Open Alice

· · ·

Open Alice

English

Your one-person Wall Street. Alice is an AI trading agent that gives you your own research desk, quant team, trading floor, and risk management — all running on your laptop 24/7.

File-driven — Markdown defines persona and tasks, JSON defines config, JSONL stores conversations. Both humans and AI control Alice by reading and modifying files. The same read/write primitives that power vibe coding transfer directly to vibe trading. No database, no containers, just files.
Reasoning-driven — every trading decision is based on continuous reasoning and signal mixing.
OS-native — Alice can interact with your operating system. Search the web through your browser, send messages via Telegram, and connect to local devices.

Caution

Open Alice is experimental software in active development. Many features and interfaces are incomplete and subject to breaking changes. Do not use this software for live trading with real funds unless you fully understand and accept the risks involved. The authors provide no guarantees of correctness, reliability, or profitability, and accept no liability for financial losses.

Features

Multi-provider AI — switch between Claude (via Agent SDK with OAuth or API key) and Vercel AI SDK at runtime, no restart needed
Unified Trading Account (UTA) — each trading account is a self-contained entity that owns its broker connection, git-like operation history, and guard pipeline. AI interacts with UTAs, never with brokers directly. All order types use IBKR's type system (@traderalice/ibkr) as the single source of truth, with Alpaca and CCXT adapting to it
Trading-as-Git — stage orders, commit with a message, push to execute. Every commit gets an 8-char hash. Full history reviewable via tradingLog / tradingShow
Guard pipeline — pre-execution safety checks (max position size, cooldown, symbol whitelist) that run inside each UTA before orders reach the broker
Market data — TypeScript-native OpenBB engine (opentypebb) with no external sidecar required. Covers equity, crypto, commodity, currency, and macro data with unified symbol search (marketSearchForResearch) and technical indicator calculator. Can also expose an embedded OpenBB-compatible HTTP API for external tools
Equity research — company profiles, financial statements, ratios, analyst estimates, earnings calendar, insider trading, and market movers (top gainers, losers, most active)
News — background RSS collection from configurable feeds with archive search tools (globNews/grepNews/readNews)
Cognitive state — persistent "brain" with frontal lobe memory, emotion tracking, and commit history
Event log — persistent append-only JSONL event log with real-time subscriptions and crash recovery
Cron scheduling — event-driven cron system with AI-powered job execution and automatic delivery to the last-interacted channel
Evolution mode — two-tier permission system. Normal mode sandboxes the AI to data/brain/; evolution mode gives full project access including Bash, enabling the agent to modify its own source code
Hot-reload — enable/disable connectors (Telegram, MCP Ask) and reconnect trading engines at runtime without restart
Web UI — local chat interface with real-time SSE streaming, sub-channels with per-channel AI config, portfolio dashboard, and full config management (trading, data sources, connectors, AI provider, heartbeat, tools)

Key Concepts

Provider — The AI backend that powers Alice. Claude (via @anthropic-ai/claude-agent-sdk, supports OAuth login or API key) or Vercel AI SDK (direct API calls to Anthropic, OpenAI, Google). Switchable at runtime via ai-provider.json.

Extension — A self-contained tool package registered in ToolCenter. Each extension owns its tools, state, and persistence. Examples: trading, brain, analysis-kit.

UTA (Unified Trading Account) — The core business entity for trading. Each UTA owns a broker connection (IBroker), a git-like operation history (TradingGit), and a guard pipeline. Think of it as a git repository for trades — multiple UTAs are like a monorepo with independent histories. AI and the frontend interact with UTAs exclusively; brokers are internal implementation details. All types (Contract, Order, Execution, OrderState) come from IBKR's type system via @traderalice/ibkr.

Trading-as-Git — The workflow inside each UTA. Stage operations (stagePlaceOrder, stageClosePosition, etc.), commit with a message, then push to execute. Push runs guards, dispatches to the broker, snapshots account state, and records a commit with an 8-char hash. Full history is reviewable via tradingLog / tradingShow.

Guard — A pre-execution check that runs inside a UTA before operations reach the broker. Guards enforce limits (max position size, cooldown between trades, symbol whitelist) and are configured per-account.

Connector — An external interface through which users interact with Alice. Built-in: Web UI, Telegram, MCP Ask. Connectors register with ConnectorCenter; delivery always goes to the channel of last interaction.

