From 85cfed26173fda328979cf80c2653285a67f7ccc Mon Sep 17 00:00:00 2001
From: Bill <bill@bballou.com>
Date: Sat, 1 Nov 2025 12:11:27 -0400
Subject: [PATCH] docs: add implementation plan and update roadmap

---
 ROADMAP.md                                    |  74 +-
 .../2025-11-01-rebrand-ai-trader-server.md    | 826 ++++++++++++++++++
 2 files changed, 899 insertions(+), 1 deletion(-)
 create mode 100644 docs/plans/2025-11-01-rebrand-ai-trader-server.md

diff --git a/ROADMAP.md b/ROADMAP.md
index be51dc4..5407252 100644
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -78,6 +78,77 @@ This document outlines planned features and improvements for the AI-Trader proje
     - Unified tool for virtual environments and package management
     - Drop-in pip replacement with improved UX
 
+### v0.5.0 - Advanced Quantitative Modeling (Planned)
+
+**Focus:** Enable AI agents to create, test, and deploy custom quantitative models
+
+#### Model Development Framework
+- **Quantitative Model Creation** - AI agents build custom trading models
+  - New MCP tool: `tool_model_builder.py` for model development operations
+  - Support for common model types:
+    - Statistical arbitrage models (mean reversion, cointegration)
+    - Machine learning models (regression, classification, ensemble)
+    - Technical indicator combinations (momentum, volatility, trend)
+    - Factor models (multi-factor risk models, alpha signals)
+  - Model specification via structured prompts/JSON
+  - Integration with pandas, numpy, scikit-learn, statsmodels
+  - Time series cross-validation for backtesting
+  - Model versioning and persistence per agent signature
+
+#### Model Testing & Validation
+- **Backtesting Engine** - Rigorous model validation before deployment
+  - Walk-forward analysis with rolling windows
+  - Out-of-sample performance metrics
+  - Statistical significance testing (t-tests, Sharpe ratio confidence intervals)
+  - Overfitting detection (train/test performance divergence)
+  - Transaction cost simulation (slippage, commissions)
+  - Risk metrics (VaR, CVaR, maximum drawdown)
+  - Anti-look-ahead validation (strict temporal boundaries)
+
+#### Model Deployment & Execution
+- **Production Model Integration** - Deploy validated models into trading decisions
+  - Model registry per agent (`agent_data/[signature]/models/`)
+  - Real-time model inference during trading sessions
+  - Feature computation from historical price data
+  - Model ensemble capabilities (combine multiple models)
+  - Confidence scoring for predictions
+  - Model performance monitoring (track live vs. backtest accuracy)
+  - Automatic model retraining triggers (performance degradation detection)
+
+#### Data & Features
+- **Feature Engineering Toolkit** - Rich data transformations for model inputs
+  - Technical indicators library (RSI, MACD, Bollinger Bands, ATR, etc.)
+  - Price transformations (returns, log returns, volatility)
+  - Market regime detection (trending, ranging, high/low volatility)
+  - Cross-sectional features (relative strength, sector momentum)
+  - Alternative data integration hooks (sentiment, news signals)
+  - Feature caching and incremental computation
+  - Feature importance analysis
+
+#### API Endpoints
+- **Model Management API** - Control and monitor quantitative models
+  - `POST /models/create` - Create new model specification
+  - `POST /models/train` - Train model on historical data
+  - `POST /models/backtest` - Run backtest with specific parameters
+  - `GET /models/{model_id}` - Retrieve model metadata and performance
+  - `GET /models/{model_id}/predictions` - Get historical predictions
+  - `POST /models/{model_id}/deploy` - Deploy model to production
+  - `DELETE /models/{model_id}` - Archive or delete model
+
+#### Benefits
+- **Enhanced Trading Strategies** - Move beyond simple heuristics to data-driven decisions
+- **Reproducibility** - Systematic model development and validation process
+- **Risk Management** - Quantify model uncertainty and risk exposure
+- **Learning System** - Agents improve trading performance through model iteration
+- **Research Platform** - Compare effectiveness of different quantitative approaches
+
+#### Technical Considerations
+- Anti-look-ahead enforcement in model training (only use data before training date)
+- Computational resource limits per model (prevent excessive training time)
+- Model explainability requirements (agents must justify model choices)
+- Integration with existing MCP architecture (models as tools)
+- Storage considerations for model artifacts and training data
+
 ## Contributing
 
 We welcome contributions to any of these planned features! Please see [CONTRIBUTING.md](CONTRIBUTING.md) for guidelines.
