Investment Models → PC Automation (Windows + Cowork) → GitHub Pages + BackLog → Auth/Payments → Trading → Users
| Date | Ver | Description |
|---|---|---|
| 2026-05-17 | v1.0 | Initial diagram. Composer API → PC automation (4 scripts) → GitHub Pages (6 pages) → Firebase/Stripe → IBKR auto-trade → Schwab Trader → brokerages → users. |
| 2026-05-17 | v1.1 | Rebuilt with Mermaid.js for arrow alignment (result was too cramped). |
| 2026-05-17 | v1.2 | Restored v1 row layout. Replaced manual arrow divs with JS-computed SVG arrows that draw precisely from box edge to box edge. |
| 2026-05-17 | v1.3 | Added to website (bleeanalytics.com/data_flow_diagram.html). Protected with Firebase admin-only auth guard. Linked from admin.html. Added to daily git push via run_signal.bat. |
| 2026-05-23 | v2.0 | Major update: added schwab_rebalance.py (3:54 PM auto-trade), archive_pages.py (daily BackLog archiving), rsi_tracker.py (RSI-14 history + override). New pages: account_pro, account_ultimate, account_starter, client/index.html (BLEETrader download), BackLog/index.html, CurrentWatchSymphony.html (admin). BLEETrader subscriber desktop app (trader_client.py :5060). Removed planned "Import from Composer" node (replaced by live bleeanalytics.com fetch). Tiers updated: free/basic/pro/ultimate/admin. Symphony renamed Investment Model on all public pages. Schwab Trader dropdown now fetches live from CurrentWatchSymphony.html. |
| 2026-06-01 | v2.1 | Added Claude / Cowork Scheduled Tasks group: market_report.py (3:55 PM — Market Weather score + WSJ/Yahoo/Barron's news → marketDailySummary.html). Disabled the duplicate Cowork "ibkr-daily-rebalance" task (was 3:58 PM) — Windows Task Scheduler is now sole owner of IBKR auto-trading on U25734106. Added News RSS source node + morning_preview.py (10:00 AM). Removed the dead "Import from Composer" (n-import) arrow left over from v2.0. Synced rebalance_config.json reference (budget $32,500 · composer_allocations_185.json). |