Brain — Alice's persistent cognitive state. The frontal lobe stores working memory across rounds; emotion tracking logs sentiment shifts with rationale. Both are versioned as commits.

Heartbeat — A periodic check-in where Alice reviews market conditions and decides whether to send you a message. Uses a structured protocol: HEARTBEAT_OK (nothing to report), CHAT_YES (has something to say), CHAT_NO (quiet).

EventLog — A persistent append-only JSONL event bus. Cron fires, heartbeat results, and errors all flow through here. Supports real-time subscriptions and crash recovery.

Evolution Mode — A permission escalation toggle. Off: Alice can only read/write data/brain/. On: full project access including Bash — Alice can modify her own source code.

Architecture

graph LR
  subgraph Providers
    AS[Claude / Agent SDK]
    VS[Vercel AI SDK]
  end

  subgraph Core
    PR[ProviderRouter]
    AC[AgentCenter]
    TC[ToolCenter]
    S[Session Store]
    EL[Event Log]
    CCR[ConnectorCenter]
  end

  subgraph Extensions
    OBB[OpenBB Data]
    AK[Analysis Kit]
    subgraph UTA[Unified Trading Account]
      TR[Trading Git]
      GD[Guards]
      BK[Brokers]
    end
    NC[News Collector]
    BR[Brain]
    BW[Browser]
  end

  subgraph Tasks
    CRON[Cron Engine]
    HB[Heartbeat]
  end

  subgraph Interfaces
    WEB[Web UI]
    TG[Telegram]
    MCP[MCP Server]
  end

  AS --> PR
  VS --> PR
  PR --> AC
  AC --> S
  TC -->|Vercel tools| VS
  TC -->|in-process MCP| AS
  TC -->|MCP tools| MCP
  OBB --> AK
  OBB --> NC
  AK --> TC
  GD --> TR
  TR --> BK
  UTA --> TC
  NC --> TC
  BR --> TC
  BW --> TC
  CRON --> EL
  HB --> CRON
  EL --> CRON
  CCR --> WEB
  CCR --> TG
  WEB --> AC
  TG --> AC
  MCP --> AC

Providers — interchangeable AI backends. Claude (Agent SDK) uses @anthropic-ai/claude-agent-sdk with tools delivered via in-process MCP — supports Claude Pro/Max OAuth login or API key. Vercel AI SDK runs a ToolLoopAgent in-process with direct API calls. ProviderRouter reads ai-provider.json on each call to select the active backend at runtime.

Core — AgentCenter is the top-level orchestration center that routes all calls (both stateless and session-aware) through ProviderRouter. ToolCenter is a centralized tool registry — extensions register tools there, and it exports them in Vercel AI SDK and MCP formats. EventLog provides persistent append-only event storage (JSONL) with real-time subscriptions and crash recovery. ConnectorCenter tracks which channel the user last spoke through.

Extensions — domain-specific tool sets registered in ToolCenter. Each extension owns its tools, state, and persistence. The trading extension centers on UnifiedTradingAccount (UTA) — each UTA bundles a broker connection, git-like operation history, and guard pipeline into a single entity. Guards enforce pre-execution safety checks (position size limits, trade cooldowns, symbol whitelist) inside each UTA before orders reach the broker. NewsCollector runs background RSS fetches into a persistent archive searchable by the agent.

Tasks — scheduled background work. CronEngine manages jobs and fires cron.fire events into the EventLog on schedule; a listener picks them up, runs them through AgentCenter, and delivers replies via ConnectorCenter. Heartbeat is a periodic health-check that uses a structured response protocol (HEARTBEAT_OK / CHAT_NO / CHAT_YES).

Interfaces — external surfaces. Web UI for local chat (with SSE streaming and sub-channels), Telegram bot for mobile, MCP server for tool exposure. External agents can also converse with Alice via a separate MCP endpoint.

