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.

2026-07-06285

tcx-workflow

monarchjuno/tradingcodex

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.

2026-07-05285

fundamental-analysis

monarchjuno/tradingcodex

Analyze business fundamentals for an investment workflow. Use for business model, financial statement quality, management, capital allocation, and fundamental risk reports.

2026-07-03285

portfolio-review

monarchjuno/tradingcodex

Evaluate portfolio fit before an order draft, including exposure, sizing context, concentration, liquidity, holding period, opportunity cost, and draft readiness.

2026-07-03285

review-risk

monarchjuno/tradingcodex

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.

2026-07-03285

valuation-review

monarchjuno/tradingcodex

Review valuation after research evidence exists. Use for valuation method selection, assumptions, market-implied expectations, scenario ranges, sensitivity, and valuation risk.

2026-07-03285

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

Numeric Data QC

Use this procedure when numeric data, valuation inputs, market anchors, portfolio exposure, or risk limits affect readiness.

Required output shape:

source date and retrieval date
period alignment
units and currency
share count and per-share consistency when relevant
source versus derived versus assumption labels
current price or market anchor with as-of posture when relevant
formula sanity checks
stale or missing data readiness downgrade

Quality floor:

Do not mix periods, units, currencies, or share bases silently.
Label derived calculations and assumptions.
Do not fabricate prices, metrics, formulas, or retrieval timestamps.
Downgrade readiness when market anchors, source dates, or key numeric inputs are missing or stale.

Put the data-quality result near the top of the artifact so synthesis can see whether numeric claims are decision-ready.