Added stopping logic.

traderex/lib/core/bots/bot_supervisor.ex

@@ -31,16 +31,52 @@ defmodule Core.Bots.BotSupervisor do
 
   @doc """
   Stops the DCA bot for the given symbol.
+
+  ## Options
+
+    * `:sell_position` - If true, sells all shares before stopping (default: false)
   """
-  def stop_bot(symbol) when is_binary(symbol) do
+  def stop_bot(symbol, opts \\ []) when is_binary(symbol) do
+    sell_position = Keyword.get(opts, :sell_position, false)
+
     case Core.Bots.BotRegistry.lookup(symbol) do
       {:ok, pid} ->
+        # Sell position if requested
+        should_terminate =
+          if sell_position do
+            case Core.Bots.DCABot.sell_all(pid) do
+              :ok ->
+                # Sold immediately
+                true
+
+              {:ok, :deferred} ->
+                # Sell deferred until market opens - keep bot alive
+                require Logger
+                Logger.info("Sell deferred for #{symbol} - bot will stop after selling when market opens")
+                false
+
+              {:error, reason} ->
+                require Logger
+                Logger.warning("Failed to sell position for #{symbol}: #{inspect(reason)}")
+                true
+            end
+          else
+            true
+          end
+
+        result =
+          if should_terminate do
             result = DynamicSupervisor.terminate_child(__MODULE__, pid)
 
             # Save state after stopping to remove bot from persistence
             Task.start(fn -> Core.Bots.BotPersistence.save_state() end)
 
             result
+          else
+            :ok
+          end
+
+        result
 
       :error ->
         {:error, :not_found}

traderex/lib/core/bots/dca_bot.ex

@@ -10,7 +10,7 @@ defmodule Core.Bots.DCABot do
 
   **Market Hours**: The bot only executes trades and checks prices when the market is open.
   During premarket, postmarket, or closed hours, the bot waits and defers actions until
-  market open.
+  market open. This includes initial purchases and sell-all-before-stop requests.
 
   **Order Verification**: All orders are verified to be filled before updating bot position.
   The bot uses the actual fill price (`avg_fill_price`) from the executed order, which may
@@ -119,6 +119,37 @@ defmodule Core.Bots.DCABot do
     end
   end
 
+  @doc """
+  Sells all shares held by the bot.
+  Accepts either a pid or a symbol string.
+
+  If market is open: Sells immediately and returns :ok
+  If market is closed: Defers sell until market opens and returns {:ok, :deferred}
+  If no shares: Returns :ok without selling
+
+  ## Example
+
+      # During market hours
+      Core.Bots.DCABot.sell_all("SPY")
+      #=> :ok
+
+      # After market hours
+      Core.Bots.DCABot.sell_all("SPY")
+      #=> {:ok, :deferred}
+  """
+  def sell_all(pid_or_symbol)
+
+  def sell_all(pid) when is_pid(pid) do
+    GenServer.call(pid, :sell_all, 30_000)
+  end
+
+  def sell_all(symbol) when is_binary(symbol) do
+    case Core.Bots.BotRegistry.lookup(symbol) do
+      {:ok, pid} -> GenServer.call(pid, :sell_all, 30_000)
+      :error -> {:error, :bot_not_found}
+    end
+  end
+
   # GenServer Callbacks
 
   @impl true
@@ -143,7 +174,8 @@ defmodule Core.Bots.DCABot do
           last_purchase_price: last_purchase_price,
           bot_shares: shares,
           bot_cost_basis: cost_basis,
-          current_return_pct: return_pct
+          current_return_pct: return_pct,
+          sell_and_stop_pending: false
         }
       else
         # Starting fresh - schedule initial purchase
@@ -157,7 +189,8 @@ defmodule Core.Bots.DCABot do
           last_purchase_price: nil,
           bot_shares: 0,
           bot_cost_basis: 0.0,
-          current_return_pct: 0.0
+          current_return_pct: 0.0,
+          sell_and_stop_pending: false
         }
       end
 
@@ -195,9 +228,23 @@ defmodule Core.Bots.DCABot do
   def handle_info(:tick, state) do
     state =
       if market_open?() do
+        # Check if we need to sell and stop
+        state =
+          if state.sell_and_stop_pending do
+            Logger.info("Market opened - executing pending sell and stop for #{state.symbol}")
+            execute_sell_and_stop(state)
+          else
             check_price(state)
+          end
+
+        state
+      else
+        if state.sell_and_stop_pending do
+          Logger.debug("Market closed - waiting to sell #{state.symbol}")
         else
           Logger.debug("Market closed - skipping price check for #{state.symbol}")
+        end
+
         state
       end
 
