ER Diagram
Generated by python scripts/generate_docs_artifacts.py from SQLModel tables.
erDiagram
admin_memberships {
string id
string user_id
string role
string permissions
string granted_by
string granted_at
string revoked_by
string revoked_at
string reason
string bootstrap_source
string created_at
string updated_at
}
admin_tier_overrides {
string id
string user_id
string tier
string reason
string expires_at
string granted_by
string granted_at
string revoked_by
string revoked_at
string created_at
string updated_at
}
agent_decisions {
string agent_run_id
string user_id
string step_name
string decision_type
string step_input
string step_output
string reasoning
string model_used
}
agent_runs {
string portfolio_id
string user_id
string agent_name
string trigger_event
string status
string error_message
string started_at
string completed_at
string input_tokens
string output_tokens
string cost_usd
string run_metadata
}
article_ticker_links {
string article_id
string security_id
string symbol
string published_at
string relevance_score
string sentiment
string catalyst_score
string event_type
string source_confidence
string extracted_symbols
string link_metadata
}
audit_log {
string id
string user_id
string portfolio_id
string action
string resource_type
string resource_id
string old_values
string new_values
string ip_address
string user_agent
string created_at
}
automation_pause_states {
string user_id
string scope_type
string scope_key
string portfolio_id
string strategy
string paused
string cancel_pending_exits
string flatten_positions
string reason
string updated_by
string trace_id
}
automation_plans {
string portfolio_id
string trade_id
string signal_id
string user_id
string source_type
string source_id
string ticker
string strategy
string action
string status
string execution_mode
string idempotency_key
string entry_intent
string risk_approval
string execution_plan
string targets
string stop_rules
string broker_capabilities
string automation_state
string stats
string trace_id
string last_decision_at
string error_message
}
broker_connections {
string user_id
string broker
string encrypted_access_token
string encrypted_refresh_token
string account_id
string account_number
string is_paper
string is_active
string token_expires_at
}
calendar_events {
string source
string source_event_id
string title
string event_type
string starts_at
string ends_at
string impact
string symbols
string country
string actual
string forecast
string previous
string raw_data
}
canonical_news_articles {
string dedupe_key
string url_hash
string content_hash
string title
string content
string url
string source
string publisher
string author
string published_at
string first_seen_at
string retained_until
string quality_score
string source_confidence
string entitlement_mode
string transport_type
string storage_decision
string embedding
string raw_payload
}
composite_recipe_versions {
string registry_version
string registry_hash
string manifest
string active
}
consent_acceptances {
string id
string user_id
string consent_type
string version
string source
string accepted_at
}
consent_requirements {
string id
string consent_type
string required_version
string is_active
string reason
string updated_by
string created_at
string updated_at
}
corporate_actions {
string security_id
string symbol
string action_type
string effective_date
string ex_date
string announcement_date
string record_date
string payable_date
string ratio
string cash_amount
string currency
string old_symbol
string new_symbol
string description
string source
string source_event_id
string raw_payload
}
daily_news_features {
string security_id
string symbol
string as_of_date
string feature_set_version
string news_count
string high_impact_count
string average_sentiment
string max_catalyst_score
string top_article_ids
string event_type_counts
string freshness_status
string source_mix
string computed_at
}
dataset_capabilities {
string provider_id
string dataset_id
string environment
string use_mode
string contract_version
string status
string reason
string effective_from
string effective_to
string evidence_ref
string source_policy_hash
string capability_metadata
}
factor_methodology_versions {
string methodology_version
string composite_recipe_version
string methodology_hash
string manifest
string active
}
factor_score_distributions {
string as_of_date
string feature_set_version
string model_version
string methodology_version
string composite_recipe_version
string universe_key
string eligible_count
string scored_count
string partial_count
string unavailable_count
string distribution_status
string metrics
string warnings
string pipeline_run_id
string computed_at
}
fills {
string trade_id
string user_id
string ticker
string side
string qty
string price
string commission
string filled_at
string broker_fill_id
}
journal_account_aliases {
string user_id
string portfolio_id
string broker_connection_id
string alias
string account_number
string source
string detail_metadata
}
journal_analytics_snapshots {
string user_id
string portfolio_id
string snapshot_type
string cache_key
string period_start
string period_end
string generated_at
string payload
}
journal_behavioral_events {
string user_id
string trade_id
string event_type
string severity
string detected_at
string title
string description
string payload
}
journal_csv_mappings {
string user_id
string name
string broker
string mapping
string last_used_at
}
journal_diary_entries {
string user_id
string portfolio_id
string legacy_journal_entry_id
string entry_date
string title
string body
string mood
string market_bias
string tags
string linked_trade_ids
string raw_payload
}
journal_diary_templates {
string user_id
string name
string description
string prompt
string entry_type
string is_default
string legacy_template_id
string detail_metadata
}
journal_import_rows {
string import_run_id
string user_id
string row_number
string row_hash
string status
string trade_id
string parsed_payload
string error_message
}
journal_import_runs {
string user_id
string portfolio_id