Quick Start

Prerequisites: Node.js 22+, pnpm 10+, Claude Code CLI installed and authenticated.

git clone https://github.com/TraderAlice/OpenAlice.git
cd OpenAlice
pnpm install && pnpm build
pnpm dev

Open localhost:3002 and start chatting. No API keys or config needed — the default setup uses your local Claude Code login (Claude Pro/Max subscription).

pnpm dev        # start backend (port 3002) with watch mode
pnpm dev:ui     # start frontend dev server (port 5173) with hot reload
pnpm build      # production build (backend + UI)
pnpm test       # run tests

Note: Port 3002 serves the UI only after pnpm build. For frontend development, use pnpm dev:ui (port 5173) which proxies to the backend and provides hot reload.

Configuration

All config lives in data/config/ as JSON files with Zod validation. Missing files fall back to sensible defaults. You can edit these files directly or use the Web UI.

AI Provider — The default provider is Claude (Agent SDK), which uses your local Claude Code login — no API key needed. To use the Vercel AI SDK instead (Anthropic, OpenAI, Google, etc.), switch ai-provider.json to vercel-ai-sdk and add your API key. Both can be switched at runtime via the Web UI.

Trading — Unified Trading Account (UTA) architecture. Define platforms in platforms.json (CCXT exchanges, Alpaca), then create accounts in accounts.json referencing a platform. Each account becomes a UTA with its own git history and guard config. Legacy crypto.json and securities.json are still supported.

File	Purpose
`engine.json`	Trading pairs, tick interval, timeframe
`agent.json`	Max agent steps, evolution mode toggle, Claude Code tool permissions
`ai-provider.json`	Active AI provider (`agent-sdk` or `vercel-ai-sdk`), login method, switchable at runtime
`platforms.json`	Trading platform definitions (CCXT exchanges, Alpaca)
`accounts.json`	Trading account credentials and guard config, references platforms
`crypto.json`	CCXT exchange config + API keys, allowed symbols, guards
`securities.json`	Alpaca broker config + API keys, allowed symbols, guards
`connectors.json`	Web/MCP server ports, MCP Ask enable
`telegram.json`	Telegram bot credentials + enable
`web-subchannels.json`	Web UI sub-channel definitions with per-channel AI provider overrides
`tools.json`	Tool enable/disable configuration
`market-data.json`	Data backend (`typebb-sdk` / `openbb-api`), per-asset-class providers, provider API keys, embedded HTTP server config
`news.json`	RSS feeds, fetch interval, retention period
`compaction.json`	Context window limits, auto-compaction thresholds
`heartbeat.json`	Heartbeat enable/disable, interval, active hours

Persona and heartbeat prompts use a default + user override pattern:

Default (git-tracked)	User override (gitignored)
`default/persona.default.md`	`data/brain/persona.md`
`default/heartbeat.default.md`	`data/brain/heartbeat.md`

On first run, defaults are auto-copied to the user override path. Edit the user files to customize without touching version control.

