christs-first-firm/ ├── dashboard/ │ ├── index.html # The visual frontend │ ├── trades.json # Live positions from broker │ ├── quotes.json # Current prices │ └── strategy.html # Strategy overview ├── scripts/ │ ├── sync_dashboard_ibkr.py # Pulls IBKR positions │ ├── update_quotes.py # Pulls prices via yfinance │ └── telegram_listener.py # Alert dispatcher ├── config/ │ ├── ibkr.json # Broker connection config │ └── notifications.json # Telegram bot config └── ~/Library/LaunchAgents/ └── com.chris.sync.plist # Auto-schedule every 5 min

{ "updated": "2026-05-19T14:32:00", "account": "DUQ090929", "nav": 1000143.00, "positions": [ { "symbol": "AAPL", "sec_type": "STK", "qty": 12, "avg_cost": 182.50, "last_price": 191.20, "pnl": 104.40, "strategy": "momentum_v10", "status": "active" } ], "heartbeat": [ {"ts": "2026-05-19T14:30:00", "status": "ok"} ] }

{ "updated": "2026-05-19T14:30:00", "prices": { "AAPL": 191.20, "NVDA": 890.45, "TQQQ": 58.32, "SOXL": 22.15, "SPY": 528.70 } }

#!/usr/bin/env python3 """ Pulls positions from IBKR paper account → dashboard/trades.json Runs every 5 min via launchd. """ import json from datetime import datetime from pathlib import Path from ibkr_executor import IBKRExecutor FIRM_ROOT = Path(__file__).parent.parent TRADES_OUT = FIRM_ROOT / "dashboard" / "trades.json" def build_positions(executor): raw = executor.get_positions() nav = executor.get_nav() positions = [] for p in raw: positions.append({ "symbol": p["symbol"], "sec_type": p["sec_type"], "qty": int(p["position"]), "avg_cost": round(p["avg_cost"], 2), "strategy": "momentum_v10", "status": "active", }) return { "updated": datetime.now().isoformat(timespec="seconds"), "account": executor._cfg["account"], "nav": round(nav, 2), "positions": positions, "heartbeat": [{"ts": datetime.now().isoformat(timespec="seconds"), "status": "ok"}], } if __name__ == "__main__": exc = IBKRExecutor() data = build_positions(exc) TRADES_OUT.write_text(json.dumps(data, indent=2)) print(f"Synced {len(data['positions'])} positions — NAV ${data['nav']:,.2f}")

<?xml version="1.0" encoding="UTF-8"?> <!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd"> <plist version="1.0"> <dict> <key>Label</key> <string>com.chris.sync</string> <key>ProgramArguments</key> <array> <string>/usr/local/bin/python3.14</string> <string>/Users/christopherwhite/christs-first-firm/scripts/sync_dashboard_ibkr.py</string> </array> <key>StartInterval</key> <integer>300</integer> <key>KeepAlive</key> <false/> <key>StandardOutPath</key> <string>/tmp/sync.out</string> <key>StandardErrorPath</key> <string>/tmp/sync.err</string> </dict> </plist>

async function loadDashboard() { const [tradesRes, quotesRes] = await Promise.all([ fetch('trades.json'), fetch('quotes.json'), ]); const trades = await tradesRes.json(); const quotes = await quotesRes.json(); // Render NAV document.getElementById('nav').textContent = '$' + trades.nav.toLocaleString('en-US', {minimumFractionDigits: 2}); // Render positions const tbody = document.getElementById('positions-tbody'); trades.positions.forEach(pos => { const price = quotes.prices[pos.symbol] ?? pos.avg_cost; const pnl = (price - pos.avg_cost) * pos.qty; const pnlPct = ((price - pos.avg_cost) / pos.avg_cost) * 100; const cls = pnl >= 0 ? 'td-green' : 'td-red'; tbody.innerHTML += ` <tr> <td>${pos.symbol}</td> <td>${pos.qty}</td> <td>$${pos.avg_cost.toFixed(2)}</td> <td>$${price.toFixed(2)}</td> <td class="${cls}">${pnl >= 0 ? '+' : ''}${pnl.toFixed(2)}</td> <td class="${cls}">${pnlPct.toFixed(2)}%</td> </tr>`; }); } loadDashboard(); setInterval(loadDashboard, 300_000); // refresh every 5 min

// Fall back to avg_cost if quote is missing (market closed / API limit) const price = quotes.prices[pos.symbol] ?? pos.avg_cost; // Never let a missing price crash the render

import requests import json from pathlib import Path CONFIG = json.loads((Path(__file__).parent.parent / "config" / "notifications.json").read_text()) TOKEN = CONFIG["telegram_token"] CHAT_ID = CONFIG["telegram_chat_id"] def send_alert(message: str) -> bool: url = f"https://api.telegram.org/bot{TOKEN}/sendMessage" resp = requests.post(url, json={ "chat_id": CHAT_ID, "text": message, "parse_mode": "HTML", }, timeout=10) return resp.status_code == 200 # Usage examples: send_alert("BUY AAPL — 12 shares @ $182.50\nStrategy: momentum_v10") send_alert("Heartbeat OK — NAV $1,000,143 — 9 positions open")

{ "$schema": "node_modules/wrangler/config-schema.json", "name": "firm-dashboard", "compatibility_date": "2026-05-19", "assets": { "directory": "." } }

import subprocess # After writing trades.json, redeploy automatically result = subprocess.run( ["npx", "wrangler", "deploy"], cwd=str(FIRM_ROOT / "dashboard"), capture_output=True, text=True ) if result.returncode == 0: print("Dashboard deployed to Cloudflare") else: print(f"Deploy failed: {result.stderr}")