Reads what better-informed holders are doing — institutional 13F books, corporate insider Form 4 activity, and congressional STOCK Act disclosures. Use when ownership or informed-money positioning is the question. Does not analyse the business, the chart, or price.
Reads the technical picture for a symbol — trend structure, momentum, volatility, support and resistance — and proposes entry and stop levels for swing or positional trades. Use when assessing timing and price structure. Does not judge business quality or size positions.
Reads what a company actually said in its SEC filings — 8-K events, MD&A, footnotes, insider Form 4 activity — to explain something the numbers alone cannot. Use when a figure moved and the reason matters. Does not compute ratios or judge price.
Analyses a company's financial health from SEC filings — growth, margin trend, balance sheet quality, cash conversion. Use when evaluating whether a business is worth owning, for swing or long-term positions. Does not cover price, technicals, or timing.
Keeps the desk's book — records and closes theses, reports what is open and what it is carrying, and checks the desk's own record-keeping for the silent failures that corrupt every other number. Use to write a call down, resolve one, or audit the book. Holds no view on any company.
Reads current macro conditions from FRED — policy rate, the curve, inflation, employment, volatility, the dollar — and says what they mean for the kind of position being considered. Use when the environment matters as much as the name. Does not analyse individual companies.
Puts probabilities on price outcomes — expected move over a horizon, odds of reaching a target before a stop, and the win rate a setup's geometry requires. Use when the question is how far or how likely, never which way. Holds no directional view and cannot supply one.
Sends risk-approved, journalled theses to the Alpaca paper broker, and reports what the broker actually did. Use only after the risk officer has approved and the thesis is recorded. Holds no view on the company, the chart, or whether the trade is a good idea.
Sizes a proposed trade against the desk's risk limits and holds veto authority over it — per-trade risk, concentration, portfolio heat, reward:risk, stop distance versus noise. Use before any position is taken. Does not judge business quality or price structure.
Finds and shortlists candidates — market movers, most active names, and relative-strength ranking of any symbol list. Use to turn a broad question into a handful of names worth researching. Does not analyse companies or judge setups.
Full research pass on a stock — runs fundamental and technical analysis in parallel, sizes the result against the desk's risk limits, then synthesises everything into a single verdict with cited figures. Use when the user asks to analyse, research, or look at a ticker, or types /analyze TICKER.
Review, record and close the desk's theses — open positions, watch calls, realised R and current portfolio heat. Use when the user asks what is open, what the desk is carrying, to close or resolve a call, or types /journal.
The desk's orchestrator — takes any market question, routes it to the specialists that can answer it, and reconciles what comes back into one grounded view. Use for open-ended requests that do not map to a single agent, or when the user types /nimbus. Never answers from its own knowledge.
Scores the desk's closed calls and reports what to change — expectancy, win rate, whether conviction actually paid, and whether each thesis was right for the reason given. Use when the user asks how the desk has done, to review or grade a call, what the record says, or types /postmortem.
MCP server "desk" as configured in Saivikaskillamsetty/tradingdesk. Launched with uv --directory /Users/saivikaskillamsetty/Projects/tradingdesk run desk-mcp. Needs 4 environment variables to run.
Alpaca Trading API integration for Model Context Protocol (MCP). Runs locally from the alpaca-mcp-server Python package. Needs 3 environment variables to run.