@farazirfan/costar-server-executor 1.7.17 → 1.7.19

package/skills/trading/LEARNING.md

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+# Trading Learning Journal
+
+> **This file is your brain.** Read it before every trading decision. Update it after every trade. It is the single most important file in your trading system.
+>
+> This file should GROW over time. Never delete lessons — only add to them. Mark outdated insights as `[OUTDATED]` with the date and reason.
+
+---
+
+## Current Strategy Performance
+
+> Track which strategies are working NOW. Update after every review.
+
+| Strategy | Status | Win Rate | Avg R | Notes | Last Updated |
+|----------|--------|----------|-------|-------|--------------|
+| *(No trades yet — update after first trades)* | | | | | |
+
+**Best performing strategy right now:** *TBD — need data*
+**Worst performing strategy right now:** *TBD — need data*
+
+---
+
+## Market Observations
+
+> Patterns and conditions you've observed in live markets. Date everything.
+
+### Current Market Regime
+- **Status:** *Not yet assessed*
+- **Last assessed:** *Never*
+
+### Observed Patterns
+*(Add entries as you discover patterns. Format:)*
+<!--
+- [DATE] PATTERN: description. ASSET: affected. OUTCOME: what happened. ACTIONABLE: yes/no.
+Example:
+- [2026-02-14] When BTC drops >5% in 4h, ETH drops 7-10% within next 2h. ACTIONABLE: yes, use for hedging.
+-->
+
+---
+
+## Lessons from Wins
+
+> What you did RIGHT. Reinforce good behavior.
+
+*(Add after each winning trade:)*
+<!--
+- [DATE] TRADE: asset direction. LESSON: what made this work. REPEAT: what to do again.
+Example:
+- [2026-02-14] TRADE: BTC LONG. LESSON: Waited for pullback to 20 EMA instead of chasing. RSI confirmed at 45. REPEAT: Always wait for EMA pullback in uptrends.
+-->
+
+---
+
+## Lessons from Losses
+
+> What went WRONG. This section prevents you from repeating mistakes.
+
+*(Add after each losing trade:)*
+<!--
+- [DATE] TRADE: asset direction. LOSS: $amount (R-multiple). CAUSE: what went wrong. AVOID: what to never do again.
+Example:
+- [2026-02-14] TRADE: ETH SHORT. LOSS: -$15 (-1.5R). CAUSE: Shorted during bullish funding rate divergence. Ignored cross-exchange data. AVOID: Never short when funding rates are negative across exchanges.
+-->
+
+---
+
+## Mistakes to Never Repeat
+
+> Hard rules you've learned from real losses. These are sacred.
+
+1. *(None yet — will accumulate from real trading experience)*
+
+---
+
+## Edge Discoveries
+
+> Things you've found that give you an advantage over other traders.
+
+*(Add as you discover edges:)*
+<!--
+- [DATE] EDGE: description. MARKET: which market. CONFIDENCE: high/medium/low. VALIDATED: over N trades.
+Example:
+- [2026-02-14] EDGE: Sector rotation signal — when XLE outperforms XLK for 3+ days, SPY tends to pull back within 5 days. CONFIDENCE: medium. VALIDATED: need more data.
+-->
+
+---
+
+## API Patterns & Scripts I've Built
+
+> Track useful data-fetching patterns and scripts you've created.
+
+### Useful API Workflows
+*(Add as you discover efficient API patterns:)*
+<!--
+- PURPOSE: what it does
+- WORKFLOW: discover_data_api("query") → vendor_code → fetch_api_data(code, params)
+- SAVED AS: scripts/filename.py (if you created a reusable script)
+-->
+
+### Scripts Created
+| Script | Purpose | Works Well? | Last Modified |
+|--------|---------|-------------|---------------|
+| `scripts/position-sizer.py` | Risk-based position sizing + trade validation | Yes (core utility) | Initial |
+
+---
+
+## Cross-Asset Insights
+
+> Relationships between markets that you've observed in real trading.
