Quickstart
This guide gets you from zero to paper trading in under 10 minutes.
Step 1: Install
npm install -g edgeproof
Step 2: Configure
edgeproof configure
Answer the wizard's prompts. For a quick start:
- LLM: pick a provider. Claude, OpenAI, or Gemini (hosted) is the default: nothing to install, works on any machine, a fraction of a cent per signal. Choose Local if you'd rather run Ollama / LM Studio on your own hardware.
- Alpaca: use your paper account keys. Paper trading is always free. (Alpaca is the quickstart broker; Schwab, Robinhood, tastytrade and Interactive Brokers are configured separately; see Configuration. Schwab and Robinhood have no paper mode, so they cannot be used for this quickstart.)
- Discord: bot mode is recommended. Paste your bot token and the channel IDs to monitor. (Prefer not to run a bot? Choose Chrome/CDP mode and paste a channel URL instead.)
Step 3: Start
edgeproof start
EdgeProof runs a preflight checklist first: every subsystem gets a ✔/▲/✖ with an actionable hint on any failure. If all checks pass it spawns four processes:
- monitor: reads Discord signals, extracts trades via LLM, executes through guardrails
- positions: polls open positions, fires stop-loss / take-profit / trailing-stop exits
- ledger: records P&L and serves the local dashboard
- discord (bot mode only): maintains the Discord Gateway connection
Check status:
edgeproof status
Step 4: Watch the dashboard
edgeproof dashboard
Opens http://127.0.0.1:3030, a local web UI with:
- Open Positions: live panel showing current positions, entry/current price, and unrealized P/L. Refreshes every 5 seconds.
- Signal Source Tournament: per-source win rate, expectancy, and P&L leaderboard built from realized round-trips.
Guardrails (paper trading defaults)
EdgeProof starts conservatively. Defaults per position:
| Setting | Default |
|---|---|
| Position size budget | $500 |
| Max contracts per underlying | 2 |
| Take-profit | +75% |
| Stop-loss | −50% |
| Trailing stop | −40% (activates at +30%) |
Change any of these in .env. See config reference.
Stop and halt
edgeproof halt # pause new entries, keep managing exits
edgeproof stop # stop everything gracefully
edgeproof flatten # close all positions, then stop
When you're ready for live
After you've verified a signal source's paper performance, upgrade:
edgeproof license activate EP-XXXX-XXXX-XXXX-XXXX
Then change ALPACA_PAPER_TRADE=False in .env and restart. Live trading is locked behind the license. Paper always works without one.