Content
# OpenProphet
*As featured in [Bloomberg](https://www.bloomberg.com/news/articles/2026-05-01/ai-tools-for-stock-trading-put-up-mixed-results)*
**Autonomous AI trading agent with a web dashboard, MCP tools, and a Go trading backend**
---
> **Heads up:** This is a research project. I have many other things going on and OpenProphet is not at the top of my backlog. The paid templates and guides at [openprophet.io](https://openprophet.io) exist mainly to handle the volume of setup questions I get from non-technical users — they're not a sign this is a polished commercial product.
>
> For questions about licensing, commercial use, or acquisition, please email me directly at [jakenesler@gmail.com](mailto:jakenesler@gmail.com).
>
> There are no crypto projects, memecoins, or other projects officially related to this besides my other repo, [Claude_Prophet](https://github.com/JakeNesler/claude_prophet).
---
## [Premium Setup Guide & Templates → openprophet.io](https://openprophet.io)
**Not comfortable with Git or self-hosting?** A paid service is available at **[openprophet.io](https://openprophet.io)** that handles the full setup for you. It also includes:
- **Step-by-step setup guides** for every skill level
- **Agent templates** — pre-built personas with tuned prompts and configurations
- **Strategy templates** — ready-to-use trading strategies with rules and risk parameters
---
> **WARNING:** This is an experimental AI-powered trading system. Options trading involves significant risk of loss. Use paper trading only. The author assumes no responsibility for financial losses.
<p align="center">
<img src="https://freeecomapi.us-east-1.linodeobjects.com/openprophet%2FIMG_2512.jpeg" width="180" />
<img src="https://freeecomapi.us-east-1.linodeobjects.com/openprophet%2FIMG_2513.jpeg" width="180" />
<img src="https://freeecomapi.us-east-1.linodeobjects.com/openprophet%2FIMG_2514.jpeg" width="180" />
<img src="https://freeecomapi.us-east-1.linodeobjects.com/openprophet%2FIMG_2515.jpeg" width="180" />
<img src="https://freeecomapi.us-east-1.linodeobjects.com/openprophet%2FIMG_2516.jpeg" width="180" />
</p>
---
## What Is This?
OpenProphet is a fully autonomous trading harness that runs an AI agent on a heartbeat loop. The agent wakes up on a schedule, assesses market conditions, manages positions, and executes trades — all without human intervention. A mobile-friendly web dashboard at `http://localhost:3737` streams everything in real time.
```
+---------------------+
| Web Dashboard |
| (port 3737) |
| SSE streaming |
+--------+------------+
|
+--------v------------+
| Agent Server |
| (Node.js/Express) |
| Heartbeat loop |
| Config store |
+--------+------------+
|
+------------------+------------------+
| |
+---------v-----------+ +-----------v-----------+
| OpenCode CLI | | Go Trading Backend |
| (AI subprocess) | | (Gin, port 4534) |
| Claude models | | Alpaca API client |
+---------------------+ | News aggregation |
| | Technical analysis |
+---------v-----------+ +-----------+-----------+
| MCP Server | |
| (Node.js) | +-----------v-----------+
| 45+ trading tools | | Alpaca Markets API |
| Permission gates | | (paper / live) |
+---------------------+ +-----------------------+
```
### The Loop
1. Agent wakes up on heartbeat (interval varies by market phase)
2. OpenCode subprocess spawns with Claude model + MCP tools
3. Agent calls tools: check account, scan news, analyze setups, place orders
4. Results stream to the web dashboard via SSE
5. Agent sleeps until next heartbeat
The agent controls its own heartbeat interval via the `set_heartbeat` MCP tool — it can speed up during volatile periods or slow down when markets are calm.
