Credit Lab Strategies
Save and revisit your credit-spread research settings.
- Role
- Repeat
- Required example
- An account-owned configuration saved, reopened, and deleted with server acknowledgement.
- Evidence
- needs capture
- Source
- frontend/tests/lab-strategy-isolation.test.ts · backend/tests/test_lab_product_persistence.py
Review evidence state ↗ Credit Lab Evidence
Evaluate historical credit-spread research with its original assumptions.
- Role
- Evaluate
- Required example
- Frozen volatility, cross-cohort validation, and forward-study summaries with original dates and source hashes.
- Evidence
- derived historical
- Source
- Data/credit-lab-evidence · scripts/publish_credit_lab_evidence.py
Open working example ↗ Communication Cards
Catch a meaningful market or account event with its context preserved.
- Role
- Catch
- Required example
- One persisted event rendered consistently on the web and in an alert.
- Evidence
- observed historical
- Source
- frontend/src/data/communication-card-fill-public.json · frontend/src/data/communication-card-aaoi-sell-public.json
Open working example ↗ Execution Replay
Inspect what a model knew and decided at each recorded checkpoint.
- Role
- Evaluate
- Required example
- A persisted session showing inputs, predictions, decisions, and subsequently observed outcomes.
- Evidence
- partial evidence
- Source
- frontend/src/data/signal-public-example.json · scripts/publish_signal_example.py
Review evidence state ↗ Macro Context
Assess the market conditions surrounding an opportunity.
- Role
- Context
- Required example
- A dated rates, volatility, and breadth snapshot with source timestamps.
- Evidence
- derived historical
- Source
- frontend/src/data/macro-public-example.json · scripts/publish_macro_example.py
Open working example ↗ Strategy Payoff Explorer
Test how an option structure gains or loses across expiration prices.
- Role
- Evaluate
- Required example
- An actual quoted contract or spread, its quote timestamp, signed legs, payoff, and breakevens.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json · frontend/src/data/homepage-options-experiences.ts
Open working example ↗ Portfolio Performance
Track portfolio value changes, with flow-adjusted returns when cash-flow coverage is complete.
- Role
- Evaluate
- Required example
- A dated portfolio series labeled value change when coverage is incomplete, or time-weighted return with verified complete cash-flow coverage, benchmark and drawdown.
- Evidence
- needs capture
- Source
- frontend/src/lib/pending-example-contracts.ts · docs/product/performance-agentic-alert-evidence-audit.md
Review evidence state ↗ NTRA Portfolio
See where our capital is allocated and where exposure is concentrated.
- Role
- Follow
- Required example
- A dated public portfolio snapshot with weights, instrument types, and concentration.
- Evidence
- observed historical
- Source
- frontend/src/data/portfolio-public-example.json · backend/src/routers/public_watchlist.py
Open working example ↗ Agentic Account
Inspect what the agent account holds and does within its recorded permissions.
- Role
- Follow
- Required example
- A sanitized account snapshot with permissions, positions, and timestamped activity.
- Evidence
- observed historical
- Source
- frontend/src/data/agentic-account-evidence.json · scripts/publish_agentic_account_evidence.py
Open working example ↗ Ticker Comparison
Find relative strength and weakness across names over the same period.
- Role
- Compare
- Required example
- Several observed price series rebased over common dates with a stated benchmark.
- Evidence
- derived historical
- Source
- frontend/src/data/homepage-public-closes.json
Open working example ↗ Options Chain
Find contracts with the price, liquidity, and sensitivities needed to examine a trade.
- Role
- Inspect
- Required example
- One captured expiration with bid, ask, volume, open interest, Greeks, and underlying price.
- Evidence
- partial evidence
- Source
- frontend/src/data/options-chain-examples.json · scripts/publish_options_chain_examples.py · frontend/src/data/delta-chain-example.json
Review evidence state ↗ Option Graph
Examine how an option or spread has been priced over time.
- Role
- Inspect
- Required example
- Observed marks for identified contracts, with signed quantities and synchronized timestamps.
- Evidence
- derived historical
- Source
- frontend/src/data/options-chain-examples.json · frontend/src/data/captured-option-experiences.ts
Open working example ↗ Best Options Report
Find options candidates ranked by volatility, direction, and liquidity in the latest available report.
- Role
- Discover
- Required example
- A dated report candidate with its volatility comparison, direction or liquidity screen, universe, and rank; current access resolves the latest available artifact.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json
Open working example ↗ BOR Archive
Revisit what a report identified using the original dated evidence.
- Role
- Evaluate
- Required example
- A preserved issue and its original candidate; subsequent outcomes attached separately when available.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json
Open working example ↗ Delta Surface
Spot call and put pricing differences at comparable delta and expiration.
- Role
- Compare
- Required example
- One observed chain grouped by delta, with premium units, expiry, and timestamp visible.
