| name | trading-desk |
| description | End-to-end institutional trade pipeline with a hard Portfolio-Manager approve/reject gate. Use when the user wants a full desk workup before committing real money - "run the full process on X", "desk review for X", "take X through the whole pipeline", "should I actually buy X - do it properly". Chains research → risk gate → pre-trade discipline → trade ticket, and REFUSES to emit a ticket on reject. |
Trading Desk (Analyst → Research → Risk → PM Gate → Execution)
Goal
One orchestrated pass that mirrors an institutional desk: independent analysis,
adversarial debate, portfolio-level risk check, behavioral discipline gate, and
a final Portfolio-Manager decision that GATES whether a trade ticket is emitted.
No single stage can wave a trade through. Output ends in APPROVE + ticket or
REJECT + reasons - never a ticket on reject.
When to invoke
- User wants the complete process on a name before real capital
- A high-conviction idea needs a disciplined second look
- Before any position-sized entry (not a quick quote check)
Pipeline (run in order; each stage can veto)
Stage 0 - Mandate (REQUIRED):
mcp__aifolimizer__get_profile - capital, account types (never hardcode)mcp__aifolimizer__get_ticker_decision_history (ticker=TICKER, max_decisions=5) + mcp__aifolimizer__get_ticker_reflection (symbol=TICKER, n=3) + mcp__aifolimizer__get_cross_ticker_lessons (max_lessons=3) - load prior decisions BEFORE the desk forms a view. If a prior decision exists and this run flips it, the PM must state explicitly WHY (new data / catalyst / price); never silently contradict a logged decision.- Confirm ticker, direction (BUY/ADD/TRIM/SELL), horizon, rough size. If the
user can't state a thesis, stop here (REJECT: no thesis).
Stage 1 - Analyst + adversarial research:
- Run the
adversarial-research skill (bull / bear / consensus) on the ticker.
- Capture: fair-value estimate, key bull driver, key bear risk, base-rate.
- For US names, fold in
mcp__aifolimizer__get_dcf_valuation as a quantitative
fair-value anchor.
Stage 2 - Risk gate (HARD veto):
mcp__aifolimizer__get_risk_gate_state - if BUYs are halted (drawdown / VIX /
loss-streak), a BUY/ADD is auto-REJECTED regardless of conviction.mcp__aifolimizer__get_positioning_signals - crowding ≥70 on a BUY/ADD =
veto (defer; negative expected alpha for late entries).mcp__aifolimizer__get_concentration_warnings - if this trade breaches
single-name/sector limits, veto or force size-down.
Stage 3 - Pre-trade discipline gate (HARD veto):
- Run the
pre-trade-check skill. If it returns REJECT, the desk REJECTS.
Stage 4 - Portfolio-Manager decision:
- Synthesize stages 1-3 into one explicit verdict:
- APPROVE only if: thesis present, no risk-gate halt, crowding < 70 (or
contrarian), pre-trade-check PASS, and reward:risk ≥ 1.5.
- Otherwise REJECT with the specific failing gate(s).
- State conviction (HIGH/MED/LOW) - drives sizing in the ticket.
Stage 5 - Execution (ONLY if APPROVE):
mcp__aifolimizer__get_trade_ticket with the action + conviction → entry
zone, stop, exit ladder, sizing.mcp__aifolimizer__log_recommendation to forward-track the call.- Optionally
mcp__aifolimizer__log_hypothesis to register the thesis with
acceptance/invalidation criteria.
Output
DESK VERDICT: APPROVE | REJECT
Ticker | Direction | Conviction
Gate results: research ✓/✗ · risk ✓/✗ · crowding ✓/✗ · pre-trade ✓/✗ · R:R ✓/✗
[If APPROVE] Trade ticket: entry zone, stop, exit ladder, size, account
[If REJECT] Failing gate(s) + what would have to change to revisit
Rules
- A veto at ANY hard gate (Stage 2 risk halt, Stage 3 pre-trade REJECT)
overrides high conviction. Do not emit a ticket.
- Never fabricate numbers - every figure traces to a tool call (see the
data-grounding rule in stock-analysis).
- Tax note on the ticket: Non-Reg trims realize 50%-inclusion cap gains.
