trading/AGENT_HANDOFF.md

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.

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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.

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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)

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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/

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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

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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.

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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

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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