Turn Codex into your investment workflow team
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Skill Claude CodeCodex
Create, update, or prepare Codex app Scheduled Tasks for any recurring TradingCodex work, including simple research, monitoring, recurring analysis, portfolio review, order preparation, assisted execution, explicitly turn-authorized execution, and explicitly turn-authorized Build work. Use when the user asks to…
Skill Codex
Author and manage TradingCodex Investment Brains. Use when the user asks to put principles or a Wiki insight into a Brain; create, inspect, revise, or validate a user-owned investment-brain- source; or install, update, activate, deactivate, roll back, or remove a managed Brain. Natural-language source authoring is…
Skill Codex
Mark one exact root Codex turn as explicit workspace-local TradingCodex Build intent for workspace refresh, managed optional-role-skill lifecycle work, managed MCP configuration, and broker/API provider development without elevating filesystem permission or granting order execution. Strategy and Investment Brain…
Skill Codex
Interview the user to create, inspect, update, enable, disable, or clear workspace-local investor suitability context. Use when the user explicitly asks to manage the objective, horizon, loss capacity, liquidity needs, holdings or concentration, or tax, account, and jurisdiction constraints applied to future workflows.
Skill Codex
Review past investment decisions, run point-in-time historical replays, compare resolved forecasts and forward outcomes, and validate lesson candidates. Use when the user asks what happened before, why a thesis changed, whether a strategy lesson held out of sample, or what prior evidence is relevant to a current…
Skill Claude CodeCodex
Authorize at most one TradingCodex order submission or cancellation later in the current root native Codex turn. Use only when the user's first meaningful invocation is $tcx-order-allow with mode paper, validation, or live, including a saved Codex app Scheduled Task prompt.
Skill Claude CodeCodex
Cancel one known submitted TradingCodex broker order from a native Codex workspace session. Use only when the user intentionally requests the final cancel action and has the exact ticket, broker order, and approval receipt ids.
Skill Claude CodeCodex
Submit one already-approved TradingCodex order from a native Codex workspace session. Use only when the user intentionally requests the final submit action and already has the exact order ticket id and matching approval receipt id.
Skill Codex
Clarify an ambiguous TradingCodex mandate before immediate or recurring work by asking focused questions and preserving scope, constraints, action boundaries, approval posture, and stop conditions. Use when the user explicitly asks to plan, scope, or stress-test investment work, or when a missing choice in a schedule…
Skill Codex
Operate TradingCodex server, read-only workspace viewer, MCP, update readiness, and broker connector status without build-turn or execution authority.
Skill Codex
Author and manage standalone Codex strategy skills named strategy- when the user wants an agent-readable investment strategy, library entry, entry or exit criteria, sizing rule, evidence standard, or decision-ready procedure. Start tool-using management with $tcx-strategy on the first meaningful line of a root turn…
Skill Codex
Query, lint, ingest, author, and manage TradingCodex Knowledge Wikis. Use for company, product, technology, material, process, scientific, industry, or value-chain background knowledge; requests such as ‘put this in the Wiki’ or ‘promote reusable knowledge from the recent Artifact’; Obsidian-compatible Wiki…
Skill Codex
Coordinate Codex-native TradingCodex investment research, valuation, forecasts, recommendations, portfolio or risk review, order preparation, approval review, and execution status while preserving evidence, policy, approval, and execution boundaries.
Skill Codex
Analyze business fundamentals for an investment workflow. Use for business model, financial statement quality, management, capital allocation, and fundamental risk reports.
Skill Codex
Analyze instrument mechanics, universe support, liquidity, contract terms, ETF/index methodology, options/derivatives context, crypto market structure, and credit-signal boundaries.
Skill Codex
Adjudicate accepted investment artifacts through an independent, task-relative adversarial review before consequential synthesis or downstream gates. Use it to test whether current evidence supports a conclusion under the selected user mandate, Investor Context, Brain, and Strategy without replacing that governing…
Skill Codex
Analyze macro, rates, FX, commodities, policy, liquidity, and cross-asset transmission for investment workflows.
Skill Codex
Analyze news, filings, events, management commentary, policy changes, and market narrative. Use for source-quality review and fact-versus-inference timelines.
Skill Codex
Create a canonical draft OrderTicket after research, valuation, portfolio, and risk context exist.
Skill Codex
Evaluate portfolio fit before an order draft, including exposure, sizing context, concentration, liquidity, holding period, opportunity cost, and draft readiness.
Skill Codex
Approve or reject a checked OrderTicket without executing it after risk review, policy review, restricted-list checks, and creator-versus-approver separation.
Skill Codex
Review workspace policy readiness before approval, including restricted lists, adapter eligibility, notional limits, approval readiness, information barriers, and audit gaps.
Skill Codex
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.
Skill Codex
Review backtests, signals, and model-performance claims for leakage, data snooping, costs, capacity, and live friction.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: