tradingcodex

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.

Create a TradingCodex postmortem after executed orders, rejected orders, thesis changes, or process failures. Use for audit review and improve records.

Challenge accepted investment artifacts before synthesis, portfolio, risk, order, approval, or execution gates. It makes conclusions reviewable, source-aware, and revisitable without granting research, portfolio, approval, execution, or model-training authority.

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.

Require horizon-bound, evidence-aware, updateable forecast fields when prediction, valuation implication, or decision support is in scope.

Prepare and register safe Codex automations for recurring TradingCodex workflows by reusing or requesting a plan-workflow mandate, running preflight checks, setting arming status, and registering through the root coordinator. Use when the user asks to automate, schedule, monitor, or periodically run an agentic workflow, including workflows that may draft orders or request paper/live execution gates.

Clarify TradingCodex workflow requests before execution or automation by asking focused questions, preserving user constraints, classifying lane/mode, and producing a compact workflow mandate. Use when a user asks to plan, scope, schedule, automate, or stress-test an investment workflow, or when intent, universe, account/profile, approval model, allowed actions, stop conditions, or execution scope are ambiguous.

Operate TradingCodex server, dashboard, MCP, runtime mode, update status, and read-only broker connector status without build or execution authority.

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.

Review backtests, signals, and model-performance claims for leakage, data snooping, costs, capacity, and live friction.

Check dates, units, currency, market anchors, formulas, and stale-data gaps before numbers drive investment reasoning.

Turn thesis, catalyst, earnings, and valuation questions into compact scenario trees with contrary evidence and update triggers.

Analyze price action for an investment workflow. Use for trend, momentum, support/resistance, volatility, liquidity, drawdown, invalidation, and setup-quality reports.

Submit or cancel an approved OrderTicket through the workspace MCP execution boundary when a matching approval receipt and required gates exist.

Review and constrain external financial data sources such as exchange public market data, official regulator or exchange disclosure sources, and other read-only market-data tools before using them in workspace investment workflows.

Create, update, validate, and activate standalone Codex strategy skills named `strategy-*` when the user wants an agent-readable investment strategy, strategy library entry, entry/exit criteria, sizing rule, evidence standard, or decision-ready procedure.

Create a canonical draft OrderTicket after research, valuation, portfolio, and risk context exist.

Approve or reject a checked OrderTicket without executing it after risk review, policy review, restricted-list checks, and creator-versus-approver separation.

Review workspace policy readiness before approval, including restricted lists, adapter eligibility, notional limits, approval readiness, information barriers, and audit gaps.