@@ -94,7 +165,8 @@ To propose a new feature:
 - **v0.2.0** - Docker deployment support
 - **v0.3.0** - REST API, on-demand downloads, database storage (current)
 - **v0.4.0** - Enhanced simulation management (planned)
+- **v0.5.0** - Advanced quantitative modeling (planned)
 
 ---
 
-Last updated: 2025-10-31
+Last updated: 2025-11-01
diff --git a/docs/plans/2025-11-01-rebrand-ai-trader-server.md b/docs/plans/2025-11-01-rebrand-ai-trader-server.md
new file mode 100644
index 0000000..98fa539
--- /dev/null
+++ b/docs/plans/2025-11-01-rebrand-ai-trader-server.md
@@ -0,0 +1,826 @@
+# AI-Trader to AI-Trader-Server Rebrand Implementation Plan
+
+> **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.
+
+**Goal:** Rebrand the project from "AI-Trader" to "AI-Trader-Server" across all documentation, configuration, and Docker files to reflect its REST API service architecture.
+
+**Architecture:** Layered approach with 4 phases: (1) Core user docs, (2) Configuration files, (3) Developer/deployment docs, (4) Internal metadata. Each phase has validation checkpoints.
+
+**Tech Stack:** Markdown, JSON, YAML (docker-compose), Dockerfile, Shell scripts
+
+---
+
+## Phase 1: Core User-Facing Documentation
+
+### Task 1: Update README.md
+
+**Files:**
+- Modify: `README.md`
+
+**Step 1: Update title and tagline**
+
+Replace line 3:
+```markdown
+# 🚀 AI-Trader: Can AI Beat the Market?
+```
+
+With:
+```markdown
+# 🚀 AI-Trader-Server: REST API for AI Trading
+```
+
+**Step 2: Update subtitle/description (line 10)**
+
+Replace:
+```markdown
+**REST API service for autonomous AI trading competitions. Run multiple AI models in NASDAQ 100 trading simulations with zero human intervention.**
+```
+
+With:
+```markdown
+**REST API service for autonomous AI trading competitions. Deploy multiple AI models in NASDAQ 100 simulations via HTTP endpoints with zero human intervention.**
+```
+
+**Step 3: Update all GitHub repository URLs**
+
+Find and replace all instances:
+- `github.com/HKUDS/AI-Trader` → `github.com/Xe138/AI-Trader-Server`
+- `github.com/Xe138/AI-Trader` → `github.com/Xe138/AI-Trader-Server`
+
+Specific lines to check: 80, 455, 457
+
+**Step 4: Update Docker image references**
+
+Find and replace:
+- `ghcr.io/hkuds/ai-trader` → `ghcr.io/xe138/ai-trader-server`
+
+Specific lines: 456
+
+**Step 5: Add fork acknowledgment section**
+
+After line 446 (before License section), add:
+
+```markdown
+---
+
+## 🙏 Acknowledgments
+
+This project is a fork of [HKUDS/AI-Trader](https://github.com/HKUDS/AI-Trader), re-architected as a REST API service for external orchestration and integration.