string source
string status
string filename
string total_rows
string accepted_rows
string rejected_rows
string started_at
string completed_at
string error_message
string detail_metadata
}
journal_migration_map {
string source_table
string source_id
string target_table
string target_id
string user_id
string status
string checksum
string error_message
string migrated_at
string raw_payload
}
journal_playbook_items {
string playbook_id
string user_id
string label
string item_type
string position
string required
string detail_metadata
}
journal_playbooks {
string user_id
string name
string description
string status
string legacy_playbook_id
string rules
string detail_metadata
}
journal_trade_attachments {
string trade_id
string user_id
string attachment_type
string filename
string content_type
string storage_key
string source_url
string size_bytes
string checksum_sha256
string legacy_attachment_id
string detail_metadata
}
journal_trade_comments {
string trade_id
string user_id
string author_type
string body
string pinned
string detail_metadata
}
journal_trade_details {
string trade_id
string user_id
string portfolio_id
string broker_connection_id
string legacy_journal_trade_id
string source
string instrument_type
string setup
string thesis
string entry_rationale
string exit_rationale
string mistake_tags
string confidence
string risk_reward
string r_multiple
string quality_grade
string quality_score
string broker_account_label
string account_number
string detail_metadata
string raw_payload
}
journal_trade_playbook_reviews {
string trade_id
string playbook_id
string user_id
string score
string checklist_results
string notes
}
journal_trade_tags {
string trade_id
string user_id
string tag
string source
}
llm_provider_keys {
string user_id
string provider
string encrypted_api_key
string encryption_version
string key_rotated_at
string is_active
string key_fingerprint
string last_validated_at
string last_validation_status
string last_validation_message
}
metric_catalog_versions {
string catalog_version
string catalog_hash
string manifest
string active
}
ml_model_registry {
string model_version
string model_family
string target_name
string horizon_days
string feature_set_version
string factor_model_version
string factor_methodology_version
string factor_composite_recipe_version
string training_start_date
string training_end_date
string trained_at
string training_code_version
string frozen_universe_hash
string artifact_uri
string artifact_sha256
string hyperparameters
string metrics
string baseline_metrics
string feature_importance
string approval_state
string rollback_predecessor_id
string disabled_reason
}
ml_rank_predictions {
string model_id
string ticker
string security_id
string as_of_date
string horizon_days
string target_name
string score
string predicted_excess_return
string confidence
string rank
string feature_snapshot_id
string factor_score_id
string source_lineage
string status
}
ml_screener_predictions {
string ticker
string as_of_date
string model_version
string score
string predicted_1mo_return_pct
string confidence
string rank
string features
string feature_importance
string bars_loaded
string latest_timestamp
string source
}
news_items {
string ticker
string title
string content
string url
string published_at
string source
string sentiment
string embedding
}
notification_deliveries {
string id
string notification_id
string user_id
string channel
string status
string attempted_at
string delivered_at
string provider
string provider_message_id
string provider_response
string error_payload
string created_at
string updated_at
}
portfolio_manager_reports {
string portfolio_id
string user_id
string report_type
string period_start
string period_end
string source_trade_count
string metrics
string recommendations
string report_text
string model_used
string status
string agent_run_id
string error_message
}
portfolios {
string user_id
string name
string broker_connection_id
string is_paper_trading
string base_currency
}
position_lifecycle_events {
string trade_id
string portfolio_id
string user_id
string ticker
string event_type
string trigger
string status
string idempotency_key
string current_price
string stop_price
string target_price
string trailing_stop_price
string close_side
string close_qty
string exit_filled_qty
string exit_filled_price
string realized_pnl
string close_order_id
string close_client_order_id
string stop_order_id
string stop_client_order_id
string close_requested_at
string stop_adjusted_at
string exit_filled_at
string more_fields
}
positions {
string portfolio_id
string user_id
string ticker
string qty
string avg_cost
string market_value
string unrealized_pnl
string realized_pnl
string strategy
string stop_price
string target_price
}
provider_dataset_policies {
string provider_id
string dataset_id
string environment
string use_mode
string contract_version
string promotion_state
string quality_status
string policy_version
string effective_from
string effective_to
string evidence_ref
string approved_by
string approved_at
string revoked_at
string policy_hash
string policy_metadata
string last_canonical_publication_at
}
provider_ingestion_runs {
string pipeline_run_id
string provider
string job_name
string source_type
string status
string entitlement_mode
string as_of_date
string started_at
string completed_at
string freshness_at
string requested_symbols
string row_count
string inserted_count
string updated_count
string skipped_count
string failed_count
string selected_count
string processed_count
string unchanged_count
string retryable_count
string stale_count
string provider_response_category
string watermark
string source_date
string more_fields
}
regime_signals {
string timestamp
string regime
string confidence
string transition_probs
string features
}
research_aggregate_fundamental_snapshots {
string aggregate_id
string aggregate_type
string metric_name
string as_of
string available_at
string status
string value_numeric
string unit
string method
string numerator
string denominator
string eligible_count
