Strategies API

28 endpoints in this group.

GET /api/strategies

List Strategies

List active strategies for a tenant from the database.

Parameters

Responses

POST /api/strategies

Create Strategy

Create a new strategy. Returns the created row (joined with agent_name) so the frontend can insert it straight into state.

Request body: application/json

Responses

POST /api/strategies/clone

Clone Template

Clone a built-in template into the strategies table for a user.

Returns: {"strategy_id": int, "template_id": str, "tenant_id": int}

Request body: application/json

Responses

POST /api/strategies/crisis_alpha/hedge-plan

Crisis Alpha Hedge Plan

Return a read-only crisis-alpha / tail-hedge sleeve plan.

Request body: application/json

Responses

GET /api/strategies/crisis_alpha/regime-context

Crisis Alpha Regime Context

Return cached canonical risk context for crisis-alpha hedge-plan requests.

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GET /api/strategies/cross_sectional_momentum/rankings

Cross Sectional Momentum Rankings

Return the latest persisted cross-sectional momentum rankings.

Parameters

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POST /api/strategies/diagonal_calendar/evaluate

Diagonal Calendar Evaluate

Score a short-front / long-back calendar or diagonal options pair.

Request body: application/json

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POST /api/strategies/hierarchical_risk_parity/allocate

Hierarchical Risk Parity Allocate

Return a read-only HRP allocation from caller-supplied price history.

Request body: application/json

Responses

POST /api/strategies/iv_surface/scan

Iv Surface Scan

Return ranked IV surface / earnings vol-crush candidates.

Request body: application/json

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POST /api/strategies/order_flow_cvd/scan

Order Flow Cvd Scan

Return ranked Order Flow / CVD strategy signals.

Request body: application/json

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GET /api/strategies/pairs/scan

Pairs Scan

Return the latest persisted pairs-trading spread signals.

Parameters

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GET /api/strategies/pead/scan

Pead Scan

Return the latest persisted Earnings PEAD candidates.

Parameters

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POST /api/strategies/portfolio_cvar/report

Portfolio Cvar Report

Return portfolio CVaR / Expected Shortfall metrics for supplied returns.

Request body: application/json

Responses

GET /api/strategies/portfolio_greeks/snapshot

Portfolio Greeks Snapshot

Return a tenant-scoped portfolio Greeks snapshot for open option positions.

Parameters

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POST /api/strategies/risk_parity/allocate

Risk Parity Allocate

Return a read-only Risk Parity / Vol Target allocation.

Request body: application/json

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GET /api/strategies/sector_rotation/strength

Sector Rotation Strength

Return the latest Sector Rotation strength ranking and RS matrix.

Responses

POST /api/strategies/stress_testing/report

Stress Testing Report

Return deterministic scenario-stress results for supplied positions.

Request body: application/json

Responses

GET /api/strategies/stress_testing/scenarios

Stress Testing Scenarios

Return selectable stress-testing scenarios accepted by the report endpoint.

Responses

POST /api/strategies/suggest

Suggest

Ask the configured LLM to propose count strategies matching the inputs.

Returns: {"suggestions": [StrategySuggestion, ...], "count": int}

Errors: 400 — LLM returned unparseable output (bad JSON / wrong shape). 503 — LLM client misconfigured (missing API key / provider). 500 — Any other unexpected failure.

Request body: application/json

Responses

GET /api/strategies/templates

List Templates

Return all built-in strategy templates.

Returns: {"templates": {template_id: {name, theme, description, conditions_json, asset_types, timeframe, key_rules}, ...}}

Responses

GET /api/strategies/templates/{template_id}

Get Template

Return a single strategy template by id.

Parameters

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POST /api/strategies/trend_following/signal

Trend Following Signal

Return a Donchian trend-following signal for supplied OHLC bars.

Request body: application/json

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GET /api/strategies/vol_risk_premium/iv-rank

Vol Risk Premium Iv Rank

Return latest tenant-scoped IV-rank snapshots for premium screens.

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GET /api/strategies/vol_risk_premium/theta-watchlist

Vol Risk Premium Theta Watchlist

Return latest tenant-scoped theta premium candidates from IV snapshots.

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GET /api/strategies/wheel_tracker/cycles

Wheel Tracker Cycles

Return tenant-scoped Wheel Strategy cycle state and PnL rows.

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DELETE /api/strategies/{strategy_id}

Delete Strategy

Soft-delete a strategy by setting is_active=FALSE. Keeps the row so historical agent_signals.strategy_id references stay intact.

Returns: {"strategy_id": int, "is_active": bool, "deleted": bool}

Parameters

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PATCH /api/strategies/{strategy_id}/assign-agent

Assign Agent

Set or clear the agent assignment. Pass agent_id=null to unassign.

Parameters

Request body: application/json

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PATCH /api/strategies/{strategy_id}/toggle

Toggle Strategy

Flip is_active on a strategy. Returns {strategy_id, is_active}.

Parameters

Request body: application/json

Responses