io.github.osauer/canary
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− - [Canary CLI](https://osauer.dev/canary/): Desk's open-source broker engine,− written in Go. It includes a native TWS protocol implementation, a daemon, the− CLI, read-only MCP tools and a paired app. Standard downloads and all MCP− tools cannot place orders. Release notes live in the Canary handbook.+ - [Canary](https://osauer.dev/canary/): Desk's open-source broker engine for+ Interactive Brokers, written in Go. It includes a native TWS protocol+ implementation, a daemon, the CLI, read-only MCP tools and a paired app.+ Claude Desktop users install one bundle (`canary.mcpb`); engineers use the+ JSON CLI and the Go module as their API; agents start at+ https://osauer.dev/canary/llms.txt. Standard downloads and all MCP tools+ cannot place orders. Release notes live in the Canary handbook.+ - [Canary for Claude Desktop](https://osauer.dev/canary/claude-desktop-interactive-brokers/)+ - [Canary agent entry point](https://osauer.dev/canary/llms.txt)
https://raw.githubusercontent.com/osauer/canary/HEAD/AGENTS.md
+ A session that creates a worktree removes it in the same session, once its+ branch has landed on local main or its install is verified:+ `git worktree remove <dir>` (never `--force`), then `git branch -d <branch>`,+ or `-D` only after `git cherry main <branch>` shows the work on main. Leave+ other sessions' worktrees alone (owner, 2026-10-22 12:09 CEST; 79 landed+ worktrees had piled up).
− # osauer.dev · Software for a clearer portfolio− Updated: 2026-10-08 13:20 CEST− shows independent projects. It is not investment advice and makes no claim of− - [Canary Desk](https://osauer.dev/desk/): A private portfolio workspace with access arranged personally. Written briefs, an AI analyst, risk rules and− statement-backed FX contribution for Day, WTD, MTD and YTD. Its cash-sweep− planner considers same-currency bills after commitments and liquidity− reserves; it is off by default and requires owner commissioning, calibrated− policy and current native settlement evidence.− Opportunities, new with Canary v3.17, watches up to 20 owner-chosen stocks for unusual− volume followed by a price that holds or rises. It shows a dated quote for an− exact listed call before the owner sets a limit and records Worth a look /− Skip marks, including quiet days. After eligible Canary-placed fills it− reviews entry timing (price diagnostics before fees, not realised profit).− Research, also new, compares dated borrowing costs and− FINRA-reported short interest; borrowing fees are a borrower cost, not− lending income.− analyst remains read-only. Desk runs on a Mac; OpenAI receives− portfolio evidence for analysis through the API or Codex connection. Desk sends no telemetry or portfolio data to− its maker. Access is arranged personally; there is no− commercial service or public Desk installer.− tools cannot place orders.− Release notes for v3.18.1 (6 October 2026): Upgrades need no policy step: when− it starts, the daemon backs up each policy file it changes and writes the keys− a release adds. It also fixes protection proposals that stopped refreshing in− v3.18.0. v3.18.0 (6 October 2026) added: `canary policy show --explain` prints− every limit, policy and runtime setting in force with its source and meaning,− and `canary policy check` reads the config and the policy files against each− other and, through the daemon, against the live account (`--offline` checks− the files alone), naming each implausible value with a reason and, where one− applies, a suggested fix. MCP clients get the same read-only report from− `canary_policy_check`, which never changes a limit. The per-order value cap− now scales with net liquidation value between a floor and ceiling in the− policy file. The cash sweep's reserve follows net liquidation value and− planned needs, bill purchases keep to a minimum and a maximum size and bill− buys wait while any currency is borrowed. In trading builds a protective stop− guard writes to the broker on its own, but only to shrink or cancel stop− orders Canary itself placed; stops placed by hand are never changed.− v3.17.0 (4 October 2026) added a durable watchlist of up− to 20 US stocks, read-only volume-turn setup observations, a dated quote for− an exact selected call, setup coverage and entry markouts through the CLI+ # osauer.dev · Personal software projects+ shows personal projects. It is not investment advice and makes no claim of+ - [Canary Desk](https://osauer.dev/desk/): A personal portfolio workspace, not+ offered as a product or service. Written briefs, an AI analyst, risk rules,+ statement-backed FX contribution and lending income, a cash-sweep planner+ (off by default), a watchlist of up to 20 chosen stocks for unusual-volume+ setups, and research on borrowing costs and FINRA-reported short interest.+ analyst remains read-only. Desk runs on a Mac; OpenAI receives portfolio+ evidence for analysis through the API or Codex connection. Desk sends no+ telemetry or portfolio data to its maker. There is no public Desk installer.+ tools cannot place orders. Release notes live in the Canary handbook.+ - [LinkedIn](https://www.linkedin.com/in/osauer/)+ - [Canary Desk product sheet](https://osauer.dev/assets/sheet/canary-desk-product-sheet-2026-10-08.pdf)
https://raw.githubusercontent.com/osauer/canary/HEAD/AGENTS.md
