cpz-ai 1.1.8

CPZ AI — Python SDK for trading strategies, data management, and multi-broker execution with CPZ-only authentication

CPZ AI — Python SDK

Install

pip install cpz-ai

60-second Quickstart (Sync)

⚠️ IMPORTANT: All trading operations are now routed through CPZ AI. You do not need to provide broker credentials directly. Broker credentials are securely managed in your CPZ AI account.

Trading

import cpz
from cpz.execution.models import OrderSubmitRequest
from cpz.execution.enums import OrderSide, OrderType, TimeInForce

# Only CPZ AI credentials needed
client = cpz.clients.sync.CPZClient()

# Single account setup
client.execution.use_broker("alpaca", environment="paper")

# Multi-account setup (if you have multiple accounts with same broker/environment)
# client.execution.use_broker("alpaca", environment="paper", account_id="your-account-id")

order = client.execution.submit_order(OrderSubmitRequest(
    symbol="AAPL",
    side=OrderSide.BUY,
    qty=10,
    type=OrderType.MARKET,
    time_in_force=TimeInForce.DAY,
    strategy_id="your-strategy-uuid-here",  # REQUIRED
))
print(order.id, order.status)

Execution Architecture

CPZClient.execution  -->  BrokerRouter  -->  CPZ AI API  -->  Trading Credentials  -->  AlpacaAdapter
                              |                  |                     |                     ^
                              |                  v                     v                     |
                              |              Orders Table         Broker Execution    +---- future brokers (IBKR, Tradier, ...)
                              |                  |                     |
                              |                  v                     v
                              |              Audit Trail          Order Updates

Flow

1. Order Creation: All orders are first written to CPZ AI's orders table with full audit trail
2. Credential Resolution: Trading credentials are fetched securely from CPZ AI (never from environment)
3. Broker Execution: Orders are placed at the broker using resolved credentials
4. Status Updates: Order status and broker responses are updated in CPZ AI

Configuration (.env)

⚠️ Authentication Change: Only CPZ AI credentials are needed. Do not set broker credentials (ALPACA_* etc.) - they are managed in your CPZ AI account.

Required Settings

Key	Description	Example
CPZ_AI_API_KEY	Your CPZ AI API Key	cpz_...
CPZ_AI_API_SECRET	Your CPZ AI API Secret	cpz_secret_...

Optional Settings

Key	Description	Default	When to Change
CPZ_AI_URL	CPZ AI API Endpoint	https://api-ai.cpz-lab.com/cpz	Custom deployments only
CPZ_ENV	SDK environment	production	Development/debugging
CPZ_LOG_LEVEL	Log level	INFO	Debugging issues
CPZ_REQUEST_TIMEOUT_SECONDS	Default request timeout	30	Slow connections

Getting Your CPZ AI Keys

1. Get API Keys: https://ai.cpz-lab.com/profile-settings?tab=api-keys
2. Add Trading Accounts: https://ai.cpz-lab.com/profile-settings?tab=trading-accounts
3. Generate your CPZ_AI_API_KEY and CPZ_AI_API_SECRET
4. Add your broker credentials (Alpaca, etc.) to enable trading

Usage

Selecting a broker

# Single account (most common)
client.execution.use_broker("alpaca", environment="paper")
client.execution.use_broker("alpaca", environment="live")

# Multi-account: Use account_id when you have multiple accounts 
# with the same broker and environment
client.execution.use_broker("alpaca", environment="paper", account_id="account-1")
client.execution.use_broker("alpaca", environment="paper", account_id="account-2") 
client.execution.use_broker("alpaca", environment="live", account_id="main-live-account")

When to use account_id:

• You have multiple accounts with the same broker (e.g., Alpaca)
• Same environment (paper or live)
• Need to specify which account to trade with
• Without account_id, the SDK uses your default/primary account

Submit / cancel / replace order (sync)

from cpz.execution.models import OrderSubmitRequest, OrderReplaceRequest
from cpz.execution.enums import OrderSide, OrderType, TimeInForce

req = OrderSubmitRequest(
    symbol="AAPL", 
    side=OrderSide.BUY, 
    qty=1,
    type=OrderType.MARKET, 
    time_in_force=TimeInForce.DAY,
    strategy_id="your-strategy-uuid-here"  # REQUIRED
)
order = client.execution.submit_order(req)
client.execution.cancel_order(order.id)
client.execution.replace_order(order.id, OrderReplaceRequest(qty=2))

Async + Streaming

import asyncio
from cpz.clients.async_ import AsyncCPZClient

async def main():
    client = AsyncCPZClient()
    await client.execution.use_broker("alpaca", environment="paper")
    async for q in client.execution.stream_quotes(["AAPL", "MSFT"]):
        print(q.symbol, q.bid, q.ask)
        break

asyncio.run(main())

Get account / positions

acct = client.execution.get_account()
positions = client.execution.get_positions()

CPZ AI - Strategies & Files

Access your CPZ AI platform data including strategies and files:

from cpz.common.cpz_ai import CPZAIClient

# Connect to CPZ AI
client = CPZAIClient.from_env()

# Get your strategies (user-specific by default)
strategies = client.get_strategies()
print(f"Your strategies: {[s.get('title', 'Unknown') for s in strategies]}")

# Create a new strategy (automatically assigned to your user_id)
new_strategy = client.create_strategy({
    "title": "My Trading Bot",
    "description": "Automated trading strategy",
    "strategy_type": "momentum",
    "status": "active"
})

User-Specific Access Control

The CPZ AI client automatically handles user isolation:

• Regular Users: Only see and manage their own strategies, files, orders, and trading data
• Admins: Can access all strategies, files, orders, and trading data across all users

