The decision-maker has a stock-picking logic in their head, but getting from spoken rules to a model that runs daily traditionally means requirement docs, scheduling, development, integration — and the idea usually dies en route.
Iterate the strategy directly in natural language: the decision-maker dictates the selection rules, the Agent immediately reruns the whole market and returns the pass list with distributions, and the human looks and keeps refining; after a few rounds, the model wires into the daily scan the same day. Every new model must pass historical evidence before launch — falling short means an honest demotion, never overselling.
Translates spoken rules into executable screens, reruns the whole market within about ten minutes, and returns each version's pass list and distributions.
Runs the historical audit on new models and positions them by result: production signal, execution gate, or watch layer.
Rules for strategy co-creation:
The decision-maker gives selection conditions in natural language: moving-average structure, trend persistence, pattern features.
@quant-eng reruns the whole market within about ten minutes, returning the pass list, sector distribution, and edge cases.
The human reviews and keeps refining; five spoken rounds in a single day converge the rules.
The new model wires into the daily scan cron the same day and starts producing with the post-close pipeline the next.
@cio backfills the historical audit: one candidate model built on a classic momentum-leader method showed too low a positive-return ratio across its historical triggers — the earlier 'high conviction' label was publicly retracted and the model demoted to a watch signal; another entry-point study, falsified by backtest, was demoted to an execution gate.
Launched models rerun daily with the post-close pipeline, reporting increments.
Selected names get tracked at T+1/T+3/T+5/T+10 to test the rules with data.
Every model's versions, evidence results, and current positioning stay searchable.
Give each model a positioning label — production / gate / watch — that moves with the evidence.
Once hit tracking accumulates enough samples, go back and prune the rules' lowest-contributing conditions.
New ideas run in the watch layer through a stretch of live market first, then argue for production.