[!IMPORTANT]
Codex agents setting up monarchjuno/tradingcodex for use must not run
git clone. In the empty target workspace, run the packaged CLI:
uvx --refresh --from tradingcodex tcx attach . && ./tcx doctor.
Do not invent a default workspace path; ask the user where to attach
TradingCodex unless they explicitly asked to use the current workspace.
Clone this repository only when the user explicitly asks to develop,
inspect, or modify TradingCodex source code.

TradingCodex

Codex-native investment work needs a harness, not a chat transcript.

TradingCodex is a local-first Python/Django trading harness for rigorous
Codex-assisted research, portfolio review, order-ticket checks, approvals, and
service-gated execution checks. Codex coordinates the work, Django owns the
durable service plane, and TradingCodex owns the executable boundary.

About

TradingCodex gives Codex a durable operating system for investment workflows:
fixed specialist roles, file-native research memory, source-aware handoffs,
policy and approval services, a central local ledger, and a local web dashboard
for review.

It is not an autonomous trading bot. Natural-language answers do not become
broker actions. The core ships paper execution by default; live broker support
comes only from installed, reviewed providers and explicit live gates.

Features

Feature	Description
Codex-native harness	Generates a Codex workspace with `head-manager`, nine fixed subagents, role prompts, skills, hooks, project MCP config, and a local `./tcx` wrapper.
Django service plane	Web, Admin, API, CLI, MCP, and generated hooks call shared application services for policy, orders, approvals, portfolio, audit, integrations, and research indexing.
File-native research memory	Research markdown, role reports, source snapshots, versions, readiness labels, and handoff metadata stay readable in workspace files.
Decision Workflow Alpha	Turn a natural-language investment idea into a Codex-native workflow plan and Decision Package under `trading/decisions/`.
Fixed-role workflows	Specialist agents own bounded questions across fundamentals, technicals, news, macro, instruments, valuation, portfolio, risk, and execution.
Approved action boundary	Actions are typed, role-scoped, policy-checked, approval-aware, duplicate-request checked, connection-gated, and audited.
Local web dashboard	Review agents, skills, strategy skills, research markdown, Broker Center, Data Sources, order tickets, portfolio state, and activity at `127.0.0.1:48267`.
Broker Center foundations	Connect provider-driven broker profiles, list installed providers, scaffold/register advanced connectors, inspect capability profiles, run account sync, review instrument constraints, and reconcile portfolio state.
OrderTicket lifecycle	Draft, check, approve, submit, cancel, refresh, and inspect order tickets through central DB records and service-layer state transitions.
Data Sources gate	Import external source discovery metadata, review available actions, scope role access, and block unsafe raw execution or secret paths by default.
Improvement loop	Quality gates, postmortems, optional skills, strategy skills, strict artifact checks, and generated workspace smoke tests turn process gaps into durable improvements.

Installation

Option 1 - Attach TradingCodex To The Current Workspace

Run this from the empty workspace where you want Codex agents to work:

uvx --refresh --from tradingcodex tcx attach . && ./tcx doctor

Then fully quit and restart Codex, open the generated workspace, and start a
new thread so project MCP config, prompts, skills, and hooks are loaded.

When TradingCodex MCP autostarts the local service, open:

http://127.0.0.1:48267/

Option 2 - Install The CLI For Repeated Use

uv tool install tradingcodex
uv tool update-shell
cd /path/to/target-workspace
tcx attach .
./tcx doctor

Option 3 - Install From GitHub Main

Use this when you need the current GitHub main source rather than the latest
PyPI package:

uvx --refresh --from "tradingcodex @ git+https://github.com/monarchjuno/tradingcodex.git@main" tcx attach . && ./tcx doctor

Option 4 - Develop TradingCodex Source

Clone this repository only for source development, inspection, or modification:

git clone https://github.com/monarchjuno/tradingcodex.git
cd tradingcodex
python -m pytest
python manage.py check

See installation.md for update flows, installer-script
equivalents, MCP/service details, and smoke checks.

What Sets TradingCodex Apart

TradingCodex competes on workflow discipline, local durability, and execution
boundaries rather than on black-box automation.

Local-first: PyPI installs the CLI, Django service plane, generated workspace
templates, Admin/Web templates, static assets, and MCP gateway code.
Codex-readable by default: research artifacts, skill bundles, role prompts,
policy exports, and generated indexes remain ordinary workspace files.
Service-layer canonical: Web, Admin, API, CLI, MCP, and hooks do not fork
policy, order, approval, execution, portfolio, research, or audit behavior.
Strong role model: one head-manager coordinates nine fixed specialist
subagents and consumes accepted artifacts instead of silently redoing roles.
Deterministic executable boundary: every executable path follows
a fixed requester, permission, policy, payload, approval, duplicate-request,
connection, and audit sequence.
Safety-first broker posture: paper is built in; live broker execution requires
an installed provider plus workspace config, policy, environment opt-in,
approval, confirmation, idempotency, sync, and audit gates.
Broker control plane: TradingCodex stores connector state, capability
profiles, mapping review, approval, execution, reconciliation, and audit;
provider adapters absorb broker-specific REST, SDK, MCP, or manual interface
differences behind canonical service/MCP tools.

