Trading — alice-uta

Accounts, portfolio, contracts, orders, and the trading-as-git approval flow. Account, portfolio, contract, quote, market-clock, and history reads do not mutate broker state. Order writes, position closes, approval commands, and the simulator can mutate trading state: inspect their live help before acting, and act only on what the user's instructions actually cover.

Discover, don't guess

alice-uta --help                       # the groups
alice-uta <group> <verb> --help        # a verb's flags (which are required)

Read this skill before the first UTA command in a task. If a command is rejected, follow the CLI's suggested command or run the exact verb's --help before retrying. Do not improvise a positional account id or flags such as --account, --query, or --symbols.

Common read-only recipes

alice-uta account list
alice-uta account info --source <account-id>
alice-uta account portfolio                         # every trading account
alice-uta account portfolio --source <account-id>   # one account
alice-uta account portfolio --source <account-id> --symbol AAPL

--source takes the id returned by account list; it is not --account and is not a broker-native account number.

Resolve a broker contract before requesting a quote. Search uses --pattern (not --query). Quote accepts exactly one broker-resolved --alice-id at a time; repeat the command for multiple contracts rather than inventing a --symbols flag. Quote infers its account from the aliceId prefix.

alice-uta contract search --source <account-id> --pattern AAPL
alice-uta contract details --source <account-id> --alice-id '<alice-id-from-search>'
alice-uta contract quote --alice-id '<alice-id-from-search>'

Keep aliceId values quoted because they contain |, which a shell otherwise interprets as a pipe. Contract search may return a directory rather than a tradeable leaf; expand it before quoting or ordering:

alice-uta contract expand --help       # expand a directory-style result (chains, families)

• Resolve the contract before any order (contract search → contract details) — never guess a symbol's broker-native identity.

Place / modify / cancel orders

alice-uta order place --help           # check EVERY flag before placing
alice-uta order modify --help          # amend a working order
alice-uta order cancel --help          # cancel a working order
alice-uta order list                   # working orders
alice-uta order history --help         # the order record
alice-uta order trades --help          # fills

• Report every order result to the user — order id, status, and what you did. Surprises in a brokerage account are never acceptable.

Positions

alice-uta position close --help        # close a position (partial or full)

(Listing positions is account portfolio.)

The trading-as-git approval flow

The git group is OpenAlice's trade-approval flow — a mirror of git verbs on purpose. Run --help per verb:

alice-uta git status                   # pending / staged trading state
alice-uta git log                      # history
alice-uta git show --help              # inspect one entry
alice-uta git commit --help            # approve
alice-uta git push --help              # send approved orders to the venue
alice-uta git reject --help            # reject a staged change
alice-uta git sync --help              # reconcile against the venue

Shells expand $ inside double-quoted values. For any trading thesis that contains currency, either use single quotes or the generated file-backed flag:

alice-uta order place ... --commit-message 'Buy below $971 after support confirmation'
alice-uta order place ... --commit-message-file /path/to/thesis.txt

Never put a dollar-denominated thesis in a double-quoted --commit-message; "$971" can reach OpenAlice as "71". File-backed string flags accept - to read stdin when the exact value is already available as a stream.

Market clock & simulator

alice-uta market clock                 # is the venue open?
alice-uta sim price-change --help      # MockBroker only — move a mock price for testing; no-op against real brokers

Not here

• Scheduling is not in alice-uta. Recurring/headless workspace work is issue-backed: use alice-workspace issue create or write .alice/issues/<id>.md with a when field (see the self-scheduling skill).