income-desk 0.3.1

Systematic options trading intelligence for small accounts. Regime detection, profitability gates, Kelly sizing, crash sentinel, decision audit. Your personal trading desk brain.

income-desk

The brain behind your trading desk.

Every trade suggestion is bespoke to your portfolio, your risk profile, your capital. This isn't a signal service — it's a personal trading intelligence system for income-first options traders.

What It Does

income-desk brings institutional-grade trading intelligence to $30-50K accounts:

• Per-instrument regime detection — SPY can be R2 (high-vol mean-reverting) while GLD is R1 (calm). Not one global "market is bullish."
• 10-check profitability gate — answers "will this iron condor actually make money after fees on a $35K account?"
• Position-aware Kelly sizing — correlation-adjusted, margin-regime aware, drawdown circuit breaker
• Crash sentinel — GREEN/YELLOW/ORANGE/RED/BLUE signals with automatic sizing overrides
• 4-level decision audit — grades every trade 0-100 across legs, trade, portfolio, and risk
• Trust framework — every output tells you how much to trust it and what you can do with it

No backtesting. Start with 1 contract, trade real, system learns from YOUR outcomes.

Quick Start

pip install income-desk
income-desk

> regime SPY QQQ IWM GLD TLT

Ticker  Regime  Confidence
SPY     R2      100%        High-vol mean-reverting
QQQ     R4      96%         Explosive — NO TRADE
IWM     R1      99%         Calm mean-reverting — ideal for income
GLD     R1      100%        Calm — ideal for income
TLT     R2      100%        High-vol mean-reverting

> rank IWM GLD

#  Ticker  Strategy        Score  Verdict
1  IWM     iron_condor     0.60   go
2  GLD     iron_condor     0.59   go

> validate IWM

DAILY VALIDATION — IWM — 10 checks
PASS  commission_drag     Credit covers fees
PASS  fill_quality        Spread survives natural fill
...
READY TO TRADE (8 passed, 2 warnings)

> audit IWM 35000

DECISION AUDIT — IWM IC — 85/100 B+ — APPROVED
  Legs: 90/100 A    Trade: 82/100 B    Portfolio: 88/100 B+    Risk: 92/100 A

Connect Your Broker

income-desk --setup    # Interactive wizard

Broker	Market	Cost	Setup
Alpaca	US	Free (delayed quotes)	2-minute signup, no funding
TastyTrade	US	Account required	Full DXLink streaming
IBKR	US/Global	Account required	TWS or IB Gateway
Schwab	US	Account required	OAuth2 developer app
Dhan	India	Free API access	20K requests/day
Zerodha	India	Account required	Kite Connect API

Works without any broker (yfinance free data). Connect a broker for real-time quotes, Greeks, and HIGH trust analysis.

Key Concepts

The 4 Trading Questions

Question	What MA does
What to buy?	11 option strategies assessed per ticker, regime-gated, ranked by composite score
At what price?	Strike proximity to S/R, skew-optimal selection, limit order pricing, pullback alerts
How many?	Kelly criterion + correlation adjustment + margin-regime cap + drawdown circuit breaker
When to exit?	Regime-contingent stops, trailing profit targets, theta decay curve, position stress monitoring

Trust Framework

Every output carries a trust score:

TRUST: 85% HIGH
  Data:    90% HIGH (broker_live)
  Context: 85% HIGH (full mode)
  Fit for: ALL purposes including live execution

No broker? Trust is LOW — fit for research and screening only. The system refuses to let you execute when trust is too low.

Forward Testing, Not Backtesting

MA does not have a backtesting engine. This is deliberate. Start small, trade real, system learns:

1 contract → validation gates protect → record outcome →
calibrate_weights() learns → Kelly scales up → repeat

Documentation

• User Manual — complete guide organized by purpose
• Trust Framework — how MA scores data reliability
• Data Interfaces — bring your own data
• Crash Playbook — systematic crash response
• API Reference — full Python API

80+ CLI Commands

Trading: validate, rank, screen, opportunity, entry_analysis, kelly, audit, sentinel Monitoring: health, monitor, exit_intelligence, adjust, assignment_risk Research: regime, technicals, vol, levels, research, stress, rate_risk Account: balance, quotes, watchlist, csp, covered_call, margin

Run help in the CLI for the full list.

Contributing

See CONTRIBUTING.md for development setup and guidelines.

License

MIT — see LICENSE.