Investabot
Loading

Personal research workspace

DPMCC strategy desk

Strategy Snapshot

Waiting for data

Data Feeds

Read-only phase

Current Workflow

Manual execution
  1. Sync positions and open ordersPlanned
  2. Filter long and short call candidatesMocked
  3. Record hedges and exposure changesPlanned
  4. Archive daily market snapshotsPlanned

Options Planner

Model inputs only

Candidate Filters

Pre-trade review

Options Chain Mock

Replace with Schwab market data
Symbol Expiration Strike Delta Bid Ask Mid Open Int. Role

Positions

Manual trades first

Account Underlying Leg Expiration Strike Qty Delta Status

Research Queue

Background automation backlog

Deployment Path

GX10 first, EC2 later

Phase 1

Local LAN

Run the app on a trusted Mac or GX10 and connect from iPhone or MacBook over the same network.

Phase 2

Private Server

Add authentication, encrypted secrets, a database, background jobs, backups, and TLS.

Phase 3

iOS Wrapper

Wrap the authenticated web app with native iOS shell features after the web workflow stabilizes.