Project Structure

src/
  main.ts                    # Composition root — wires everything together
  core/
    agent-center.ts          # Top-level AI orchestration center, owns ProviderRouter
    ai-provider.ts           # AIProvider interface + ProviderRouter (runtime switching)
    tool-center.ts           # Centralized tool registry (Vercel + MCP export)
    ai-config.ts             # Runtime provider config read/write
    model-factory.ts         # Model instance factory for Vercel AI SDK
    session.ts               # JSONL session store + format converters
    compaction.ts            # Auto-summarize long context windows
    config.ts                # Zod-validated config loader
    event-log.ts             # Persistent append-only event log (JSONL)
    connector-center.ts      # ConnectorCenter — push delivery + last-interacted tracking
    async-channel.ts         # AsyncChannel for streaming provider events to SSE
    provider-utils.ts        # Shared provider utilities (session conversion, tool bridging)
    media.ts                 # MediaAttachment extraction from tool outputs
    media-store.ts           # Media file persistence
    types.ts                 # Plugin, EngineContext interfaces
  ai-providers/
    vercel-ai-sdk/           # Vercel AI SDK ToolLoopAgent wrapper
    agent-sdk/               # Claude backend (@anthropic-ai/claude-agent-sdk, OAuth + API key)
  extension/
    analysis-kit/            # Indicator calculator and market data tools
    equity/                  # Equity fundamentals and data adapter
    market/                  # Unified symbol search across equity, crypto, currency
    news/                    # RSS collector, archive search tools
    trading/                 # Unified Trading Account (UTA): brokers, git-like commits, guards, AI tool adapter
      UnifiedTradingAccount.ts  # UTA class — owns broker + git + guards
      brokers/               # IBroker interface + Alpaca/CCXT implementations
      git/                   # Trading-as-Git engine (stage → commit → push)
      guards/                # Pre-execution safety checks (position size, cooldown, whitelist)
      adapter.ts             # AI tool definitions (Zod schemas → UTA methods)
      account-manager.ts     # Multi-UTA registry and routing
    thinking-kit/            # Reasoning and calculation tools
    brain/                   # Cognitive state (memory, emotion)
    browser/                 # Browser automation bridge (via OpenClaw)
  openbb/
    sdk/                     # In-process opentypebb SDK clients (equity, crypto, currency, news, economy, commodity)
    api-server.ts            # Embedded OpenBB-compatible HTTP server (optional, port 6901)
    equity/                  # Equity data layer + SymbolIndex (SEC/TMX local cache)
    crypto/                  # Crypto data layer
    currency/                # Currency/forex data layer
    commodity/               # Commodity data layer (EIA, spot prices)
    economy/                 # Macro economy data layer
    news/                    # News data layer
    credential-map.ts        # Maps config key names to OpenBB credential field names
  connectors/
    web/                     # Web UI chat (Hono, SSE streaming, sub-channels)
    telegram/                # Telegram bot (grammY, polling, commands)
    mcp-ask/                 # MCP Ask connector (external agent conversation)
  task/
    cron/                    # Cron scheduling (engine, listener, AI tools)
    heartbeat/               # Periodic heartbeat with structured response protocol
  plugins/
    mcp.ts                   # MCP server for tool exposure
  skills/                    # Agent skill definitions
  openclaw/                  # Browser automation subsystem (frozen)
data/
  config/                    # JSON configuration files
  default/                   # Factory defaults (persona, heartbeat prompts)
  sessions/                  # JSONL conversation histories
  brain/                     # Agent memory and emotion logs
  cache/                     # API response caches
  trading/                   # Trading commit history (per-account)
  news-collector/            # Persistent news archive (JSONL)
  cron/                      # Cron job definitions (jobs.json)
  event-log/                 # Persistent event log (events.jsonl)
docs/                        # Architecture documentation

Roadmap to v1

Open Alice is in pre-release. The following items must land before the first stable version:

Tool confirmation — sensitive tools (order placement, cancellation, position close) require explicit user confirmation before execution, with a per-tool bypass mechanism for trusted workflows
Trading-as-Git stable interface — the UTA class and git workflow are functional; remaining work is serialization format (FIX-like tag-value encoding for Operation persistence) and the tradingSync polling loop
IBKR broker — Interactive Brokers integration via TWS API. The @traderalice/ibkr TypeScript SDK (full TWS protocol port) is complete; remaining work is implementing IBroker against it
Account snapshot & analytics — unified trading account snapshots with P&L breakdown, exposure analysis, and historical performance tracking

中文

你的一人华尔街。Alice 是一个 AI 交易代理，为你提供专属的研究部门、量化团队、交易席位和风险管理 —— 全部在你的笔记本电脑上 24/7 运行。

文件驱动 — Markdown 定义人设和任务，JSON 定义配置，JSONL 存储对话。人和 AI 通过读写文件来控制 Alice。驱动 vibe coding 的读写原语可以直接迁移到 vibe trading。无需数据库，无需容器，只有文件。
推理驱动 — 每一个交易决策都基于持续的推理和信号融合。
操作系统原生 — Alice 可以与你的操作系统交互。通过浏览器搜索网络，通过 Telegram 发送消息，连接本地设备。

Caution

Open Alice 是处于活跃开发中的实验性软件。 许多功能和接口尚不完整，可能会发生破坏性变更。除非你完全理解并接受所涉及的风险，否则请勿使用本软件进行真实资金的实盘交易。作者不对正确性、可靠性或盈利能力提供任何保证，也不承担任何经济损失的责任。