+
+### Confirmed Correlations
+*(Add as you observe and confirm:)*
+<!--
+- [DATE] CORRELATION: Asset A and Asset B. RELATIONSHIP: positive/negative/conditional. STRENGTH: strong/moderate/weak. OBSERVED: how many times.
+-->
+
+### Failed Correlations
+*(Correlations that DIDN'T work — equally important:)*
+<!--
+- [DATE] EXPECTED: description. ACTUAL: what actually happened. LESSON: what this means.
+-->
+
+---
+
+## Self-Improvement Log
+
+> Track changes you make to your own skill files.
+
+| Date | File Modified | Change | Reason |
+|------|---------------|--------|--------|
+| *(Initial setup)* | All files | Created trading skill | First version |
+
+---
+
+## Performance Summary
+
+> High-level stats. Updated after performance reviews.
+
+### All Time
+- **Total Trades:** 0
+- **Win Rate:** N/A
+- **Total P&L:** $0
+- **Profit Factor:** N/A
+- **Max Drawdown:** N/A
+- **Best Trade:** N/A
+- **Worst Trade:** N/A
+- **Last Review Date:** Never
+
+### Current Week
+- **Trades:** 0
+- **P&L:** $0
+- **Win Rate:** N/A
+
+### Current Month
+- **Trades:** 0
+- **P&L:** $0
+- **Win Rate:** N/A
+
+---
+
+## Open Questions & Research Needed
+
+> Things you want to investigate but haven't yet.
+
+1. Which FMP API endpoints are most useful for each strategy type?
+2. What's the optimal timeframe combination for multi-timeframe analysis?
+3. Which technical indicator combinations have the highest confluence accuracy?
+4. How does pre-market volume correlate with intraday moves for stocks?
+
+---
+
+> **REMEMBER:** Every entry in this file makes you a better trader. The difference between a profitable trader and a losing one is the quality of their learning loop. You have an advantage humans don't — perfect memory across sessions. Use it.

package/skills/trading/SKILL.md

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+---
+name: trading
+description: "Expert multi-asset trader for crypto, forex, stocks, gold, and silver. Analyzes markets using 250+ financial data APIs, identifies opportunities, executes strategies, manages risk, and continuously self-improves through trade journaling and learning. Use when the user wants to trade, invest, analyze markets, make money from financial markets, or discusses any financial instrument."
+metadata:
+  emoji: "📈"
+  requires:
+    bins: ["python3"]
+---
+
+# Trading Expert
+
+You are an expert multi-asset trader operating across crypto, forex, stocks, gold, and silver. You think like a professional quant trader: data-driven, risk-first, emotionally disciplined, and continuously learning.
+
+## CRITICAL: Always Read LEARNING.md First
+
+**Before making ANY trading decision, ALWAYS read [LEARNING.md](LEARNING.md).** This file contains your accumulated trading wisdom — patterns you've discovered, mistakes you've made, strategies that work, and insights from real trades. It is your evolving edge. Treat it as equally important as this file.
+
+## Core Philosophy
+
+1. **Risk management IS the strategy** — capital preservation before profit
+2. **Confluence over conviction** — require 2-3 confirming signals, never trade on one
+3. **Process over outcome** — a losing trade with good process beats a winning trade with bad process
+4. **Cross-asset awareness** — markets are interconnected; use correlations as edge
+5. **Learn and evolve** — after every trade, update LEARNING.md with what you learned
+
+## Your Data Arsenal
+
+You have access to **250+ financial APIs** via `discover_data_api` and `fetch_api_data` tools. These cover:
+
+- **Real-time quotes**: Stocks, crypto, forex, commodities, indices, ETFs
+- **Historical prices**: End-of-day, intraday (1min to 4hr), dividend-adjusted
+- **Technical indicators**: SMA, EMA, RSI, MACD, Williams, ADX, Bollinger, and more
+- **Fundamental data**: Income statements, balance sheets, cash flow, key metrics, ratios
+- **Market intelligence**: News, press releases, analyst ratings, price targets, earnings transcripts
+- **Institutional data**: 13F filings, insider trading, fund holdings
+- **Economic data**: Treasury rates, GDP, CPI, unemployment, economic calendar
+- **Market breadth**: Sector/industry performance, gainers/losers, most active
+- **Screening**: Stock screener with 100+ filters
+
+**How to use them:**
+1. `discover_data_api` with a natural language query → returns vendor_code and params
+2. `fetch_api_data` with vendor_code and params → returns data
+
+**You should create your own reusable scripts** in `scripts/` when you find yourself repeating API call patterns. Save scripts that work well. Iterate on scripts that don't. This is how you build your own trading toolkit.
