@farazirfan/costar-server-executor 1.7.26 → 1.7.27

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

@@ -1,6 +1,10 @@
 # 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.
+This file is yours — evolve your risk framework based on experience and research. Risk management is the most important part of trading.
+
+## Core Principle
+
+Capital preservation comes first. Without capital, there are no trades. Every risk rule exists to keep you in the game long enough to compound your edge.
 
 ## Position Sizing
 
@@ -10,65 +14,33 @@ 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 |
+## Starting Risk Framework
 
-## Stop-Loss Rules
+These are starting guidelines. Evolve them based on your experience — but be honest about whether changes are based on data or emotion:
 
-- 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
+- Define your per-trade risk limit and stick to it
+- Set a total portfolio risk cap across all open positions
+- Have daily and weekly loss limits that force you to stop and review
+- Define drawdown levels that trigger size reduction or a full pause
+- Always place stops at technical invalidation points before entry
+- Never move a stop away from entry
 
-## Leverage
+## What to Research and Build
 
-| Asset | Max |
-|-------|-----|
-| Crypto spot | 1x |
-| Crypto futures | 3-5x |
-| Forex | 10-20x |
-| Stocks | 1-2x |
-| Gold/Silver | 5-10x |
+- What position sizing approach works best for your trading style?
+- What drawdown recovery protocols do professional traders use?
+- How should leverage vary across asset classes and market conditions?
+- What correlation limits prevent blowups from correlated positions?
+- Build scripts to track your risk metrics in real time
 
-## Correlation: Max 2 same-direction on correlated assets (> 0.7)
+## Your Risk Rules
 
-## 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 |
+*(Build your own risk framework here. Document the rules you follow, the limits you've set, and how they've evolved based on real experience. Include what happens at each drawdown level.)*
 
 ## 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.
+*(Build your own checklist based on what matters for your trading. Add checks that have prevented bad trades, remove ones that don't add value.)*
 
 ---
 
-*Agent may make rules STRICTER only. NEVER looser.*
+*Risk management should get stricter as you learn from mistakes and looser only when backed by strong data. Research what works, test it, and document it here.*

package/skills/trading/references/stocks.md

@@ -1,74 +1,25 @@
 # Stocks Trading Reference
 
-> **This file is agent-editable.** Update it as you learn from real trades.
+This file is yours — update it constantly based on real trades, research, and market changes.
 
-## Market Characteristics
+## Getting Started
 
-- Regular hours: NYSE/NASDAQ 9:30-16:00 ET, Mon-Fri
-- Pre-market 4:00-9:30 ET, After-hours 16:00-20:00 ET
-- Fundamentals + sentiment drive price
-- Index moves (SPY/QQQ) drag individual stocks
-- Sector rotation is a major theme
+US stock markets trade regular hours (NYSE/NASDAQ 9:30-16:00 ET) with pre-market and after-hours sessions. Index moves (SPY, QQQ) drag individual stocks. Fundamentals, earnings, and sector rotation are major themes.
 
-## Key Indices
+Use `discover_data_api` and `fetch_api_data` for quotes, historical prices, technical indicators, fundamentals, earnings data, analyst ratings, institutional holdings, and screening. Use `web_search` and `browser` to research market internals, sector trends, earnings analysis, and expert commentary.
 
-| Index | Tracks | Signal |
-|-------|--------|--------|
-| SPY | S&P 500 large-cap | Broad market health |
-| QQQ | NASDAQ 100 tech | Growth/tech sentiment |
-| IWM | Russell 2000 small-cap | Risk appetite |
-| VIX | Implied volatility | Fear gauge (> 25 = fear) |
+## What to Research and Build
 
-## Data to Fetch via APIs
+- Which market internals best predict direction? Track and document
+- How does sector rotation work in current markets? Build your own models
+- What earnings patterns are tradeable? Research and validate
+- Which screening criteria find the best setups? Test and refine
+- What strategies work for stocks specifically? Test small, validate, add what works
 
-Your FMP APIs give you massive edge here:
-- **Stock quotes**: real-time, after-hours, batch
-- **Historical prices**: EOD and intraday (1min-4hr)
-- **Technical indicators**: SMA, EMA, RSI, MACD, Williams, ADX from API directly
-- **Fundamentals**: Income statements, balance sheets, key metrics, financial scores
-- **Earnings**: Calendar, estimates, transcripts, surprises
-- **Analyst data**: Ratings, price targets, grades, consensus
-- **Institutional**: 13F filings, insider trades, fund holdings
-- **Market breadth**: Sector performance, gainers/losers, most active
-- **Screener**: Filter by 100+ criteria
-- **News**: Stock-specific news, press releases
+## Your Stocks Knowledge
 