@@ -218,19 +265,48 @@ defmodule Core.Bots.DCABot do
   end
 
   @impl true
-  def handle_call(:position, _from, %{symbol: symbol, bot_shares: bot_shares, bot_cost_basis: bot_cost_basis, current_return_pct: current_return_pct, last_purchase_price: last_purchase_price} = state) do
+  def handle_call(:position, _from, %{symbol: symbol, bot_shares: bot_shares, bot_cost_basis: bot_cost_basis, current_return_pct: current_return_pct, last_purchase_price: last_purchase_price, sell_and_stop_pending: sell_and_stop_pending} = state) do
     position_info = %{
       symbol: symbol,
       shares: bot_shares,
       cost_basis: bot_cost_basis,
       avg_price: if(bot_shares > 0, do: bot_cost_basis / bot_shares, else: 0.0),
       return_pct: current_return_pct,
-      last_purchase_price: last_purchase_price
+      last_purchase_price: last_purchase_price,
+      sell_and_stop_pending: sell_and_stop_pending
     }
 
     {:reply, position_info, state}
   end
 
+  @impl true
+  def handle_call(:sell_all, _from, %{bot_shares: bot_shares, symbol: symbol} = state) do
+    cond do
+      bot_shares == 0 ->
+        Logger.info("No shares to sell for #{symbol}")
+        {:reply, :ok, state}
+
+      market_open?() ->
+        Logger.info("Selling all #{bot_shares} shares of #{symbol} before stopping bot")
+
+        case execute_sell(state, bot_shares) do
+          {:ok, _order} ->
+            new_state = reset_bot_position(state)
+            {:reply, :ok, new_state}
+
+          {:error, reason} = error ->
+            Logger.error("Failed to sell position for #{symbol}: #{inspect(reason)}")
+            {:reply, error, state}
+        end
+
+      true ->
+        # Market is closed - defer sell until market opens
+        Logger.info("Market closed - deferring sell for #{symbol} until market opens")
+        new_state = %{state | sell_and_stop_pending: true}
+        {:reply, {:ok, :deferred}, new_state}
+    end
+  end
+
   # Private Functions
 
   defp schedule_tick do
@@ -483,6 +559,24 @@ defmodule Core.Bots.DCABot do
     )
   end
 
+  defp execute_sell_and_stop(%{bot_shares: bot_shares, symbol: symbol} = state) do
+    Logger.info("Executing deferred sell: #{bot_shares} shares of #{symbol}")
+
+    case execute_sell(state, bot_shares) do
+      {:ok, _order} ->
+        Logger.info("Sell complete - stopping bot for #{symbol}")
+        new_state = reset_bot_position(state)
+        # Stop the bot process
+        Process.exit(self(), :normal)
+        new_state
+
+      {:error, reason} ->
+        Logger.error("Deferred sell failed for #{symbol}: #{inspect(reason)}, will retry")
+        # Keep trying on next tick
+        state
+    end
+  end
+
   defp verify_order_filled(account_id, order_id, symbol, retries \\ 10) do
     case Core.Client.get_order(account_id, order_id) do
       {:ok, order} ->

traderex/lib/traderex_web/live/dashboard_live.ex

@@ -20,6 +20,7 @@ defmodule TraderexWeb.DashboardLive do
       |> assign(:bot_symbol, "")
       |> assign(:bot_error, nil)
       |> assign(:market_clock, nil)
+      |> assign(:stop_bot_modal, nil)
 
     if connected?(socket) do
       send(self(), :load_data)
@@ -142,17 +143,47 @@ defmodule TraderexWeb.DashboardLive do
   end
 
   @impl true
-  def handle_event("stop_bot", %{"symbol" => symbol}, socket) do
+  def handle_event("show_stop_bot_modal", %{"symbol" => symbol}, socket) do
-    case Core.Bots.BotSupervisor.stop_bot(symbol) do
+    # Find the bot to show its position info
+    bot = Enum.find(socket.assigns.bots, fn b -> b.symbol == symbol end)
+    {:noreply, assign(socket, :stop_bot_modal, bot)}
+  end
+
+  @impl true
+  def handle_event("close_stop_bot_modal", _, socket) do
+    {:noreply, assign(socket, :stop_bot_modal, nil)}
+  end
+
+  @impl true
+  def handle_event("stop_bot", %{"symbol" => symbol, "sell" => sell_str}, socket) do
+    sell_position = sell_str == "true"
+
+    socket =
+      case Core.Bots.BotSupervisor.stop_bot(symbol, sell_position: sell_position) do
         :ok ->
-        {:noreply, put_flash(socket, :info, "Bot stopped for #{symbol}")}
+          message =
+            if sell_position do
+              "Bot for #{symbol} will sell position and stop when market opens"
+            else
+              "Bot stopped for #{symbol} (position kept)"
+            end
+
+          socket
+          |> assign(:stop_bot_modal, nil)
+          |> put_flash(:info, message)
 
         {:error, :not_found} ->
-        {:noreply, put_flash(socket, :error, "Bot not found for #{symbol}")}
+          socket
+          |> assign(:stop_bot_modal, nil)
+          |> put_flash(:error, "Bot not found for #{symbol}")
 
