# Agent Bot - Download & Setup Instructions

## 📥 How to Get the Agent Bot

### Option 1: Direct Copy from Server

If you have access to the server:

```bash
# Navigate to the agent bot directory
cd /root/lib/prod3/event_trader/trading_bot

# Copy all files to your local directory
cp -r /root/lib/prod3/event_trader/trading_bot ~/my_trading_bot

# Or create a compressed archive
cd /root/lib/prod3/event_trader
tar -czf trading_bot.tar.gz trading_bot/
```

### Option 2: Download via Web Interface

Visit the Event Trader API documentation:
```
http://localhost:8000/docs
```

Look for the "Agent Bot" section with download links.

### Option 3: Manual File Copy

Copy these files and directories:

```
trading_bot/
├── config.yaml                    # Configuration
├── demo_bot.py                    # Simple demo
├── strategy_bot.py                # Multi-strategy bot
├── risk_managed_bot.py           # Production bot (recommended)
├── backtest_example.py           # Simple backtest
├── backtest_risk_managed.py      # Advanced backtest
├── README.md                      # Quick start
├── DOWNLOAD-INSTRUCTIONS.md      # This file
│
├── core/
│   ├── __init__.py
│   ├── api_client.py             # API integration
│   ├── risk_manager.py           # Risk management
│   ├── trade_executor.py         # Order execution
│   └── portfolio_manager.py      # Portfolio tracking
│
├── strategies/
│   ├── __init__.py
│   ├── base_strategy.py          # Base class
│   ├── mean_reversion.py         # Mean reversion
│   └── momentum.py               # Momentum strategy
│
└── utils/
    ├── __init__.py
    ├── indicators.py             # Technical indicators
    └── backtester.py             # Backtesting framework
```

---

## ⚡ Quick Setup (After Download)

### 1. Install Dependencies

```bash
pip install pyyaml aiohttp numpy
```

### 2. Get API Key

1. Go to Event Trader dashboard
2. Navigate to API Settings
3. Create new key with `read` + `write` permissions
4. Copy key (starts with `evt_`)

### 3. Configure Bot

Edit `config.yaml`:

```yaml
api:
  api_key: "evt_YOUR_API_KEY_HERE"  # ← Paste your key here
  base_url: "http://localhost:8000"

bot:
  mode: "paper"  # Start with paper trading
  initial_capital: 10000.0
```

### 4. Run Bot

```bash
# Recommended: Full production bot
python3 risk_managed_bot.py

# Or simple demo
python3 demo_bot.py

# Or run backtests
python3 backtest_risk_managed.py
```

---

## 📁 What Each File Does

### Main Bots (Pick One to Run)

**`demo_bot.py`** - Simple Demo
- Basic market monitoring
- Shows how to fetch data
- Good for learning
- ~125 lines

**`strategy_bot.py`** - Multi-Strategy Bot
- Runs multiple strategies
- Paper trading mode
- No risk management
- ~250 lines

**`risk_managed_bot.py`** - Production Bot ⭐ **RECOMMENDED**
- Full risk management
- Portfolio tracking
- Stop-loss/take-profit
- Ready for live trading
- ~350 lines

### Backtest Scripts

**`backtest_example.py`** - Simple Backtest
- Compare 2 strategies
- Single market condition
- Basic performance metrics

**`backtest_risk_managed.py`** - Advanced Backtest
- Tests 4 market types (bull/bear/mixed/range)
- Full risk management
- Comprehensive metrics

### Core Modules (Don't Edit Unless You Know What You're Doing)

**`core/api_client.py`**
- Connects to Event Trader API
- Rate limiting (100 req/min)
- Error handling

**`core/risk_manager.py`**
- Kelly Criterion position sizing
- Stop-loss/take-profit
- Portfolio constraints
- Risk metrics (VaR, Sharpe, etc.)