string excluded_count
string included_weight
string unavailable_reason
string fact_dates
string coverage
string exclusions
string source_observation_set_ids
string calculation_version
string snapshot_checksum
}
research_context_alignment_snapshots {
string symbol
string comparison_universe_id
string as_of
string available_at
string label
string status
string confidence
string active_context_level
string reasons
string source_observation_set_ids
string input_snapshot_ids
string calculation_version
string snapshot_checksum
}
research_correlation_snapshots {
string universe_id
string universe_type
string as_of
string date_start
string date_end
string window_sessions
string observation_count
string min_observations
string status
string precision
string matrix
string methodology
string source_snapshot_ids
string source_observation_set_ids
string snapshot_checksum
}
research_economic_release_vintages {
string series_id
string release_id
string release_at
string available_at
string retrieved_at
string vintage_date
string expected_only
string payload_hash
string raw_payload
}
research_economic_series {
string series_id
string label
string dimension
string feature_family
string source
string release_name
string units
string frequency
string transform
string orientation
string required
string rights
string registry_metadata
}
research_entity_breadth_snapshots {
string entity_id
string entity_type
string comparison_universe_id
string as_of
string available_at
string availability_status
string confidence
string taxonomy_version
string universe_version
string calculation_version
string policy_version
string source_rights_state
string source_rights_hash
string price_adjustment_policy
string volume_scope
string component_scores
string trajectories
string leadership_density
string opportunity_sets
string coverage
string exclusions
string source_observation_set_ids
string snapshot_checksum
string is_current
}
research_entity_rank_snapshots {
string entity_id
string entity_type
string comparison_universe_id
string as_of
string available_at
string availability_status
string confidence
string taxonomy_version
string universe_version
string calculation_version
string policy_version
string source_rights_state
string source_rights_hash
string cap_weighted_price_strength
string equal_weighted_price_strength
string blended_price_strength
string rank_value
string percentile
string lifecycle_state
string candidate_lifecycle_state
string trajectories
string fundamental_confirmation
string coverage
string exclusions
string more_fields
}
research_equity_basket_return_snapshots {
string basket_id
string basket_type
string taxonomy_version
string as_of
string available_at
string period_label
string weighting_method
string return_value
string member_count
string included_count
string excluded_count
string included_weight
string excluded_weight
string concentration_top_weight
string coverage_state
string unavailable_reason
string source_observation_set_ids
string exclusions
string methodology
string calculation_version
string snapshot_checksum
}
research_index_constituent_snapshots {
string exposure_id
string as_of
string available_at
string retrieved_at
string membership_class
string rights_status
string provider_id
string dataset_id
string source_snapshot_id
string snapshot_checksum
string constituents
string coverage
string methodology
}
research_index_definitions {
string exposure_id
string symbol
string label
string display_order
string membership_class
string rights_status
string customer_facing_row
string proxy_fund
string benchmark_label
string effective_from
string effective_to
string methodology
string supported_periods
string limitations
string source_policy_hash
}
research_industry_lifecycle_snapshots {
string industry_id
string comparison_universe_id
string as_of
string available_at
string label
string status
string confidence
string reasons
string source_observation_set_ids
string input_snapshot_ids
string calculation_version
string snapshot_checksum
}
research_macro_dimension_snapshots {
string dimension
string as_of
string score
string state
string method_version
string source_features
}
research_macro_feature_snapshots {
string series_id
string as_of
string feature_name
string feature_value
string method_version
string observation_set_id
}
research_macro_implication_decisions {
string implication_row_id
string implication_as_of
string implication_id
string owner_user_id
string actor_user_id
string action
string from_state
string to_state
string expected_version
string result_version
string reason
string evidence_ids
string policy_versions
string reviewed_proposal
string lineage
}
research_macro_implication_outcomes {
string as_of
string approval_audit_id
string implication_row_id
string implication_as_of
string owner_user_id
string account_id
string portfolio_id
string position_id
string candidate_id
string outcome_kind
string outcome_status
string summary
string evidence_ids
string policy_versions
string lineage
}
research_macro_implications {
string synthesis_id
string implication_id
string owner_user_id
string portfolio_id
string version
string as_of
string scope
string title
string body
string citations
string requires_user_approval
string approval_state
string supersedes_id
string superseded_by_id
string is_current
string lineage
}
research_macro_observations {
string series_id
string observation_date
string realtime_start
string realtime_end
string available_at
string retrieved_at
string raw_value
string numeric_value
string transformed_value
string units
string seasonal_adjustment
string rights_status
string payload_hash
string provider_id
string dataset_id
string pipeline_run_id
}
research_macro_syntheses {
string as_of
string owner_user_id
string packet_id
string packet_checksum
string regime_snapshot_id
string regime_state
string deterministic_policy_version
string evidence_schema_version
string provider
string model
string prompt_version
string schema_version
string status
string validation_status
string validation_errors
