🎯 Goal

By the end of today you will have:

• full project folder structure created
• Python environment ready
• basic data location prepared
• system ready for Phase 2 (LLMs)

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🧱 STEP 1 — CREATE PROJECT (COPY/PASTE)

Open Terminal:

mkdir -p AI_TRADING_SYSTEM/{01_STRATEGIES,02_BACKTESTS,03_TRADES,04_REGIMES,05_MARKET_DATA,06_ANALYSIS_OUTPUTS,07_RAG_KNOWLEDGE_BASE,08_MODEL_NOTES,CACHE,EMBEDDINGS}
cd AI_TRADING_SYSTEM

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📁 STEP 2 — CREATE CORE FILES

touch README.md
touch 04_REGIMES/regimes.csv
touch 08_MODEL_NOTES/prompt_rules.md

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🧠 STEP 3 — DEFINE REGIME FILE (IMPORTANT)

Open:

04_REGIMES/regimes.csv

Paste this starter structure:

date_start,date_end,regime,notes
2020-02-01,2020-04-01,crisis,COVID crash period
2021-01-01,2021-12-31,bull,strong trend year
2022-01-01,2022-12-31,high_volatility,rate hike environment

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🐍 STEP 4 — CREATE PYTHON ENVIRONMENT

Run:

python3 -m venv venv
source venv/bin/activate

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📦 STEP 5 — INSTALL BASE DEPENDENCIES

pip install --upgrade pip

pip install pandas numpy openpyxl
pip install chromadb
pip install sentence-transformers
pip install streamlit

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🧠 STEP 6 — CREATE BASIC PROJECT FILE

Create main app file:

touch app.py

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🧾 STEP 7 — ADD BASIC SANITY CHECK (APP.PY)

Paste this:

import streamlit as st

st.title("MAC AI TRADING RESEARCH SYSTEM")

st.write("System is running. Phase 5 UI will connect here.")

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▶️ STEP 8 — RUN DASHBOARD TEST

streamlit run app.py

You should see:

“MAC AI TRADING RESEARCH SYSTEM”

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💾 STEP 9 — ORGANIZE YOUR DATA (MANUAL STEP)

Now place your files:

Put:

• strategies → 01_STRATEGIES/
• backtests → 02_BACKTESTS/
• trade logs → 03_TRADES/

Keep formats clean:

• CSV preferred
• consistent column names

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🧠 STEP 10 — VERIFY STRUCTURE

Your system should now look like:

AI_TRADING_SYSTEM/
  01_STRATEGIES/
  02_BACKTESTS/
  03_TRADES/
  04_REGIMES/
  05_MARKET_DATA/
  06_ANALYSIS_OUTPUTS/
  07_RAG_KNOWLEDGE_BASE/
  08_MODEL_NOTES/
  CACHE/
  EMBEDDINGS/
  app.py
  venv/

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🏁 DAY 1 SUCCESS CRITERIA

You are DONE when:

✔ folders exist
✔ Python environment works
✔ Streamlit runs
✔ regime file exists
✔ data folders are ready

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💡 WHAT YOU JUST ACHIEVED

You now have:

a structured local foundation for your AI trading research system

No AI yet — just clean infrastructure ready for Phase 2.

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🚀 NEXT STEP

If you say “next”, I will move you into:

👉 DAY 2 — installing Ollama + loading 7B / 14B / 20B models + testing your first real AI trading analysis prompts on your data structure