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bellwether

Shape how it trades

Posture, autonomy and allocation; standing guidance versus guidance for now; the hard constraints.

12 articles

Three layers, strict precedence: rules the Executor enforces, standing configuration every session reads, and time-boxed steering the PM must acknowledge. Each is edited in exactly one place.

  1. Posture, autonomy and allocationThe three dials that set how hard the book trades, the one place they are edited (Strategy › Profile), and why loosening asks for more than tightening.Owners & operators14 min read
  2. Telling your desk what you wantWrite it the way you would say it on the phone; the desk reads it back as what will be enforced, what it is told and what it watches, and nothing changes until you confirm.Owners & operators10 min read
  3. Autonomy levelsManual, Semi and Full only move the approval threshold. No level skips a risk check, and Pause trading works the same in all of them.Owners & operators8 min read
  4. Guidance: standing rules and notes for nowOne box and one list for everything you tell the desk. Everything in force has a lifetime and a strength; a hard rule is enforced by the Executor, soft guidance is acknowledged and argued with, never enforced.Owners & operators11 min read
  5. How your posture changes what the desk doesThe posture is the Portfolio Manager's mandate: the first thing it reads, the numbers it sizes with, and the standard its sessions are graded against. Here is what each posture makes it do, and how you can tell it did.Owners & operators5 min read
  6. Themes and goals that move the bookName a theme and the desk maps it to a basket of listed names with the link stated for each; confirm, and code builds it inside your limits. State a goal and the card prints what it would take, in plain odds, before you confirm the envelope it implies.Owners & operators5 min read
  7. Speculative mandate: what it meansThe fifth posture is the bet-the-book mandate you can ask for in words. Every limit is the size of the book, the two loss stops included, so they do not protect it. What it changes, what it does not, the risks it states, and why it asks you to type an acknowledgement.Owners & operators8 min read
  8. Guidance: standing and for nowOne box and one list. Standing guidance is your house style; guidance until a date or an event is a nudge for now that expires and must be acknowledged. When your words read as a rule the executor can enforce, you choose Enforce or Keep as guidance on the card.Owners & operators7 min read
  9. Strategy skillsPackaged trading approaches you can install on a book. What a skill changes, what it can never change, and how it is reviewed before it is listed.Owners & operators2 min read
  10. Enforced rules (hard constraints)A guidance note the Executor also enforces in code. Three kinds, buys only, your code to create, and how it differs from the denylist and a risk limit.Owners & operators6 min read
  11. Strategies and their historycoming soonWhat runs, a read-only tab on Strategy (Jim's method, the founding blend and the ledger of every weight or mode change, behind a deployment flag for now), and History, the list of changes made on the Strategy page itself.Owners & operators1 min read
  12. Idle cash earns Treasury billsupcomingCash your book is not using can be held in a short-term Treasury-bill fund by code, inside every limit, and sold first when a buy needs its cash or its room. Decided and built; switched off until its settings row ships.Owners & operators4 min read