103 lines
3.7 KiB
Markdown
103 lines
3.7 KiB
Markdown
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# Agent Handoff Note
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This file is for Claude (or any AI assistant) picking up this project mid-stream.
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Read this before touching anything in this repo.
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---
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## What This Project Is
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Bill and his mom Colette are learning to trade together with the goal of passing a prop firm challenge and managing a firm account for income.
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Bill is a data scientist with ML and cybersecurity/scripting skills.
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Colette is new to trading but actively watches financial news and markets.
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They operate as a two-person team:
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- **Bill** = quant/engineer — builds models, scripts, backtests, automation
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- **Colette** = market observer — spots macro themes, news catalysts, trade ideas
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Colette surfaces ideas. Bill validates them with data. They decide together.
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---
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## Current State
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- TradingView installed on Bill's Ubuntu Linux machine (`~/trading/` is the project root)
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- Both tracks are in **Phase 1 / Sprint 01** — nothing has been built yet
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- No prop firm has been chosen yet (decision due end of Sprint 01)
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- No asset class has been decided yet (stocks, futures, or forex)
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---
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## Directory Structure
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```
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~/trading/
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├── README.md ← project overview
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├── ROADMAP.md (in shared/) ← timeline, prop firm options
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├── AGENT_HANDOFF.md ← this file
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├── shared/
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│ ├── ROADMAP.md
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│ ├── curriculum/
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│ │ ├── README.md ← team model overview
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│ │ ├── bill-track.md ← Bill's 5-phase quant curriculum
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│ │ └── colette-track.md ← Colette's 5-phase observer curriculum
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│ ├── sprints/ ← shared sprint files (currently empty)
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│ └── resources/ ← links, PDFs, reference material
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├── bill/
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│ ├── sprints/sprint-01.md ← data pipeline + Pine Script setup
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│ ├── journal/template.md
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│ ├── backtests/
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│ ├── watchlists/
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│ ├── notes/
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│ └── scripts/ ← Python scripts live here
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└── colette/
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├── sprints/sprint-01.md ← chart literacy (TradingView basics)
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├── journal/template.md
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├── backtests/
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├── watchlists/
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└── notes/
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```
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---
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## Key Decisions Already Made
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- No HFT — target is algorithmic swing/day trading on daily or hourly timeframes
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- Paper trading first, then simulated prop challenge passes, then real challenge
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- Colette's track avoids heavy math — she communicates ideas in a structured format, Bill backtests them
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- Sprint cadence: separate sprints per person, reviewed together
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---
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## What To Do When Helping
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**For Bill:** He can handle Python, ML, Pine Script, scripting, and data pipelines.
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Jump straight to implementation — he doesn't need concepts explained from scratch.
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Frame suggestions in terms of data quality, edge validation, and risk math.
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**For Colette:** She reads this repo too. Keep language clear and non-condescending.
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Her intuition about markets and news is an asset, not a liability.
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When she asks questions, connect the answer to something she already understands.
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---
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## Next Steps (as of project init)
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1. Bill: complete Sprint 01 — build `fetch_data.py` data pipeline
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2. Colette: complete Sprint 01 — TradingView chart literacy exercises
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3. Both: decide asset class focus and target prop firm
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4. Bill: set up TradingView alerts → webhook pipeline
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5. First collaborative milestone: Colette flags a setup, Bill backtests it
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---
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## Technical Environment
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- OS: Ubuntu Linux
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- Shell: bash
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- Python: available (venv to be set up in `bill/scripts/`)
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- TradingView: installed as .deb
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- Git remote: Gitea at borgswarm:3000
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- SSH key: `~/.ssh/id_ed25519.pub`
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