review

Review the trading-bot workspace for architecture, correctness, safety, maintainability, and next-step risk across the current paper-research stack. Use when changes touch execution, risk, operator pa

SKILL.md

GitHub

Review

Binding sources

  • docs/FINAL_SYSTEM_VISION.md — 10-layer vision (L5 AI support; L6 learning/optimization).
  • AGENTS.md — enforceable boundaries; verify bounded autonomy, no black-box paths, strategy quality signals, L7 ordering, paper/live defaults.

Purpose

Use this skill to run a disciplined review of the current repository, not just a quick style pass.

The review should reflect the current architecture and stay aligned with docs/FINAL_SYSTEM_VISION.md (10-layer vision: notably Layer 5 = AI support, Layer 6 = learning/optimization) and enforceable rules in AGENTS.md:

  • paper-only execution and position lifecycle
  • hard risk gates and portfolio exposure controls
  • experiment governance and scoped trials
  • autonomous research loop, EXE startup path, and operator panel
  • reporting, shadow analytics, and manual-review summaries
  • operator observability, decision transparency, and research continuity as first-class goals

Use When

Use this skill when:

  • a change spans more than one subsystem
  • execution, risk, storage, analytics, or reporting were touched
  • operator panel or autonomous research workflows changed
  • experiment behavior, governance, or scoped-trial logic changed
  • you need a findings-first review before commit or handoff

Do Not Use When

Do not use this skill for:

  • trivial wording or formatting edits
  • isolated markdown-only changes with no operational effect
  • exploratory brainstorming before any implementation exists

Primary Workflow

  1. Read AGENTS.md and, for cross-cutting changes, skim docs/FINAL_SYSTEM_VISION.md for the layers involved.
  2. Identify which architecture boundaries the change crosses.
  3. Review the diff with findings first, ordered by severity.
  4. Check whether paper-only safety, risk ordering, and experiment isolation still hold.
  5. Check whether operator-facing reporting still matches actual behavior.
  6. Call out the smallest high-value next step only after findings.

Required Checks

  • Confirm risk validation still sits before any new position open path.
  • Confirm paper position lifecycle, sizing, and exposure reporting stay coherent.
  • Confirm experiments remain opt-in and advisory where intended.
  • Confirm operator panel summaries do not imply behavior the backend does not perform.
  • Confirm docs, scripts, and panel actions still match the current workflow.
  • Confirm no secrets, local state, or generated artifacts were accidentally pulled into tracked files.
  • Confirm new autonomy or scheduling stays bounded (config/operator stops, documented limits).
  • Confirm decision/score paths remain traceable (journal / decision_support / panel), not opaque.
  • Confirm framing still matches the 10-layer vision, not a narrow “dashboard-only” product.

Expected Output

  • Findings: prioritized issues with file references, or explicit no-findings.
  • Open Questions: only unresolved assumptions that affect correctness or safety.
  • Residual Risk: concise note on remaining testing or observability gaps.
  • Next Step: 1 to 3 concrete follow-ups only if useful.