Fetch and cache OHLCV bars for one or more symbols from local DB or remote source.

Args: symbols: Non-empty list of ticker codes; pass a single symbol as ["600519"]. Symbol formats: quantforge://data/symbol-guide. start: Start date YYYY-MM-DD; empty uses a default lookback window. end: End date YYYY-MM-DD; empty defaults to today. interval: Bar interval (default "1d"). preview: When false, returns row counts only; when true, adds stats and head/tail samples. preview_rows: Number of head/tail rows per symbol when preview=True (default 3).

Returns: {"ok": true, "start": str, "end": str, "interval": str, "items": [...]} where each item has symbol, rows, source, and optional preview fields. On empty symbols: {"ok": false, "error": str}.

List stock symbols that already have OHLCV data in the local SQLite cache.

Returns: {"ok": true, "symbols": [str, ...]}.

Run a dynamic Strategy backtest in an isolated sandbox and persist artifacts.

Args: code: Python source with exactly one Strategy subclass. Strategy rules and allowed imports are enforced before execution; see quantforge://codegen/spec. config_json: JSON string for backtest settings (required: symbols; optional: name, start, end, initial_capital, commission, slippage, target_weights, sizing_fraction, rebalance, last_rebalance_ts, history_tail). Dates must be YYYY-MM-DD. Full schema and examples: quantforge://codegen/spec.

Returns: On success: {"ok": true, "job_id": str, "status": "done", "result": {...}} where result includes metrics (total_return, max_drawdown, n_trades, ...). On validation failure: {"ok": false, "validation": {...}} (no job created). On runtime failure: {"ok": false, "job_id": str, "status": "failed", "error": str}.

Fetch status and summary for a backtest job stored in SQLite.

Args: job_id: Job identifier returned by run_backtest_dynamic.

Returns: {"ok": true, "job_id": str, "status": str, "job_type": str, "error_message": str|null, "result": dict|null} where result holds metrics and metadata when status is "done". On unknown job: {"ok": false, "error": str}.

List recent backtest jobs from SQLite, newest first.

Args: limit: Maximum number of jobs to return (default 50). status: Optional filter, e.g. "done" or "failed"; empty string returns all.

Returns: {"ok": true, "count": int, "jobs": [...]} where each job includes job_id, status, strategy_name, symbols, start, end, total_return, max_drawdown, n_trades, timestamps, and error_message.

Build a Markdown tearsheet report from a completed backtest's equity curve.

Args: job_id: Completed backtest job (must have an equity_curve artifact). title: Optional report heading; defaults to "Backtest {job_id}".

Returns: On success: {"ok": true, "job_id": str, "title": str, "format": "markdown", "path": str, "content": str}. Also registers a report_markdown artifact. On missing equity curve: {"ok": false, "error": str}.

List on-disk artifact paths for a backtest job.

Args: job_id: Backtest job identifier. kind: Optional filter: equity_curve, trades, stdout, stderr, strategy_code, or report_markdown; empty returns all kinds.

Returns: {"ok": true, "job_id": str, "artifacts": [{"kind": str, "path": str, ...}]}.

Scan the latest bar for live strategy signals from a saved backtest job.

Loads strategy.py and config.json from storage/artifacts/{job_id}/. Fetches recent OHLCV through today; the calendar-day window is derived from strategy.warmup() unless overridden.

Args: job_id: Backtest job whose artifacts contain the strategy and config. warmup_days_override: Optional calendar days of history to fetch; overrides the default warmup-based window when set. notify: When true and signals exist, send email via configured SMTP (QUANTFORGE_SMTP_* / QUANTFORGE_NOTIFY_* env vars). notify_to: Optional recipient override; defaults to QUANTFORGE_NOTIFY_TO.

Returns: {"ok": bool, "strategy_name": str, "symbols": [...], "data_range": {...}, "signals": [{symbol, direction, strength, strategy_id, bar_date, close}], "warnings": [...], "notified": bool, "notify_error": str|null}. On missing files or invalid config: {"ok": false, "error": str} or {"ok": false, "validation": {...}}. Config fields (rebalance, last_rebalance_ts, history_tail) follow quantforge://codegen/spec.