Stock-trading-programming/INSTALL_FROM_PACKAGE.md

StockBot v3 Install Package

This package is built by scripts/build_installer.ps1 from committed Git contents only. It intentionally excludes secrets, runtime databases, logs, and local lock files.

Install After Windows Reformat

1. Extract the package to the target folder, for example: C:\Users\<user>\Documents\stockbot_v3
2. Restore private runtime files from your backup:
   • .env
   • data\stockbot.db
   • optional: data\daily_context.json, data\midday_context.json
3. Run Restore_StockBot.bat as Administrator.
4. Keep KIS_MOCK=true and DRY_RUN=true until the restored environment has passed connection and scheduler checks.

What Restore_StockBot.bat Does

• Creates required folders.
• Installs Git, Node.js, and Python 3.11 with winget when available.
• Creates .venv.
• Installs Python dependencies, using vendor\wheels first.
• Installs Claude/Codex CLI when npm is available.
• Registers Windows Task Scheduler jobs unless skipped.
• Runs a basic Python dependency sanity check.

Useful Options

.\Restore_StockBot.bat -SkipWinget
.\Restore_StockBot.bat -SkipScheduler
.\Restore_StockBot.bat -OnlinePip

Build A Package

From the project root:

.\Build_StockBot_Installer.bat

or:

powershell.exe -NoProfile -ExecutionPolicy Bypass -File .\scripts\build_installer.ps1

The generated archive and manifest are written to dist\.