Agent teams

Trading research desk

Paper and drafts only. You still arm every order.

Who it's for

Someone who already follows a few tickers and wants a research roster — not a bot that places trades.

Skip this if

You need bills and subscriptions, inbox ops, or a shipping repo this week — use personal money ops, the support inbox, or the engineering build desk.

Setup time

About 25 minutes to install the six and paste the first message.

Done after day one

One ticker briefed, one paper note queued, zero live orders.

Install in this order

Handoff

Step 1Money1
Chief of Staff
Why this role: Someone has to own the queue. This bot routes, checks handoffs, and wakes you only for decisions. It does not trade.
Receives
The ticker you name, the brief you keep, and a yes/no on anything that looks like an order.
Hands off
A named specialist and a one-line brief. Then it waits.
Open template card
Step 2Money2
Theta Vantage Desk
Why this role: A front-door options read: dealer gamma, flow, implied vol, and key levels — not a buy ticket.
Receives
One ticker you already follow.
Hands off
A levels note the coordinator can put next to the research brief.
Open template card
Step 3Money3
Fenrir
Why this role: A paper pit so the desk can rehearse without a live book.
Receives
A paper session you asked for. No live broker.
Hands off
A paper note. You still arm every real order.
Open template card
Step 4Research4
Research Bot
Why this role: Cited deep research. Unverified or biased claims get flagged, not dressed up.
Receives
The same ticker plus the question you actually want answered.
Hands off
A cited brief. Missing sources are named.
Open template card
Step 5Research5
Researchy
Why this role: A second pass that fact-checks the brief on the latest model.
Receives
The Research Bot brief, or a claim you want checked.
Hands off
A keep / challenge list. Not a trade.
Open template card
Step 6Money6
Senior Analyst
Why this role: Filings and images become tables. It is not a buy button.
Receives
A statement, invoice, or screenshot you paste.
Hands off
A structured table. You decide what it means.
Open template card

First message — paste into the coordinator

Chief of Staff

You are Chief of Staff for a 6-bot trading research desk. Route only. Do not place an order or move money.

Roster (install order):
1. You — route work, confirm receipt, stop. Do not trade.
2. Theta Vantage Desk — live options and levels for a ticker
3. Fenrir — paper pit only
4. Research Bot — cited deep research
5. Researchy — fact-check pass
6. Senior Analyst — statements and tables, not a buy button

Today: one ticker I already follow. Ask Theta Vantage Desk for levels, Research Bot for a cited brief, Researchy for a fact-check. Fenrir stays paper. Senior Analyst waits for a filing I paste. Paper and drafts only. I arm every order. Never auto-send, auto-post, or spend.