+
+---
+```
+
+**Step 6: Commit**
+
+```bash
+git add README.md
+git commit -m "docs: rebrand README from AI-Trader to AI-Trader-Server"
+```
+
+---
+
+### Task 2: Update QUICK_START.md
+
+**Files:**
+- Modify: `QUICK_START.md`
+
+**Step 1: Search for repository references**
+
+```bash
+grep -n "github.com" QUICK_START.md
+grep -n "ai-trader" QUICK_START.md
+```
+
+**Step 2: Update git clone command**
+
+Find the git clone command and update:
+```bash
+git clone https://github.com/Xe138/AI-Trader-Server.git
+cd AI-Trader-Server
+```
+
+**Step 3: Update Docker image references**
+
+Replace all instances of:
+- `ghcr.io/hkuds/ai-trader` → `ghcr.io/xe138/ai-trader-server`
+- Container name `ai-trader` → `ai-trader-server` (if mentioned)
+
+**Step 4: Update project name references**
+
+Replace:
+- "AI-Trader" → "AI-Trader-Server" in titles/headings
+- Keep "ai-trader" lowercase in paths/commands as-is (will be handled in Docker phase)
+
+**Step 5: Commit**
+
+```bash
+git add QUICK_START.md
+git commit -m "docs: update QUICK_START for AI-Trader-Server rebrand"
+```
+
+---
+
+### Task 3: Update API_REFERENCE.md
+
+**Files:**
+- Modify: `API_REFERENCE.md`
+
+**Step 1: Update header and project references**
+
+Find and replace:
+- "AI-Trader" → "AI-Trader-Server" in titles
+- GitHub URLs: `github.com/HKUDS/AI-Trader` or `github.com/Xe138/AI-Trader` → `github.com/Xe138/AI-Trader-Server`
+
+**Step 2: Update Docker image references in examples**
+
+Replace:
+- `ghcr.io/hkuds/ai-trader` → `ghcr.io/xe138/ai-trader-server`
+
+**Step 3: Commit**
+
+```bash
+git add API_REFERENCE.md
+git commit -m "docs: rebrand API_REFERENCE to AI-Trader-Server"
+```
+
+---
+
+### Task 4: Update CHANGELOG.md
+
+**Files:**
+- Modify: `CHANGELOG.md`
+
+**Step 1: Add rebrand entry at top**
+
+Add new entry at the top of the changelog:
+
+```markdown
+## [Unreleased]
+
+### Changed
+- Rebranded project from AI-Trader to AI-Trader-Server to reflect REST API service architecture
+- Updated all repository references to github.com/Xe138/AI-Trader-Server
+- Updated Docker image references to ghcr.io/xe138/ai-trader-server
+
+```
+
+**Step 2: Update any GitHub URLs in existing entries**
+
+Find and replace:
+- `github.com/HKUDS/AI-Trader` → `github.com/Xe138/AI-Trader-Server`
+
+**Step 3: Commit**
+
+```bash
+git add CHANGELOG.md
+git commit -m "docs: add rebrand entry to CHANGELOG"
+```
+
+---
+
+### Task 5: Validate Phase 1
+
+**Step 1: Check all links**
+
+```bash
+# Extract URLs and verify they exist
+grep -oP 'https://github\.com/[^)\s]+' README.md QUICK_START.md API_REFERENCE.md
+```
+
+**Step 2: Search for any remaining old references**
+
+```bash
+grep -r "github.com/HKUDS" README.md QUICK_START.md API_REFERENCE.md CHANGELOG.md
+grep -r "ghcr.io/hkuds" README.md QUICK_START.md API_REFERENCE.md CHANGELOG.md
+```
+
+Expected: No matches
+
+**Step 3: Verify markdown renders correctly**
+
+```bash
+# If markdown linter available
+markdownlint README.md QUICK_START.md API_REFERENCE.md || echo "Linter not available - manual review needed"
+```
+
+---
+
+## Phase 2: Configuration Files
+
+### Task 6: Update docker-compose.yml
+
+**Files:**
+- Modify: `docker-compose.yml`
+
+**Step 1: Update service and container names**
+
+Find the service definition and update:
+
+```yaml
+services:
+  ai-trader-server:  # Changed from ai-trader
+    container_name: ai-trader-server  # Changed from ai-trader
+    image: ai-trader-server:latest  # Changed from ai-trader:latest
+    # ... rest of config
+```
+
+**Step 2: Update any comments**
+
+Replace "AI-Trader" references in comments with "AI-Trader-Server"
+
+**Step 3: Commit**
+
+```bash
+git add docker-compose.yml
+git commit -m "chore: update docker-compose service names for rebrand"
+```
+
+---
+
+### Task 7: Update Dockerfile
+
+**Files:**
+- Modify: `Dockerfile`
+
