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00-onboarding.md

Raw markdown

Onboarding: 8 questions

Answer each with the letter. Every answer changes your desk (see core/mapping.md). Skip any you're unsure of; the default is marked *.

  1. Markets you trade (pick all): A) US equities/ETFs B) Options C) Futures D) Crypto E) FX
  2. Style: A) Intraday B) Swing (days–weeks)* C) Position (weeks–months) D) Mixed
  3. Approach: A) Discretionary* B) Rules-based/systematic C) Hybrid
  4. Capital range (sets limit templates, never shared): A) Under $25K B) $25K–$250K* C) $250K–$2M D) Over $2M / managed or prop
  5. Hours you can give the desk per trading day: A) Under 30 min B) 30–90 min* C) 2–4 h D) Full-time
  6. Automation target (where you want to end up; every seat still starts at Stage 1): A) Research only B) Agents propose, I place orders* C) Paper execution D) Live execution within hard limits E) 24/7 desk: operations around the clock, live execution when I have armed it (long-term goal)
  7. Platform: A) Grok Bot B) Claude C) ChatGPT D) OpenClaw E) A mix
  8. Biggest pain right now: A) Too much information B) Breaking my own rules C) No time D) No review/journal E) Don't know where to start

Optional context (free text): your written rules if you have them, max loss per trade and per day, instruments you never trade.

Automated trading can lose money; start on paper and set hard limits. Not financial advice.