string attempt_count
string provider_call_count
string input_tokens
string output_tokens
string estimated_cost
string latency_ms
string trace_id
string output_payload
string citations
string more_fields
}
research_observation_members {
string observation_set_id
string member_order
string provider_id
string dataset_id
string source_record_id
string source_table
string source_payload_hash
string retrieved_at
string available_at
string raw_value_ref
string normalization_version
string member_metadata
}
research_observation_sets {
string dataset_id
string entity_id
string as_of
string effective_at
string available_at
string retrieved_at
string provider_ids
string pipeline_run_ids
string policy_id
string calculation_version
string adjustment_type
string revision_number
string quality_flags
string conflict_metadata
}
research_option_contracts {
string provider_id
string dataset_id
string underlying_symbol
string occ_symbol
string option_root
string expiration_date
string strike_price
string option_type
string contract_multiplier
string deliverable
string corporate_action_adjusted
string rights_status
string contract_version
string effective_from
string effective_to
string source_payload_hash
string contract_metadata
}
research_options_analytics_snapshots {
string underlying_symbol
string quote_session_date
string quote_timezone
string as_of
string available_at
string retrieved_at
string rights_status
string quality_state
string quality_flags
string contract_count
string call_count
string put_count
string put_call_volume_ratio
string put_call_open_interest_ratio
string open_interest_change_abs
string open_interest_change_pct
string strike_concentration_hhi
string expiry_concentration_hhi
string top_strike_open_interest_share
string iv_level
string iv_term_slope
string iv_skew
string unusual_volume_ratio
string modeled_gamma_exposure
string more_fields
}
research_options_eod_snapshots {
string contract_id
string provider_id
string dataset_id
string underlying_symbol
string occ_symbol
string option_root
string expiration_date
string strike_price
string option_type
string contract_multiplier
string deliverable
string corporate_action_adjusted
string quote_session_date
string quote_timezone
string as_of
string available_at
string retrieved_at
string bid_price
string ask_price
string last_price
string volume
string open_interest
string prior_open_interest
string provider_implied_volatility
string more_fields
}
research_paired_regime_permissions {
string strategy_id
string as_of
string available_at
string macro_regime_snapshot_id
string equity_regime_snapshot_id
string macro_regime_type
string equity_regime_type
string macro_policy_version
string equity_policy_version
string strategy_policy_version
string permission
string status
string risk_multiplier
string macro_confidence
string equity_confidence
string paired_confidence
string divergence
string reason_codes
string required_dimensions
string missing_dimensions
string source_observation_set_ids
string source_rights_state
string source_rights_hash
string calculation_version
string more_fields
}
research_provider_classification_evidence {
string security_id
string symbol
string provider_id
string provider_security_id
string source_version
string observed_at
string retrieved_at
string source_sector_label
string source_industry_group_label
string source_industry_label
string payload_hash
string raw_payload_ref
string evidence_metadata
}
research_regime_dimension_snapshots {
string regime_type
string dimension
string as_of
string policy_version
string feature_version
string score
string value
string band
string state
string confidence
string data_quality_status
string missing_inputs
string source_feature_ids
string source_snapshot_ids
string family_scores
string family_weights
string snapshot_checksum
}
research_regime_feature_snapshots {
string feature_id
string regime_type
string dimension
string feature_family
string as_of
string available_at
string retrieved_at
string source_snapshot_id
string feature_version
string transform
string orientation
string normalized_value
string weight
string required
string provider_ids
string dataset_ids
string source_vintages
string feature_metadata
string calculation_version
string snapshot_checksum
}
research_regime_snapshots {
string regime_type
string as_of
string policy_version
string candidate_state
string regime_state
string label
string confidence
string uncertainty
string data_quality_status
string risk_multiplier
string composite_score
string dimension_scores
string dimension_states
string dimension_weights
string trigger_dimensions
string missing_dimensions
string source_dimension_snapshot_ids
string calculation_checksum
string calculation_time
string previous_snapshot_id
}
research_regime_strategy_permissions {
string strategy
string macro_regime_snapshot_id
string equity_regime_snapshot_id
string as_of
string regime_snapshot_id
string regime_state
string regime_policy_version
string strategy_policy_version
string status
string permission
string risk_multiplier
string reason_codes
string required_dimensions
string missing_dimensions
string stale_dimensions
string account_constraints
string approved_user_settings
string decision_checksum
}
research_regime_transitions {
string regime_type
string as_of
string policy_version
string previous_regime
string new_regime
string candidate_regime
string transition_status
string shock_override
string persistence_required
string persistence_count
string trigger_dimensions
string evidence_packet
string prior_snapshot_id
string new_snapshot_id
string transition_checksum
}
research_sec_coverage_snapshots {
string as_of
string universe_id
string issuer_count
string coverage_buckets
string watermarks
}
research_sec_documents {
string accession_number
string document_url
string document_type
string content_type
string byte_size
string content_sha256
string raw_body_ref
string retrieved_at
string immutable
}
research_sec_fact_observations {
string cik
string symbol
string accession_number
string normalized_concept
