlpacaTrader) CancelAllOrders(symbol string) error {
_, err := t.doDelete("/v2/orders")
return err
}
// CancelStopOrders cancels both stop and limit orders for a symbol
func (t *AlpacaTrader) CancelStopOrders(symbol string) error {
if err := t.CancelStopLossOrders(symbol); err != nil {
logger.Warnf("[Alpaca] cancel stop loss orders: %v", err)
}
return t.CancelTakeProfitOrders(symbol)
}
// FormatQuantity formats quantity (Alpaca supports fractional shares to 4 decimals)
func (t *AlpacaTrader) FormatQuantity(symbol string, quantity float64) (string, error) {
return fmt.Sprintf("%.4f", quantity), nil
}
// GetOrderStatus returns the status of an order
func (t *AlpacaTrader) GetOrderStatus(symbol string, orderID string) (map[string]interface{}, error) {
data, err := t.doGet("/v2/orders/" + orderID)
if err != nil {
return nil, fmt.Errorf("get order %s: %w", orderID, err)
}
var order AlpacaOrder
if err := json.Unmarshal(data, &order); err != nil {
return nil, fmt.Errorf("parse order: %w", err)
}
return map[string]interface{}{
"status": strings.ToUpper(order.Status),
"avgPrice": parseFloatStr(order.FilledAvgPrice),
"executedQty": parseFloatStr(order.FilledQty),
"commission": 0.0, // Alpaca is commission-free
}, nil
}
// GetClosedPnL returns closed position records (Alpaca doesn't have a direct endpoint for this)
func (t *AlpacaTrader) GetClosedPnL(startTime time.Time, limit int) ([]ClosedPnLRecord, error) {
// Alpaca tracks activities, not PnL directly. Return empty for now.
return nil, nil
}
// GetOpenOrders returns open orders
func (t *AlpacaTrader) GetOpenOrders(symbol string) ([]OpenOrder, error) {
path := "/v2/orders?status=open"
if symbol != "" {
path += "&symbols=" + symbol
}
data, err := t.doGet(path)
if err != nil {
return nil, fmt.Errorf("get open orders: %w", err)
}
var orders []AlpacaOrder
if err := json.Unmarshal(data, &orders); err != nil {
return nil, fmt.Errorf("parse orders: %w", err)
}
var result []OpenOrder
for _, o := range orders {
oo := OpenOrder{
OrderID: o.ID,
Symbol: o.Symbol,
Side: strings.ToUpper(o.Side),
Type: strings.ToUpper(o.Type),
Price: parseFloatStr(o.LimitPrice),
Quantity: parseFloatStr(o.Qty),
Status: strings.ToUpper(o.Status),
}
if o.StopPrice != "" {
oo.StopPrice = parseFloatStr(o.StopPrice)
}
result = append(result, oo)
}
return result, nil
}
// --- Helper: cancel orders by type ---
func (t *AlpacaTrader) cancelOrdersByType(symbol, orderType string) error {
orders, err := t.GetOpenOrders(symbol)
if err != nil {
return err
}
for _, o := range orders {
if strings.EqualFold(o.Type, orderType) && (symbol == "" || o.Symbol == symbol) {
if _, err := t.doDelete("/v2/orders/" + o.OrderID); err != nil {
logger.Warnf("[Alpaca] cancel order %s: %v", o.OrderID, err)
}
}
}
return nil
}
func (t *AlpacaTrader) clearCache() {
t.cacheMutex.Lock()
defer t.cacheMutex.Unlock()
t.cachedBalance = nil
t.cachedPositions = nil
}
// --- Helpers ---
func truncate(s string, n int) string {
if len(s) <= n {
return s
}
return s[:n] + "..."