功能特性

多供应商 AI — 在 Claude（通过 Agent SDK，支持 OAuth 或 API 密钥）和 Vercel AI SDK 之间运行时切换，无需重启
统一交易账户 (UTA) — 每个交易账户是一个自包含实体，拥有自己的经纪商连接、类 Git 操作历史和守卫管道。AI 与 UTA 交互，而非直接与经纪商交互。所有订单类型使用 IBKR 的类型系统（@traderalice/ibkr）作为唯一真实来源，Alpaca 和 CCXT 适配该系统
交易即 Git — 暂存订单，提交注释，推送执行。每次提交获得 8 字符哈希。完整历史可通过 tradingLog / tradingShow 查看
守卫管道 — 在每个 UTA 内部运行的预执行安全检查（最大持仓大小、冷却期、标的白名单），在订单到达经纪商之前执行
市场数据 — TypeScript 原生 OpenBB 引擎（opentypebb），无需外部 sidecar。覆盖股票、加密货币、商品、外汇和宏观数据，提供统一标的搜索（marketSearchForResearch）和技术指标计算器。也可以为外部工具暴露一个内嵌的 OpenBB 兼容 HTTP API
股票研究 — 公司概况、财务报表、财务比率、分析师预估、财报日历、内幕交易以及市场热点（涨幅榜、跌幅榜、最活跃）
新闻 — 从可配置的 RSS 源进行后台新闻收集，提供归档搜索工具（globNews/grepNews/readNews）
认知状态 — 持久化的"大脑"，包含前额叶记忆、情绪追踪和提交历史
事件日志 — 持久化的只追加 JSONL 事件日志，支持实时订阅和崩溃恢复
定时调度 — 事件驱动的 Cron 系统，具有 AI 驱动的任务执行和自动发送到最近交互频道的功能
进化模式 — 两级权限系统。普通模式将 AI 沙箱限制在 data/brain/；进化模式授予完整项目访问权限包括 Bash，使代理能够修改自身源代码
热重载 — 在运行时启用/禁用连接器（Telegram、MCP Ask）和重连交易引擎，无需重启
Web UI — 本地聊天界面，支持实时 SSE 流式传输、带有每频道 AI 配置的子频道、投资组合仪表盘以及完整的配置管理（交易、数据源、连接器、AI 供应商、心跳、工具）

核心概念

供应商 (Provider) — 驱动 Alice 的 AI 后端。Claude（通过 @anthropic-ai/claude-agent-sdk，支持 OAuth 登录或 API 密钥）或 Vercel AI SDK（直接 API 调用 Anthropic、OpenAI、Google）。可通过 ai-provider.json 在运行时切换。

扩展 (Extension) — 注册在 ToolCenter 中的自包含工具包。每个扩展拥有自己的工具、状态和持久化。示例：trading、brain、analysis-kit。

统一交易账户 (UTA) — 交易的核心业务实体。每个 UTA 拥有一个经纪商连接（IBroker）、类 Git 操作历史（TradingGit）和守卫管道。可以把它想象成交易的 Git 仓库 —— 多个 UTA 就像一个拥有独立历史的 monorepo。AI 和前端只与 UTA 交互；经纪商是内部实现细节。所有类型（Contract、Order、Execution、OrderState）来自 IBKR 的类型系统（@traderalice/ibkr）。

交易即 Git (Trading-as-Git) — UTA 内部的工作流。暂存操作（stagePlaceOrder、stageClosePosition 等），提交注释，然后推送执行。推送会运行守卫、派发到经纪商、快照账户状态，并记录一个带 8 字符哈希的提交。完整历史可通过 tradingLog / tradingShow 查看。

守卫 (Guard) — 在 UTA 内部运行的预执行检查，在操作到达经纪商之前执行。守卫强制执行限制（最大持仓大小、交易间冷却期、标的白名单），按账户配置。

连接器 (Connector) — 用户与 Alice 交互的外部接口。内置：Web UI、Telegram、MCP Ask。连接器注册到 ConnectorCenter；消息始终发送到最近交互的频道。

大脑 (Brain) — Alice 的持久认知状态。前额叶存储跨轮次的工作记忆；情绪追踪记录情感变化及其理由。两者都以提交的形式进行版本控制。

心跳 (Heartbeat) — 定期检查，Alice 审视市场状况并决定是否给你发消息。使用结构化协议：HEARTBEAT_OK（无事汇报）、CHAT_YES（有话要说）、CHAT_NO（保持安静）。

