Hedge - Notifications & Build Priority

Notification Preferences

Daily:

• Summary of positions/performance
• Recommendations for next day

Real-time:

• Trade alerts (when strategy signals)
• Confirmations (after execution)

Channel: Telegram

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Build Priority

1. Trading Account (first) - Most complex, automated execution via Alpaca
2. Roth IRA (second) - Guidance/recommendations
3. 401K (third) - Monthly guidance for Vanguard funds

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Trading Account Phase 1 Requirements

• Human-in-the-loop: NO trades without Henry approval
• Telegram notification: "Strategy X signals BUY 100 AAPL @ $185. Approve?"
• Henry responds: Approve/Reject
• If approved: Execute via Alpaca API
• Confirm: "Executed: BUY 100 AAPL @ $185.12"

Phase 2+: Gradual automation based on trust/performance