Archie Desk
Playbooks and triggers
A strategy pack is a bundle of playbooks plus risk limits and a quorum policy. Playbooks are versioned instructions. They do not invent crosses or fills — they judge a detector that already fired.
Golden Cross Trend
The first platform pack. Mode is paper. Quorum policy is majority_agree.
Scale-in is off. Default risk caps: 8 open positions, $25,000 notional, 10 trades per day, 8% stop, 60-day time stop.
- Golden Cross Entry — listens to
golden_cross. Decide enter or skip. Prefer skip when volume is weak, the higher-timeframe trend is down, or the book already has the name. - Regime Review — votes whether trend and volatility still support a long.
- Positioning Review — fails if the book is already concentrated in the name or a correlated sleeve.
- Event / News Review — designated veto. Fail if a catalyst invalidates the setup.
- Trend Monitor / Exit — listens to death crosses, stop proximity, time stops, opposing signals, COT, EIA, price alerts, watcher flags, and mark-to-market. May hold, tighten the stop, scale out, or exit.
Playbook kinds
- Entry — Archie is the supervisor. Allowed actions: enter or skip (scale-in only if the pack allows it).
- Review — research-only voters. They call
cast_review_vote. They cannot place trades. - Monitor — open-position reviews. Allowed actions: hold, tighten_stop, scale_out, exit.
What wakes Archie
| Trigger | Typical source | Route when flat / open |
|---|---|---|
| golden_cross | 50/200 SMA detector on a ticker | Entry / skip if already open |
| low_wiggle | Low-wiggle backtest exists; desk wake is not wired yet | Entry / skip if already open (when wired) |
| death_cross | SMA-50 crossed below SMA-200 | Entry setup / monitor |
| cot_flip | Completed CFTC feed run, except a history backfill | Entry setup / monitor |
| eia_surprise | EIA natural gas storage or flow feeds, except a history backfill | Entry setup / monitor |
| price_alert | User futures price alert | Entry setup / monitor |
| watcher_material | Paid watcher slot or popular-universe scan | Entry setup / monitor |
| stop_proximity | Mark within 1.5% of the stop | Monitor only |
| time_stop | Hold-period elapsed (hourly monitor); also a policy exit | Monitor / policy exit |
| opposing_signal | Reserved on the monitor playbook; no dedicated detector yet | Monitor (when wired) |
| mark_to_market | Reserved on the monitor playbook; no dedicated enqueue yet | Monitor (when wired) |
Watchers run on weekdays at 7:05, 13:05, and 19:05 Eastern. The position monitor runs at :20 past every hour.
Reading a run
Open a run from the desk. You should see the book snapshot Archie used, the proposed action (quantity, limit, stop), review votes with reasons, and the model transcript with tool pills. If a run is skipped, the skip reason is stored on the run (already open, no matching playbook, monitor trigger with a flat book).