Menu
Check dates, units, currency, market anchors, formulas, and stale-data gaps before numbers drive investment reasoning.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Use TradingCodex build mode for self-update, harness/template changes, Codex config/MCP customization, and broker/API provider scaffold or implementation without submitting live orders.
Coordinate TradingCodex operate-plane investment workflows by turning hook intake hints into validated staged workflow plans, dispatching fixed-role subagents from the recorded plan, evaluating artifacts, and synthesizing only after accepted role outputs.
Analyze business fundamentals for an investment workflow. Use for business model, financial statement quality, management, capital allocation, and fundamental risk reports.
Evaluate portfolio fit before an order draft, including exposure, sizing context, concentration, liquidity, holding period, opportunity cost, and draft readiness.
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.
| name | numeric-data-qc |
| description | Check dates, units, currency, market anchors, formulas, and stale-data gaps before numbers drive investment reasoning. |
Use this procedure when numeric data, valuation inputs, market anchors, portfolio exposure, or risk limits affect readiness.
Required output shape:
Quality floor:
Put the data-quality result near the top of the artifact so synthesis can see whether numeric claims are decision-ready.
