菜单
Create a TradingCodex postmortem after executed orders, rejected orders, thesis changes, or process failures. Use for audit review and improve records.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
| name | postmortem |
| description | Create a TradingCodex postmortem after executed orders, rejected orders, thesis changes, or process failures. Use for audit review and improve records. |
Use this skill after thesis changes, rejected orders, executed paper orders, or process failures.
Expected output:
trading/reports/postmortem/<id>.postmortem_report.jsonid, created_by, created_at, and triggerfindings entries covering what was intended, what happened, artifacts used, guardrails fired, changed assumptions, root cause, and process improvementinvestment_judgment_review covering original thesis, what happened,
failed assumption, role evidence miss or overstatement, stale or misleading
source, confidence calibration, and future warning patternnext_actions, including the next allowed review or blocked stateimprovements, using investment judgment improvement types onlyQuality floor:
[factual], [inference], or [assumption].Write outputs under trading/reports/postmortem/ using the *.postmortem_report.json artifact shape.
Postmortem is a skill, not a subagent role.
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.