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bellwether

Your desk

The agents that work for you. What each one owns, what it reads, what it can never do, and how it is judged.

16 articles

Bellwether is a desk, not a bot. Several roles with narrow jobs hand work to each other in writing, and one piece of plain code, the Executor, is the only thing that touches the broker.

  1. Meet your deskOne section per role (when it runs, what it produces, what it is never allowed to do, and where you see and guide it) plus the one piece of code that touches the broker.New to Bellwether13 min read
  2. Reading the Desk screenWhat your desk did today, what it decided and why, in plain sentences, plus who is on the desk and what each agent runs on. Everything technical sits behind one closed line and nowhere else.Everyone on the book11 min read
  3. The ResearcherThe cited research brief, written when you ask for it or on a schedule you turn on. What it reads, why its sources can be trusted, and why an idea in it is never an order.New to Bellwether6 min read
  4. The Portfolio ManagerWhat the Portfolio Manager does each session, the state card it wakes up to, what a proposal contains, what it remembers, and how to read why a trade happened.New to Bellwether11 min read
  5. How the PM operatesThe rules the PM works under, in the words and numbers it is actually sent. The mandate, the hard limits, what it reads, its rules of engagement, and where each lives on screen.New to Bellwether9 min read
  6. The Traderin testingThe Trader is built and in testing, switched off until it beats the plain rules that place orders today. The Portfolio Manager says what and how much, the Trader works out how and when, and the Executor's checks do not change.New to Bellwether4 min read
  7. The CriticA read-only second opinion on every PM session. What it flags, why the next session has to answer, and how you weigh in.New to Bellwether7 min read
  8. The QuantThe desk's systematic analyst. It runs the algorithm bench with deterministic tools after the close and proposes blend, sleeve and parameter changes you apply from the Inbox (or, on Auto, bounded blend changes it applies itself).New to Bellwether4 min read
  9. ConsultThe advisor you chat with. It reads your book and live data, drafts typed asks you confirm with one click, answers how-to questions from this help center, and never trades.New to Bellwether15 min read
  10. The Executor is code, not a modelThe one part of Bellwether that talks to the broker is plain tested code. The risk checks it runs on every order, its 5-second loop, and what it does when things go wrong.New to Bellwether14 min read
  11. How the desk learnsThe Learning tab answers three questions in order (is the desk getting better, what does it keep getting wrong, what is it doing about it), then lists the rest of the grades and folds the machinery under "How this works".Owners & operators11 min read
  12. Supportcoming soonA planned help-desk role that answers product questions from these pages and files what it cannot answer as feedback. Today Consult does this job.New to Bellwether3 min read
  13. Model policyWhich model runs which role today, how often each one runs, what each session may spend, and where you change any of it.Owners & operators6 min read
  14. How the Quant recommends changes, and what it can never doThe Quant turns its nightly measurements into typed cards (blend weights, taking an algorithm off or giving one a weight, display order, the sleeve split, guidance drafts, posture, a single risk knob), each with the expected effect on risk-adjusted return and the exact change; you accept, edit or dismiss; anything that loosens risk asks for your code; on Auto the cards inside your mandate apply themselves and revert unless they hold; every applied card is graded later.Owners & operators11 min read
  15. How the desk decides when to thinkupcomingThe desk is always on. Free code watches every market event on your holdings; a cheap first read grades each one; a session runs only when a look is worth its price. You set one dial, the model budget, and the Desk shows what the desk watched, read and chose not to spend on.Owners & operators5 min read
  16. What the Quant may change on its own, and what it never canOn Auto the Quant desk manages the machine settings of your book inside a mandate the code derives from your posture and one word of freedom (Tight, Balanced or Free hand). Every automatic change is a card with the exact before and after, a notice, a grade and a one-click Revert; it reverts itself unless it holds; the desk pauses itself on a drawdown, a run of misses, bad data or a halt. Gates, enforced rules, your approval line, credentials, halts and anything per symbol are never its to touch.Owners & operators7 min read