---
## Architecture
```
OpenProphet
├── agent/ # Autonomous agent system (Node.js)
│ ├── server.js # Express web server, SSE, Go lifecycle, auth
│ ├── harness.js # Heartbeat loop, OpenCode subprocess, session mgmt
│ ├── config-store.js # Persistent JSON config with write locking
│ └── public/index.html # Single-page dashboard (paper aesthetic)
├── mcp-server.js # MCP tool server (45+ tools, permission enforcement)
├── cmd/bot/main.go # Go backend entry point
├── controllers/ # HTTP handlers (48 functions)
│ ├── order_controller.go # Buy/sell/options/managed positions
│ ├── intelligence_controller.go # AI news analysis
│ ├── news_controller.go # News aggregation (Google, MarketWatch)
│ ├── activity_controller.go # Activity logging
│ └── position_controller.go # Position management
├── services/ # Business logic (63 functions)
│ ├── alpaca_trading.go # Order execution via Alpaca API
│ ├── alpaca_data.go # Market data (quotes, bars, IEX feed)
│ ├── alpaca_options_data.go # Options chains and snapshots
│ ├── position_manager.go # Automated stop-loss / take-profit
│ ├── gemini_service.go # Gemini AI for news cleaning
│ ├── news_service.go # Multi-source news aggregation
│ ├── stock_analysis_service.go # Stock analysis
│ ├── technical_analysis.go # RSI, MACD, momentum indicators
│ └── activity_logger.go # Trade journaling
├── interfaces/ # Go type definitions (80 types)
├── models/ # Database models (7 types)
├── database/ # SQLite storage layer
├── config/ # Environment configuration
├── vectorDB.js # Semantic trade search (sqlite-vec)
├── TRADING_RULES.md # Strategy rules (injected into agent prompt)
├── opencode.jsonc # OpenCode MCP configuration
└── data/
├── agent-config.json # Runtime config (accounts, agents, permissions)
└── prophet_trader.db # SQLite database
```
---
## Features
### Autonomous Agent
- **Phased heartbeat** — Pre-market (15m), market open (2m), midday (10m), close (2m), after hours (30m), closed (1h)
- **Session persistence** — OpenCode `--session` flag maintains context across beats
- **System prompt optimization** — Only sent on first beat, saving ~2,000 tokens/beat
- **User interrupts** — Send messages mid-beat; kills current subprocess, resumes on same session
- **Agent self-modification** — Tools to update its own prompt, strategy rules, permissions, and heartbeat
### Web Dashboard
- **Paper aesthetic** — Crimson Pro headings, Source Sans 3 body, IBM Plex Mono for data, warm `#faf9f6` background with SVG fractal noise texture
- **8 tabs** — Terminal, Trades, Portfolio, Agents, Strategies, Accounts, Plugins, Settings
- **Real-time SSE streaming** — Agent text, tool calls, tool results, beat lifecycle, trade events
- **Terminal search/filter** — Search logs by text, filter by level (text, tools, errors, beats)
- **Chat input** — Send messages to the agent, interrupt running beats
- **Mobile-first** — Responsive layout, touch-friendly, tab-based navigation
- **Tab visibility optimization** — Pauses SSE and polling when tab is hidden
### Security & Guardrails
- **Token-based auth** — Set `AGENT_AUTH_TOKEN` env var to require Bearer token on all API routes
- **Secret stripping** — `safeConfig()` masks secret keys in all SSE broadcasts and API responses
- **MCP permission enforcement** — `enforcePermissions()` checks before every tool execution:
- `blockedTools` — Reject calls to specific tools
- `allowLiveTrading` — Block all order tools when disabled
- `allowOptions` / `allowStocks` — Asset class gates
- `allow0DTE` — Parses OCC option symbols to check expiration date
- `maxOrderValue` — Rejects orders exceeding dollar limit
- `requireConfirmation` — Blocks orders with descriptive error
- **Daily loss circuit breaker** — Auto-pauses agent when P&L exceeds `maxDailyLoss`%
- **Max tool rounds per beat** — Passed as `--max-turns` to OpenCode CLI
- **Path traversal protection** — `get_news_summary` sanitizes filenames
### Multi-Account
- **Multiple Alpaca accounts** — Add paper/live accounts via dashboard
- **Hot-swap** — Activating a different account kills the Go backend and restarts with new credentials
- **Go backend auto-restart** — 5-second delay restart on unexpected crashes
### Plugins
- **Slack notifications** — Trade executed, agent start/stop, errors, position opened/closed, daily summary, heartbeat
- **Daily summary** — Scheduled at 4:30 PM ET with P&L, portfolio value, and beat/trade/error counts
### AI Intelligence
- **Gemini news cleaning** — Transforms noisy RSS feeds into structured trading intelligence