+**Step 1: Update LABEL metadata (if present)**
+
+Find any LABEL instructions and update:
+
+```dockerfile
+LABEL org.opencontainers.image.title="AI-Trader-Server"
+LABEL org.opencontainers.image.source="https://github.com/Xe138/AI-Trader-Server"
+```
+
+**Step 2: Update comments**
+
+Replace "AI-Trader" in comments with "AI-Trader-Server"
+
+**Step 3: Commit**
+
+```bash
+git add Dockerfile
+git commit -m "chore: update Dockerfile metadata for rebrand"
+```
+
+---
+
+### Task 8: Update .env.example
+
+**Files:**
+- Modify: `.env.example`
+
+**Step 1: Update header comments**
+
+If there's a header comment describing the project, update:
+
+```bash
+# AI-Trader-Server Configuration
+# REST API service for autonomous AI trading
+```
+
+**Step 2: Update any inline comments mentioning project name**
+
+Replace "AI-Trader" → "AI-Trader-Server" in explanatory comments
+
+**Step 3: Commit**
+
+```bash
+git add .env.example
+git commit -m "chore: update .env.example comments for rebrand"
+```
+
+---
+
+### Task 9: Update configuration JSON files
+
+**Files:**
+- Modify: `configs/default_config.json`
+- Modify: Any other JSON configs in `configs/`
+
+**Step 1: Check for project name references**
+
+```bash
+grep -r "AI-Trader" configs/
+```
+
+**Step 2: Update comments if JSON allows (or metadata fields)**
+
+If configs have metadata/description fields, update them:
+
+```json
+{
+  "project": "AI-Trader-Server",
+  "description": "REST API service configuration"
+}
+```
+
+**Step 3: Commit**
+
+```bash
+git add configs/
+git commit -m "chore: update config files for rebrand"
+```
+
+---
+
+### Task 10: Validate Phase 2
+
+**Step 1: Test Docker build**
+
+```bash
+docker build -t ai-trader-server:test .
+```
+
+Expected: Build succeeds
+
+**Step 2: Test docker-compose syntax**
+
+```bash
+docker-compose config
+```
+
+Expected: No errors, shows parsed configuration
+
+**Step 3: Search for remaining old references**
+
+```bash
+grep -r "ai-trader" docker-compose.yml Dockerfile .env.example configs/
+```
+
+Expected: Only lowercase "ai-trader-server" or necessary backward-compatible references
+
+---
+
+## Phase 3: Developer & Deployment Documentation
+
+### Task 11: Update CLAUDE.md
+
+**Files:**
+- Modify: `CLAUDE.md`
+
+**Step 1: Update project overview header**
+
+Replace the first paragraph starting with "AI-Trader is..." with:
+
+```markdown
+AI-Trader-Server is an autonomous AI trading competition platform where multiple AI models compete in NASDAQ 100 trading with zero human intervention. Each AI starts with $10,000 and uses standardized MCP (Model Context Protocol) tools to make fully autonomous trading decisions.
+```
+
+**Step 2: Update Docker deployment commands**
+
+Find all docker commands and update image names:
+- `docker pull ghcr.io/hkuds/ai-trader:latest` → `docker pull ghcr.io/xe138/ai-trader-server:latest`
+- `docker build -t ai-trader-test .` → `docker build -t ai-trader-server-test .`
+- `docker run ... ai-trader-test` → `docker run ... ai-trader-server-test`
+
+**Step 3: Update GitHub Actions URLs**
+
+Replace:
+- `https://github.com/HKUDS/AI-Trader/actions` → `https://github.com/Xe138/AI-Trader-Server/actions`
+
+**Step 4: Update repository references**
+
+Replace all instances of:
+- `HKUDS/AI-Trader` → `Xe138/AI-Trader-Server`
+
+**Step 5: Commit**
+
+```bash
+git add CLAUDE.md
+git commit -m "docs: update CLAUDE.md for AI-Trader-Server rebrand"
+```
+
+---
+
+### Task 12: Update docs/user-guide/ documentation
+
+**Files:**
+- Modify: `docs/user-guide/configuration.md`
+- Modify: `docs/user-guide/using-the-api.md`
+- Modify: `docs/user-guide/integration-examples.md`
+- Modify: `docs/user-guide/troubleshooting.md`
+
+**Step 1: Batch find and replace project name**
+
+```bash
+cd docs/user-guide/
+for file in *.md; do
+  sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$file"
+done
+cd ../..
