agamotto - Wheel Options Strategy Management

agamotto is a simple Flask app to help you stay on top of your Wheel options trading strategy. Like the MCU's Eye of Agamotto, it allows you, the bold trader, to harness the power of theta time.

Note: Code for the alpha version of agamotto will be released in due time.

Installation and Usage

See the documentation for the detailed instructions.

Features

agamotto enables you to:

• Scan for put options to initiate a Wheel strategy
• Log put/call options and stock trades
• Monitor your open options trades, with recommendations to buyback or roll
• Get a high-level overview of your profits, broken down by strategy, ticker, and trade

This is just a high-level description. See the documentation for a full walkthrough of the app.

To Do

• Deployment:
  • Set up GitHub Actions for CI
• Admin:
  • Consider Flask-Dance for OAuth
• Dashboard:
  • TBC
• Monitor:
  • TBC
• Manage:
  • Upload CSV function - needs validation of dataframe
• Scan:
  • Enable creation of presets
• Analyse:
  • TBC
• Documentation:
  • Re-factor docs to installation + deployment for different platforms
    • Google App Engine (using containers)
    • Heroku
    • PythonAnywhere
• Publicity:
  • Launch on Reddit
  • Article on Medium.com

Implemented

• Admin:
  • Login
  • Amend password change facility
  • Feature to download data, maybe on the Admin dashboard?
    • CSV file
    • SQL file (removed due to security)
  • Use username instead of email
  • Update admin page to long view with multiple sections
• Deployment:
  • Docker build
  • Push container to Docker Hub
• Dashboard:
  • Strategy breakdown
  • Overall table
  • Plotly plot with wheel design
  • Returns profile for strategy
• Monitor:
  • Fix buyback feature: wrong computation for call; it should be to close position
• Manage:
  • Create dedicated view for each trade as an intermediate page between the list of all trades and the edit page
  • Create feature for deleting trades
• Scan:
  • TBC
• Analyse:
  • Remove stock metadata scan - agamotto is for option selection, not for stock selection
• Documentation:
  • Write documentation using Just the Docs (demo site)
  • Re-locate images used for docs
  • Remove Flask initialisation and password creation from Getting Started docs (i.e. do it prior to building)
  • Write docs for admin dashboard
  • Update screenshots for Strategy page
  • Add docs for trade view: new view + delete function
  • Remove stock metadata from Scan docs
  • Remove stock lists from Analyse docs
  • Re-factor docs to installation + deployment for different platforms
    • Local server (without Docker)
    • Local server (with Docker)

The Next Bound

• Move to NoSQL database

About the Project

agamotto is © 2022 by Christian Chow.

License

It is distributed under the MIT License.