Features

Dashboard

Net premium sold today
Net # of units for both calls and puts
BP/NLV summary
Order's used today (includes futures)
List of outstanding premium and marks by expiration date
- Does not include closed positions (i.e. buybacks)
20 positions closest to being ITM

Red alert

List of all positions <40% OTM

Setup

What you will need:

TDA API Account (step 1)
- Both the API key for the app you register and the callback url
PM Account number
Docker (step 2)

Create an account for TDA API
- Create an app, name doesn't matter
- Create a callback uri
  - use "https://localhost" if you don't have a better one, it won't matter, just need to be something
If you want to use docker
- Download docker desktop and install for your OS (https://www.docker.com/products/docker-desktop)

Docker instructions

Note you will need to use the full path to the directory with the configuration file and API access token these instructions will assume that you are putting them in the "config" folder in the same directory

These commands are for *nix systems. If anyone could help me with windows instructions I would appreciate it I will gladly make/maintain batch scripts for windows once I can test out what should be in it

Download docker desktop
Pull the container

docker pull donrkabob/lottobuddy:latest

Create the config file (TDA api app key/url)

 mkdir config
 docker run -p 5000:5000 -v `pwd`/config:/config donrkabob/lottobuddy:latest --setup --tdaconfig /config/tda-config.json --configfile /config/lotto_config.json

Set up API access refresh token

 docker run -p 5000:5000 -v `pwd`/config:/config donrkabob/lottobuddy:latest --newtoken --tdaconfig /config/tda-config.json --configfile /config/lotto_config.json

Run the thing!

 docker run -p 5000:5000 -v `pwd`/config:/config donrkabob/lottobuddy:latest --newtoken --tdaconfig /config/tda-config.json --configfile /config/lotto_config.json

No docker cause i'm cool instructions:

the libraries you need are in the docker file and they will maintain the most up to date requirements.

General linux instruction

Install libraries

	pip3 install pandas
	pip3 install tda-api flask

With these installed you can run:

python3 flask_buddy.py --setup
python3 flask_buddy.py --newtoken
python3 flask_buddy.py

Step-by-step Mac instructions

Do you have git installed?
- Try the command:
```
  which git
```
- See if you have python3
```
  which python3
```
- If it return nothing then it is not install otherwise it will print a system path
- If it gives you an error you don't and let's install command line tools from apple
```
  xcode-select --install
```

OK - do you need pip? If running "pip3" does not work then below will install pip

 curl https://bootstrap.pypa.io/get-pip.py -o get-pip.py
 sudo python3 get-pip.py

Install packages

 pip3 install --user pandas
 pip3 install --user tda-api flask

Clone repo

 git clone https://github.com/don-r-kebab/lottobuddy.git

Move into that directory
```
 cd lottobuddy
```
Set up config file
```
 python3 flask_buddy.py --setup
```
Create token file
```
 python3 flask_buddy.py --newtoken
```
Run it!
```
 python3 flask_buddy.py
```

Using

Most of the data is all on the dashboard. There is a link strip on top

"STATS": The Main Dashboard
"RED_ALERT": list all positions < 40% OTM

File Formats

config file (format: JSON, default: 'lotto_config.json')

{
	"apikey": "<API key>", 
	"callbackuri": "<callback url provided to TD API>", 
	"accountnum": "<account number>", 
	"tokenpath": "<API token file path>"
}

tokenpath will be set automatically, but can be changed manually either by hand in the config file or by command line option if desired.

don-r-kabob/lottobuddy