- **Multi-source aggregation** — Google News, MarketWatch (top stories, real-time, bulletins, market pulse)
- **Technical analysis** — RSI, MACD, momentum indicators via Go backend
- **Vector similarity search** — Semantic search over past trades using local embeddings (384-dim, sqlite-vec)
---
## Quick Start
### Prerequisites
- **Go 1.22+** — For the trading backend
- **Node.js 18+** — For the agent server and MCP tools
- **[OpenCode CLI](https://opencode.ai)** — The AI harness that drives the autonomous agent
- **Alpaca account** — [alpaca.markets](https://alpaca.markets) (paper trading is free)
### 1. Clone and Install
```bash
git clone https://github.com/JakeNesler/OpenProphet.git
cd OpenProphet
npm install
go build -o prophet_bot ./cmd/bot
cp opencode.example.jsonc opencode.jsonc
```
### 2. Configure Environment
```bash
cp .env.example .env
```
Edit `.env`:
```bash
# Required
ALPACA_PUBLIC_KEY=your_alpaca_public_key
ALPACA_SECRET_KEY=your_alpaca_secret_key
ALPACA_ENDPOINT=https://paper-api.alpaca.markets
# Optional
GEMINI_API_KEY=your_gemini_key # AI news cleaning
AGENT_AUTH_TOKEN=your_secret_token # Protect dashboard API
AGENT_PORT=3737 # Dashboard port
```
### 3. Install and Authenticate OpenCode
OpenProphet uses [OpenCode](https://opencode.ai) as its AI runtime. OpenCode is an open-source CLI that connects to Claude (and other models) with full MCP tool support. The agent harness spawns `opencode run` as a subprocess on each heartbeat.
```bash
# Install OpenCode globally
npm install -g opencode
# Authenticate with Anthropic (opens browser for OAuth)
opencode auth login
```
After login, verify it worked:
```bash
opencode auth list
# Should show "Anthropic" with "oauth" credential
```
#### OpenCode Configuration
OpenProphet requires an `opencode.jsonc` file in the project root to register the MCP trading tools. This file is **not included in the repo** (it's gitignored) since it may contain personal MCP servers or API keys. Create your own from the provided example:
```bash
cp opencode.example.jsonc opencode.jsonc
```
The example config registers the Prophet MCP tools server, which is all you need:
```jsonc
// opencode.jsonc
{
"mcp": {
"prophet": {
"type": "local",
"command": ["node", "./mcp-server.js"],
"enabled": true
}
}
}
```
You can add any additional MCP servers you use (Playwright, Cartogopher, etc.) to your local `opencode.jsonc` -- it won't be committed.
#### How the Agent Uses OpenCode
Each heartbeat, the harness spawns:
```bash
opencode run \
--format json \
--model anthropic/claude-sonnet-4-6 \
--max-turns 25 \
--session <session-id>
```
- `--format json` — Streams structured events (text, tool_use, step_finish) that the dashboard parses
- `--model` — Set from the dashboard Settings tab (any Anthropic model)
- `--max-turns` — Maps to `maxToolRoundsPerBeat` in permissions config
- `--session` — Continues the same conversation across beats, preserving context
The system prompt is piped via stdin (too large for CLI args). On the first beat it includes the full system prompt + trading rules. Subsequent beats on the same session skip the system prompt to save ~2,000 tokens/beat.
#### Using OpenCode Interactively (Optional)
You can also use OpenCode directly for manual trading with the same MCP tools:
```bash
# Start the Go backend first
./prophet_bot
# Then run OpenCode interactively with the trading tools
opencode
```
OpenCode will pick up the `opencode.jsonc` config and give you access to all 45+ trading tools in an interactive chat session. This is useful for manual trading sessions or testing tools before enabling the autonomous agent.
### 4. Start the Dashboard
```bash
npm run agent
```
This starts the Express server on port 3737, which automatically launches the Go backend. Open `http://localhost:3737` (or your network IP) and press **Start**.
You can also authenticate OpenCode from the dashboard's **Settings** tab if you haven't done it from the CLI.
### 5. (Alternative) MCP-Only Mode
If you just want the MCP tools without the autonomous agent — for use with Claude Code, Cursor, or any MCP-compatible client:
```bash
# Start Go backend
./prophet_bot
# Option A: Use with OpenCode interactively
opencode
# Option B: Configure in Claude Code's .mcp.json
# Option C: Point any MCP client at: node /path/to/mcp-server.js
```
The MCP server is a standalone stdio server that works with any MCP-compatible client. It connects to the Go backend on port 4534.