API Permissions & Data Access

Your CPZ AI credentials provide access to:

✅ Strategies - Read/write your trading strategies
✅ Data Files - Upload/download files and datasets
✅ Storage - File storage and management
✅ Orders - Read/write order history and execution data
✅ Trading Credentials - Access to your configured broker accounts
✅ Metadata - Strategy metadata, performance metrics, and analytics

# Recommended: Use environment variables (automatic user resolution)
client = CPZAIClient.from_env()  # User-specific access based on your CPZ AI credentials

# Manual instantiation (if needed for special cases)  
client = CPZAIClient(
    url="https://api-ai.cpz-lab.com/cpz",
    api_key="your_api_key", 
    secret_key="your_secret_key"
    # User identity and permissions are auto-resolved from your credentials
)

# Environment variables (in .env file):
# CPZ_AI_API_KEY=your_api_key
# CPZ_AI_API_SECRET=your_secret_key
# User ID and admin permissions are auto-resolved from your CPZ AI account

File Operations & DataFrames

Upload, download, and manage files with pandas DataFrame support:

import pandas as pd

# Create a sample DataFrame
df = pd.DataFrame({
    'symbol': ['AAPL', 'GOOGL', 'MSFT'],
    'price': [150.25, 2750.80, 310.45],
    'volume': [1000000, 500000, 800000]
})

# Upload DataFrame as CSV
client.upload_dataframe("data-bucket", "stocks.csv", df, format="csv")

# Upload DataFrame as JSON
client.upload_dataframe("data-bucket", "stocks.json", df, format="json")

# Upload DataFrame as Parquet
client.upload_dataframe("data-bucket", "stocks.parquet", df, format="parquet")

# Download CSV and load to DataFrame
downloaded_df = client.download_csv_to_dataframe("data-bucket", "stocks.csv")

# Download JSON and load to DataFrame
downloaded_df = client.download_json_to_dataframe("data-bucket", "stocks.json")

# Download Parquet and load to DataFrame
downloaded_df = client.download_parquet_to_dataframe("data-bucket", "stocks.parquet")

# List files in a bucket
files = client.list_files_in_bucket("data-bucket", prefix="stocks")

# Delete files
client.delete_file("data-bucket", "stocks.csv")

Load User Strategies to DataFrame

from cpz.common.cpz_ai import CPZAIClient
import pandas as pd

# Load your strategies (user-specific, auto-resolved from CPZ AI credentials)
client = CPZAIClient.from_env()  # Uses CPZ_AI_API_KEY and CPZ_AI_API_SECRET from .env

# Get your strategies as DataFrame
strategies_df = pd.DataFrame(client.get_strategies())
print(f"Found {len(strategies_df)} strategies")
print(strategies_df.head())

Note: The CPZ AI client connects to your API endpoint at api-ai.cpz-lab.com/cpz. Users only need to provide their CPZ AI API keys.

🚨 Breaking Changes & Migration

Version 2.0+ Updates

Authentication:

• ✅ Only CPZ AI keys (CPZ_AI_API_KEY, CPZ_AI_API_SECRET)
• ❌ No broker keys (ALPACA_, IBKR_, etc.)

Order Submission:

• ✅ strategy_id required for all orders
• ✅ Client-side idempotency with client_order_id
• ✅ Full audit trail through CPZ AI

Broker Configuration:

• ✅ use_broker("alpaca", environment="paper", account_id="optional")
• ❌ use_broker("alpaca", env="paper") (old style)

Migration Steps:

1. Remove all ALPACA_* environment variables
2. Set CPZ_AI_API_KEY and CPZ_AI_API_SECRET
3. Add broker credentials to your CPZ AI account (Settings → Trading Accounts)
4. Add strategy_id to all OrderSubmitRequest calls
5. Update use_broker() calls to use environment parameter

CLI

⚠️ Authentication: The CLI uses your CPZ AI credentials from environment variables or .env file. No broker credentials needed.

# List available brokers
cpz broker list

# Configure broker (credentials auto-resolved from CPZ AI)
cpz broker use alpaca --env paper
cpz broker use alpaca --env live --account-id "your-account-id"  # Multi-account

# Submit orders (strategy-id is required)
cpz order submit --symbol AAPL --side buy --qty 10 --type market --tif day --strategy-id "your-uuid"

# Manage orders
cpz order get --id <order-id>
cpz order cancel --id <order-id>
cpz order replace --id <order-id> --qty 20

# Get account info
cpz positions
cpz-ai positions
cpz-ai stream quotes --symbols AAPL,MSFT

Error handling

Catch cpz.common.errors.CPZBrokerError. Broker errors are mapped to CPZ errors.

Logging & Redaction

Structured JSON logging via structlog, with redaction of Authorization, ALPACA_API_SECRET_KEY, and similar. Configure level via CPZ_LOG_LEVEL.

Testing & Quality

• make test (coverage goal ≥ 85%)
• mypy --strict

Python Compatibility

This package is tested and compatible with:

• Python 3.9 ✅
• Python 3.10 ✅
• Python 3.11 ✅
• Python 3.12 ✅

Compatibility Features

• Uses from __future__ import annotations for forward-compatible type hints
• Compatible type annotation syntax across all supported versions
• No version-specific syntax that would break older Python versions
• Continuous integration testing on all supported Python versions

Contributing

Style: ruff/black/isort, pre-commit, branch naming. See CONTRIBUTING.md.

Versioning & Release

Bump version in pyproject.toml, build, and publish to PyPI.

Roadmap

Next brokers: IBKR, Tradier, …

Security

See SECURITY.md. No LICENSE file is included intentionally.