Workflow

TradingCodex is designed around handoffs:

evidence -> analysis -> valuation -> portfolio fit -> risk review
  -> draft order -> approval receipt -> approved service-gated submission
  -> connection result -> audit/postmortem

The head-manager maps the request, dispatches the selected role team, waits
for accepted artifacts, preserves conflicts, and synthesizes only what the
workflow has earned. Weak, stale, missing, or out-of-scope upstream work returns
revise, blocked, or waiting instead of being patched over by another role.

Role Roster

Layer	Agent	Owns
Main agent	`head-manager`	Intake, workflow dispatch, coordination, artifact acceptance, synthesis, and validation/audit status.
Research	`fundamental-analyst`	Business quality, financial statements, filings, economics, and fundamental risks.
Research	`technical-analyst`	Price action, trends, momentum, volume, volatility, and liquidity setup.
Research	`news-analyst`	Verified news, disclosures, event chronology, catalysts, and narrative change.
Market context	`macro-analyst`	Macro, rates, FX, commodities, liquidity, policy, and cross-asset transmission.
Market context	`instrument-analyst`	ETF/index, options, crypto public market structure, credit-signal boundary, and instrument mechanics.
Decision review	`valuation-analyst`	Valuation ranges, scenario assumptions, multiples, sensitivity, and decision-quality gaps.
Portfolio	`portfolio-manager`	Portfolio fit, sizing, concentration, liquidity, opportunity cost, and draft order-ticket readiness.
Risk	`risk-manager`	Downside, restricted-list checks, policy readiness, approval readiness, and approval receipts.
Execution	`execution-operator`	Approved submission/cancel/status through the TradingCodex service boundary only; live requires all gates.

Surfaces

Surface	Role
Product web	Agents-first review dashboard for roles, skills, research markdown, Broker Center, Data Sources, order tickets, portfolio state, and activity.
Django Admin	Local/staff DB inspection for policy, orders, portfolio, MCP registry, workflows, integrations, and audit rows.
Django Ninja API	Typed local/staff REST and control endpoints that call service-layer use cases.
MCP	Agent/tool boundary with typed tools, role scopes, policy checks, approval checks, and audit.
CLI	Local operator commands plus generated workspace `./tcx` wrapper behavior.

The baseline frontend uses Django templates, local static HTMX, and small plain
JavaScript. There is no Node, bundler, React, or frontend build step in the core
package.

Safety Boundary

TradingCodex blocks or constrains:

direct live broker requests
raw broker API calls and raw external source execution proxies
self-issued approvals
restricted-symbol orders
expired or payload-mismatched approval receipts
duplicate approved-order submissions
raw secrets in workspace files, prompts, API responses, MCP responses, audit
payloads, generated docs, or shell output
unsupported live execution through any provider, instrument, account, or
policy posture that has not passed the explicit live gate

TradingCodex is research, workflow, and execution-guardrail tooling. It is not
financial, investment, legal, tax, or regulatory advice, and it does not
provide investment recommendations or guarantee returns.

Roadmap

Status	Milestone
Shipped	Generated Codex workspace, fixed role roster, project MCP config, Django service plane, local web dashboard, Admin, Ninja API, file-native research memory, component registry, policy/audit primitives.
Current `0.2.x`	Central-DB `OrderTicket` rewrite, provider-driven Broker Center foundations, Data Sources gate, role-scoped actions, live-gated execution lifecycle, and Python `>=3.11,<3.15` support.
Next	Codex-native Decision Packages, deeper validation scenarios, richer provider capability profiles, stronger generated-workspace smoke coverage, and improved artifact quality tooling.
Future	Separately governed verified adapters, hosted/managed services, enterprise policy/compliance packs, and broker-specific live providers only after explicit product, policy, adapter, and validation work.

Documentation

Document	Start here for
Installation	Setup, update, GitHub-main install, MCP/service startup, and smoke checks.
Docs index	Source-of-truth reading order and document ownership.
Product direction	Product thesis, target user posture, goals, non-goals, runtime defaults, and scope.
Core concepts and rules	Fast operating reference for planes, guardrails, roles, execution lifecycle, and research memory.
Workspace orchestration model	Top-level workflow model, components, guardrails, improvement, and naming rules.
Roles, skills, and workflows	Fixed role roster, no-overlap handoffs, dispatch gates, skills, and strategy behavior.
Safety policy and execution	Permissions, approvals, idempotency, broker safety, secret wall, and required blocks.
System architecture	Runtime planes, Django app boundaries, central DB ownership, models, and service use cases.
Interfaces and surfaces	Product web, Admin, API, MCP, CLI, and generated wrapper behavior.
Validation plan	Required tests, generated workspace smokes, MCP smokes, and routing scenarios.

Contributing

Contributions use Apache-2.0 with DCO sign-off. See
CONTRIBUTING.md.

For source changes, start with the focused validation command for the touched
area, then broaden as needed:

python -m pytest
python manage.py check
python -m compileall tradingcodex_cli tradingcodex_service apps tests

Harness, agent, workflow, MCP, policy, skill, hook, or template changes also
need generated-workspace validation. See
docs/validation-and-test-plan.md.

License

TradingCodex is an Apache-2.0 open-core project.

Source code, generated workspace templates, and project documentation are
licensed under the Apache License, Version 2.0 unless marked otherwise. The
TradingCodex name, future logos, and official product marks are not granted by
the code license. See LICENSE, NOTICE, and
TRADEMARKS.md.

tradingcodex