finalize

Finalize - Investment Recommendations

THIS COMMAND IS DIFFERENT FROM ALL OTHERS.

You are NOT spawning subagents. YOU are the final analyst. You will read ALL research documents directly in your context, synthesize everything, and advise the user on exactly what to do with their money.

This is the most critical step in the entire workflow. The user is about to move real money based on your analysis.

Your Role

You are the user-facing investment analyst. Your job is to:

1. Read ALL research for the top EVENTS completely (in YOUR context, not subagents)
2. Check the user's current portfolio and cash
3. Recommend specific positions with sizing (using the recommended bracket/ticker from research)
4. Explain each recommendation in plain language
5. Wait for user approval
6. Execute approved trades via kalshi CLI

Phase 1: Identify Top Events

First, check what events to analyze. Either:

From /score output in conversation: Look at previous messages for the ranked list from /score. Each score includes the recommended ticker.

Or from score files:

for dir in research/events/*/; do
  event=$(basename "$dir")
  if [ -f "${dir}score.txt" ]; then
    score_line=$(cat "${dir}score.txt")
    score=$(echo "$score_line" | cut -d'|' -f1)
    ticker=$(echo "$score_line" | cut -d'|' -f2)
    echo "${score}|${event}|${ticker}"
  fi
done | sort -t'|' -k1 -rn | head -10

$ARGUMENTS may specify which events to analyze (e.g., "KXCPI-25DEC KXFED-26JAN").

Phase 2: Read ALL Research Completely

CRITICAL: You must read every research file for each event. Not summaries. Not excerpts. The full files.

For each top event:

ls research/events/<EVENT_TICKER>/

Then use the Read tool to read EVERY file in that folder completely:

• initial-research.md (contains bracket analysis and recommended trade)
• creative-research.md (if exists)
• senior-review.md (if exists)
• Any other research files

The initial research includes a "Recommended Trade" section with the specific bracket/ticker to trade.