---
## MCP Tools Reference
### Trading (order execution)
| Tool | Description |
|------|-------------|
| `place_options_order` | Buy/sell options with limit orders |
| `place_managed_position` | Position with automated stop-loss / take-profit |
| `close_managed_position` | Close managed position at market |
| `place_buy_order` | Buy stock shares |
| `place_sell_order` | Sell stock shares |
| `cancel_order` | Cancel a pending order |
### Market Data
| Tool | Description |
|------|-------------|
| `get_account` | Portfolio value, cash, buying power, equity |
| `get_positions` | All open stock positions |
| `get_options_positions` | All open options positions |
| `get_options_position` | Single option position by symbol |
| `get_options_chain` | Options chain with strike/expiry filtering |
| `get_orders` | Order history |
| `get_quote` | Real-time stock quote |
| `get_latest_bar` | Latest OHLCV bar |
| `get_historical_bars` | Historical price bars |
| `get_managed_positions` | Managed positions with stop/target status |
### News & Intelligence
| Tool | Description |
|------|-------------|
| `get_quick_market_intelligence` | AI-cleaned MarketWatch summary |
| `analyze_stocks` | Technical analysis + news + recommendations |
| `get_cleaned_news` | Multi-source aggregated intelligence |
| `search_news` | Google News keyword search |
| `get_news` | Latest Google News |
| `get_news_by_topic` | News by topic (business, technology, etc.) |
| `get_market_news` | Market-specific news feed |
| `aggregate_and_summarize_news` | Custom aggregation with AI summary |
| `list_news_summaries` / `get_news_summary` | Cached news summaries |
| `get_marketwatch_topstories` | MarketWatch top stories |
| `get_marketwatch_realtime` | Real-time headlines |
| `get_marketwatch_bulletins` | Breaking news |
| `get_marketwatch_marketpulse` | Quick market pulse |
| `get_marketwatch_all` | All MarketWatch feeds combined |
### Vector Search (AI Memory)
| Tool | Description |
|------|-------------|
| `find_similar_setups` | Semantic search over past trades |
| `store_trade_setup` | Store a trade for future pattern matching |
| `get_trade_stats` | Win rate, profit factor by symbol/strategy |
### Agent Self-Modification
| Tool | Description |
|------|-------------|
| `update_agent_prompt` | Update the active agent's system prompt |
| `update_strategy_rules` | Update trading strategy rules |
| `get_agent_config` | Read current agent config and permissions |
| `set_heartbeat` | Override heartbeat interval dynamically |
| `update_permissions` | Modify permission guardrails |
### Utilities
| Tool | Description |
|------|-------------|
| `log_decision` | Log a trading decision with reasoning |
| `log_activity` | Log activity to daily journal |
| `get_activity_log` | Retrieve today's activity log |
| `wait` | Pause execution (max 300 seconds) |
| `get_datetime` | Current time in US Eastern timezone |
---
## Dashboard API
The agent server exposes 40 REST endpoints under `/api/`:
### Agent Control
| Method | Endpoint | Description |
|--------|----------|-------------|
| POST | `/api/agent/start` | Start the autonomous agent |
| POST | `/api/agent/stop` | Stop the agent (kills subprocess) |
| POST | `/api/agent/pause` | Pause heartbeat loop |
| POST | `/api/agent/resume` | Resume heartbeat loop |
| POST | `/api/agent/message` | Send message to agent (interrupts if busy) |
| POST | `/api/agent/heartbeat` | Override heartbeat interval |
| GET | `/api/agent/state` | Current agent state |
| GET | `/api/agent/prompt-preview` | Preview active system prompt |
| GET | `/api/events` | SSE event stream |
### Configuration CRUD
| Method | Endpoint | Description |
|--------|----------|-------------|
| GET/POST | `/api/accounts` | List / add Alpaca accounts |
| DELETE | `/api/accounts/:id` | Remove account |
| POST | `/api/accounts/:id/activate` | Switch active account (restarts Go backend) |
| GET/POST | `/api/agents` | List / add agent personas |