事件日志 (EventLog) — 持久化的只追加 JSONL 事件总线。定时任务触发、心跳结果和错误都通过此处流转。支持实时订阅和崩溃恢复。

进化模式 (Evolution Mode) — 权限提升开关。关闭：Alice 只能读写 data/brain/。开启：完整项目访问权限包括 Bash —— Alice 可以修改自己的源代码。

架构

graph LR
  subgraph 供应商 Providers
    AS[Claude / Agent SDK]
    VS[Vercel AI SDK]
  end

  subgraph 核心 Core
    PR[ProviderRouter]
    AC[AgentCenter]
    TC[ToolCenter]
    S[Session Store]
    EL[Event Log]
    CCR[ConnectorCenter]
  end

  subgraph 扩展 Extensions
    OBB[OpenBB Data]
    AK[Analysis Kit]
    subgraph UTA[统一交易账户]
      TR[Trading Git]
      GD[Guards]
      BK[Brokers]
    end
    NC[News Collector]
    BR[Brain]
    BW[Browser]
  end

  subgraph 任务 Tasks
    CRON[Cron Engine]
    HB[Heartbeat]
  end

  subgraph 接口 Interfaces
    WEB[Web UI]
    TG[Telegram]
    MCP[MCP Server]
  end

  AS --> PR
  VS --> PR
  PR --> AC
  AC --> S
  TC -->|Vercel tools| VS
  TC -->|in-process MCP| AS
  TC -->|MCP tools| MCP
  OBB --> AK
  OBB --> NC
  AK --> TC
  GD --> TR
  TR --> BK
  UTA --> TC
  NC --> TC
  BR --> TC
  BW --> TC
  CRON --> EL
  HB --> CRON
  EL --> CRON
  CCR --> WEB
  CCR --> TG
  WEB --> AC
  TG --> AC
  MCP --> AC

供应商 — 可互换的 AI 后端。Claude (Agent SDK) 使用 @anthropic-ai/claude-agent-sdk，通过进程内 MCP 传递工具 — 支持 Claude Pro/Max OAuth 登录或 API 密钥。Vercel AI SDK 在进程内运行 ToolLoopAgent 进行直接 API 调用。ProviderRouter 在每次调用时读取 ai-provider.json 以选择运行时的活跃后端。

核心 — AgentCenter 是顶层编排中心，通过 ProviderRouter 路由所有调用（无状态和会话感知）。ToolCenter 是集中式工具注册表 — 扩展在此注册工具，并以 Vercel AI SDK 和 MCP 格式导出。EventLog 提供持久化的只追加事件存储（JSONL），支持实时订阅和崩溃恢复。ConnectorCenter 跟踪用户最近通过哪个频道交流。

扩展 — 注册在 ToolCenter 中的领域特定工具集。每个扩展拥有自己的工具、状态和持久化。交易扩展以 UnifiedTradingAccount (UTA) 为核心 — 每个 UTA 将经纪商连接、类 Git 操作历史和守卫管道捆绑为单一实体。守卫在每个 UTA 内部执行预执行安全检查（持仓大小限制、交易冷却期、标的白名单），在订单到达经纪商之前。NewsCollector 在后台运行 RSS 抓取，存入代理可搜索的持久化归档。

任务 — 后台定时工作。CronEngine 管理任务并按计划向 EventLog 触发 cron.fire 事件；监听器接收事件，通过 AgentCenter 运行，并通过 ConnectorCenter 发送回复。Heartbeat 是定期健康检查，使用结构化响应协议（HEARTBEAT_OK / CHAT_NO / CHAT_YES）。

接口 — 外部界面。Web UI 用于本地聊天（支持 SSE 流式传输和子频道），Telegram 机器人用于移动端，MCP 服务器用于工具暴露。外部代理也可以通过单独的 MCP 端点与 Alice 对话。

快速开始

前置条件：Node.js 22+、pnpm 10+、Claude Code CLI 已安装并完成认证。

git clone https://github.com/TraderAlice/OpenAlice.git
cd OpenAlice
pnpm install && pnpm build
pnpm dev

打开 localhost:3002 开始聊天。无需 API 密钥或配置 — 默认设置使用你本地的 Claude Code 登录（Claude Pro/Max 订阅）。

pnpm dev        # 启动后端（端口 3002），带监视模式
pnpm dev:ui     # 启动前端开发服务器（端口 5173），带热重载
pnpm build      # 生产构建（后端 + UI）
pnpm test       # 运行测试