+```
+
+**Step 2: Update repository URLs**
+
+```bash
+cd docs/user-guide/
+for file in *.md; do
+  sed -i 's|github\.com/HKUDS/AI-Trader|github.com/Xe138/AI-Trader-Server|g' "$file"
+  sed -i 's|github\.com/Xe138/AI-Trader\([^-]\)|github.com/Xe138/AI-Trader-Server\1|g' "$file"
+done
+cd ../..
+```
+
+**Step 3: Update Docker image references**
+
+```bash
+cd docs/user-guide/
+for file in *.md; do
+  sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$file"
+done
+cd ../..
+```
+
+**Step 4: Update code example class names in integration-examples.md**
+
+Find and update:
+```python
+class AITraderClient:  # → AITraderServerClient
+```
+
+**Step 5: Commit**
+
+```bash
+git add docs/user-guide/
+git commit -m "docs: rebrand user guide documentation"
+```
+
+---
+
+### Task 13: Update docs/developer/ documentation
+
+**Files:**
+- Modify: `docs/developer/CONTRIBUTING.md`
+- Modify: `docs/developer/development-setup.md`
+- Modify: `docs/developer/testing.md`
+- Modify: `docs/developer/architecture.md`
+- Modify: `docs/developer/database-schema.md`
+- Modify: `docs/developer/adding-models.md`
+
+**Step 1: Batch find and replace project name**
+
+```bash
+cd docs/developer/
+for file in *.md; do
+  sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$file"
+done
+cd ../..
+```
+
+**Step 2: Update repository URLs**
+
+```bash
+cd docs/developer/
+for file in *.md; do
+  sed -i 's|github\.com/HKUDS/AI-Trader|github.com/Xe138/AI-Trader-Server|g' "$file"
+  sed -i 's|github\.com/Xe138/AI-Trader\([^-]\)|github.com/Xe138/AI-Trader-Server\1|g' "$file"
+done
+cd ../..
+```
+
+**Step 3: Update Docker references**
+
+```bash
+cd docs/developer/
+for file in *.md; do
+  sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$file"
+  sed -i 's/ai-trader-test/ai-trader-server-test/g' "$file"
+done
+cd ../..
+```
+
+**Step 4: Update architecture diagrams in architecture.md**
+
+Manually review ASCII art diagrams and update labels:
+- "AI-Trader" → "AI-Trader-Server"
+
+**Step 5: Commit**
+
+```bash
+git add docs/developer/
+git commit -m "docs: rebrand developer documentation"
+```
+
+---
+
+### Task 14: Update docs/deployment/ documentation
+
+**Files:**
+- Modify: `docs/deployment/docker-deployment.md`
+- Modify: `docs/deployment/production-checklist.md`
+- Modify: `docs/deployment/monitoring.md`
+- Modify: `docs/deployment/scaling.md`
+
+**Step 1: Batch find and replace project name**
+
+```bash
+cd docs/deployment/
+for file in *.md; do
+  sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$file"
+done
+cd ../..
+```
+
+**Step 2: Update Docker image references**
+
+```bash
+cd docs/deployment/
+for file in *.md; do
+  sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$file"
+  sed -i 's/container_name: ai-trader/container_name: ai-trader-server/g' "$file"
+  sed -i 's/ai-trader:/ai-trader-server:/g' "$file"
+done
+cd ../..
+```
+
+**Step 3: Update monitoring commands**
+
+Update any Docker exec commands:
+```bash
+docker exec -it ai-trader-server sqlite3 /app/data/jobs.db
+```
+
+**Step 4: Commit**
+
+```bash
+git add docs/deployment/
+git commit -m "docs: rebrand deployment documentation"
+```
+
+---
+
+### Task 15: Update docs/reference/ documentation
+
+**Files:**
+- Modify: `docs/reference/environment-variables.md`
+- Modify: `docs/reference/mcp-tools.md`
+- Modify: `docs/reference/data-formats.md`
+
+**Step 1: Batch find and replace project name**
+
+```bash
+cd docs/reference/
+for file in *.md; do
+  sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$file"
+done
+cd ../..