string sec_namespace
string sec_concept
string unit
string fiscal_year
string fiscal_period
string period_start
string period_end
string value_numeric
string raw_value
string form_type
string accepted_at
string first_seen_at
string revision_number
string supersedes_fact_id
string source_checksum
string parse_status
string absence_reason
string fact_metadata
}
research_sec_filings {
string cik
string symbol
string accession_number
string form_type
string filed_at
string accepted_at
string first_seen_at
string period_end
string is_amendment
string amends_accession_number
string filing_url
string source_checksum
string parse_status
string parse_error_code
string filing_metadata
}
research_sec_ingestion_checkpoints {
string job_name
string issuer_cik
string accession_cursor
string watermark
string status
string attempt_count
string checkpoint_payload
}
research_sec_issuers {
string cik
string security_id
string symbol
string entity_name
string taxonomy_version
string issuer_metadata
}
research_sec_quarantine {
string job_name
string cik
string symbol
string accession_number
string reason_code
string error_class
string attempt_count
string retryable
string source_payload
string resolved_at
string resolved_by
}
research_secondary_exposure_tags {
string security_id
string symbol
string taxonomy_version
string node_id
string tag_status
string effective_from
string effective_to
string source
string reason
string evidence_ref
}
research_security_context_snapshots {
string security_id
string symbol
string research_universe_id
string as_of
string available_at
string availability_status
string confidence
string taxonomy_version
string universe_version
string context_model_version
string calculation_version
string policy_version
string source_rights_state
string source_rights_hash
string price_adjustment_policy
string technical_facts
string cohort_percentiles
string context_labels
string self_influence
string coverage
string exclusions
string source_observation_set_ids
string source_metadata
string snapshot_checksum
string more_fields
}
research_security_sue_snapshots {
string security_id
string symbol
string fiscal_period_end
string as_of
string available_at
string status
string confidence
string sue_value
string unexpected_earnings
string standard_deviation
string quarter_count
string calculation_version
string policy_version
string source_rights_state
string source_rights_hash
string source_observation_set_ids
string lineage
string coverage
string exclusions
string snapshot_checksum
string is_current
}
research_security_taxonomy_mappings {
string security_id
string symbol
string taxonomy_version
string dimension
string node_id
string mapping_type
string mapping_status
string effective_from
string effective_to
string source
string source_version
string observed_at
string confidence_class
string reviewer_id
string reason
string evidence_ref
string supersedes_mapping_id
string audit_metadata
}
research_strategy_setup_snapshots {
string security_id
string symbol
string strategy_id
string setup_type
string as_of
string available_at
string availability_status
string setup_state
string confidence
string setup_policy_version
string calculation_version
string source_rights_state
string source_rights_hash
string trigger_definition
string invalidation_definition
string stop_method
string input_snapshot_ids
string source_observation_set_ids
string coverage
string exclusions
string snapshot_checksum
string is_current
}
research_taxonomy_mapping_candidates {
string security_id
string symbol
string taxonomy_version
string candidate_node_id
string candidate_sector_id
string candidate_group_id
string candidate_industry_id
string candidate_state
string reason_code
string confidence_class
string evidence_ids
string replay_key
}
research_taxonomy_nodes {
string taxonomy_version
string node_id
string parent_node_id
string node_type
string label
string display_order
string manifest_checksum
string source_attribution
string node_metadata
}
research_taxonomy_override_audit {
string actor_user_id
string action
string symbol
string taxonomy_version
string target_node_id
string effective_from
string effective_to
string reason
string evidence_ref
string request_version
string result_mapping_id
string audit_payload
}
research_taxonomy_quarantine {
string security_id
string symbol
string taxonomy_version
string reason_code
string status
string candidate_node_ids
string evidence_refs
string replay_key
string resolved_by
string resolved_at
string resolution_mapping_id
}
risk_settings {
string portfolio_id
string user_id
string max_position_size_pct
string max_drawdown_pct
string daily_loss_limit_pct
string sector_concentration_pct
string max_open_positions
}
saved_screener_definitions {
string user_id
string name
string description
string base_universe_id
string rules
string rule_hash
string score_model_version
string feature_set_version
string replay_as_of_date
string schedule
string active
string definition_metadata
}
security_composite_scores {
string security_id
string symbol
string as_of_date
string universe_id
string universe_key
string factor_model_version
string factor_methodology_version
string source_composite_recipe_version
string registry_version
string recipe_key
string recipe_version
string score_status
string score
string grade
string rank
string percentile
string coverage
string confidence
string strongest_dimensions
string weakest_dimensions
string contributions
string source_factor_input_hash
string input_hash
string source_lineage
string more_fields
}
security_factor_scores {
string security_id
string feature_snapshot_id
string symbol
string as_of_date
string universe_id
string universe_key
string model_version
string methodology_version
string composite_recipe_version
string feature_set_version
string pipeline_run_id
string freshness_status
string score_status
string composite_score
string composite_rank
string composite_percentile
string coverage
string confidence
string factor_scores
string source_features
string cohort_identity
string source_lineage