- Evidence
- derived historical
- Source
- frontend/src/data/options-chain-examples.json · frontend/src/data/captured-option-experiences.ts
Open working example ↗ Market Heatmap
Spot where gains, losses, and market activity are concentrated.
- Role
- Discover
- Required example
- A captured market universe with a stated change window, grouping, and tile-size metric.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json
Open working example ↗ Trade Chart
Inspect our actual executions in the price context around them.
- Role
- Follow
- Required example
- A persisted broker fill placed on observed price history with execution time and price.
- Evidence
- observed historical
- Source
- frontend/src/data/communication-card-fill-public.json · frontend/src/data/communication-card-aaoi-sell-public.json · frontend/src/data/company-surfaces/RKT.ts
Open working example ↗ Trade Timeline
Follow the sequence of actual portfolio actions and their position impact.
- Role
- Follow
- Required example
- Several persisted actions in order, with position changes where recorded.
- Evidence
- observed historical
- Source
- frontend/src/data/communication-card-fill-public.json · frontend/src/data/communication-card-aaoi-sell-public.json
Open working example ↗ Signals
Inspect a model indication alongside its horizon, confidence, and recorded evidence.
- Role
- Discover
- Required example
- A timestamped prediction with model version, horizon, observed inputs, and risk verdict.
- Evidence
- partial evidence
- Source
- frontend/src/data/signal-public-example.json · scripts/publish_signal_example.py
Review evidence state ↗ Opportunity Screener
Find candidates that meet your chosen market and options criteria.
- Role
- Discover
- Required example
- A saved filter set applied to a dated real universe, with matching rows and exclusion counts.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json
Open working example ↗ Market Crisis
Follow the major crises that matter most and the evidence behind them.
- Role
- Context
- Required example
- A persistent crisis with its question, active state, dated Pulse checks, and source-linked observations.
- Evidence
- needs capture
- Source
- docs/intents/market-news-products-intent.md · backend/src/services/market_themes.py
Review evidence state ↗ Watchlist
Browse market groups, save views, and compare price moves.
- Role
- Discover
- Required example
- A symbol list with timestamped price changes, selected comparison window, and group or saved-view context where available.
- Evidence
- derived historical
- Source
- frontend/src/data/homepage-public-closes.json
Open working example ↗ Equity Fill Alerts
Catch an equity trade we actually executed and its recorded position impact.
- Role
- Follow
- Required example
- A broker-backed buy or sell, with execution timestamp, price, and before/after weight.
- Evidence
- observed historical
- Source
- frontend/src/data/communication-card-fill-public.json · frontend/src/data/communication-card-aaoi-sell-public.json
Open working example ↗ Option Fill Alerts
Catch an option trade we actually executed with its contract terms and premium.
- Role
- Follow
- Required example
- A broker-backed option fill with contract identifier, side, quantity, and execution premium.
- Evidence
- needs capture
- Source
- frontend/src/components/OptionLifecycleReview.tsx
Review evidence state ↗ Option Expiry Alerts
See how an option resolved at expiration, including assignment and retained premium where recorded.
- Role
- Evaluate
- Required example
- A reconciled expiry linked to the opening position and final broker outcome.
- Evidence
- needs capture
- Source
- frontend/src/components/OptionLifecycleReview.tsx
Review evidence state ↗ Option Order Alerts
Follow a working option order and changes to its execution state.
- Role
- Follow
- Required example
- A submitted order with limit, current state, and broker-backed lifecycle updates.
- Evidence
- needs capture
- Source
- frontend/src/components/OptionLifecycleReview.tsx
Review evidence state ↗ Watchlist Movers
Catch unusual movement among the names being monitored.
- Role
- Catch
- Required example
- A captured mover with return window, comparison universe, and measured change.
- Evidence
- derived historical
- Source
- frontend/src/data/homepage-public-closes.json
Open working example ↗ Earnings Alerts
Catch an earnings catalyst and inspect the reported change against expectations.
- Role
- Catch
- Required example
- A sourced release or verified scheduled event with reported and expected figures where available.
- Evidence
- observed historical
- Source
- frontend/src/data/company-report-examples.json
Open working example ↗ Company Research Cards
Inspect the sourced observations behind a company idea.
- Role
- Inspect
- Required example
- A dated thesis observation linked to its original source and company context.
- Evidence
- derived historical
- Source
- frontend/src/data/company-report-examples.json
Open working example ↗ Financial Profiles
Check whether reported financial performance supports a company idea.
- Role
- Inspect
- Required example
- An actual filing period with revenue, earnings, or cash flow and comparable prior periods.
- Evidence
- observed historical
- Source
- frontend/src/data/company-report-examples.json
Open working example ↗ Report Alerts
Catch a newly published options shortlist with its original rankings intact.