− - Freeze/limit changes are human-only. Do not weaken guardrails or invent policy− thresholds without an explicit human decision. Automate routine sign-off− chores; preserve these authority boundaries.− `make check` before commits. For Markdown-only edits, run+ - Freeze, limit and policy changes happen only on the owner's instruction in+ the current turn, never on an agent's initiative; when instructed, carry the+ change out and record the instruction and time in the changed file. Do not+ weaken guardrails or invent policy thresholds without an explicit owner+ decision. Automate routine sign-off chores; preserve these authority+ boundaries.+ - Human-readable CLI output is a product contract: every renderer has a golden+ render test (`internal/cli/render_golden_test.go`, `-update` after an+ intentional change); removing information from a view needs the owner's ack+ and a changelog line.+ `make check` before commits. On the operator machine a pre-commit hook+ (`scripts/pre-commit`) also runs the account-data gate on each commit's staged+ content; fix what it names. For Markdown-only edits, run
− # Oliver Sauer · osauer.dev− Updated: 2026-10-01− Oliver Sauer heads country delivery at a global IT-services firm. He has worked− in technology for more than 25 years, much of it leading IT transformation in− financial services: inside wealth and asset management in Zurich and Singapore,− then for the financial-services clients of a leading hyperscaler. He believes− leaders in generative AI need to earn their credibility by building with frontier− technology themselves; Canary Desk is where he does. This site shows his personal work in generative AI, trading and Go− systems. Nothing− here is investment advice.− - [Canary Desk](https://osauer.dev/desk/): A private trading workspace. It briefs− the owner before the open, offers an AI analyst through the day, protects the− portfolio by rule and sweeps idle cash into short-dated government bills in the− same currency. Orders go out when the owner confirms them, or on their own for− rule buckets the owner has pre-authorised: reduce-only protection or bill− purchases, under a size cap, after a veto window. A small private preview is− arranged directly with Oliver on LinkedIn. It is not a commercial service.− Screens use synthetic simulation data; no investment performance is claimed.− - [Canary CLI](https://osauer.dev/canary/): Canary Desk's open-source engine: the− broker connection, the risk rules and the orders they propose. A native Go− implementation of the Interactive Brokers TWS protocol, a command line,− read-only MCP tools for AI assistants (none can place an order) and a paired− app. Every reading carries its source, age and state; missing data stays− missing. The broker layer is its own package.− library, built around net/http, with optional MCP.− - [Torok](https://osauer.dev/torok/): The private Go runtime behind Desk's agent− workflows, with saved progress, schedules, budgets and recovery.− - [Tower](https://osauer.dev/tower/): A private experiment in coordinating coding− agents. No public download.− - [LinkedIn and private-preview enquiries](https://www.linkedin.com/in/osauer/)− Use the Canary handbook and setup guides for operational details. The landing− pages are short introductions. Desk, Torok and Tower remain private; do not− infer a public installer, pricing or commercial availability.+ # osauer.dev · Software for a clearer portfolio+ Updated: 2026-10-08 13:20 CEST+ Personal software by Oliver Sauer: markets, applied AI and Go systems. The site+ shows independent projects. It is not investment advice and makes no claim of+ investment performance. Public screenshots use synthetic simulation data.+ - [Canary Desk](https://osauer.dev/desk/): A private portfolio workspace with access arranged personally. Written briefs, an AI analyst, risk rules and+ statement-backed FX contribution for Day, WTD, MTD and YTD. Its cash-sweep+ planner considers same-currency bills after commitments and liquidity+ reserves; it is off by default and requires owner commissioning, calibrated+ policy and current native settlement evidence.+ Opportunities, new with Canary v3.17, watches up to 20 owner-chosen stocks for unusual+ volume followed by a price that holds or rises. It shows a dated quote for an+ exact listed call before the owner sets a limit and records Worth a look /+ Skip marks, including quiet days. After eligible Canary-placed fills it+ reviews entry timing (price diagnostics before fees, not realised profit).+ Research, also new, compares dated borrowing costs and+ FINRA-reported short interest; borrowing fees are a borrower cost, not+ lending income.+ Order authority is separate from analysis. Orders need owner confirmation or+ explicitly scoped prior authority, and Canary's execution gates apply. The AI+ analyst remains read-only. Desk runs on a Mac; OpenAI receives+ portfolio evidence for analysis through the API or Codex connection. Desk sends no telemetry or portfolio data to+ its maker. Access is arranged personally; there is no+ commercial service or public Desk installer.+ - [Canary CLI](https://osauer.dev/canary/): Desk's open-source broker engine,+ written in Go. It includes a native TWS protocol implementation, a daemon, the+ CLI, read-only MCP tools and a paired app. Standard downloads and all MCP+ tools cannot place orders.+ Release notes for v3.18.1 (6 October 2026): Upgrades need no policy step: when+ it starts, the daemon backs up each policy file it changes and writes the keys+ a release adds. It also fixes protection proposals that stopped refreshing in+ v3.18.0. v3.18.0 (6 October 2026) added: `canary policy show --explain` prints+ every limit, policy and runtime setting in force with its source and meaning,+ and `canary policy check` reads the config and the policy files against each+ other and, through the daemon, against the live account (`--offline` checks+ the files alone), naming each implausible value with a reason and, where one+ applies, a suggested fix. MCP clients get the same read-only report from+ `canary_policy_check`, which never changes a limit. The per-order value cap+ now scales with net liquidation value between a floor and ceiling in the+ policy file. The cash sweep's reserve follows net liquidation value and
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