+```
+
+**Step 2: Update any code examples or Docker references**
+
+```bash
+cd docs/reference/
+for file in *.md; do
+  sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$file"
+done
+cd ../..
+```
+
+**Step 3: Commit**
+
+```bash
+git add docs/reference/
+git commit -m "docs: rebrand reference documentation"
+```
+
+---
+
+### Task 16: Update root-level maintainer docs
+
+**Files:**
+- Modify: `docs/DOCKER.md` (if exists)
+- Modify: `docs/RELEASING.md` (if exists)
+
+**Step 1: Check if files exist**
+
+```bash
+ls -la docs/DOCKER.md docs/RELEASING.md 2>/dev/null || echo "Files may not exist"
+```
+
+**Step 2: Update project references if files exist**
+
+```bash
+if [ -f docs/DOCKER.md ]; then
+  sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' docs/DOCKER.md
+  sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' docs/DOCKER.md
+fi
+
+if [ -f docs/RELEASING.md ]; then
+  sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' docs/RELEASING.md
+  sed -i 's|github\.com/HKUDS/AI-Trader|github.com/Xe138/AI-Trader-Server|g' docs/RELEASING.md
+fi
+```
+
+**Step 3: Commit if changes made**
+
+```bash
+git add docs/DOCKER.md docs/RELEASING.md 2>/dev/null && git commit -m "docs: rebrand maintainer documentation" || echo "No maintainer docs to commit"
+```
+
+---
+
+### Task 17: Validate Phase 3
+
+**Step 1: Search for remaining old references in docs**
+
+```bash
+grep -r "AI-Trader[^-]" docs/ --include="*.md" | grep -v "AI-Trader-Server"
+```
+
+Expected: No matches
+
+**Step 2: Search for old repository URLs**
+
+```bash
+grep -r "github.com/HKUDS/AI-Trader" docs/ --include="*.md"
+grep -r "github.com/Xe138/AI-Trader[^-]" docs/ --include="*.md"
+```
+
+Expected: No matches
+
+**Step 3: Search for old Docker images**
+
+```bash
+grep -r "ghcr.io/hkuds/ai-trader" docs/ --include="*.md"
+```
+
+Expected: No matches
+
+**Step 4: Verify documentation cross-references**
+
+```bash
+# Check for broken markdown links
+find docs/ -name "*.md" -exec grep -H "\[.*\](.*\.md)" {} \;
+```
+
+Manual review needed: Verify links point to correct files
+
+---
+
+## Phase 4: Internal Configuration & Metadata
+
+### Task 18: Update GitHub Actions workflows
+
+**Files:**
+- Check: `.github/workflows/` directory
+
+**Step 1: Check if workflows exist**
+
+```bash
+ls -la .github/workflows/ 2>/dev/null || echo "No workflows directory"
+```
+
+**Step 2: Update workflow files if they exist**
+
+```bash
+if [ -d .github/workflows ]; then
+  cd .github/workflows/
+  for file in *.yml *.yaml; do
+    [ -f "$file" ] || continue
+    sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$file"
+    sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$file"
+    sed -i 's|github\.com/HKUDS/AI-Trader|github.com/Xe138/AI-Trader-Server|g' "$file"
+  done
+  cd ../..