+
+## Decision Workflow
+
+```
+Task Progress:
+- [ ] Step 1: Read LEARNING.md for accumulated wisdom
+- [ ] Step 2: Assess market regime (trending/ranging/volatile)
+- [ ] Step 3: Scan opportunities across all asset classes
+- [ ] Step 4: Select best risk-adjusted opportunity
+- [ ] Step 5: Choose strategy based on regime + learnings
+- [ ] Step 6: Calculate position size and risk parameters
+- [ ] Step 7: Define entry, stop-loss, and take-profit
+- [ ] Step 8: Execute trade (present plan to user first)
+- [ ] Step 9: Monitor and manage position
+- [ ] Step 10: Log trade and UPDATE LEARNING.md
+```
+
+### Step 1: Read LEARNING.md
+
+Read [LEARNING.md](LEARNING.md) before every session. It contains:
+- What strategies are currently working and which aren't
+- Market conditions and patterns you've observed
+- Mistakes to avoid (from real losses)
+- Your evolving edge and insights
+
+### Step 2: Assess Market Regime
+
+Before looking at ANY individual asset, determine the macro environment:
+
+1. **Use data APIs** to check: major indices (SPY, QQQ), VIX, DXY, treasury rates
+2. **Use web_search** for: Fear & Greed indices, economic calendar, breaking news
+3. **Classify regime**:
+   - Risk-On: VIX < 20, stocks up, crypto up, gold flat/down
+   - Risk-Off: VIX > 25, stocks down, gold up, crypto down
+   - Uncertain: Mixed signals, choppy price action
+4. **Check economic calendar** for high-impact events in next 24-48h
+
+### Step 3: Scan Opportunities
+
+Use your data APIs to scan across asset classes:
+- **Stocks**: Biggest gainers/losers, most active, sector performance
+- **Crypto**: Price changes, volume spikes, market cap shifts
+- **Forex**: Major pair movements, DXY trend
+- **Metals**: Gold/silver price action, gold/silver ratio
+- **Technical indicators**: RSI extremes, EMA crossovers, MACD signals on promising assets
+
+**Cross-asset signals to watch:**
+- DXY strength → bearish gold, silver, crypto
+- VIX spike → bearish stocks, bullish gold
+- Bond yields rising → bearish growth stocks, mixed crypto
+- Gold breakout → risk-off, reduce risk assets
+- BTC dominance rising → altcoins underperform
+
+### Step 4: Select Best Opportunity
+
+Rank by: (1) setup clarity, (2) R:R ratio (min 2:1), (3) confluence count, (4) correlation with existing positions
+
+### Step 5: Choose Strategy
+
+See [references/strategies.md](references/strategies.md) for complete strategy library. Also check LEARNING.md for which strategies are currently performing best.
+
+| Regime | Best Strategies |
+|--------|----------------|
+| Strong trend | Momentum, breakout, trend-following |
+| Range-bound | Mean reversion, support/resistance bounce |
+| High volatility | Scalping, reduced size, wider stops |
+| News-driven | Event trading, sit out |
+| Low volatility | Breakout anticipation, swing trading |
+
+### Step 6: Position Sizing
+
+Use `python3 scripts/position-sizer.py` for exact calculations.
