# CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

## Project Overview

This is a **single-document trading guide**, not a software application. The entire project is:

```
agent_and_tips.md   — Complete swing trading methodology for TSX (Toronto Stock Exchange)
```

There are no build systems, dependencies, or runnable code.

## Document Structure

`agent_and_tips.md` is a ~420-line structured guide covering 10-step swing trading methodology for 2–10 day holds on Canadian equities. Key sections:

- **Research Sources** — 20 curated tools (TMX Money, TradingView, 5i Research, BNN Bloomberg, etc.)
- **Decision Metrics** — Valuation (P/E, P/FCF, EPS growth) and technical indicators (RSI, MACD, ATR, EMAs)
- **TSX-Specific Context** — Sector weighting (Financials 35%, Energy 18%, Materials 12%), CAD/USD impact, liquidity minimums
- **10-Step Process** — Daily screening → chart analysis → setup selection → risk calc → entry/exit execution → post-trade review
- **Sector Playbooks** — Dedicated strategies for Energy, Financials, and Materials/Mining
- **Risk Management** — 1% account risk per trade, 1:2 min R:R, ATR-based stops, max 5–8 simultaneous positions
- **Checklists** — Pre-trade and daily post-entry checklists

## Core Trading Rules (Frequently Referenced)

- **Entry only above 200-day EMA** (uptrend filter)
- **Position sizing**: Stop distance in $ ÷ 1% of account = share quantity
- **Tiered exits**: 30% at 1:1, 50% at 1:2, 20% runner with trailing stop
- **Time stop**: Exit after 3 days with no movement toward target
- **Liquidity floor**: 100k+ daily shares, $1M+ daily dollar volume

## When Editing This Guide

Maintain the document's structured format (numbered sections, markdown tables, checklists). The guide is organized for quick reference during active trading sessions — clarity and scannability matter more than prose depth.