Resources · Agent Library

Configure agent teams

Build reusable Agent Teams for Desk tasks and Trading Teams. This is not a Desk workflow step — configure once, then select when you create a task or team.

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Council setup

Design your investment pipeline

One-way flow: Research → Committee → Portfolio Manager → Execution → Risk. Only the PM is mandatory; disable any other layer and the desk degrades gracefully.

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1

Research Layer

Parallel analysts. Each can be disabled; with none enabled the PM only sees your prompt.

MA
macro

Macro Analyst

Rates, inflation, liquidity, and risk-appetite analyst

Model
Prompt

Assess macro regime, rates, inflation, liquidity, policy tone, and broad risk appetite. Explain how the macro backdrop affects this trade.

MK
market

Market Analyst

Price action, momentum, volatility, support/resistance, and liquidity analyst

Model
Prompt

Analyze price action, momentum, volatility, support/resistance, and market liquidity. State timing quality and key price levels.

NE
news

Event & News Analyst

News, events, social media, and catalyst researcher

Model
Prompt

Search recent news, earnings, policy, social-media sentiment, and industry catalysts. Highlight fresh information that changes the thesis.

FA
fundamental

Fundamental Analyst

Business and valuation analyst

Model
Prompt

Evaluate valuation, cash-flow quality, and durable catalysts.

2

Investment Committee

Challenges research, summarizes consensus, conflicts, and the key disagreement. Optional.

IC
committee

Investment Committee

Challenges research, summarizes consensus, conflicts, and the key disagreement

Model
Prompt

Read all research outputs. Challenge weak assumptions with counterexamples, then summarize shared views, conflicting views, and the single largest disagreement the PM must resolve.

3

Portfolio Manager

Reads all upstream outputs and makes the initial decision. The only mandatory role.

PM
pm

Portfolio Manager

Final investment judgment: trade or not, direction, size, holding period

Model
Always on
Prompt

Read research and committee outputs. Decide whether to trade, the direction, the position size as % of equity, the holding period, and your conviction.

4

Execution Layer

Entry, scaling, take profit, ATR stop loss. If disabled, a system-default plan is used.

EX
execution

Execution Trader

Entry, exit, take profit, stop loss, order type, and scaling planner

Model
Prompt

Turn the PM decision into an execution plan: entry style (breakout vs pullback), order type, scaling tranches, take profit, and ATR-based stop loss for long entries (entry - ATR x K). SELL exits long exposure only.

5

Risk Layer

Final approval gate: approve, adjust parameters, or reject. If disabled, plans auto-approve.

RK
risk

Risk Manager

Final pre-trade risk gate: position, drawdown, and stop-loss review

Model
Prompt

Review the PM decision and execution plan against position limits, max drawdown, and stop-loss discipline. Approve, adjust parameters with reasons, or reject.

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Real-time review of configured integrations. Green = connected, gray = not connected.

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