Configuration¶

AIS uses YAML configuration files in config/ and environment variables.

Configuration Files¶

File	Purpose
`base.yaml`	Core system settings (loop interval, log level)
`risk.yaml`	Risk limits, drawdown thresholds, leverage caps
`execution.yaml`	Execution mode, order routing
`exchanges.yaml`	Multi-exchange routing and credentials
`integrations.yaml`	TradingView, portfolio trackers, tax export
`mandates.yaml`	Strategy mandates, allowed assets, allocation limits
`monitoring.yaml`	Alerting, metrics, reconciliation
`portfolio.yaml`	Portfolio constraints, rebalancing rules

Execution Modes¶

Mode	Description	Exchange Connection	Requires
`paper`	Simulated fills	None	`AIS_RISK_HMAC_SECRET`
`shadow`	Real data, simulated fills	Read-only	+ `AIS_MCP_SERVER_URL`
`live`	Real orders	Full	+ `AIS_ENABLE_LIVE_TRADING=true`, `AIS_API_KEY`

Set via AIS_EXECUTION_MODE environment variable.

Risk Configuration¶

# config/risk.yaml
risk:
  max_drawdown: 0.05          # 5% rolling drawdown limit
  max_leverage: 3.0           # 3x leverage ceiling
  max_position_weight: 0.10   # 10% of NAV per position
  max_gross_exposure: 1.5     # 150% gross exposure
  min_liquidity_score: 0.3    # Minimum liquidity for approval
  kill_switch_loss: 0.03      # 3% daily loss triggers kill switch

Mandate Configuration¶

Mandates define what each strategy is allowed to do:

# config/mandates.yaml
mandates:
  - strategy: momentum_ma_crossover
    max_allocation: 0.10       # 10% of NAV
    allowed_symbols:
      - BTCUSDT
      - ETHUSDT
    max_position_count: 2

  - strategy: funding_rate_contrarian
    max_allocation: 0.05
    allowed_symbols:
      - BTCUSDT
    max_position_count: 1

Exchange Configuration¶

# config/exchanges.yaml
exchanges:
  aster:
    enabled: true
    asset_classes: [spot, futures]
    symbols: [BTCUSDT, ETHUSDT]

  binance:
    enabled: false
    asset_classes: [spot, futures]
    symbols: [SOLUSDT]

See the Multi-Exchange Guide for details.

Environment Variables¶

See the full environment variable reference for all supported variables.

Generating Secrets¶

# HMAC secret
export AIS_RISK_HMAC_SECRET=$(python -c "import secrets; print(secrets.token_urlsafe(32))")

# API key
export AIS_API_KEY=$(python -c "import secrets; print(secrets.token_urlsafe(32))")

CLI Options¶

python -m aiswarm --help

# Common usage
python -m aiswarm --mode paper                       # Paper trading
python -m aiswarm --mode paper --exchange aster       # Single exchange
python -m aiswarm --mode paper --exchanges aster,binance  # Multi-exchange
python -m aiswarm --tradingview-port 8001             # Enable TradingView webhooks
python -m aiswarm --config /path/to/config/           # Custom config directory