### Clone Repository and Install Dependencies

Source: https://github.com/igorganapolsky/trading/blob/main/README.md

Clone the trading repository, navigate into the directory, install Python dependencies, and set up environment variables.

```bash
git clone https://github.com/IgorGanapolsky/trading.git
cd trading
pip install -r requirements.txt
cp .env.example .env
```

--------------------------------

### Stockpiling Example: Averaging Down

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/books/phil_town_rule_one.md

Illustrates how to average down the cost per share by buying more stock as the price drops, provided fundamentals remain strong. This example shows three entries with decreasing prices.

```plaintext
Sticker Price: $100
MOS Price: $50

Entry 1: Buy 100 shares at $50 (first entry at MOS)
Entry 2: Buy 100 shares at $45 (price drops 10%, fundamentals still strong)
Entry 3: Buy 100 shares at $40 (price drops more, still at discount)

Average cost: ($50 + $45 + $40) / 3 = $45 per share
Total investment: $13,500 in 300 shares
If price returns to Sticker: $30,000 value = 122% gain
```

--------------------------------

### Sticker Price Calculation Example

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/books/phil_town_rule_one.md

An example demonstrating the sticker price calculation using specific values for Current EPS, Growth Rate, and Future PE, resulting in a calculated MOS Price.

```plaintext
Current EPS: $5.00
Growth Rate: 12%
Future PE: 24 (2 × 12)

Future EPS = $5.00 × (1.12)^10 = $15.53
Future Price = $15.53 × 24 = $372.72
Sticker Price = $372.72 / (1.15)^10 = $92.15
MOS Price = $92.15 × 0.50 = $46.08

→ Only buy at $46.08 or below
```

--------------------------------

### Example Margin of Safety Calculation

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/books/phil_town_four_ms_detailed.md

A step-by-step walkthrough of calculating the MOS price for a hypothetical company.

```text
Company: Example Tech Co.
Current EPS: $5.00
Historical Growth: 12% (past 10 years)
Current Stock Price: $50

Step 1: Calculate Future EPS
Future EPS = $5.00 × (1.12)^10 = $15.53

Step 2: Calculate Future PE
Future PE = 2 × 12 = 24

Step 3: Calculate Future Price
Future Price = $15.53 × 24 = $372.72

Step 4: Calculate Sticker Price
Sticker Price = $372.72 / (1.15)^10 = $92.15

Step 5: Calculate MOS Price
MOS Price = $92.15 × 0.50 = $46.08

Decision: Current price $50 > MOS price $46.08
→ DO NOT BUY. Wait for $46 or lower.
```

--------------------------------

### Trigger Daily Blog Post Workflow

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/lessons_learned/ll_193_mandate_violation_manual_handoff_jan14.md

This example demonstrates the successful autonomous triggering of a workflow using the GitHub API, as part of the correction evidence.

```bash
Triggered `daily-blog-post.yml` workflow via API successfully
```

--------------------------------

### Hypothetical Call Credit Spread Trade

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/lessons_learned/ll_215_call_credit_spreads_bearish_neutral_jan15.md

Example setup for a call credit spread on SPY, illustrating strike selection, risk, and profit parameters.

```text
Stock: SPY at $480 (near upper Bollinger Band, RSI = 75)
Outlook: Expect pullback or sideways movement

Sell: $490 call (0.15 delta)
Buy: $495 call (0.10 delta)
Expiration: 60 DTE
Net Credit: ~$80
Max Risk: $420 ($500 width - $80 credit)
Max Profit: $80 (if SPY stays below $490)
```

--------------------------------

### Non-Compliant Position Example

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/lessons_learned/ll_272_strategy_violation_crisis_jan21.md

Example of a current non-compliant position in SPY shares, which should be $0 according to the strategy.

```text
SPY: 2.439018421 shares @ $683.99 = $1,668.26   <- SHOULD BE $0 (options only)
```

--------------------------------

### Execute Always-On Learning Loop

Source: https://github.com/igorganapolsky/trading/blob/main/README.md

Initiate the always-on learning loop for the morning proof phase, specifying the repository root.

```bash
python scripts/always_on_learning_loop.py --phase morning_proof --repo-root .
```

--------------------------------

### Execute Backtest with Custom Configuration

Source: https://github.com/igorganapolsky/trading/blob/main/scripts/backtest/README.md

Run the backtesting engine using a specific JSON configuration file.

```bash
python scripts/backtest/bull_put_spread_backtester.py --config my_config.json
```

--------------------------------

### Compare Hook Event behaviors

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/lessons_learned/ll_313_rag_hooks_audit_jan26.md

Reference table showing the difference in behavior between SessionEnd and Stop hooks when an exit code of 2 is returned.

```text
| Hook Event    | Exit Code 2 Behavior                    |
|---------------|----------------------------------------|
| SessionEnd    | N/A, shows stderr to user only         |
| Stop          | Blocks stoppage, shows stderr to Claude |
```

--------------------------------

### Get Current Weekday

Source: https://github.com/igorganapolsky/trading/blob/main/docs/research/2026-05-21-hypothesis-change.md

Retrieves the current day of the week. This information is recorded for potential future analysis.

```python
weekday = datetime.now(UTC).weekday()
```

--------------------------------

### Get Underlying Price

Source: https://github.com/igorganapolsky/trading/blob/main/docs/research/2026-05-21-hypothesis-change.md

Retrieves the live mid-price for the underlying asset (SPY). Used for level conditioning.

```python
spy_price = get_underlying_price('SPY')
```

--------------------------------

### Run XSP Backtest

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/lessons_learned/LL-296_XSP_Tax_Optimization_Recommendation.md

Execute the iron condor backtester script for the XSP ticker.

```bash
python scripts/backtest/iron_condor_backtester.py --ticker XSP --days 90
```

--------------------------------

### Hardcoded Ticker Configuration

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/lessons_learned/ll_252_sofi_ticker_blackout_violation_jan14.md

Examples of hardcoded ticker lists found in the workflow configuration files that caused the blackout violation.

```yaml
TICKERS="SOFI F BAC"
```

```bash
for TICKER in SOFI PLTR F BAC AMD SPY
```

```bash
--symbol SPY --symbol SOFI --symbol AMD --symbol PLTR
```

```python
--symbol default="SOFI"
```

--------------------------------

### Sell SPY Put Option

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/lessons_learned/ll_203_100k_account_analysis_jan14.md

Example of selling a put option on SPY, collecting premium. This is a strategy for collecting premium.

```plaintext
SPY Put SELL: $6.38 premium collected (SPY260123P00660000)
```

--------------------------------

### Apply Repository Formatting Locally

Source: https://github.com/igorganapolsky/trading/blob/main/rag_knowledge/lessons_learned/pr_management_20260505.md

Use this command to apply repository formatting rules locally. This can help in resolving formatting-related conflicts or identifying unnecessary diffs.

```bash
trunk fmt ...
```