注意： 端口 3002 仅在 pnpm build 之后提供 UI 服务。进行前端开发时，请使用 pnpm dev:ui（端口 5173），它会代理到后端并提供热重载。

配置

所有配置位于 data/config/，采用带有 Zod 校验的 JSON 文件。缺失的文件会回退到合理的默认值。你可以直接编辑这些文件或使用 Web UI。

AI 供应商 — 默认供应商是 Claude (Agent SDK)，使用你本地的 Claude Code 登录 — 无需 API 密钥。要改用 Vercel AI SDK（Anthropic、OpenAI、Google 等），将 ai-provider.json 切换为 vercel-ai-sdk 并添加你的 API 密钥。两者都可以通过 Web UI 在运行时切换。

交易 — 统一交易账户 (UTA) 架构。在 platforms.json 中定义平台（CCXT 交易所、Alpaca），然后在 accounts.json 中创建引用平台的账户。每个账户成为一个拥有独立 Git 历史和守卫配置的 UTA。旧版 crypto.json 和 securities.json 仍然支持。

文件	用途
`engine.json`	交易对、Tick 间隔、时间周期
`agent.json`	最大代理步数、进化模式开关、Claude Code 工具权限
`ai-provider.json`	活跃 AI 供应商（`agent-sdk` 或 `vercel-ai-sdk`）、登录方式、运行时可切换
`platforms.json`	交易平台定义（CCXT 交易所、Alpaca）
`accounts.json`	交易账户凭证和守卫配置，引用平台
`crypto.json`	CCXT 交易所配置 + API 密钥、允许的标的、守卫
`securities.json`	Alpaca 经纪商配置 + API 密钥、允许的标的、守卫
`connectors.json`	Web/MCP 服务器端口、MCP Ask 启用
`telegram.json`	Telegram 机器人凭证 + 启用
`web-subchannels.json`	Web UI 子频道定义，带有每频道 AI 供应商覆盖
`tools.json`	工具启用/禁用配置
`market-data.json`	数据后端（`typebb-sdk` / `openbb-api`）、按资产类别的供应商、供应商 API 密钥、内嵌 HTTP 服务器配置
`news.json`	RSS 源、抓取间隔、保留期限
`compaction.json`	上下文窗口限制、自动压缩阈值
`heartbeat.json`	心跳启用/禁用、间隔、活跃时间段

人设和心跳提示词使用 默认 + 用户覆盖 模式：

默认（纳入版本控制）	用户覆盖（gitignore）
`data/default/persona.default.md`	`data/brain/persona.md`
`data/default/heartbeat.default.md`	`data/brain/heartbeat.md`

