diff --git a/AGENTS.md b/AGENTS.md
index fb60da9..ab08cb9 100644
--- a/AGENTS.md
+++ b/AGENTS.md
@@ -1,6 +1,3 @@
-## Repository guardrails
+# Project documentation
 
-- This repository is non-personalized model recommendation infrastructure. Do not add broker credentials, order placement, live allocation, or account-specific portfolio management.
-- Keep checks small and bounded on the VPS. Prefer targeted tests and synthetic inputs.
-- Do not commit raw licensed market data or private investor profile data.
-- AI outputs are advisory context only. They must not directly create orders, target quantities, or portfolio weights.
+[Project scope and operating reference](docs/project-reference.md).
diff --git a/README.md b/README.md
index bec0e78..a6791dd 100644
--- a/README.md
+++ b/README.md
@@ -59,3 +59,5 @@ python -m pytest -q
 ## License
 
 See [LICENSE](LICENSE).
+
+[Project scope and operating reference](docs/project-reference.md).
diff --git a/docs/project-reference.md b/docs/project-reference.md
new file mode 100644
index 0000000..a04141a
--- /dev/null
+++ b/docs/project-reference.md
@@ -0,0 +1,6 @@
+## Repository guardrails
+
+- This repository is non-personalized model recommendation infrastructure. Do not add broker credentials, order placement, live allocation, or account-specific portfolio management.
+- Prefer targeted tests and synthetic inputs. When executing on the VPS, keep checks small and bounded for that host.
+- Do not commit raw licensed market data or private investor profile data.
+- AI outputs are advisory context only. They must not directly create orders, target quantities, or portfolio weights.