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T212 ISA

t212-isa · ⚠ LIVE

▾ Account notes

⚠ Real money (T212 ISA), same design as Paper03QSR.

QSR + confirmation-entry, executed via T212's API (t212QsrTrade.ts)
Buy pricing/triggers: Alpaca bars, US tickers only (CLEAN_US_TICKER)
Sell pricing: T212's own live portfolio price
Run: `pnpm t212-qsr-trade` (T212_TRADER_ACCOUNT=isa)
Needs BOTH enabled here AND "t212-isa" in CONFIRM_LIVE_TRADING to place real orders
Risk sizing not yet reconciled to this account's real cash balance (same as live-1)

Equity

£11,079.05

73 broker position(s)

Cash

£1,978.78

Buying power

£1,978.78

P&L

-£32.68

+£163.04 unrealized (94 open)

150 closed trades

▾ Profit reserve — held back from reinvestment

Winning trades add `profitReservePct%` of their P&L here; it's subtracted from this pool's next-buy sizing. Move the money to the pie yourself in the T212 app, then Clear — nothing auto-clears (pie cash also moves from investing/dividends/manual adds).

Pool	Held back	Destination pie	Pie value (cached)	Reconcile
qsr	£79.39	Bucket QSR (#9679327)	£1,477.11

▾ Trading mode — Live

LiveReal orders. A real-money account ALSO needs its id in CONFIRM_LIVE_TRADING on this machine — this setting alone can't place a real order. Exits onlyNo new buys. Stops, trails and exits on anything already open are still managed — for winding an account down. Dry runEvery scheduled tick runs the full strategy but submits nothing; the logs show what it would have bought and sold. Read onlyTrading jobs do nothing. Prices and reports still refresh, and a manual --dry run still works.

Live account — even when enabled here, real order flow ALSO requires this account's id present in the comma-separated CONFIRM_LIVE_TRADING environment variable on the machine running the cron job (e.g. CONFIRM_LIVE_TRADING=other-id,t212-isa — each live account needs its own id in the list; adding one no longer removes another). This toggle alone can never place a real order.

⚠️ This account's id IS currently in CONFIRM_LIVE_TRADING on this machine — scheduled scripts WILL place real orders here if also enabled above.

▾ Account settings

Email alerts

Account-wide MASTER switch. On by default; uncheck to silence ALL of this account's routine emails. Buy-approval emails have their own per-pool toggle above

Which notifications (pnpm notify)

Fills — real-time buy/sell digest (works for every broker, incl. T212) Daily report — market-close summary email Open report — market-open summary email

Minimum cash reserve

Min cash reserve (% of equity) ≈ £553.95 of equity kept as cash held back from every real buy — computed off equity, not buying power, so it never scales up with margin/leverage. Blank resets to the 1% default.

Crypto coin sharing

Let crypto strategies share a coin — off by default (exclusive: a coin held by one crypto strategy is off-limits to the others, since closePosition flattens the whole position). Turn on for paper accounts so tape/scalp aren't starved of the shared universe. Leave OFF for real money

Strategy settings

Sizing, caps, the profit-lock trail, buy approval and confirmation entry live on each strategy's own page. Tick a strategy under Strategies and save to add it here.

Recent changes

Every settings change on this account, newest first (UK time). * = rebuilt from older backups — happened somewhere between two backups; hover for the window.

When	Source	Setting	Before → after
06 Oct, 15:32*	rebuilt from backups	qsr · bPlusMaxNotionalPerBuy	50 → 62.5
06 Oct, 14:35*	rebuilt from backups	qsr buy checks · bPlusMinMa50SlopePct	— → 0
02 Oct, 17:32*	rebuilt from backups	qsr buy checks · minMa200SlopePct	— → 0
02 Oct, 16:49*	rebuilt from backups	qsr · trailActivationPct	6 → —
02 Oct, 16:49*	rebuilt from backups	qsr · trailPct	3 → —
02 Oct, 16:49*	rebuilt from backups	qsr · trailingFractionPct	25 → —
02 Oct, 16:29*	rebuilt from backups	qsr · bPlusMaxNotionalPerBuy	— → 50
02 Oct, 16:29*	rebuilt from backups	qsr · buyBPlus	— → 1
01 Oct, 17:50*	rebuilt from backups	conviction · megaCapsAsFavourites	false → true
01 Oct, 17:48*	rebuilt from backups	qsr buy checks · minDailyMovePct	— → 3
01 Oct, 17:48*	rebuilt from backups	conviction · enabled	— → true
01 Oct, 17:48*	rebuilt from backups	conviction · excluded	— → []
01 Oct, 17:48*	rebuilt from backups	conviction · favouriteMultiplier	— → 1.5
01 Oct, 17:48*	rebuilt from backups	conviction · favourites	— → []
01 Oct, 17:48*	rebuilt from backups	conviction · favouritesSkipDailyMoveCheck	— → false
01 Oct, 17:48*	rebuilt from backups	conviction · lookbackDays	— → 90
01 Oct, 17:48*	rebuilt from backups	conviction · megaCapsAsFavourites	— → false
01 Oct, 17:48*	rebuilt from backups	conviction · minPriorWins	— → 2
01 Oct, 17:48*	rebuilt from backups	conviction · multiplier	— → 1.5
01 Oct, 17:48*	rebuilt from backups	conviction · recordFrom	— → all
22 Sept, 16:42*	rebuilt from backups	qsr · maxNotionalPerBuy	125 → 200
13 Sept, 13:59*	rebuilt from backups	allowSharedCryptoCoins	— → false
13 Sept, 13:59*	rebuilt from backups	qsr buy checks · expiryDays	5 → 6
13 Sept, 13:59*	rebuilt from backups	notifications.daily	— → false
13 Sept, 13:59*	rebuilt from backups	notifications.fills	— → true
13 Sept, 13:59*	rebuilt from backups	notifications.open	— → false
13 Sept, 13:59*	rebuilt from backups	qsr · leverageEveryNthBuy	20 → 0
13 Sept, 13:59*	rebuilt from backups	qsr · maxNotionalPerBuy	50 → 125
13 Sept, 13:59*	rebuilt from backups	qsr · maxOpenPositions	36 → 100
13 Sept, 13:59*	rebuilt from backups	qsr · maxSharesPerSignal	1 → 4
13 Sept, 13:59*	rebuilt from backups	qsr · maxSharesPerTickerPerWeek	1 → 4
13 Sept, 13:59*	rebuilt from backups	qsr · maxSharesPerTrade	1 → 6
13 Sept, 13:59*	rebuilt from backups	qsr · trailActivationPct	— → 6
13 Sept, 13:59*	rebuilt from backups	qsr · trailPct	— → 3
13 Sept, 13:59*	rebuilt from backups	qsr · trailingEnabled	— → 1
13 Sept, 13:59*	rebuilt from backups	qsr · trailingFractionPct	— → 25
01 Sept, 22:55*	rebuilt from backups	qsr buy checks · enabled	— → true
01 Sept, 22:55*	rebuilt from backups	qsr buy checks · expiryDays	— → 5
01 Sept, 22:55*	rebuilt from backups	qsr buy checks · triggerMode	— → trailing
01 Sept, 22:55*	rebuilt from backups	qsr buy checks · triggerPct	— → 2