string warnings
string score_metadata
string more_fields
}
security_feature_snapshots {
string security_id
string symbol
string as_of_date
string feature_set_version
string input_hash
string model_version
string pipeline_run_id
string freshness_status
string point_in_time_cutoff
string snapshot_status
string coverage
string confidence
string input_lineage
string warnings
string code_version
string feature_definition_hash
string technical_features
string liquidity_features
string fundamental_features
string news_features
string regime_features
string ml_features
string features
string source
string more_fields
}
security_master {
string symbol
string display_symbol
string name
string security_type
string asset_class
string exchange
string primary_exchange
string country
string currency
string cik
string figi
string composite_figi
string share_class_figi
string cusip
string isin
string provider_ids
string source
string raw_payload
string active
string tradable
string marginable
string shortable
string fractionable
string is_otc
string more_fields
}
security_score_transitions {
string security_id
string symbol
string as_of_date
string score_kind
string score_key
string universe_key
string prior_as_of_date
string prior_input_hash
string current_input_hash
string prior_score
string current_score
string score_delta
string prior_percentile
string current_percentile
string prior_rating
string current_rating
string rating_changed
string comparable
string comparison_basis
string primary_cause
string causes
string attribution_status
string evidence
string prior_versions
string more_fields
}
signals {
string portfolio_id
string user_id
string strategy
string ticker
string action
string confidence_score
string rationale
string signal_metadata
string expires_at
string is_executed
}
smart_watchlist_rules {
string watchlist_id
string user_id
string field_name
string operator
string value
string logic
string position
}
smart_watchlist_runs {
string watchlist_id
string user_id
string status
string previous_tickers
string current_tickers
string added_tickers
string removed_tickers
string rule_snapshot
string matched_count
string error_message
string source
string base_universe_id
string base_snapshot_id
string base_snapshot_as_of_date
string pipeline_run_id
string rule_hash
string freshness_status
string trace_id
string scorecard_lineage
string started_at
string completed_at
}
strategy_configs {
string portfolio_id
string user_id
string strategy
string is_active
string allocation_pct
string params
}
subscriptions {
string user_id
string tier
string dodo_customer_id
string dodo_subscription_id
string status
string current_period_start
string current_period_end
string cancelled_at
}
trades {
string portfolio_id
string user_id
string signal_id
string ticker
string side
string qty
string limit_price
string filled_price
string order_id
string client_order_id
string journal_trade_id
string journal_status
string journal_last_error
string journal_last_attempt_at
string status
string strategy
string regime_snapshot
string agent_outputs
string thesis
string notes
}
trading_lab_results {
string user_id
string portfolio_id
string ticker
string period
string strategy
string engine
string rules
string metrics
string equity_curve
string trades
string scorecard_lineage
string verdict
string note
string bars_loaded
string source
string first_timestamp
string last_timestamp
string status
string error_message
}
universe_members {
string snapshot_id
string snapshot_as_of_date
string universe_id
string security_id
string symbol
string original_symbol
string company_name
string rank
string weight
string quantity
string market_value
string sector
string status
string source_payload
}
universe_snapshots {
string universe_id
string display_name
string universe_type
string source_type
string source_name
string source_url
string rule_config
string rule_hash
string as_of_date
string run_version
string pipeline_run_id
string status
string freshness_status
string member_count
string added_count
string removed_count
string unchanged_count
string raw_payload
}
user_notifications {
string id
string user_id
string category
string type
string title
string body
string tone
string priority
string entity_type
string entity_id
string action_url
string dedupe_key
string metadata_
string created_at
string read_at
string dismissed_at
string expires_at
string updated_at
}
user_profiles {
string user_id
string tier
string full_name
string avatar_url
string preferences
string created_at
string updated_at
}
watchlists {
string user_id
string name
string description
string is_smart
string base_universe_id
string tickers
string current_tickers
string last_refreshed_at
}
agent_runs ||--o{ agent_decisions : references
portfolios ||--o{ agent_runs : references
portfolios ||--o{ automation_plans : references
trades ||--o{ fills : references
broker_connections ||--o{ journal_account_aliases : references
portfolios ||--o{ journal_account_aliases : references
portfolios ||--o{ journal_analytics_snapshots : references
trades ||--o{ journal_behavioral_events : references
portfolios ||--o{ journal_diary_entries : references
journal_import_runs ||--o{ journal_import_rows : references
trades ||--o{ journal_import_rows : references
portfolios ||--o{ journal_import_runs : references
journal_playbooks ||--o{ journal_playbook_items : references
trades ||--o{ journal_trade_attachments : references
trades ||--o{ journal_trade_comments : references
broker_connections ||--o{ journal_trade_details : references
portfolios ||--o{ journal_trade_details : references
trades ||--o{ journal_trade_details : references
journal_playbooks ||--o{ journal_trade_playbook_reviews : references
trades ||--o{ journal_trade_playbook_reviews : references
trades ||--o{ journal_trade_tags : references
user_notifications ||--o{ notification_deliveries : references
agent_runs ||--o{ portfolio_manager_reports : references
portfolios ||--o{ portfolio_manager_reports : references
broker_connections ||--o{ portfolios : references
