Run the daily loop on a server with systemd user units

deploy/systemd holds an IB Gateway service (IBC under Xvfb, paper) and
timers for the 09:50 ET rebalance, 16:15 ET fills, and a weekly
constituents refresh; make install-units installs them.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

Makefile

@@ -6,7 +6,7 @@
 # open, so start after 09:47 ET.
 RUN = uv run ibkr-quant
 
-.PHONY: test universe check bars plan submit fills backtest
+.PHONY: test universe check bars plan submit fills backtest install-units
 
 test:
 	uv run pytest -q
@@ -32,3 +32,13 @@ fills:
 # e.g. make backtest ARGS="--top-n 5 10 20 --every 1 5 --capital 10000"
 backtest:
 	$(RUN) backtest $(ARGS)
+
+# On the server: install the systemd user units from deploy/systemd. The timers
+# start now; the Gateway is only enabled for boot, so start it by hand
+# (systemctl --user start ibgateway) once ~/ibc/config.ini has the credentials.
+install-units:
+	mkdir -p ~/.config/systemd/user
+	cp deploy/systemd/* ~/.config/systemd/user/
+	systemctl --user daemon-reload
+	systemctl --user enable ibgateway.service
+	systemctl --user enable --now ibkr-quant-trade.timer ibkr-quant-fills.timer ibkr-quant-universe.timer

deploy/systemd/ibgateway.service

@@ -0,0 +1,12 @@
+[Unit]
+Description=IB Gateway (paper) logged in by IBC, headless under Xvfb
+After=network-online.target
+
+[Service]
+Type=simple
+ExecStart=/usr/bin/xvfb-run -a -s "-screen 0 1024x768x24" %h/ibc/gatewaystart.sh -inline
+Restart=always
+RestartSec=60
+
+[Install]
+WantedBy=default.target

deploy/systemd/ibkr-quant-fills.service

@@ -0,0 +1,9 @@
+[Unit]
+Description=ibkr-quant: record today's executions
+After=ibgateway.service
+
+[Service]
+Type=oneshot
+WorkingDirectory=%h/projects/ibkr-quant
+Environment=PATH=%h/.local/bin:/usr/local/bin:/usr/bin:/bin
+ExecStart=/usr/bin/make fills

deploy/systemd/ibkr-quant-fills.timer

@@ -0,0 +1,8 @@
+[Unit]
+Description=ibkr-quant executions, 16:15 New York time on weekdays
+
+[Timer]
+OnCalendar=Mon..Fri 16:15 America/New_York
+
+[Install]
+WantedBy=timers.target

deploy/systemd/ibkr-quant-trade.service

@@ -0,0 +1,15 @@
+[Unit]
+Description=ibkr-quant daily rebalance: today's bars, then MOC orders
+After=ibgateway.service
+# Retries cover today's bar arriving late (delayed data) and Gateway restarts;
+# make submit refuses to double-submit while orders are open.
+StartLimitIntervalSec=7200
+StartLimitBurst=6
+
+[Service]
+Type=oneshot
+WorkingDirectory=%h/projects/ibkr-quant
+Environment=PATH=%h/.local/bin:/usr/local/bin:/usr/bin:/bin
+ExecStart=/usr/bin/make bars submit
+Restart=on-failure
+RestartSec=300

deploy/systemd/ibkr-quant-trade.timer

@@ -0,0 +1,9 @@
+[Unit]
+Description=ibkr-quant daily rebalance, 09:50 New York time on weekdays
+
+[Timer]
+OnCalendar=Mon..Fri 09:50 America/New_York
+Persistent=true
+
+[Install]
+WantedBy=timers.target

deploy/systemd/ibkr-quant-universe.service

@@ -0,0 +1,10 @@
+[Unit]
+Description=ibkr-quant: refresh S&P 500 constituents from Wikipedia
+
+[Service]
+Type=oneshot
+WorkingDirectory=%h/projects/ibkr-quant
+Environment=PATH=%h/.local/bin:/usr/local/bin:/usr/bin:/bin
+# pc reaches Wikipedia only through its local proxy.
+Environment=https_proxy=http://127.0.0.1:7890
+ExecStart=/usr/bin/make universe

deploy/systemd/ibkr-quant-universe.timer

@@ -0,0 +1,9 @@
+[Unit]
+Description=ibkr-quant constituents refresh, Sundays
+
+[Timer]
+OnCalendar=Sun 12:00 America/New_York
+Persistent=true
+
+[Install]
+WantedBy=timers.target