-## Key Signals
-
-### Market Internals
-- Advance/Decline: more advancing = healthy rally
-- % above 200 SMA: > 60% bullish, < 40% bearish
-- VIX term structure: contango = complacent, backwardation = panic
-
-### Sector Rotation Cycle
-- Early expansion: tech, consumer discretionary
-- Mid: industrials, materials
-- Late: energy, staples
-- Recession: utilities, healthcare
-
-### Earnings
-- Guidance matters more than results
-- Pre-earnings: IV rises, range-bound
-- Post-earnings: gap based on beat/miss vs expectations
-
-## Stock-Specific Strategies
-
-### Relative Strength
-- Buy stocks outperforming sector AND SPY on pullbacks to 20 EMA
-
-### Gap and Go
-- Pre-market gaps > 3% on volume → trade first candle break
-
-### ETF Sector Rotation
-- Buy top 2-3 sectors by relative performance, avoid bottom 2-3
-
-## Risk Rules (Stock-Specific)
-
-- No single stock > 5% of portfolio
-- Cut size 50% before earnings
-- PDT rule: < $25K = max 3 day trades per 5 days
-- Avoid penny stocks under $5
+*(Replace this section with your own findings as you trade and research. Document patterns, strategies, sector insights, risk rules, and anything that makes stock trading better.)*
 
 ---
 
-*Last updated: Initial version. Agent should update after real stock trades.*
+*This is starting scaffolding. Research, test, and replace everything here with your own findings.*

package/skills/trading/references/strategies.md

@@ -1,98 +1,33 @@
 # Trading Strategies Reference
 
-> **This file is agent-editable.** Add new strategies you discover, refine existing ones based on performance, mark declining strategies.
+This file is yours — add new strategies, refine based on performance, remove what doesn't work.
 
-## Strategy Selection
+## Getting Started
 
-| Timeframe | Trending | Ranging | High Volatility |
-|-----------|----------|---------|-----------------|
-| Scalp (min) | Momentum scalp | Range scalp | Avoid |
-| Day (hours) | Breakout, trend-follow | Mean reversion, VWAP | News fade |
-| Swing (days) | Momentum, breakout | S/R bounce | Vol contraction |
-| Position (weeks) | Trend-follow, macro | Accumulation | Hedged |
+Common strategy categories to research and test:
+- Day trading: breakouts, mean reversion, momentum scalps
+- Swing trading: trend following, support/resistance, Fibonacci
+- Momentum: relative strength, MACD-based entries
+- Mean reversion: RSI extremes, Bollinger squeezes
+- Event-driven: earnings, news, economic releases
+- Arbitrage: cross-exchange, pairs/statistical
 
----
-
-## Day Trading
-
-### Breakout
-- Consolidation → volume spike > 2x on break → enter on candle CLOSE
-- Stop below range, target = measured move (range height)
-
-### VWAP Mean Reversion
-- Extended deviation from VWAP → reversion entry with RSI divergence
-- Avoid strong trending days
-
-### Opening Range Breakout (ORB)
-- First 15-30 min high/low → trade the break, stop at opposite side
-- Filter: trade in direction of pre-market bias
-
----
-
-## Swing Trading
-
-### EMA Trend Following
-- Price > 20 > 50 > 200 EMA → buy pullback to 20 EMA
-- Stop below 50 EMA, target previous high or 2-3x risk, hold 3-15 days
-
-### Support/Resistance Bounce
-- Bounce at S/R with candlestick confirmation, stop 0.5-1% beyond level
-
-### Fibonacci Retracement
-- Key levels: 38.2%, 50%, 61.8% — enter at confluence with S/R + EMA
-- Stop below 78.6%
-
----
-
-## Momentum
-
-### Relative Strength
-- Buy top 20% RS ranking on pullbacks, exit when RS drops below 50th pctile
+Use `web_search` and `browser` to research new strategies from expert traders, academic papers, GitHub repos, and trading communities. Test everything small before scaling.
 
-### MACD Momentum
-- MACD crosses signal + histogram growing + price above EMA → enter
+## Your Strategy Library
 
----
-
-## Mean Reversion
-
-### RSI Extreme
-- Long: RSI < 25 crosses back above 30. Short: RSI > 75 crosses below 70
-- Avoid in strong trends
-
-### Bollinger Squeeze
-- Bands contract → breakout imminent → trade the direction when bands expand
-
----
-
-## Arbitrage
-
-### Cross-Exchange (Crypto)
-- Same asset different prices → buy cheap, sell expensive simultaneously
+*(Build your own strategy library here. For each strategy, document: how it works, when to use it, what regime it fits, real performance data, and what you've learned from using it.)*
 
-### Pairs/Statistical
-- Correlated assets diverge → long underperformer, short outperformer → close on mean reversion
-
----
-
-## News/Events
-
-### Scheduled Events
-- Wait 5-15 min post-release, trade new direction after noise settles
-
-### Earnings Gap (Stocks)
-- Gap with trend = trade it. Gap against = wait (60%+ fill rate). 0.5% max risk.
-
----
+## What to Track
 
-## Rules
+For each strategy you use, consider tracking:
+- Win rate and average R from real trades
+- Which market regimes it works best in
+- What makes it fail
+- How you've refined it over time
 
-1. Max 2 strategies simultaneously on same asset
-2. Strategies must confirm, not contradict
-3. If indicators conflict → stay flat
-4. Track each strategy separately in LEARNING.md
-5. Retire strategies declining over 20+ trades
+Remove strategies that consistently lose. Double down on what works. Research new ones constantly.
 
 ---
 
-*Last updated: Initial version. Agent should add and refine based on real performance.*
+*This is starting scaffolding. Build your own strategy library through research and real trading.*