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Daily Operations

This playbook is for live trading operators. It focuses on safe daily routines and known FYERS constraints.

Daily Checklist (Before Market Open)

  • Verify credentials and token freshness (run fyers-auth if needed).
  • Confirm config/state.yaml uses the correct account_id.
  • Confirm FYERS_ENVIRONMENT=LIVE and ALLOW_LIVE_ORDERS=true only when you intend to trade live.
  • Verify cache and state DB paths are writable (store.health_check()).
  • Review log files for unresolved errors from the previous session.

During Market Hours

  • Monitor WS connectivity (connect/disconnect and auth errors).
  • Watch broker reconcile warnings; fail-fast errors require immediate intervention.
  • Keep a periodic order heartbeat to drain order WS messages (see docs/usage/order-heartbeat.md).

End of Day

  • Stop the process cleanly to flush state.
  • Review logs for any unknown order state or reconcile failures.
  • Rotate or archive logs if needed by your ops policy.

Scenario Example

Scenario: The bot starts but no market data arrives. What happened: - WS connection failed or subscriptions were not applied. Why it happens: - Token expired or WS reconnect failed. What to check: - logs/fyers_ws_errors.log - store.health_check() output for market_ws What to do next: - Refresh the token and restart the process. - Confirm store.subscribe_market([...]) is called after WS start.