context7.json

{
  "url": "https://context7.com/lumiwealth/lumibot",
  "public_key": "pk_bX3tXLMxgtW78GRI9cEDE",
  "projectTitle": "Lumibot",
  "description": "Python trading and backtesting framework for stocks, options, crypto, and futures. Supports Alpaca, Interactive Brokers, Tradier, Schwab, ThetaData, Yahoo Finance, and Polygon.",
  "folders": [
    "."
  ],
  "excludeFolders": [
    "docsrc",
    "lumibot",
    "tests",
    "generated-docs",
    ".github",
    "__pycache__",
    ".pytest_cache",
    ".git",
    "docs"
  ],
  "excludeFiles": [
    "*.jar",
    "*.pyc",
    "*.pyo",
    "*.png",
    "*.webp",
    "*.jpg",
    "*.jpeg",
    "*.gif",
    "*.py",
    "*.rst",
    "*.csv",
    "*.json",
    "*.toml",
    "*.cfg",
    "*.ini",
    "*.yml",
    "*.yaml",
    "AGENTS.md",
    "CLAUDE.md",
    "llms.txt",
    "requirements*.txt"
  ],
  "rules": [
    "CRITICAL: Never use datetime.now() or datetime.today() in strategies - always use self.get_datetime() for backtesting compatibility",
    "CRITICAL: Never use 'from __future__ import annotations' - it breaks Lumibot's type checking",
    "Always use self.vars for persistent variables across lifecycle methods (e.g., self.vars.my_variable = value)",
    "Use self.log_message() instead of print() for proper logging",
    "Options trading: Use self.create_asset(symbol, asset_type=Asset.AssetType.OPTION, expiration=date, strike=price, right='call'|'put')",
    "Backtesting data sources: yahoo, thetadata, polygon - set via BACKTESTING_DATA_SOURCE env var",
    "Get current prices with self.get_last_price(asset) - returns None if unavailable",
    "Submit orders with self.submit_order(order) where order = self.create_order(asset, quantity, side)",
    "Access portfolio with self.portfolio_value, self.cash, self.positions",
    "Implement on_trading_iteration() for main strategy logic - runs once per bar/iteration"
  ]
}