**`core/trade_executor.py`**
- Market & limit orders
- Order book analysis
- Slippage tracking
- Circuit breaker

**`core/portfolio_manager.py`**
- Position tracking
- P&L calculation
- Performance metrics
- Rebalancing

### Strategy Modules

**`strategies/base_strategy.py`**
- Base class for all strategies
- Don't modify

**`strategies/mean_reversion.py`**
- Trades oversold/overbought conditions
- Uses RSI + Bollinger Bands

**`strategies/momentum.py`**
- Follows trends
- Uses MACD + EMA + ROC

### Utilities

**`utils/indicators.py`**
- 15+ technical indicators
- RSI, MACD, Bollinger Bands, etc.

**`utils/backtester.py`**
- Backtest framework
- Performance calculation

---

## 🎯 First Time Setup Checklist

- [ ] Download all files
- [ ] Install dependencies: `pip install pyyaml aiohttp numpy`
- [ ] Get API key from Event Trader
- [ ] Edit `config.yaml` with your API key
- [ ] Set mode to "paper" in config
- [ ] Run `python3 demo_bot.py` to test
- [ ] Read `TRADING-BOT-QUICKSTART.md`
- [ ] Run backtests to see performance
- [ ] Start `risk_managed_bot.py` in paper mode
- [ ] Monitor for 1+ week before going live

---

## 📖 Documentation Files

After downloading, read these in order:

1. **`README.md`** - Quick overview
2. **`TRADING-BOT-QUICKSTART.md`** - Complete quick start
3. **`TRADING-BOT-USER-GUIDE.md`** - Detailed usage
4. **`TRADING-BOT-FINAL-SUMMARY.md`** - System overview

---

## 🔧 Customization

### Change Strategies

Edit `config.yaml`:

```yaml
strategies:
  mean_reversion:
    enabled: true      # Turn on/off
    min_confidence: 0.6

  momentum:
    enabled: false     # Disable if you want
    min_confidence: 0.7
```

### Adjust Risk Settings

```yaml
risk:
  max_position_size: 0.10    # Reduce to 10%
  max_drawdown: 0.10         # Stop at 10% loss
  stop_loss_pct: 0.03        # Tighter stop (3%)
  take_profit_pct: 0.15      # Bigger profit target (15%)
```

### Change Update Frequency

```yaml
bot:
  update_interval: 30  # Check every 30 seconds instead of 60
```

---

## ⚠️ Before Going Live

**IMPORTANT CHECKLIST:**

- [ ] Run in paper mode for **minimum 1 week**
- [ ] Review all trades in logs
- [ ] Understand why signals were generated
- [ ] Verify stop-losses are working
- [ ] Check performance metrics make sense
- [ ] Start with **small capital** ($100-500)
- [ ] Monitor **daily** for first week
- [ ] Never trade more than you can afford to lose

---

## 🆘 Getting Help

### Check Logs

```bash
# Run with log output to file
python3 risk_managed_bot.py 2>&1 | tee bot.log

# View logs
tail -f bot.log
```

### Common Issues

**ModuleNotFoundError**
```bash
pip install pyyaml aiohttp numpy
```

**API Connection Error**
```bash
# Make sure API server is running
curl http://localhost:8000/api/v2/markets?limit=1
```

**No Signals Generated**
- Check markets exist with status="active"
- Verify strategies are enabled
- Lower min_confidence in config

---

## 📊 File Sizes

- Total: ~6,000 lines of code
- Core modules: ~2,575 lines
- Strategies: ~580 lines
- Utilities: ~780 lines
- Bots: ~1,200 lines

---

## 🎓 Learning Path

1. **Week 1**: Run `demo_bot.py`, understand basics
2. **Week 2**: Run backtests, study strategies
3. **Week 3**: Paper trade with `risk_managed_bot.py`
4. **Week 4**: Monitor performance, adjust settings
5. **Week 5+**: Consider live trading with small capital

---

## ✅ Verification

After setup, verify it works:

```bash
# Test imports
python3 -c "from core.api_client import APIClient; print('✅ API Client OK')"
python3 -c "from strategies.mean_reversion import MeanReversionStrategy; print('✅ Strategies OK')"
python3 -c "from utils.indicators import calculate_rsi; print('✅ Indicators OK')"

# Run demo (should not error)
timeout 5 python3 demo_bot.py

# If no errors, you're ready!
```

---

## 🚀 You're Ready!

The agent bot is now installed and ready to use.

**Next:** Read `TRADING-BOT-QUICKSTART.md` for detailed usage instructions.

**Happy Trading! 🎉**

---

**Need Help?** Check the documentation files or review the code comments for detailed explanations.