         {:error, reason} ->
-        {:noreply, put_flash(socket, :error, "Failed to stop bot: #{inspect(reason)}")}
+          socket
+          |> assign(:stop_bot_modal, nil)
+          |> put_flash(:error, "Failed to stop bot: #{inspect(reason)}")
       end
+
+    {:noreply, socket}
   end
 
   @impl true
@@ -259,7 +290,15 @@ defmodule TraderexWeb.DashboardLive do
 
             <.table :if={@bots != []} id="bots" rows={@bots} row_id={&"bot-#{&1.symbol}"}>
               <:col :let={bot} label="Symbol">
+                <div class="flex items-center gap-2">
                   <span class="font-bold">{bot.symbol}</span>
+                  <span
+                    :if={Map.get(bot, :sell_and_stop_pending, false)}
+                    class="badge badge-warning badge-sm"
+                  >
+                    Stopping...
+                  </span>
+                </div>
               </:col>
               <:col :let={bot} label="Position Size">
                 {format_number(bot.shares)} shares
@@ -277,18 +316,110 @@ defmodule TraderexWeb.DashboardLive do
               </:col>
               <:col :let={bot} label="Actions">
                 <button
-                  phx-click="stop_bot"
+                  :if={!Map.get(bot, :sell_and_stop_pending, false)}
+                  phx-click="show_stop_bot_modal"
                   phx-value-symbol={bot.symbol}
                   class="btn btn-error btn-sm"
-                  data-confirm="Are you sure you want to stop this bot?"
                 >
                   <.icon name="hero-stop" class="size-4" /> Stop
                 </button>
+                <div :if={Map.get(bot, :sell_and_stop_pending, false)} class="text-sm text-warning">
+                  Waiting for market...
+                </div>
               </:col>
             </.table>
           </div>
         </div>
 
+        <%!-- Stop Bot Modal --%>
+        <div
+          :if={@stop_bot_modal}
+          class="modal modal-open"
+          phx-click="close_stop_bot_modal"
+        >
+          <div class="modal-box" phx-click-away="close_stop_bot_modal">
+            <h3 class="font-bold text-lg">Stop Bot: {@stop_bot_modal.symbol}</h3>
+
+            <%= if @stop_bot_modal.shares > 0 do %>
+              <div class="py-4">
+                <p class="mb-4">What would you like to do with the current position?</p>
+
+                <div class="stats stats-vertical lg:stats-horizontal shadow mb-4 w-full">
+                  <div class="stat">
+                    <div class="stat-title">Position Size</div>
+                    <div class="stat-value text-2xl">{format_number(@stop_bot_modal.shares)}</div>
+                    <div class="stat-desc">shares</div>
+                  </div>
+
+                  <div class="stat">
+                    <div class="stat-title">Cost Basis</div>
+                    <div class="stat-value text-2xl">
+                      {format_currency(@stop_bot_modal.cost_basis)}
+                    </div>
+                    <div class="stat-desc">total invested</div>
+                  </div>
+
+                  <div class="stat">
+                    <div class="stat-title">Return</div>
+                    <div class={["stat-value text-2xl", return_color(@stop_bot_modal.return_pct)]}>
+                      {format_percent_simple(@stop_bot_modal.return_pct)}
+                    </div>
+                  </div>
+                </div>
+              </div>
+
+              <div class="modal-action flex gap-2">
+                <button
+                  phx-click="stop_bot"
+                  phx-value-symbol={@stop_bot_modal.symbol}
+                  phx-value-sell="false"
+                  class="btn btn-warning flex-1"
+                >
+                  <.icon name="hero-pause" class="size-5" />
+                  Keep Shares & Stop Bot
+                </button>
+
+                <button
+                  phx-click="stop_bot"
+                  phx-value-symbol={@stop_bot_modal.symbol}
+                  phx-value-sell="true"
+                  class="btn btn-error flex-1"
+                >
+                  <.icon name="hero-arrow-trending-down" class="size-5" />
+                  Sell All & Stop Bot
+                </button>
+
+                <button phx-click="close_stop_bot_modal" class="btn btn-ghost">
+                  Cancel
+                </button>
+              </div>
+            <% else %>
+              <div class="py-4">
+                <p class="mb-4">
+                  This bot has no position yet (waiting for market to open or initial purchase).
+                </p>
+                <p>Are you sure you want to stop this bot?</p>
+              </div>
+
+              <div class="modal-action">
+                <button
+                  phx-click="stop_bot"
+                  phx-value-symbol={@stop_bot_modal.symbol}
+                  phx-value-sell="false"
+                  class="btn btn-error"
+                >
+                  <.icon name="hero-stop" class="size-5" />
+                  Stop Bot
+                </button>
+
+                <button phx-click="close_stop_bot_modal" class="btn btn-ghost">
+                  Cancel
+                </button>
+              </div>
+            <% end %>
+          </div>
+        </div>
+
         <div class="card bg-base-200 shadow-xl">
           <div class="card-body">
             <div class="flex justify-between items-center flex-wrap gap-2">