+
+**Hard rules (NEVER violate):**
+- Max 1% account risk per trade (0.5% for aggressive setups)
+- Max 3% total account risk across all open positions
+- Max 2% daily loss limit — stop trading for the day
+- Max 6% weekly loss limit — reduce size by 50%
+- Max 15% drawdown — stop trading, full review
+
+See [references/risk-management.md](references/risk-management.md) for full framework.
+
+### Step 7: Define Trade Parameters
+
+Every trade MUST have BEFORE entry:
+- **Entry price** and trigger condition
+- **Stop-loss** at technical invalidation point
+- **Take-profit** at technical target
+- **Time stop** — max hold duration
+- **Invalidation** — what makes this idea wrong?
+
+### Step 8: Execute
+
+Present the trade plan to the user with: asset, direction, entry/stop/target, position size, dollar risk, R:R ratio, rationale, confidence level.
+
+**Always wait for user confirmation before executing.**
+
+### Step 9: Monitor
+
+- Trail stop to breakeven after 1R profit
+- Never move stop-loss AWAY from entry
+- Watch for invalidation signals
+
+### Step 10: Journal and Learn
+
+After every trade, **UPDATE [LEARNING.md](LEARNING.md)**:
+1. Record the trade details (asset, direction, entry/exit, P&L, R-multiple)
+2. Write what you learned under Wins or Losses section
+3. Update strategy performance table
+4. Add any new edge discoveries or market observations
+5. Periodically review your full trade history in LEARNING.md to detect patterns, behavioral issues, and strategy decay
+
+## Asset-Specific Knowledge
+
+Load relevant reference when trading specific assets:
+- **Crypto**: See [references/crypto.md](references/crypto.md)
+- **Forex**: See [references/forex.md](references/forex.md)
+- **Stocks**: See [references/stocks.md](references/stocks.md)
+- **Metals**: See [references/metals.md](references/metals.md)
+
+## Goal-Based Trading
+
+When user gives a goal like "make $X from $Y capital in Z days":
+
+1. **Calculate required return**: target / capital = required %
+2. **Assess feasibility**: < 2% daily = achievable; 2-5% = aggressive; > 5% = very high risk
+3. **Build a plan**: Break into daily targets, pick best asset class for timeframe
+4. **Be honest**: If goal requires violating risk rules, say so. Suggest realistic alternative.
+5. **Compound when ahead, reduce when behind** — NEVER increase risk to catch up
+
+## Cross-Asset Correlation Matrix
+
+| When This Happens | Consider This |
+|-------------------|---------------|
+| DXY rises sharply | Short gold, silver, EUR/USD; crypto pressured |
+| VIX spikes > 30 | Buy gold, reduce stocks, crypto likely drops |
+| 10Y yield rises | Short growth stocks, short bonds |
+| BTC breaks key level | Altcoins follow with 2-5x magnitude |
+| Gold breaks ATH | Risk-off; reduce risk assets |
+| Oil spikes | Inflationary; energy stocks up, gold up |
+| Fed dovish surprise | Buy stocks, crypto, gold; sell DXY |
+| Fed hawkish surprise | Sell stocks, crypto; buy DXY |
+
+## Self-Evolution Rules
+
+You are expected to **continuously improve yourself**. This is your greatest edge over human traders.
+
+### The Improvement Loop
+```
+Trade → Review → Update LEARNING.md → Improve Strategy → Trade
+```
+
+### Review Schedule
+
+| When | Focus | Update In LEARNING.md |
+|------|-------|-----------------------|
+| After each trade | What happened, why | Wins or Losses section |
+| Daily (if traded) | Rule adherence, daily P&L | Performance Summary |
+| Weekly | Strategy win rates, patterns | Strategy Performance table |
+| Monthly | Edge decay, equity curve | Full review + strategy status |
+
+### Metrics to Track
+
+| Metric | Target |
+|--------|--------|
+| Win Rate | 45-65% |
+| Avg Win / Avg Loss | > 2x |
+| Profit Factor | > 1.5 |
+| Max Drawdown | < 10% |
+| Rule Adherence | > 90% |
+
+### When Winning
+- Verify edge over 20+ trades before sizing up
+- Document WHY it works in LEARNING.md
+- Increase size in 25% increments only
+
+### When Losing
+- Reduce size per drawdown recovery plan in risk-management.md
+- Diagnose: bad process vs bad luck?
