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Trading Strategy Guidelines

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Core trading strategy rules and guidelines for consistent execution

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Source SKILL.md: https://github.com/majiayu000/claude-skill-registry/blob/HEAD/skills/design/trading-strategy-guidelines-igorganapolsky-trading/SKILL.md

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Trading Strategy Guidelines

Core rules and guidelines for our momentum-based trading system.

Strategy Overview

Type: Momentum-based with technical indicators Daily Investment: $10/day ($7 Core + $3 Growth) Risk Management: 2% daily loss limit, 10% max drawdown

Entry Rules (All Must Pass)

1. MACD Momentum Filter

  • Required: MACD histogram > 0 (bullish momentum)
  • Rejection: If MACD histogram < 0 → SKIP symbol
  • Rationale: Only trade with the trend

2. RSI Overbought Filter

  • Required: RSI < 70 (not overbought)
  • Rejection: If RSI > 70 → SKIP symbol
  • Rationale: Avoid buying at peaks

3. Volume Confirmation

  • Required: Volume > 20-day average
  • Rejection: If volume < average → SKIP symbol
  • Rationale: Confirm momentum with volume

Position Sizing

  • Tier 1 (Core): $7/day - SPY, QQQ, VOO
  • Tier 2 (Growth): $3/day - Individual stocks
  • Max Position: 10% of portfolio per symbol
  • Risk per Trade: 1-2% of portfolio

Exit Rules

  1. Stop-Loss: 5% trailing stop (Tier 1), 3% (Tier 2)
  2. Profit Target: Take profits at 10% gain
  3. MACD Reversal: Exit on bearish MACD crossover
  4. RSI Overbought: Exit if RSI > 70 after entry

Data Source Priority

  1. Cache (if recent)
  2. Alpaca API (primary reliable source)
  3. Polygon.io (secondary reliable source)
  4. Disk Cache (if < 24 hours old)
  5. yfinance (last resort, unreliable)
  6. Alpha Vantage (avoid - rate-limited)

Philosophy

  • Better to sit in cash than fight the trend
  • Only trade when all filters pass
  • Use reliable data sources first
  • Fail fast on API errors

Integration

These guidelines are enforced in:

  • src/strategies/core_strategy.py
  • src/strategies/growth_strategy.py
  • src/utils/market_data.py