| PUT | `/api/agents/:id` | Update agent |
| POST | `/api/agents/:id/activate` | Switch active agent |
| GET/POST | `/api/strategies` | List / add strategies |
| PUT | `/api/strategies/:id` | Update strategy |
| GET/PUT | `/api/permissions` | Get / update guardrails |
| GET/PUT | `/api/heartbeat` | Get / update phase intervals |
| GET/PUT | `/api/plugins/:name` | Get / update plugin config |
| POST | `/api/models/activate` | Switch Claude model |
### Portfolio Proxy
| Method | Endpoint | Description |
|--------|----------|-------------|
| GET | `/api/portfolio/account` | Proxied account info from Go backend |
| GET | `/api/portfolio/positions` | Proxied positions |
| GET | `/api/portfolio/orders` | Proxied orders |
---
## Configuration
All runtime config is stored in `data/agent-config.json`. The dashboard provides a UI for everything, but the structure is:
```jsonc
{
"activeAccountId": "abc123",
"activeAgentId": "default",
"activeModel": "anthropic/claude-sonnet-4-6",
"heartbeat": {
"pre_market": 900, // seconds
"market_open": 120,
"midday": 600,
"market_close": 120,
"after_hours": 1800,
"closed": 3600
},
"permissions": {
"allowLiveTrading": true,
"allowOptions": true,
"allowStocks": true,
"allow0DTE": false,
"requireConfirmation": false,
"maxPositionPct": 15,
"maxDeployedPct": 80,
"maxDailyLoss": 5,
"maxOpenPositions": 10,
"maxOrderValue": 0, // 0 = unlimited
"maxToolRoundsPerBeat": 25,
"blockedTools": []
},
"accounts": [{ "id": "...", "name": "Paper", "publicKey": "...", "secretKey": "...", "paper": true }],
"agents": [{ "id": "default", "name": "Prophet", "strategyId": "default", "model": "..." }],
"strategies": [{ "id": "default", "name": "Aggressive Options", "rulesFile": "TRADING_RULES.md" }],
"plugins": {
"slack": {
"enabled": false,
"webhookUrl": "",
"notifyOn": { "tradeExecuted": true, "agentStartStop": true, "errors": true, "dailySummary": true }
}
}
}
```
### Available Models
| Model | Cost (input/output per MTok) |
|-------|-----|
| `anthropic/claude-sonnet-4-6` | $3 / $15 |
| `anthropic/claude-opus-4-6` | $5 / $25 |
| `anthropic/claude-haiku-4-5` | $1 / $5 |
---
## Go Backend Services
| Service | Purpose | Key Functions |
|---------|---------|---------------|
| `AlpacaTradingService` | Order execution | PlaceOrder, CancelOrder, GetPositions, GetAccount |
| `AlpacaDataService` | Market data (IEX feed) | GetHistoricalBars, GetLatestQuote, GetLatestBar |
| `AlpacaOptionsDataService` | Options data | GetOptionChain, GetOptionSnapshot, FindOptionsNearDTE |
| `PositionManager` | Automation | MonitorPositions, CloseManagedPosition |
| `StockAnalysisService` | Analysis | AnalyzeStock |
| `TechnicalAnalysisService` | Indicators | CalculateRSI, CalculateMACD |
| `NewsService` | Intelligence | GetGoogleNews, GetMarketWatchTopStories, AggregateAndSummarize |
| `GeminiService` | AI processing | CleanNewsForTrading |
| `ActivityLogger` | Journaling | LogDecision, LogActivity, LogPositionOpened/Closed |
---
## Development
### Adding a New MCP Tool
1. Add the endpoint in Go (`controllers/` + route in `cmd/bot/main.go`)
2. Add the tool definition in `mcp-server.js` (name, description, input schema)
3. Add the handler in the `switch` block in `mcp-server.js`
4. If it's an order tool, add permission checks in `enforcePermissions()`
### Project Scripts
```bash
npm run agent # Start dashboard + agent server (port 3737)
npm start # Start MCP server only (for Claude Code integration)
```
---
## Disclaimer
THIS SOFTWARE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. The author strongly recommends against using this system with real money. Options trading carries substantial risk of loss. Past performance does not guarantee future results. You are solely responsible for your own trading decisions.
---
## License
[CC BY-NC 4.0](https://creativecommons.org/licenses/by-nc/4.0/) — Free for personal and non-commercial use. See [LICENSE](LICENSE) for details.
Copyright (c) 2025 Jake Nesler
