From 4eef5a816519c6b62e1cf783429c65a1e2b26eaa Mon Sep 17 00:00:00 2001 From: mindesbunister Date: Tue, 11 Nov 2025 20:44:16 +0100 Subject: [PATCH] docs: add financial goals section to copilot instructions Added 'Mission & Financial Goals' section at the top to provide critical context for AI agents making decisions: **Current Phase Context:** - Starting capital: $106 (+ $1K deposit in 2 weeks) - Target: $2,500 by Month 2.5 - Strategy: Aggressive compounding, 0 withdrawals - Position sizing: 100% of account at 20x leverage - Win target: 20-30% monthly returns **Why This Matters:** - Every dollar counts - optimize for profitability - User needs $300-500/month withdrawals starting Month 3 - No changes that reduce win rate unless they improve profit factor - System must prove itself before scaling **Key Constraints:** - Can't afford extended drawdowns (limited capital) - Must maintain 60%+ win rate to compound effectively - Quality > quantity (70+ signal scores only) - Stop after 3 consecutive losses Also added 'Financial Roadmap Integration' subsection linking technical improvements to phase objectives (Phase 1: prove system, Phase 2-3: sustainable growth + withdrawals, Phase 4+: scale + reduce risk). This ensures future AI agents understand the YOLO/recovery context and prioritize profitability over conservative safety during Phase 1. --- .github/copilot-instructions.md | 33 +++++++++++++++++++++++++++++++++ 1 file changed, 33 insertions(+) diff --git a/.github/copilot-instructions.md b/.github/copilot-instructions.md index c8c8627..63d5d8d 100644 --- a/.github/copilot-instructions.md +++ b/.github/copilot-instructions.md @@ -1,5 +1,29 @@ # AI Agent Instructions for Trading Bot v4 +## Mission & Financial Goals + +**Primary Objective:** Build wealth systematically from $106 → $100,000+ through algorithmic trading + +**Current Phase:** Phase 1 - Survival & Proof (Nov 2025 - Jan 2026) +- **Starting Capital:** $106 (+ $1,000 deposit in 2 weeks) +- **Target:** $2,500 by end of Phase 1 (Month 2.5) +- **Strategy:** Aggressive compounding, 0 withdrawals +- **Position Sizing:** 100% of account ($106 at 20x leverage = $2,120 notional) +- **Risk Tolerance:** EXTREME - This is recovery/proof-of-concept mode +- **Win Target:** 20-30% monthly returns to reach $2,500 + +**Why This Matters for AI Agents:** +- Every dollar counts at this stage - optimize for profitability, not just safety +- User needs this system to work for long-term financial goals ($300-500/month withdrawals starting Month 3) +- No changes that reduce win rate unless they improve profit factor +- System must prove itself before scaling (see `TRADING_GOALS.md` for full 8-phase roadmap) + +**Key Constraints:** +- Can't afford extended drawdowns (limited capital) +- Must maintain 60%+ win rate to compound effectively +- Quality over quantity - only trade 70+ signal quality scores +- After 3 consecutive losses, STOP and review system + ## Architecture Overview **Type:** Autonomous cryptocurrency trading bot with Next.js 15 frontend + Solana/Drift Protocol backend @@ -797,6 +821,15 @@ See `POSITION_SCALING_ROADMAP.md` for planned position management optimizations: - SQL queries in `docs/analysis/SIGNAL_QUALITY_VERSION_ANALYSIS.sql` for deep-dive analysis - Need 20+ trades per version before meaningful comparison +**Financial Roadmap Integration:** +All technical improvements must align with current phase objectives (see top of document): +- **Phase 1 (CURRENT):** Prove system works, compound aggressively, 60%+ win rate mandatory +- **Phase 2-3:** Transition to sustainable growth while funding withdrawals +- **Phase 4+:** Scale capital while reducing risk progressively +- See `TRADING_GOALS.md` for complete 8-phase plan ($106 → $1M+) +- SQL queries in `docs/analysis/SIGNAL_QUALITY_VERSION_ANALYSIS.sql` for deep-dive analysis +- Need 20+ trades per version before meaningful comparison + **Blocked Signals Analysis:** See `BLOCKED_SIGNALS_TRACKING.md` for: - SQL queries to analyze blocked signal patterns - Score distribution and metric analysis