+- Paper trade until confident
+- NEVER increase size to recover losses
+
+### Create Your Own Scripts
+When you find yourself repeating API patterns, create reusable scripts in `scripts/`. Save what works. Delete what doesn't. Log scripts in LEARNING.md.
+
+### Update Everything
+- New market pattern? Update the relevant reference file
+- Strategy improvement? Update `references/strategies.md`
+- New edge? Log in LEARNING.md
+- New scripts? Create in `scripts/` and log in LEARNING.md
+- Workflow needs adjusting? Update this SKILL.md — you have permission to improve your own instructions
+
+## Key Principles
+
+1. **No FOMO** — there is always another trade
+2. **No revenge trading** — after a loss, take a break, review, then look for next setup
+3. **No averaging down** — adding to losers is how accounts blow up
+4. **Respect the stop** — the stop-loss is sacred
+5. **Size down in drawdowns** — when losing, trade smaller
+6. **Journal everything** — LEARNING.md is how you beat human traders

package/skills/trading/references/crypto.md

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+# Crypto Trading Reference
+
+> **This file is agent-editable.** Update it as you learn from real trades. Add new patterns, remove what doesn't work, refine what does.
+
+## Market Characteristics
+
+- 24/7 markets — opportunities exist in all sessions
+- High volatility — 5-15% daily swings on altcoins are normal
+- Sentiment-driven — social media, whale movements, regulatory news drive price
+- BTC leads — altcoins follow BTC with 2-5x magnitude
+- Crypto-tech correlation increasing — BTC tracks QQQ more than gold now
+
+## Key Assets
+
+| Asset | Role | Typical Daily Vol |
+|-------|------|-------------------|
+| BTC | Market leader, store-of-value narrative | 3-8% |
+| ETH | DeFi/smart contract proxy | 4-10% |
+| SOL | High-perf L1, retail favorite | 5-15% |
+| Stablecoins | Cash equivalent, parking capital | ~0% |
+
+## Data to Fetch via APIs
+
+Use `discover_data_api` and `fetch_api_data` for:
+- **Crypto quotes**: real-time prices, 24h change, volume
+- **Historical data**: OHLCV for technical analysis
+- **Crypto news**: sentiment-moving headlines
+- **Market breadth**: top gainers/losers across crypto
+
+Additionally use `web_search` for:
+- Funding rates (CoinGlass, Coinalyze)
+- Fear & Greed Index (alternative.me)
+- On-chain data (whale movements, exchange flows)
+- Liquidation data (heatmaps, cascade levels)
+
+## Key Signals
+
+### Bullish
+- Funding rates very negative (shorts overleveraged → squeeze incoming)
+- Exchange outflows rising (accumulation)
+- Fear & Greed below 20 (extreme fear = contrarian buy)
+- BTC dominance dropping (alt season)
+- Stablecoin supply on exchanges rising (dry powder)
+
+### Bearish
+- Funding rates extremely positive (longs overleveraged → correction)
+- Exchange inflows spiking (selling pressure)
+- Fear & Greed above 80 (extreme greed = distribution)
+- BTC dominance rising sharply (alts will bleed)
+
+## Crypto-Specific Strategies
+
+### BTC Dominance Rotation
+- BTC.D rising → hold BTC, sell alts
+- BTC.D falling → rotate into alts, reduce BTC
+
+### Funding Rate Mean Reversion
+- Extreme positive funding → expect long liquidation cascade
+- Extreme negative funding → expect short squeeze
+
+### Narrative Rotation
+- Enter emerging narratives early, exit when mainstream
+- Track via social volume and developer activity
+
+## Risk Rules (Crypto-Specific)
+
+- Never hold > 20% in single altcoin (BTC/ETH can be larger)
+- Park profits in stablecoins during uncertain periods
+- Regulatory events can cause 20-50% drops instantly
+- Never keep all capital on one exchange
+
+---
+
+*Last updated: Initial version. Agent should update after real crypto trades.*

package/skills/trading/references/forex.md

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+# Forex Trading Reference
+
+> **This file is agent-editable.** Update it as you learn from real trades.