}
func parseFloatStr(s string) float64 {
if s == "" {
return 0
}
f, _ := strconv.ParseFloat(s, 64)
return f
}

74
trader/alpaca/types.go Normal file
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@@ -0,0 +1,74 @@
package alpaca
import "nofx/trader/types"
// Re-export for convenience
type (
ClosedPnLRecord = types.ClosedPnLRecord
OpenOrder = types.OpenOrder
)
// AlpacaAccount represents Alpaca account info
type AlpacaAccount struct {
ID string `json:"id"`
AccountNumber string `json:"account_number"`
Status string `json:"status"`
Currency string `json:"currency"`
Cash string `json:"cash"`
Equity string `json:"equity"`
BuyingPower string `json:"buying_power"`
PortfolioValue string `json:"portfolio_value"`
PatternDayTrader bool `json:"pattern_day_trader"`
DaytradeCount int `json:"daytrade_count"`
TradingBlocked bool `json:"trading_blocked"`
}
// AlpacaPosition represents an open position
type AlpacaPosition struct {
AssetID string `json:"asset_id"`
Symbol string `json:"symbol"`
Exchange string `json:"exchange"`
AssetClass string `json:"asset_class"`
AvgEntryPrice string `json:"avg_entry_price"`
Qty string `json:"qty"`
Side string `json:"side"`
MarketValue string `json:"market_value"`
CostBasis string `json:"cost_basis"`
UnrealizedPL string `json:"unrealized_pl"`
UnrealizedPLPC string `json:"unrealized_plpc"`
CurrentPrice string `json:"current_price"`
LastdayPrice string `json:"lastday_price"`
ChangeToday string `json:"change_today"`
}
// AlpacaOrderRequest represents an order submission
type AlpacaOrderRequest struct {
Symbol string `json:"symbol"`
Qty string `json:"qty,omitempty"`
Notional string `json:"notional,omitempty"` // Dollar amount instead of qty
Side string `json:"side"` // buy, sell
Type string `json:"type"` // market, limit, stop, stop_limit
TimeInForce string `json:"time_in_force"` // day, gtc, opg, cls, ioc, fok
LimitPrice string `json:"limit_price,omitempty"`
StopPrice string `json:"stop_price,omitempty"`
}
// AlpacaOrder represents an order response
type AlpacaOrder struct {
ID string `json:"id"`
ClientOrderID string `json:"client_order_id"`
Symbol string `json:"symbol"`
Side string `json:"side"`
Type string `json:"type"`
Qty string `json:"qty"`
FilledQty string `json:"filled_qty"`
FilledAvgPrice string `json:"filled_avg_price"`
LimitPrice string `json:"limit_price"`
StopPrice string `json:"stop_price"`
Status string `json:"status"`
CreatedAt string `json:"created_at"`
UpdatedAt string `json:"updated_at"`
SubmittedAt string `json:"submitted_at"`
FilledAt string `json:"filled_at"`
TimeInForce string `json:"time_in_force"`
}

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@@ -16,6 +16,7 @@ import (
"nofx/trader/bybit"
"nofx/trader/gate"
"nofx/trader/hyperliquid"
"nofx/trader/alpaca"
"nofx/trader/indodax"
"nofx/trader/kucoin"
"nofx/trader/lighter"
@@ -66,6 +67,11 @@ type AutoTraderConfig struct {
IndodaxAPIKey string
IndodaxSecretKey string
// Alpaca API configuration (US stock trading)
AlpacaAPIKey string
AlpacaAPISecret string
AlpacaPaper bool // true = paper trading, false = live
// Hyperliquid configuration
HyperliquidPrivateKey string
HyperliquidWalletAddr string
@@ -286,6 +292,9 @@ func NewAutoTrader(config AutoTraderConfig, st *store.Store, userID string) (*Au
case "indodax":
logger.Infof("🏦 [%s] Using Indodax Spot trading", config.Name)
trader = indodax.NewIndodaxTrader(config.IndodaxAPIKey, config.IndodaxSecretKey)
case "alpaca":
logger.Infof("🏦 [%s] Using Alpaca US Stock trading (paper=%v)", config.Name, config.AlpacaPaper)
trader = alpaca.NewAlpacaTrader(config.AlpacaAPIKey, config.AlpacaAPISecret, config.AlpacaPaper)
default:
return nil, fmt.Errorf("unsupported trading platform: %s", config.Exchange)
}