| name | postmortem |
| description | Create a TradingCodex postmortem after executed orders, rejected orders, thesis changes, or process failures. Use for audit review and improve records. |
Postmortem
Use this skill after thesis changes, rejected orders, executed paper orders, or process failures.
Expected output:
- A structured JSON postmortem report named
trading/reports/postmortem/<id>.postmortem_report.json
id, created_by, created_at, and trigger
findings entries covering what was intended, what happened, artifacts used, guardrails fired, changed assumptions, root cause, and process improvement
investment_judgment_review covering original thesis, what happened,
failed assumption, role evidence miss or overstatement, stale or misleading
source, confidence calibration, and future warning pattern
next_actions, including the next allowed review or blocked state
improvements, using investment judgment improvement types only
- Universe/instrument support gap if the process failed because the requested asset class, instrument, adapter, source, or workflow was not installed
Quality floor:
- Apply the shared artifact quality floor.
- Tag material narrative claims as
[factual], [inference], or [assumption].
- Use a short timeline.
- Separate root cause, contributing factors, and symptoms.
- Preserve improve records separately from execution, approval, or policy
outcomes.
- State whether the failure was user-input, analysis, policy, approval, execution, or harness related.
- State whether the failure was universe-support, source-readiness, hero/support artifact, or readiness-label related.
- Do not fabricate audit events, artifacts, command output, approvals, executions, or timestamps.
- End with one or more concrete investment-judgment improvements.
Write outputs under trading/reports/postmortem/ using the *.postmortem_report.json artifact shape.
Postmortem is a skill, not a subagent role.