portfolios ||--o{ position_lifecycle_events : references
trades ||--o{ position_lifecycle_events : references
portfolios ||--o{ positions : references
portfolios ||--o{ risk_settings : references
portfolios ||--o{ signals : references
watchlists ||--o{ smart_watchlist_rules : references
watchlists ||--o{ smart_watchlist_runs : references
portfolios ||--o{ strategy_configs : references
portfolios ||--o{ trades : references
signals ||--o{ trades : references
portfolios ||--o{ trading_lab_results : references
| Table | Model | Source |
|---|---|---|
admin_memberships |
AdminMembership |
packages/db/trademate_db/models/admin.py |
admin_tier_overrides |
AdminTierOverride |
packages/db/trademate_db/models/admin.py |
agent_decisions |
AgentDecision |
packages/db/trademate_db/models/agent.py |
agent_runs |
AgentRun |
packages/db/trademate_db/models/agent.py |
article_ticker_links |
ArticleTickerLink |
packages/db/trademate_db/models/news.py |
audit_log |
AuditLog |
packages/db/trademate_db/models/audit.py |
automation_pause_states |
AutomationPauseState |
packages/db/trademate_db/models/automation.py |
automation_plans |
AutomationPlan |
packages/db/trademate_db/models/automation.py |
broker_connections |
BrokerConnection |
packages/db/trademate_db/models/broker.py |
calendar_events |
CalendarEvent |
packages/db/trademate_db/models/event.py |
canonical_news_articles |
CanonicalNewsArticle |
packages/db/trademate_db/models/news.py |
composite_recipe_versions |
CompositeRecipeVersion |
packages/db/trademate_db/models/market_reference.py |
consent_acceptances |
ConsentAcceptance |
packages/db/trademate_db/models/consent.py |
consent_requirements |
ConsentRequirement |
packages/db/trademate_db/models/consent.py |
corporate_actions |
CorporateAction |
packages/db/trademate_db/models/market_reference.py |
daily_news_features |
DailyNewsFeature |
packages/db/trademate_db/models/news.py |
dataset_capabilities |
DatasetCapability |
packages/db/trademate_db/models/research_common.py |
factor_methodology_versions |
FactorMethodologyVersion |
packages/db/trademate_db/models/market_reference.py |
factor_score_distributions |
FactorScoreDistribution |
packages/db/trademate_db/models/market_reference.py |
fills |
Fill |
packages/db/trademate_db/models/trade.py |
journal_account_aliases |
JournalAccountAlias |
packages/db/trademate_db/models/journal.py |
journal_analytics_snapshots |
JournalAnalyticsSnapshot |
packages/db/trademate_db/models/journal.py |
journal_behavioral_events |
JournalBehavioralEvent |
packages/db/trademate_db/models/journal.py |
journal_csv_mappings |
JournalCsvMapping |
packages/db/trademate_db/models/journal.py |
journal_diary_entries |
JournalDiaryEntry |
packages/db/trademate_db/models/journal.py |
journal_diary_templates |
JournalDiaryTemplate |
packages/db/trademate_db/models/journal.py |
journal_import_rows |
JournalImportRow |
packages/db/trademate_db/models/journal.py |
journal_import_runs |
JournalImportRun |
packages/db/trademate_db/models/journal.py |
journal_migration_map |
JournalMigrationMap |
packages/db/trademate_db/models/journal.py |
journal_playbook_items |
JournalPlaybookItem |
packages/db/trademate_db/models/journal.py |
journal_playbooks |
JournalPlaybook |
packages/db/trademate_db/models/journal.py |
journal_trade_attachments |
JournalTradeAttachment |
packages/db/trademate_db/models/journal.py |
journal_trade_comments |
JournalTradeComment |
packages/db/trademate_db/models/journal.py |
journal_trade_details |
JournalTradeDetail |
packages/db/trademate_db/models/journal.py |
journal_trade_playbook_reviews |
JournalTradePlaybookReview |
packages/db/trademate_db/models/journal.py |
journal_trade_tags |
JournalTradeTag |
packages/db/trademate_db/models/journal.py |
llm_provider_keys |
LLMProviderKey |
packages/db/trademate_db/models/broker.py |
metric_catalog_versions |
MetricCatalogVersion |
packages/db/trademate_db/models/market_reference.py |
ml_model_registry |
MLModelRegistry |
packages/db/trademate_db/models/ml_ranking.py |
ml_rank_predictions |
MLRankPrediction |
packages/db/trademate_db/models/ml_ranking.py |
ml_screener_predictions |
MLScreenerPrediction |
packages/db/trademate_db/models/ml_screener.py |
news_items |
NewsItem |
packages/db/trademate_db/models/news.py |
notification_deliveries |
NotificationDelivery |
packages/db/trademate_db/models/notification.py |
portfolio_manager_reports |
PortfolioManagerReport |
packages/db/trademate_db/models/portfolio_report.py |
portfolios |
Portfolio |
packages/db/trademate_db/models/portfolio.py |
position_lifecycle_events |
PositionLifecycleEvent |
packages/db/trademate_db/models/lifecycle.py |
positions |
Position |
packages/db/trademate_db/models/position.py |
provider_dataset_policies |
ProviderDatasetPolicy |
packages/db/trademate_db/models/research_common.py |
provider_ingestion_runs |
ProviderIngestionRun |
packages/db/trademate_db/models/market_reference.py |
regime_signals |
MarketRegimeSignal |
packages/db/trademate_db/models/regime.py |
research_aggregate_fundamental_snapshots |
ResearchAggregateFundamentalSnapshot |
packages/db/trademate_db/models/research_equity.py |
research_context_alignment_snapshots |
ResearchContextAlignmentSnapshot |
packages/db/trademate_db/models/research_equity.py |
research_correlation_snapshots |
ResearchCorrelationSnapshot |
packages/db/trademate_db/models/research_equity.py |
research_economic_release_vintages |
EconomicReleaseVintage |
packages/db/trademate_db/models/research_economics.py |
research_economic_series |
EconomicSeries |
packages/db/trademate_db/models/research_economics.py |
research_entity_breadth_snapshots |
ResearchEntityBreadthSnapshot |
packages/db/trademate_db/models/research_equity.py |
research_entity_rank_snapshots |
ResearchEntityRankSnapshot |
packages/db/trademate_db/models/research_equity.py |
research_equity_basket_return_snapshots |
ResearchEquityBasketReturnSnapshot |
packages/db/trademate_db/models/research_equity.py |
research_index_constituent_snapshots |
