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…
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…
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…
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.
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…
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.
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.
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.
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…
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…
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…
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.
Analyze business fundamentals for an investment workflow. Use for business model, financial statement quality, management, capital allocation, and fundamental risk reports.
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…
Analyze news, filings, events, management commentary, policy changes, and market narrative. Use for source-quality review and fact-versus-inference timelines.
Evaluate portfolio fit before an order draft, including exposure, sizing context, concentration, liquidity, holding period, opportunity cost, and draft readiness.
Approve or reject a checked OrderTicket without executing it after risk review, policy review, restricted-list checks, and creator-versus-approver separation.
Review workspace policy readiness before approval, including restricted lists, adapter eligibility, notional limits, approval readiness, information barriers, and audit gaps.
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.