Initialize trading project — Bill & Colette learning tracks
Two-person trading team setup: Bill (quant/algorithmic) and Colette (market observer). Includes phase-by-phase curriculum, separate sprint tracks, trade journal templates, roadmap to prop firm challenge, and agent handoff documentation. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
102
AGENT_HANDOFF.md
Normal file
102
AGENT_HANDOFF.md
Normal file
@@ -0,0 +1,102 @@
|
||||
# Agent Handoff Note
|
||||
|
||||
This file is for Claude (or any AI assistant) picking up this project mid-stream.
|
||||
Read this before touching anything in this repo.
|
||||
|
||||
---
|
||||
|
||||
## What This Project Is
|
||||
|
||||
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.
|
||||
|
||||
Bill is a data scientist with ML and cybersecurity/scripting skills.
|
||||
Colette is new to trading but actively watches financial news and markets.
|
||||
|
||||
They operate as a two-person team:
|
||||
- **Bill** = quant/engineer — builds models, scripts, backtests, automation
|
||||
- **Colette** = market observer — spots macro themes, news catalysts, trade ideas
|
||||
|
||||
Colette surfaces ideas. Bill validates them with data. They decide together.
|
||||
|
||||
---
|
||||
|
||||
## Current State
|
||||
|
||||
- TradingView installed on Bill's Ubuntu Linux machine (`~/trading/` is the project root)
|
||||
- Both tracks are in **Phase 1 / Sprint 01** — nothing has been built yet
|
||||
- No prop firm has been chosen yet (decision due end of Sprint 01)
|
||||
- No asset class has been decided yet (stocks, futures, or forex)
|
||||
|
||||
---
|
||||
|
||||
## Directory Structure
|
||||
|
||||
```
|
||||
~/trading/
|
||||
├── README.md ← project overview
|
||||
├── ROADMAP.md (in shared/) ← timeline, prop firm options
|
||||
├── AGENT_HANDOFF.md ← this file
|
||||
├── shared/
|
||||
│ ├── ROADMAP.md
|
||||
│ ├── curriculum/
|
||||
│ │ ├── README.md ← team model overview
|
||||
│ │ ├── bill-track.md ← Bill's 5-phase quant curriculum
|
||||
│ │ └── colette-track.md ← Colette's 5-phase observer curriculum
|
||||
│ ├── sprints/ ← shared sprint files (currently empty)
|
||||
│ └── resources/ ← links, PDFs, reference material
|
||||
├── bill/
|
||||
│ ├── sprints/sprint-01.md ← data pipeline + Pine Script setup
|
||||
│ ├── journal/template.md
|
||||
│ ├── backtests/
|
||||
│ ├── watchlists/
|
||||
│ ├── notes/
|
||||
│ └── scripts/ ← Python scripts live here
|
||||
└── colette/
|
||||
├── sprints/sprint-01.md ← chart literacy (TradingView basics)
|
||||
├── journal/template.md
|
||||
├── backtests/
|
||||
├── watchlists/
|
||||
└── notes/
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Key Decisions Already Made
|
||||
|
||||
- No HFT — target is algorithmic swing/day trading on daily or hourly timeframes
|
||||
- Paper trading first, then simulated prop challenge passes, then real challenge
|
||||
- Colette's track avoids heavy math — she communicates ideas in a structured format, Bill backtests them
|
||||
- Sprint cadence: separate sprints per person, reviewed together
|
||||
|
||||
---
|
||||
|
||||
## What To Do When Helping
|
||||
|
||||
**For Bill:** He can handle Python, ML, Pine Script, scripting, and data pipelines.
|
||||
Jump straight to implementation — he doesn't need concepts explained from scratch.
|
||||
Frame suggestions in terms of data quality, edge validation, and risk math.
|
||||
|
||||
**For Colette:** She reads this repo too. Keep language clear and non-condescending.
|
||||
Her intuition about markets and news is an asset, not a liability.
|
||||
When she asks questions, connect the answer to something she already understands.
|
||||
|
||||
---
|
||||
|
||||
## Next Steps (as of project init)
|
||||
|
||||
1. Bill: complete Sprint 01 — build `fetch_data.py` data pipeline
|
||||
2. Colette: complete Sprint 01 — TradingView chart literacy exercises
|
||||
3. Both: decide asset class focus and target prop firm
|
||||
4. Bill: set up TradingView alerts → webhook pipeline
|
||||
5. First collaborative milestone: Colette flags a setup, Bill backtests it
|
||||
|
||||
---
|
||||
|
||||
## Technical Environment
|
||||
|
||||
- OS: Ubuntu Linux
|
||||
- Shell: bash
|
||||
- Python: available (venv to be set up in `bill/scripts/`)
|
||||
- TradingView: installed as .deb
|
||||
- Git remote: Gitea at borgswarm:3000
|
||||
- SSH key: `~/.ssh/id_ed25519.pub`
|
||||
Reference in New Issue
Block a user