ResearchIndexConstituentSnapshot |
packages/db/trademate_db/models/research_equity.py |
research_index_definitions |
ResearchIndexDefinition |
packages/db/trademate_db/models/research_equity.py |
research_industry_lifecycle_snapshots |
ResearchIndustryLifecycleSnapshot |
packages/db/trademate_db/models/research_equity.py |
research_macro_dimension_snapshots |
MacroDimensionSnapshot |
packages/db/trademate_db/models/research_economics.py |
research_macro_feature_snapshots |
MacroFeatureSnapshot |
packages/db/trademate_db/models/research_economics.py |
research_macro_implication_decisions |
ResearchMacroImplicationDecision |
packages/db/trademate_db/models/research_implications.py |
research_macro_implication_outcomes |
ResearchMacroImplicationOutcome |
packages/db/trademate_db/models/research_implications.py |
research_macro_implications |
ResearchMacroImplication |
packages/db/trademate_db/models/research_implications.py |
research_macro_observations |
EconomicObservation |
packages/db/trademate_db/models/research_economics.py |
research_macro_syntheses |
ResearchMacroSynthesis |
packages/db/trademate_db/models/research_implications.py |
research_observation_members |
ResearchObservationMember |
packages/db/trademate_db/models/research_common.py |
research_observation_sets |
ResearchObservationSet |
packages/db/trademate_db/models/research_common.py |
research_option_contracts |
ResearchOptionContract |
packages/db/trademate_db/models/research_options.py |
research_options_analytics_snapshots |
ResearchOptionsAnalyticsSnapshot |
packages/db/trademate_db/models/research_options.py |
research_options_eod_snapshots |
ResearchOptionEodSnapshot |
packages/db/trademate_db/models/research_options.py |
research_paired_regime_permissions |
ResearchPairedRegimePermission |
packages/db/trademate_db/models/research_macro.py |
research_provider_classification_evidence |
ResearchProviderClassificationEvidence |
packages/db/trademate_db/models/research_taxonomy.py |
research_regime_dimension_snapshots |
ResearchRegimeDimensionSnapshot |
packages/db/trademate_db/models/research_macro.py |
research_regime_feature_snapshots |
ResearchRegimeFeatureSnapshot |
packages/db/trademate_db/models/research_macro.py |
research_regime_snapshots |
ResearchRegimeSnapshot |
packages/db/trademate_db/models/research_macro.py |
research_regime_strategy_permissions |
ResearchRegimeStrategyPermission |
packages/db/trademate_db/models/research_macro.py |
research_regime_transitions |
ResearchRegimeTransition |
packages/db/trademate_db/models/research_macro.py |
research_sec_coverage_snapshots |
ResearchSecCoverageSnapshot |
packages/db/trademate_db/models/research_sec.py |
research_sec_documents |
ResearchSecDocument |
packages/db/trademate_db/models/research_sec.py |
research_sec_fact_observations |
ResearchSecFactObservation |
packages/db/trademate_db/models/research_sec.py |
research_sec_filings |
ResearchSecFiling |
packages/db/trademate_db/models/research_sec.py |
research_sec_ingestion_checkpoints |
ResearchSecIngestionCheckpoint |
packages/db/trademate_db/models/research_sec.py |
research_sec_issuers |
ResearchSecIssuer |
packages/db/trademate_db/models/research_sec.py |
research_sec_quarantine |
ResearchSecQuarantine |
packages/db/trademate_db/models/research_sec.py |
research_secondary_exposure_tags |
ResearchSecondaryExposureTag |
packages/db/trademate_db/models/research_taxonomy.py |
research_security_context_snapshots |
ResearchSecurityContextSnapshot |
packages/db/trademate_db/models/research_equity.py |
research_security_sue_snapshots |
ResearchSecuritySUESnapshot |
packages/db/trademate_db/models/research_equity.py |
research_security_taxonomy_mappings |
ResearchSecurityTaxonomyMapping |
packages/db/trademate_db/models/research_taxonomy.py |
research_strategy_setup_snapshots |
ResearchStrategySetupSnapshot |
packages/db/trademate_db/models/research_equity.py |
research_taxonomy_mapping_candidates |
ResearchTaxonomyMappingCandidate |
packages/db/trademate_db/models/research_taxonomy.py |
research_taxonomy_nodes |
ResearchTaxonomyNode |
packages/db/trademate_db/models/research_taxonomy.py |
research_taxonomy_override_audit |
ResearchTaxonomyOverrideAudit |
packages/db/trademate_db/models/research_taxonomy.py |
research_taxonomy_quarantine |
ResearchTaxonomyQuarantine |
packages/db/trademate_db/models/research_taxonomy.py |
risk_settings |
RiskSettings |
packages/db/trademate_db/models/portfolio.py |
saved_screener_definitions |
SavedScreenerDefinition |
packages/db/trademate_db/models/ml_screener.py |
security_composite_scores |
SecurityCompositeScore |
packages/db/trademate_db/models/market_reference.py |
security_factor_scores |
SecurityFactorScore |
packages/db/trademate_db/models/market_reference.py |
security_feature_snapshots |
SecurityFeatureSnapshot |
packages/db/trademate_db/models/market_reference.py |
security_master |
SecurityMaster |
packages/db/trademate_db/models/market_reference.py |
security_score_transitions |
SecurityScoreTransition |
packages/db/trademate_db/models/market_reference.py |
signals |
Signal |
packages/db/trademate_db/models/signal.py |
smart_watchlist_rules |
SmartWatchlistRule |
packages/db/trademate_db/models/watchlist.py |
smart_watchlist_runs |
SmartWatchlistRun |
packages/db/trademate_db/models/watchlist.py |
strategy_configs |
StrategyConfig |
packages/db/trademate_db/models/strategy.py |
subscriptions |
Subscription |
packages/db/trademate_db/models/subscription.py |
trades |
Trade |
packages/db/trademate_db/models/trade.py |
trading_lab_results |
TradingLabResult |
packages/db/trademate_db/models/trading_lab.py |
universe_members |
UniverseMember |
packages/db/trademate_db/models/market_reference.py |
universe_snapshots |
UniverseSnapshot |
packages/db/trademate_db/models/market_reference.py |
user_notifications |
UserNotification |
packages/db/trademate_db/models/notification.py |
user_profiles |
UserProfile |
packages/db/trademate_db/models/user.py |
watchlists |
Watchlist |
packages/db/trademate_db/models/watchlist.py |