Configuration Reference¶

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 settings
`exchanges.yaml`	Multi-exchange routing, credentials, symbol mapping
`integrations.yaml`	TradingView, portfolio trackers, tax export
`mandates.yaml`	Strategy mandates, allowed assets, allocation limits
`monitoring.yaml`	Alerting, metrics, reconciliation settings
`portfolio.yaml`	Portfolio constraints, rebalancing rules

Environment Variables¶

Required (Always)¶

Variable	Purpose	Default
`AIS_RISK_HMAC_SECRET`	HMAC key for risk token signing	—
`AIS_EXECUTION_MODE`	`paper` / `shadow` / `live`	`paper`
`REDIS_URL`	Redis connection for control state	`redis://localhost:6379/0`

Required (Live Mode)¶

Variable	Purpose
`AIS_API_KEY`	Bearer token for API authentication
`AIS_ENABLE_LIVE_TRADING`	Must be `true` to submit real orders
`ASTER_ACCOUNT_ID`	Aster DEX account identifier

HMAC Key Rotation¶

Variable	Purpose
`AIS_RISK_HMAC_SECRET_PREVIOUS`	Previous HMAC key for zero-downtime rotation
`AIS_RISK_HMAC_KEY_ID`	Identifier for current key (default: `v1`)

Exchange Configuration¶

Variable	Purpose
`AIS_MCP_SERVER_URL`	Aster DEX MCP server endpoint
`AIS_BINANCE_MCP_URL`	Binance MCP server endpoint
`BINANCE_API_KEY`	Binance API key
`BINANCE_API_SECRET`	Binance API secret
`AIS_COINBASE_MCP_URL`	Coinbase MCP server endpoint
`COINBASE_API_KEY`	Coinbase API key
`COINBASE_API_SECRET`	Coinbase API secret
`AIS_BYBIT_MCP_URL`	Bybit MCP server endpoint
`BYBIT_API_KEY`	Bybit API key
`BYBIT_API_SECRET`	Bybit API secret
`AIS_IB_MCP_URL`	Interactive Brokers MCP endpoint
`IB_ACCOUNT_ID`	IB account ID

Integrations¶

Variable	Purpose
`AIS_TV_WEBHOOK_SECRET`	TradingView webhook HMAC secret
`AIS_TV_WEBHOOK_PORT`	TradingView webhook listener port

Optional¶

Variable	Purpose	Default
`AIS_SECRETS_FILE`	File-based secrets path (JSON)	—
`AIS_SECRETS_DIR`	Directory-based secrets path	—
`AIS_DB_PATH`	EventStore database path	`data/ais_events.db`
`AIS_LOOP_METRICS_PORT`	Loop Prometheus metrics port	`9002`
`AIS_SLACK_WEBHOOK_URL`	Slack alert webhook	—
`AIS_ALERT_WEBHOOK_URL`	Generic alert webhook	—
`AIS_ALERTMANAGER_URL`	Alertmanager base URL	—
`AIS_PUSHGATEWAY_URL`	Prometheus Pushgateway URL	—

Execution Modes¶

graph LR
    P[Paper Mode] -->|default| SIM[Simulated Fills]
    S[Shadow Mode] --> READ[Read-Only Exchange]
    L[Live Mode] --> REAL[Real Orders]
    L -.->|requires| ENV[AIS_ENABLE_LIVE_TRADING=true]
    L -.->|requires| KEY[AIS_API_KEY]
    L -.->|requires| ACC[ASTER_ACCOUNT_ID]

Mode	Exchange Connection	Order Submission	Use Case
`paper`	None	Simulated fills	Development, strategy testing
`shadow`	Read-only	Simulated against real prices	Validation before going live
`live`	Full access	Real orders	Production trading

Example Configs¶

Minimal Paper Trading¶

# config/base.yaml
system:
  loop_interval_seconds: 60
  log_level: INFO

# config/execution.yaml
execution:
  mode: paper

# .env
AIS_RISK_HMAC_SECRET=your-secret-here
AIS_EXECUTION_MODE=paper

Multi-Exchange Setup¶

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

See the Multi-Exchange Guide for details.