首次运行时，默认文件会自动复制到用户覆盖路径。编辑用户文件即可自定义，无需触碰版本控制。

项目结构

src/
  main.ts                    # 组合根 — 连接所有组件
  core/
    agent-center.ts          # 顶层 AI 编排中心，拥有 ProviderRouter
    ai-provider.ts           # AIProvider 接口 + ProviderRouter（运行时切换）
    tool-center.ts           # 集中式工具注册表（Vercel + MCP 导出）
    ai-config.ts             # 运行时供应商配置读写
    model-factory.ts         # Vercel AI SDK 模型实例工厂
    session.ts               # JSONL 会话存储 + 格式转换器
    compaction.ts            # 自动摘要长上下文窗口
    config.ts                # Zod 校验的配置加载器
    event-log.ts             # 持久化只追加事件日志（JSONL）
    connector-center.ts      # ConnectorCenter — 推送投递 + 最近交互跟踪
    async-channel.ts         # AsyncChannel 用于将供应商事件流式传输到 SSE
    provider-utils.ts        # 共享供应商工具（会话转换、工具桥接）
    media.ts                 # 从工具输出中提取 MediaAttachment
    media-store.ts           # 媒体文件持久化
    types.ts                 # Plugin、EngineContext 接口
  ai-providers/
    vercel-ai-sdk/           # Vercel AI SDK ToolLoopAgent 包装器
    agent-sdk/               # Claude 后端（@anthropic-ai/claude-agent-sdk，OAuth + API 密钥）
  extension/
    analysis-kit/            # 指标计算器和市场数据工具
    equity/                  # 股票基本面和数据适配器
    market/                  # 跨股票、加密货币、外汇的统一标的搜索
    news/                    # RSS 收集器、归档搜索工具
    trading/                 # 统一交易账户 (UTA)：经纪商、类 Git 提交、守卫、AI 工具适配器
      UnifiedTradingAccount.ts  # UTA 类 — 拥有经纪商 + Git + 守卫
      brokers/               # IBroker 接口 + Alpaca/CCXT 实现
      git/                   # 交易即 Git 引擎（暂存 → 提交 → 推送）
      guards/                # 预执行安全检查（持仓大小、冷却期、白名单）
      adapter.ts             # AI 工具定义（Zod schema → UTA 方法）
      account-manager.ts     # 多 UTA 注册表和路由
    thinking-kit/            # 推理和计算工具
    brain/                   # 认知状态（记忆、情绪）
    browser/                 # 浏览器自动化桥接（通过 OpenClaw）
  openbb/
    sdk/                     # 进程内 opentypebb SDK 客户端（股票、加密货币、外汇、新闻、经济、商品）
    api-server.ts            # 内嵌 OpenBB 兼容 HTTP 服务器（可选，端口 6901）
    equity/                  # 股票数据层 + SymbolIndex（SEC/TMX 本地缓存）
    crypto/                  # 加密货币数据层
    currency/                # 外汇数据层
    commodity/               # 商品数据层（EIA、现货价格）
    economy/                 # 宏观经济数据层
    news/                    # 新闻数据层
    credential-map.ts        # 将配置键名映射到 OpenBB 凭证字段名
  connectors/
    web/                     # Web UI 聊天（Hono、SSE 流式传输、子频道）
    telegram/                # Telegram 机器人（grammY、轮询、命令）
    mcp-ask/                 # MCP Ask 连接器（外部代理对话）
  task/
    cron/                    # 定时调度（引擎、监听器、AI 工具）
    heartbeat/               # 带有结构化响应协议的定期心跳
  plugins/
    mcp.ts                   # 用于工具暴露的 MCP 服务器
  skills/                    # 代理技能定义
  openclaw/                  # 浏览器自动化子系统（已冻结）
data/
  config/                    # JSON 配置文件
  default/                   # 出厂默认值（人设、心跳提示词）
  sessions/                  # JSONL 对话历史
  brain/                     # 代理记忆和情绪日志
  cache/                     # API 响应缓存
  trading/                   # 交易提交历史（按账户）
  news-collector/            # 持久化新闻归档（JSONL）
  cron/                      # 定时任务定义（jobs.json）
  event-log/                 # 持久化事件日志（events.jsonl）
docs/                        # 架构文档

v1 路线图

Open Alice 处于预发布阶段。以下事项需要在第一个稳定版本之前完成：

工具确认 — 敏感工具（下单、撤单、平仓）在执行前需要用户明确确认，并提供按工具设置的受信工作流绕过机制
交易即 Git 稳定接口 — UTA 类和 Git 工作流已可用；剩余工作是序列化格式（用于 Operation 持久化的类 FIX tag-value 编码）和 tradingSync 轮询循环
IBKR 经纪商 — 通过 TWS API 集成盈透证券。@traderalice/ibkr TypeScript SDK（完整的 TWS 协议移植）已完成；剩余工作是实现 IBroker 接口
账户快照与分析 — 统一交易账户快照，包括盈亏分解、敞口分析和历史绩效追踪

Name		Name	Last commit message	Last commit date
Latest commit History 397 Commits
.github/workflows		.github/workflows
default		default
docs		docs
packages		packages
scripts		scripts
src		src
ui		ui
.gitignore		.gitignore
CHANGELOG.md		CHANGELOG.md
CLAUDE.md		CLAUDE.md
CONTRIBUTING.md		CONTRIBUTING.md
LICENSE		LICENSE
README.md		README.md
cliff.toml		cliff.toml
package.json		package.json
pnpm-lock.yaml		pnpm-lock.yaml
pnpm-workspace.yaml		pnpm-workspace.yaml
tsconfig.json		tsconfig.json
vitest.config.ts		vitest.config.ts
vitest.e2e.config.ts		vitest.e2e.config.ts

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