Agent skill

dashboard-symbol-discovery

Auto-discover dashboard symbols from loaded RL models. Trigger when: (1) dashboard shows old/wrong symbols, (2) symbols mismatch between live trader and dashboard, (3) adding new models to system, (4) dashboard shows NO_MODEL for all symbols.

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npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/development/dashboard-symbol-discovery

SKILL.md

Dashboard Symbol Auto-Discovery

Experiment Overview

Item Details
Date 2024-12-24
Goal Fix dashboard showing stale symbols that don't match trained models
Environment scripts/monitor_dashboard.py, scripts/live_trader.py
Status Success

Context

The dashboard was showing hardcoded symbols (SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, TSLA, BTCUSD, ETHUSD) even when:

  1. No models existed for those symbols
  2. Different models were trained (e.g., TMO, PANW, AMZN, etc.)
  3. Live trader selected different symbols via universe selection

Root cause: DashboardConfig.symbols had hardcoded defaults, and the live trader didn't pass --symbols to the dashboard subprocess.

Verified Workflow

Problem Pattern

python
# WRONG: Hardcoded defaults in DashboardConfig
@dataclass
class DashboardConfig:
    symbols: List[str] = field(default_factory=lambda: [
        "SPY", "QQQ", "AAPL", "MSFT", "NVDA", "GOOGL", "TSLA", "BTCUSD", "ETHUSD"
    ])

Solution: Auto-Discovery

python
# CORRECT: Empty default, auto-discover from models
@dataclass
class DashboardConfig:
    # Symbols to monitor - auto-discovered from models if not specified
    symbols: List[str] = field(default_factory=list)

# In run_dashboard(), after loading predictors:
if not cfg.symbols:
    if predictors:
        cfg.symbols = list(predictors.keys())
        logger.info(f"Auto-discovered {len(cfg.symbols)} symbols from models: {cfg.symbols}")
    else:
        # Fallback if no models found
        cfg.symbols = ["SPY", "QQQ"]
        logger.warning("No models found - using fallback: SPY, QQQ")

Solution: Pass Symbols from Live Trader

python
# In live_trader.py, when launching dashboard subprocess:
dashboard_cmd = [
    sys.executable, "-m", "scripts.monitor_dashboard",
    "--paper", str(args.paper),
    "--interval", str(args.dashboard_interval),
    "--keys-file", args.keys_file,
    "--symbols", ",".join(symbols),  # Pass active symbols
    "--show"
]
logger.info(f"Dashboard symbols: {symbols}")

Priority Order

  1. CLI --symbols argument (highest priority) - Explicitly passed symbols
  2. Auto-discovery from models - If no CLI symbols, use loaded predictors
  3. Fallback (lowest priority) - SPY, QQQ if nothing else available

Failed Attempts (Critical)

Attempt Why it Failed Lesson Learned
Hardcoded symbol defaults Symbols became stale when models changed Use empty default + auto-discovery
Dashboard subprocess without --symbols Live trader and dashboard had different symbol lists Always pass symbols to subprocess
Only auto-discovery Would ignore explicit user preferences Support CLI override as highest priority
No fallback Crashes when no models exist Always have a minimal fallback

Key Insights

Architecture: Two Separate Symbol Flows

The live trader and dashboard have independent symbol selection:

live_trader.py:
  1. Discovers models from disk (*.pt files)
  2. Runs universe selection (constrained to symbols WITH models)
  3. Launches dashboard subprocess

monitor_dashboard.py (OLD - BROKEN):
  1. Uses hardcoded defaults
  2. Ignores loaded predictors for symbol list
  3. Shows NO_MODEL for symbols without models

monitor_dashboard.py (NEW - FIXED):
  1. If --symbols passed, use those
  2. Else auto-discover from loaded predictors
  3. Else use minimal fallback

Model Discovery Pattern

Both live_trader and dashboard discover models the same way:

python
model_dir = Path("models/rl_symbols")
model_files = list(model_dir.glob("*.pt"))
for model_file in model_files:
    # Parse SYMBOL_TIMEFRAME.pt
    stem = model_file.stem  # e.g., "AAPL_1Hour"
    parts = stem.rsplit("_", 1)
    symbol, timeframe = parts[0], parts[1]

Dashboard --symbols Argument

Already existed but wasn't being used:

python
parser.add_argument('--symbols', type=str, default=None,
                   help='Comma-separated symbols to monitor')

# Parsing:
if args.symbols:
    cfg.symbols = [s.strip() for s in args.symbols.split(',') if s.strip()]

Files Modified

scripts/monitor_dashboard.py:
  - Line 297-299: Changed default symbols to empty list
  - Line 961-969: Added auto-discovery logic

scripts/live_trader.py:
  - Line 2033: Added --symbols argument to dashboard command
  - Line 2037: Added logging for dashboard symbols

References

  • scripts/monitor_dashboard.py: Lines 297-299 (config), 961-969 (auto-discovery)
  • scripts/live_trader.py: Lines 2028-2037 (subprocess launch)
  • models/rl_symbols/*.pt: Model files for discovery

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