- Role
- Catch
- Required example
- A communication generated from the same immutable report issue used by the report component.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json · frontend/src/data/report-alert-example.ts
Open working example ↗ Scheduled Delivery
Confirm whether a configured automation reached its destination.
- Role
- Follow
- Required example
- A terminal schedule run projected from the durable provider receipt into the member notification center.
- Evidence
- illustrative only
- Source
- backend/src/services/notification_producers.py · frontend/src/data/communication-card-automation-families.ts
Review evidence state ↗ SPY Decision Gates
See whether a recorded setup passed its specified decision checks.
- Role
- Evaluate
- Required example
- A sealed gate artifact with passed and failed checks, decision, and timestamp.
- Evidence
- derived historical
- Source
- frontend/src/data/forward-session-public-example.json · scripts/publish_forward_session_example.py
Open working example ↗ Credit Lab Scorecard
Review a modeled session including actions, skipped setups, and risk checks.
- Role
- Evaluate
- Required example
- A frozen completed session with all eligible and skipped gates and the outcome basis.
- Evidence
- derived historical
- Source
- frontend/src/data/forward-session-public-example.json · scripts/publish_forward_session_example.py
Open working example ↗ Credit Lab Replay
Inspect historical modeled setups against the observations used to evaluate them.
- Role
- Evaluate
- Required example
- A reproducible historical run with configuration, observations, costs, and result provenance.
- Evidence
- derived historical
- Source
- frontend/src/data/credit-lab-public-example.json
Open working example ↗ Credit Lab
Evaluate credit-spread scenarios and historical research with explicit assumptions.
- Role
- Evaluate
- Required example
- A credit-spread scenario or frozen historical run with setup rules and assumptions; historical results retain date range, costs, sample size, drawdown, and out-of-sample status.
- Evidence
- derived historical
- Source
- frontend/src/data/credit-lab-public-example.json
Open working example ↗ Alerts
Catch a condition you chose when you are not watching.
- Role
- Catch
- Required example
- A saved rule, the observed threshold crossing, and a delivery receipt.
- Evidence
- needs capture
- Source
- frontend/src/lib/pending-example-contracts.ts · docs/product/performance-agentic-alert-evidence-audit.md
Review evidence state ↗ Discord Community
Discover trade ideas and reasoning shared by other members.
- Role
- Discover
- Required example
- A shareable member idea with attribution, timestamp, rationale, and permission for public display.
- Evidence
- needs capture
- Source
- frontend/src/data/community-idea-example.ts
Review evidence state ↗ Company Coverage
Build an idea from sourced company research and changes to its thesis.
- Role
- Inspect
- Required example
- A published company observation connected to a primary source and a dated thesis update.
- Evidence
- derived historical
- Source
- frontend/src/data/company-report-examples.json
Open working example ↗ Options Education
Learn the concepts needed to interpret and examine an opportunity.
- Role
- Learn
- Required example
- A published lesson applied to an identified real contract; calculations labeled as an exercise.
- Evidence
- derived historical
- Source
- frontend/src/data/bor-homepage-snapshot.json · frontend/src/components/HomepageOptionsExperiences.tsx
Open working example ↗ Agent Workflows and Integrations
Repeat a defined research process while preserving its inputs and outputs.
- Role
- Repeat
- Required example
- A completed workflow with input provenance, step results, timestamps, and failure states.
- Evidence
- derived historical
- Source
- frontend/src/data/forward-session-public-example.json · scripts/publish_forward_session_example.py
Open working example ↗ Market Data API
Use the same market observations in your own research tools.
- Role
- Access
- Required example
- An authorized successful request with schema, data timestamp, and documented access requirements.
- Evidence
- observed historical
- Source
- frontend/src/data/access-public-example.json · scripts/publish_access_example.py · backend/src/services/public_research.py
Open working example ↗ MCP Access
Make supported research capabilities available to an agent through structured tools.
- Role
- Access
- Required example
- A supported tool call and actual response with declared permissions and provenance.
- Evidence
- observed historical
- Source
- frontend/src/data/access-public-example.json · scripts/publish_access_example.py · backend/src/services/public_research.py
Open working example ↗ Intraday Price Chart
Inspect SPY price action alongside intraday levels and overlays.
- Role
- Inspect
- Required example
- Source-backed workspace component with explicit timestamp and unavailable states.
- Evidence
- needs capture
- Source
- frontend/src/components/WorkspaceIntraday.tsx
Review evidence state ↗ Intraday Patterns
Compare recorded SPY session patterns with explicitly scaled SPX price levels.
- Role
- Context
- Required example
- SPY one-minute observations, sample dates and the applied SPY-to-SPX ratio.
- Evidence
- needs capture
- Source
- frontend/src/components/WorkspaceIntraday.tsx
Review evidence state ↗ Quoted Market Context
Inspect the ATM straddle and its price bounds from actual option quotes.
