| 1 | A | Research head + Price map; equities skill pack; earnings/ex-div checks in Risk |
| 1 | B | Add Options seat; Risk adds Greeks, assignment and expiry checks |
| 1 | C | Futures skill pack; Risk adds roll/first-notice and tick-value sizing; Macro seat mandatory |
| 1 | D | Add On-chain seat; Risk adds custody, liquidation-distance, weekend checks; crypto never-sign rule |
| 1 | E | Macro seat mandatory; Risk adds session-overlap and leverage checks |
| 2 | A | Intraday routine (pre-open, midday, close); Risk checks run per proposal in real time |
| 2 | B/C | Pre-market plan + end-of-day review; weekly thesis refresh; Price map runs once daily |
| 2 | D | Two playbooks; Head trader tags every idea with its horizon |
| 3 | A | Devil's-advocate step in Head trader; scorecards weight "plan followed" |
| 3 | B | Sim lab mandatory from day 1; rulebook must be code-testable; Trader seat may reach Stage 3 sooner |
| 3 | C | Both of the above, per playbook |
| 4 | A | 3-seat minimum desk; limit template "tight" (example: ≤1% risk/trade, ≤3% day); PDT/margin rule flag |
| 4 | B | 5–6 seats; "standard" template |
| 4 | C/D | Full 8–10 seats; concentration/correlation checks; daily risk report; D adds compliance note to consult your firm's rules |
| 5 | A | 3 seats max, 15-min review card, weekly only for everything else |
| 5 | B | 5–6 seats, 30-min morning + 15-min close |
| 5 | C/D | Full desk, intraday check-ins, Expert voice seat enabled |
| 6 | A | All seats capped at Stage 1; no Trader seat |
| 6 | B | Trader seat capped at Stage 2 (propose) |
| 6 | C | Trader seat can graduate to Stage 3 (paper) |
| 6 | D | Stage 4 path unlocked: external hard limits, kill switch, trade-only keys required before promotion |
| 6 | E | As D, plus overnight monitor, alerting, reconciliation and failure runbook; written plan for unattended hours. Live orders run only when the desk is armed: paper first, a preflight, risk gate CLEAR, hard limits, kill rules, and a human-approval option |
| 7 | — | Selects the setup guide; seats map to that platform's projects/agents/schedules |
| 8 | A | Head trader output capped to 1 page, max 5 ideas |
| 8 | B | Risk seat first; pre-trade checklist gate; RULE BREAK banner |
| 8 | C | Automate routines first (scheduled briefs), fewer seats |
| 8 | D | Ops/Journal seat first; weekly scorecard review mandatory |
| 8 | E | Start with minimum desk: Risk, Research head, Head trader |