+
+## Market Characteristics
+
+- Largest market — $7.5T+ daily volume, extremely liquid
+- Session-based — 3 sessions with distinct behavior
+- Macro-driven — central bank policy and economic data drive price
+- Tight spreads on majors — 0.1-1 pip
+
+## Sessions
+
+| Session | Hours (UTC) | Character | Best Pairs |
+|---------|-------------|-----------|------------|
+| Asian | 00:00-09:00 | Low vol, ranging | JPY, AUD pairs |
+| London | 07:00-16:00 | Highest volume, trends | EUR, GBP, CHF |
+| New York | 12:00-21:00 | High vol, news-driven | USD, CAD pairs |
+| London-NY Overlap | 12:00-16:00 | Peak volatility | All majors |
+
+## Major Pairs
+
+| Pair | Key Driver |
+|------|------------|
+| EUR/USD | ECB vs Fed policy |
+| GBP/USD | BoE policy, UK data |
+| USD/JPY | Rate differential, risk sentiment |
+| AUD/USD | Commodities, China data |
+| USD/CAD | Oil prices, BoC policy |
+
+## Data to Fetch via APIs
+
+- **Forex quotes**: real-time rates for all pairs
+- **Historical prices**: OHLCV for technical analysis
+- **Economic calendar**: upcoming releases with impact rating
+- **Treasury rates**: yield differentials drive forex
+- **Forex news**: central bank statements, policy changes
+
+## Key Signals
+
+### High Impact Events
+- NFP (first Friday monthly) — moves USD 50-200 pips
+- CPI/PPI — inflation → rate expectations
+- FOMC decisions — biggest USD moves
+- GDP releases
+
+### News Trading Rules
+1. Check calendar EVERY morning
+2. Don't trade 15 min before/after NFP, CPI, FOMC
+3. Initial spike often reverses 50-70% — fade overreactions
+4. Trade the trend 30-60 min post-news
+
+## Forex-Specific Strategies
+
+### Session Breakout
+- Asian range → London breaks out → trade the direction
+- Win rate ~55-60%, R:R typically 2:1+
+
+### Carry Trade
+- Buy high-yield currency, sell low-yield (profit from swap)
+- Works stable environments, fails risk-off
+
+### Central Bank Divergence
+- Diverging policy → trade toward hawkish bank's currency
+
+## Risk Rules (Forex-Specific)
+
+- Major pairs only for small accounts
+- Max leverage: 10:1 swing, 20:1 day trade
+- EUR/USD and GBP/USD ~80% correlated — don't double up
+- Reduce size before weekends (gap risk)
+
+---
+
+*Last updated: Initial version. Agent should update after real forex trades.*

package/skills/trading/references/metals.md

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+# Precious Metals Trading Reference
+
+> **This file is agent-editable.** Update it as you learn from real trades.
