# 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.

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