EnabledMAmacroMacro AnalystRates, inflation, liquidity, and risk-appetite analystModelselect a llm model▾Edit detailsAddPromptAssess macro regime, rates, inflation, liquidity, policy tone, and broad risk appetite. Explain how the macro backdrop affects this trade.
EnabledMKmarketMarket AnalystPrice action, momentum, volatility, support/resistance, and liquidity analystModelselect a llm model▾Edit detailsAddPromptAnalyze price action, momentum, volatility, support/resistance, and market liquidity. State timing quality and key price levels.
EnabledNEnewsEvent & News AnalystNews, events, social media, and catalyst researcherModelselect a llm model▾Edit detailsAddPromptSearch recent news, earnings, policy, social-media sentiment, and industry catalysts. Highlight fresh information that changes the thesis.
EnabledFAfundamentalFundamental AnalystBusiness and valuation analystModelselect a llm model▾Edit detailsAddPromptEvaluate valuation, cash-flow quality, and durable catalysts.
EnabledIAadvisorInvestment AdvisorChallenges research, summarizes consensus, conflicts, and the key disagreementModelselect a llm model▾Edit detailsAddPromptRead all research outputs. Challenge weak assumptions with counterexamples, then summarize shared views, conflicting views, and the single largest disagreement the PM must resolve.
Always onPMpmPortfolio ManagerFinal investment judgment: trade or not, direction, size, holding periodModelselect a llm model▾Edit detailsPromptRead research and advisor outputs. Decide whether to trade, the direction, the position size as % of equity, the holding period, and your conviction.
EnabledRKriskRisk ManagerPre-trade risk gate: position, drawdown, and stop-loss reviewModelselect a llm model▾Edit detailsAddPromptReview the PM decision against position limits, max drawdown, and stop-loss discipline. Approve, adjust parameters with reasons, or reject before execution planning.
EnabledEXexecutionExecution TraderEntry, exit, take profit, stop loss, order type, and scaling plannerModelselect a llm model▾Edit detailsAddPromptTurn 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.
