Build the optional progress/logging payload for backtests. Keep this work out of the main loop when both the progress bar and file logging ar

Apply Schwab defaults and return the final API order spec.

Perform cleanup of old orders and positions based on configured policies.

Clean up a specific SafeList based on retention policy.

Normalize quote values and record data quality issues.

Convert a datetime to UTC nanoseconds since epoch.

Leave market orders working when current execution data is unavailable.

Returns a dictionary of the data.

Convert ProjectX order type ID to string.

Lazily initialize and return the stock client.

Wrap Tradier API calls to refresh on expiry / 401 (best-effort).

Return True only for *pure* Pandas daily backtests (not Polygon/ThetaData). This route exists to support user-supplied `PandasDataBacktesting

Create a minimal strategy stub for unit testing.

Map logging level to Botspot severity.

Parse a broker order representation to a Lumi order object. Once the Lumi order has been created, it will be dispatched to our "strea

Prepare a Schwab OrderBuilder for one non-advanced stock/option/future order.

Populate provider-expiry mapping from a chain payload (best-effort, in-process only).

Repair isolated split-like spikes in daily stock/index bars. Why: - Some IBKR daily stock/index series can contain a one-day bar scaled by a

Get subscriber by name, falling back to the sole registered subscriber when strategy_name is falsy.

Invoke `Strategy.get_last_price(asset)` with the real shortcut path. Returns `(shortcut_result, broker_was_called)` so tests can assert both the

Returns a list of accounts for the user

Calculate the Compound Annual Growth Rate The dataframe _df must include a column "return" that has the return for that time period (eg. daily

Clear the download status when a fetch completes. Should be called after a download finishes (success or failure) to indicate no downloa

Final price from a midpoint toward an 'aggressive' edge price.

Creates new contract objects.

Return only active (open) tracked orders for a strategy/asset. This is intentionally faster than `get_tracked_orders()` because it only scans

Get authentication token using configuration dict from Lumibot

Get bars for the list of assets

Get priority ranking for a contract symbol based on priority list. Parameters ---------- symbol : str Contract symbol

Fetch data from cache. Raise an exception if the cache file does not exist. Fetch data in the range start and end from the cache file.

Get the GVZ value for the current date. Parameters ---------- current_dt : datetime.datetime The current

get a tracked order given an identifier

Returns the estimated implied volatility