+fi
+```
+
+**Step 3: Commit if changes made**
+
+```bash
+git add .github/workflows/ 2>/dev/null && git commit -m "ci: update workflows for AI-Trader-Server rebrand" || echo "No workflows to commit"
+```
+
+---
+
+### Task 19: Update shell scripts
+
+**Files:**
+- Check: `scripts/` directory and root-level `.sh` files
+
+**Step 1: Find all shell scripts**
+
+```bash
+find . -maxdepth 2 -name "*.sh" -type f | grep -v ".git" | grep -v ".worktrees"
+```
+
+**Step 2: Update comments and echo statements in scripts**
+
+```bash
+for script in $(find . -maxdepth 2 -name "*.sh" -type f | grep -v ".git" | grep -v ".worktrees"); do
+  sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$script"
+  sed -i 's/ai-trader:/ai-trader-server:/g' "$script"
+  sed -i 's/ai-trader-test/ai-trader-server-test/g' "$script"
+done
+```
+
+**Step 3: Update Docker image references in scripts**
+
+```bash
+for script in $(find . -maxdepth 2 -name "*.sh" -type f | grep -v ".git" | grep -v ".worktrees"); do
+  sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$script"
+done
+```
+
+**Step 4: Commit changes**
+
+```bash
+git add scripts/ *.sh 2>/dev/null && git commit -m "chore: update shell scripts for rebrand" || echo "No scripts to commit"
+```
+
+---
+
+### Task 20: Final validation and cleanup
+
+**Step 1: Comprehensive search for old project name**
+
+```bash
+grep -r "AI-Trader[^-]" . --include="*.md" --include="*.json" --include="*.yml" --include="*.yaml" --include="*.sh" --include="Dockerfile" --include=".env.example" --exclude-dir=.git --exclude-dir=.worktrees --exclude-dir=node_modules --exclude-dir=venv | grep -v "AI-Trader-Server"
+```
+
+Expected: Only matches in Python code (if any), data files, or git history
+
+**Step 2: Search for old repository URLs**
+
+```bash
+grep -r "github\.com/HKUDS/AI-Trader" . --include="*.md" --include="*.json" --include="*.yml" --include="*.yaml" --exclude-dir=.git --exclude-dir=.worktrees
+grep -r "github\.com/Xe138/AI-Trader[^-]" . --include="*.md" --include="*.json" --include="*.yml" --include="*.yaml" --exclude-dir=.git --exclude-dir=.worktrees
+```
+
+Expected: No matches
+
+**Step 3: Search for old Docker images**
+
+```bash
+grep -r "ghcr\.io/hkuds/ai-trader" . --include="*.md" --include="*.yml" --include="*.yaml" --include="Dockerfile" --include="*.sh" --exclude-dir=.git --exclude-dir=.worktrees
+```
+
+Expected: No matches
+
+**Step 4: Test Docker build with new name**
+
+```bash
+docker build -t ai-trader-server:test .
+```
+
+Expected: Build succeeds
+
+**Step 5: Test docker-compose validation**
+
+```bash
+docker-compose config
+```
+
+Expected: No errors, service name is `ai-trader-server`
+
+**Step 6: Review git status**
+
+```bash
+git status
+```
+
+Expected: All changes committed, working tree clean
+
+**Step 7: Review commit history**
+
+```bash
+git log --oneline -20
+```
+
+Expected: Should see commits for each phase of rebrand
+
+---
+
+## Validation Summary
+
+After completing all tasks, verify:
+
+- [ ] All "AI-Trader" references updated to "AI-Trader-Server" in documentation
+- [ ] All GitHub URLs point to `github.com/Xe138/AI-Trader-Server`
+- [ ] All Docker references use `ghcr.io/xe138/ai-trader-server`
+- [ ] Fork acknowledgment added to README.md
+- [ ] docker-compose.yml uses `ai-trader-server` service/container name
+- [ ] All documentation cross-references work
+- [ ] Docker build succeeds
+- [ ] No broken links in documentation
+- [ ] All changes committed with clear commit messages
+
+---
+
+## Notes
+
+- **Python code:** No changes needed to class names or internal identifiers
+- **Data files:** No changes needed to existing data or databases
+- **Git remotes:** Repository remote URLs are separate and handled by user
+- **Docker registry:** Publishing new images is a separate deployment task
+- **Backward compatibility:** This is a clean-break rebrand, no compatibility needed
+
+---
+
+## Estimated Time
+
+- **Phase 1:** 15-20 minutes (4 core docs)
+- **Phase 2:** 10-15 minutes (configs and Docker)
+- **Phase 3:** 30-40 minutes (all docs subdirectories)
+- **Phase 4:** 10-15 minutes (workflows and scripts)
+- **Total:** ~65-90 minutes