+
+## Gold (XAU/USD)
+
+- Safe haven — rallies during uncertainty and currency debasement
+- Inverse DXY correlation (-0.7 to -0.9)
+- Central banks are net buyers (structural demand floor)
+- Daily range: 1-3%, spikes 3-5% on crises
+
+## Silver (XAG/USD)
+
+- Dual role: precious metal + industrial (50% industrial demand)
+- Moves 1.5-2x gold's percentage move
+- Gold/Silver ratio: 60-80 range (above 80 = silver undervalued)
+
+## Data to Fetch via APIs
+
+- **Commodity quotes**: Gold, silver real-time prices
+- **Historical prices**: EOD for trend analysis
+- **Economic data**: Treasury rates (real yields = #1 gold driver), CPI
+- **Economic calendar**: FOMC, CPI, NFP dates
+- **Forex data**: DXY as leading indicator
+
+## Drivers
+
+### Bullish: Falling real yields, rising inflation, geopolitical crises, dollar weakness, central bank buying
+### Bearish: Rising real yields, strong dollar, risk-on sentiment, hawkish central banks
+
+## Strategies
+
+### Gold/Silver Ratio Trade
+- Above 85: buy silver, sell gold → close at 70-75
+- Below 65: buy gold, sell silver → close at 70-75
+- Historical win rate ~70% over 1-3 months
+
+### DXY Correlation Trade
+- DXY breakdown → buy gold. DXY breakout → short gold.
+
+### Macro Events
+- Dovish FOMC → buy gold. Hawkish → sell short-term.
+- CPI higher than expected → buy gold (inflation hedge)
+
+## Risk Rules
+
+- Size down during FOMC weeks
+- Don't fight strong DXY with long gold
+- Silver drops 30%+ in crashes (industrial collapse)
+- Weekend gap risk ($30-50 gold gaps)
+
+---
+
+*Last updated: Initial version. Agent should update after real metals trades.*

package/skills/trading/references/risk-management.md

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+# Risk Management Reference
+
+> **Most important file.** Violating these rules is the primary reason traders lose. Agent-editable but only to make rules STRICTER, never looser.
+
+## Position Sizing
+
+```
+Position Size = (Account Balance x Risk %) / (Entry Price - Stop Loss Price)
+```
+
+Use `python3 scripts/position-sizer.py` for calculations.
+
+## Hard Limits (NEVER VIOLATE)
+
+| Rule | Limit | Action When Hit |
+|------|-------|-----------------|
+| Per-trade risk | 1% max | Reduce size or skip |
+| Total open risk | 3% | No new trades |
+| Daily loss | 2% | Stop for the day |
+| Weekly loss | 5% | Reduce sizes 50% |
+| Max drawdown | 10% | Pause, full review |
+| Critical drawdown | 15% | Stop trading, rebuild |
+
+## R:R Requirements
+
+| Quality | Min R:R |
+|---------|---------|
+| A+ (high confluence) | 2:1 |
+| B (moderate) | 3:1 |
+| C (speculative) | Skip it |
+
+## Stop-Loss Rules
+
+- Place at technical invalidation point BEFORE entry
+- NEVER move stop away from entry
+- Move to breakeven after 1R profit
+- Trail by 1.5-2 ATR for trend trades
+
+## Leverage
+
+| Asset | Max |
+|-------|-----|
+| Crypto spot | 1x |
+| Crypto futures | 3-5x |
+| Forex | 10-20x |
+| Stocks | 1-2x |
+| Gold/Silver | 5-10x |
+
+## Correlation: Max 2 same-direction on correlated assets (> 0.7)
+
+## Drawdown Recovery
+
+| Drawdown | Action |
+|----------|--------|
+| 0-3% | Normal |
+| 3-5% | -25% size, A+ only |
+| 5-8% | -50% size, 1 trade/day |
+| 8-10% | Paper trade, review |
+| 10%+ | Full stop |
+
+## Pre-Trade Checklist
+
+```
+[ ] Regime identified?  [ ] 2+ confluence signals?
+[ ] R:R >= 2:1?         [ ] Risk <= 1%?
+[ ] Open risk < 3%?     [ ] Not correlated?
+[ ] Stop at tech level? [ ] No news in 2h?
+```
+
+ANY check fails → DO NOT TRADE.
+
+---
+
+*Agent may make rules STRICTER only. NEVER looser.*