- Role
- Context
- Required example
- Source-backed workspace component with explicit timestamp and unavailable states.
- Evidence
- needs capture
- Source
- frontend/src/components/WorkspaceIntraday.tsx
Review evidence state ↗ Workspace Assistant
Investigate selected market context with the operator research assistant.
- Role
- Inspect
- Required example
- Operator-authorized research conversation scoped to a selected symbol and expiration.
- Evidence
- needs capture
- Source
- backend/src/routers/chat.py · frontend/src/components/WorkspaceIntraday.tsx
Review evidence state ↗ Company Viewpoints
Inspect saved company ratings against shared research rubrics.
- Role
- Inspect
- Required example
- A saved company rubric rating and narrative, including software/hardware proportions when available.
- Evidence
- needs capture
- Source
- frontend/src/components/CompanyViewpoint.astro · scripts/export_company_public_surfaces.py
Review evidence state ↗ Gated Thumbs
Record what works and what needs improvement on a component with its user and page context.
- Role
- Follow
- Required example
- A signed-in member submits an optional note and a thumbs vote on the watchlist.
- Evidence
- needs capture
- Source
- frontend/src/components/GatedThumbs.tsx · backend/src/routers/component_feedback.py
Review evidence state ↗ Notifications
Keep account, product, and system events visible with explicit delivery and read state.
- Role
- Follow
- Required example
- A frozen Communication Card is delivered through the authenticated inbox, notification bell, toast adapter, and recorded Discord receipt.
- Evidence
- partial evidence
- Source
- frontend/src/data/notification-contract.ts · backend/src/services/notifications.py · backend/src/routers/notifications.py · docs/specs/notification-center-component-spec.md
Review evidence state ↗ Options course
Learn the concepts needed to interpret and examine an opportunity.
- Role
- Learn
- Required example
- A deterministic lesson sequence that moves from concept to worked example to assumption review.
- Evidence
- illustrative only
- Source
- frontend/src/data/product-workflow-previews.ts
Review evidence state ↗ Company coverage
Build an idea from sourced company research and changes to its thesis.
- Role
- Inspect
- Required example
- A deterministic research sequence linking a sourced observation, a shared viewpoint dimension, and a dated update.
- Evidence
- illustrative only
- Source
- frontend/src/data/product-workflow-previews.ts
Review evidence state ↗ Credit Lab
Evaluate credit-spread scenarios and historical research with explicit assumptions.
- Role
- Evaluate
- Required example
- A deterministic assumptions-to-review sequence without a generated backtest or performance result.
- Evidence
- illustrative only
- Source
- frontend/src/data/product-workflow-previews.ts
Review evidence state ↗ Alerts
Catch a condition you chose when you are not watching.
- Role
- Catch
- Required example
- A deterministic rule-to-event-to-Communication-Card sequence labeled as a representative example.
- Evidence
- illustrative only
- Source
- frontend/src/data/product-workflow-previews.ts · frontend/src/data/notification-contract.ts
Review evidence state ↗ Custom schedules
Manage approved personal delivery schedules without exposing publishing credentials.
- Role
- Repeat
- Required example
- A deterministic configured-to-queued-to-receipt sequence with no real destination or provider.
- Evidence
- illustrative only
- Source
- frontend/src/data/product-workflow-previews.ts
Review evidence state ↗ Agent workflows
Repeat a defined research process while preserving its inputs and outputs.
- Role
- Repeat
- Required example
- A deterministic context-to-analysis-to-human-review sequence.
- Evidence
- illustrative only
- Source
- frontend/src/data/product-workflow-previews.ts
Review evidence state ↗ MCP access
Make supported research capabilities available to an agent through structured tools.
- Role
- Access
- Required example
- A deterministic read-only request, scope check, and structured response sequence.
- Evidence
- illustrative only
- Source
- frontend/src/data/product-workflow-previews.ts
Review evidence state ↗ Market data API
Use the same market observations in your own research tools.
- Role
- Access
- Required example
- A deterministic documentation flow for reviewing fields, a sample request contract, and access scope.
- Evidence
- illustrative only
- Source
- frontend/src/data/product-workflow-previews.ts
Review evidence state ↗ Agent integrations
Repeat a defined research process while preserving its inputs and outputs.
- Role
- Repeat
- Required example
- A deterministic source-selection, permission-review, and structured-context sequence.
- Evidence
- illustrative only
- Source
- frontend/src/data/product-workflow-previews.ts
Review evidence state ↗ Market Pulse
See what changed in each major crisis at every saved check, with sources and coverage.
- Role
- Context
- Required example
- Two adjacent saved checks for an active theme, showing a sourced change or explicit no-change or coverage gap.
- Evidence
- needs capture
- Source
- docs/specs/session-briefing-component-spec.md · backend/src/services/market_themes.py
Review evidence state ↗