Config · retirement401k

atlas dual_momentum dynamo levetf megahold retirement401k sector_etf sector_pulse stock_scorer trendrunner

execution.json RETIREMENT401K

/Users/mvr113/QuantOS/engines/retirement401k/algo_core/config/execution.json

{
    "_note": "retirement401k master config \u2014 single source of truth. QQQ/TQQQ tiered-trend design validated in this session's backtest (2021-07 -> 2026-07, weekly rebalance): base15/strong25 = 26.2% CAGR/1.19 Sharpe/-18.4% MaxDD; config E weights (base25/strong50) = 30.0% CAGR/1.10 Sharpe/-21.9% MaxDD, chosen by user despite exceeding the original 15% max-DD target.",
    "execution_mode": "FULL_AUTO",
    "order_type": "market",
    "cash_only": true,
    "rebalance": {
        "_note": "Cadence day/time the scheduler triggers a real rebalance check. Trailing-stop enforcement between rebalances is delegated entirely to execution_hub/risk_manager.py (see risk_manager_config.json), matching Atlas's architecture -- this engine only decides target weights.",
        "day": "Monday",
        "time": "15:45"
    },
    "trend_gate": {
        "_note": "QQQ MA200 binary trend filter -- the single validated binding constraint. Below MA200 -> 100% cash, no TQQQ/QQQ exposure regardless of stack condition.",
        "ma_window": 200
    },
    "stack_tiers": {
        "_note": "QQQ>SMA20>SMA50 'stack' condition selects the strong tier; trend-on-but-not-stacked gets the base tier. Weights are of total portfolio, remainder in QQQ.",
        "sma_fast": 20,
        "sma_slow": 50,
        "base_tqqq_weight": 0.25,
        "strong_tqqq_weight": 0.5
    },
    "tickers": {
        "growth": "TQQQ",
        "core": "QQQ"
    },
    "brokers": {
        "_note": "account_id at top level is documentation -- config.py reads it from env vars and brain.py loops over enabled brokers. Single account: Webull Roth IRA, exclusively retirement401k's as of 2026-07-09 (retired sector_strike from it).",
        "webull": {
            "enabled": true,
            "account_id": "CUU96U69",
            "trade_stocks": false,
            "trade_etfs": true,
            "accounts": [
                {
                    "id": "CUU96U69",
                    "label": "Webull Roth IRA",
                    "type": "ROTH_IRA",
                    "number": "CUU96U69",
                    "capital_estimate": 20000
                }
            ]
        }
    }
}

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