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SkillsMP has collected 33 skills from monarchjuno/tradingcodex. Open a skill to review its source and details.
Showing 33 of 33 collected skills.
Coordinate Codex-native TradingCodex investment research, valuation, forecasts, recommendations, portfolio or risk review, order preparation, approval review, and execution status while preserving evidence, policy, approval, and execution boundaries.
Route external investment evidence and preserve concise SourceSnapshot or Dataset provenance when a fixed-role analyst needs external facts, documents, prices, fundamentals, or time series.
Analyze price action for an investment workflow. Use for trend, momentum, support/resistance, volatility, liquidity, drawdown, invalidation, and setup-quality reports.
Authorize at most one TradingCodex order submission or cancellation later in the current root native Codex turn. Use only when the user's first meaningful invocation is `$tcx-order-allow` with mode paper, validation, or live, including a saved Codex app…
Cancel one known submitted TradingCodex broker order from a native Codex workspace session. Use only when the user intentionally requests the final cancel action and has the exact ticket, broker order, and approval receipt ids.
Submit one already-approved TradingCodex order from a native Codex workspace session. Use only when the user intentionally requests the final submit action and already has the exact order ticket id and matching approval receipt id.
Collect source-backed investment evidence at the start of analyst workflows. Use for research intake, source lists, fact versus assumption separation, and missing-evidence tracking before analysis.
Adjudicate accepted investment artifacts through an independent, task-relative adversarial review before consequential synthesis or downstream gates. Use it to test whether current evidence supports a conclusion under the selected user mandate, Investor…
Review past investment decisions, run point-in-time historical replays, compare resolved forecasts and forward outcomes, and validate lesson candidates. Use when the user asks what happened before, why a thesis changed, whether a strategy lesson held out of…
Prepare, persist, and repair compact TradingCodex v2 research artifacts and forecast records for authenticated run-bound handoffs.
Analyze business fundamentals for an investment workflow. Use for business model, financial statement quality, management, capital allocation, and fundamental risk reports.
Analyze instrument mechanics, universe support, liquidity, contract terms, ETF/index methodology, options/derivatives context, crypto market structure, and credit-signal boundaries.
Analyze macro, rates, FX, commodities, policy, liquidity, and cross-asset transmission for investment workflows.
Analyze news, filings, events, management commentary, policy changes, and market narrative. Use for source-quality review and fact-versus-inference timelines.
Evaluate portfolio fit before an order draft, including exposure, sizing context, concentration, liquidity, holding period, opportunity cost, and draft readiness.
Review workspace policy readiness before approval, including restricted lists, adapter eligibility, notional limits, approval readiness, information barriers, and audit gaps.
Review investment and order risk before drafting or approving an order, including downside cases, sizing limits, liquidity, volatility, policy constraints, and go/revise/reject decisions.
Review valuation after research evidence exists. Use for valuation method selection, assumptions, market-implied expectations, scenario ranges, sensitivity, and valuation risk.
Check dates, units, currency, market anchors, formulas, and stale-data gaps before numbers drive investment reasoning.
Interview the user to create, inspect, update, enable, disable, or clear workspace-local investor suitability context. Use when the user explicitly asks to manage the objective, horizon, loss capacity, liquidity needs, holdings or concentration, or tax,…
Query, lint, ingest, author, and manage TradingCodex Knowledge Wikis. Use for company, product, technology, material, process, scientific, industry, or value-chain background knowledge; requests such as ‘put this in the Wiki’ or ‘promote reusable knowledge…
Author and manage TradingCodex Investment Brains. Use when the user asks to put principles or a Wiki insight into a Brain; create, inspect, revise, or validate a user-owned `investment-brain-*` source; or install, update, activate, deactivate, roll back, or…
Create a canonical draft OrderTicket after research, valuation, portfolio, and risk context exist.
Operate TradingCodex server, read-only workspace viewer, MCP, update readiness, and broker connector status without build-turn or execution authority.
Run reproducible financial calculations from governed Dataset slices or declared private inputs, reuse exact prior results, and bind decision-relevant metrics to recorded Calculation Runs. Use for returns, risk, valuation, regression, optimization, scenario,…
Mark one exact root Codex turn as explicit workspace-local TradingCodex Build intent for workspace refresh, managed optional-role-skill lifecycle work, managed MCP configuration, and broker/API provider development without elevating filesystem permission or…
Create, update, or prepare Codex app Scheduled Tasks for any recurring TradingCodex work, including simple research, monitoring, recurring analysis, portfolio review, order preparation, assisted execution, explicitly turn-authorized execution, and explicitly…
Author and manage standalone Codex strategy skills named `strategy-*` when the user wants an agent-readable investment strategy, library entry, entry or exit criteria, sizing rule, evidence standard, or decision-ready procedure. Start tool-using management…
Review backtests, signals, and model-performance claims for leakage, data snooping, costs, capacity, and live friction.
Clarify an ambiguous TradingCodex mandate before immediate or recurring work by asking focused questions and preserving scope, constraints, action boundaries, approval posture, and stop conditions. Use when the user explicitly asks to plan, scope, or…
Approve or reject a checked OrderTicket without executing it after risk review, policy review, restricted-list checks, and creator-versus-approver separation.
Require horizon-bound, evidence-aware, updateable forecast fields when prediction, valuation implication, or decision support is in scope.
Turn thesis, catalyst, earnings, and valuation questions into compact scenario trees with contrary evidence and update triggers.