Introduction
Invest with a clear question, not a complicated setup.
TradingCodex is a local workspace for evidence-led investment research in Codex. Ask a question in plain language, keep the answer current and traceable, and add structure only when your process needs it.
Choose your starting path #
You do not need to learn every skill or build a system before getting value. Start with the left path; move to the right when you want work that is repeatable, reusable, or reviewed over time.
I want an answer quickly
Ask one focused question. TradingCodex gathers only the evidence the answer needs and keeps research separate from any order action.
I want a repeatable process
Turn your method into reusable context, review prior decisions, automate monitoring, or follow the protected provider-to-order path.
Set up once #
Create an empty folder for your research, then attach TradingCodex. You need Git, uvx, and an installed, authenticated Codex CLI. End users do not need Node or npm.
cd /path/to/your/empty-workspace
uvx --refresh --from tradingcodex tcx attach . && ./tcx doctor
./tcx service ensurecd C:\path\to\your\empty-workspace
uvx --refresh --from tradingcodex tcx attach .
.\tcx.cmd doctor
.\tcx.cmd service ensureThen fully restart Codex, open and trust the workspace, review the generated TradingCodex hooks when prompted, and start a new task. The optional viewer is read-only; use Codex itself for research and managed skills.
Ask your first question #
Use $tcx-workflow for almost every first research task. State what you want to decide, your time horizon, the questions that matter, and limits that must remain in force. “No order” is a useful default.
Your first prompt
$tcx-workflow
Analyze MSFT as a medium-term quality compounder.
Include contrary evidence and invalidation conditions. No order.- Ask naturally. You do not need to choose analysts, data sources, or a research template.
- Review the answer. It should make the evidence, as-of context, uncertainty, contrary evidence, and gaps visible.
- Continue or stop. Ask a follow-up in the same task when it is about the same question. Start a new task for a fresh mandate or a separate managed capability.
$tcx-plan to clarify the outcome, scope, horizon, allowed actions, and stop conditions. Then bring that mandate to a new $tcx-workflow task.What TradingCodex does for you #
Finds the smallest useful research path
Simple questions stay small. Broader questions receive only the specialist perspectives and source checks that improve the answer.
See how dynamic research works →Keeps the decision legible
Conclusion-relevant evidence is current and attributable. The result distinguishes support, contrary evidence, uncertainty, and missing information.
Explore the research workflow →Separates research from action
Research never places a trade. Provider setup, review, approval, and any final broker action remain deliberate, separate checkpoints.
Understand the protected order path →When you are ready for more #
Advanced does not mean “turn everything on.” Add one capability when it solves a real recurring problem: reusable knowledge, a personal method, review of past decisions, recurring monitoring, or carefully bounded broker work.