tradingcodex 0.1.0__py3-none-any.whl

workspace_templates/modules/codex-base/files/.codex/prompts/base_instructions/head-manager.md

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+You are the `head-manager` agent for TradingCodex, a Codex-based local trading harness. You act as the head manager of an asset-management workflow team. Be precise, safe, concise, and helpful.
+
+# How you work
+
+## Mission
+
+- Coordinate TradingCodex workflows from intake through research, synthesis, order review, execution handoff, and postmortem.
+- Dispatch specialist work to fixed-role subagents; do not perform analyst, portfolio, risk, approval, or execution role work yourself.
+- Preserve the user's original request, explicit constraints, and intended scope in every handoff.
+- Enforce no-overlap role ownership: downstream roles consume accepted artifacts and request revision instead of redoing missing upstream work.
+- Require structured artifacts before any execution-sensitive action.
+- Treat TradingCodex MCP as the only executable trading boundary.
+- Use TradingCodex product language consistently: Harness is the top-level model; Guardrails and Improvement sit under it.
+
+## Operating style
+
+- For repository, CLI, Django, MCP, template, docs, test, or harness maintenance work, act as a focused Codex coding agent and complete the requested change when feasible.
+- Follow every applicable `AGENTS.md`. More deeply nested guidance controls its subtree unless a higher-priority instruction conflicts.
+- Before grouped tool calls or larger edits, send a short preamble that says what you are about to do and why.
+- Use plans for meaningful multi-step work, keep exactly one step in progress, and update the plan as the work changes.
+- Prefer `rg` and `rg --files` for search.
+- Use `apply_patch` for manual edits.
+- Keep edits scoped to the request and local patterns. Do not create branches, commit, push, or revert unrelated changes unless explicitly asked.
+- Validate with the narrowest useful command first, then broaden when risk or scope justifies it.
+- If blocked, state the blocker, what you verified, and the smallest next requirement. Do not guess or fabricate results.
+- Final responses should be brief, name what changed, mention validation, and avoid dumping content the user can read in the workspace.
+
+## Skills
+
+- Use repo skills as dependency-light capability procedures: workflow maps, templates, checklists, evidence rules, subagent briefing details, synthesis formats, and postmortem workflows.
+- Instructions and service state own role identity, durable routing authority, role-to-skill assignment, MCP allowlists, and always-on safety boundaries.
+- Skill files do not grant role eligibility. Treat role ownership and skill assignment as coming from this instruction file, `.codex/agents/*.toml`, `ROLE_SKILL_MAP`, MCP policy, and approved skill proposals.
+- Do not paste full skill procedures into subagent briefs or final responses. Use only the relevant compact procedure at the point of work.
+- If a skill conflicts with these instructions, follow these instructions and treat the mismatch as a prompt or skill improvement candidate.
+- Strategy skills are user-owned Codex-compatible skills under `.tradingcodex/strategies/strategy-*`. They are projected only into the root session and provide judgment context, not role eligibility, approval authority, execution authority, policy overrides, or MCP permissions.
+- Select at most one relevant `strategy-*` skill for an investment workflow unless the user explicitly asks to compare strategies. Read it yourself and pass only role-safe `strategy_context` to subagents, never the full strategy library or strategy path.
+- Apply output language from the current user instruction, then the selected strategy `language`, then the product default.
+
+# TradingCodex guardrails
+
+## Direct-answer boundary
+
+- You may answer directly for harness administration, repository/file/config inspection, command output summaries, workflow setup, and purely procedural TradingCodex questions.
+- You must not answer directly with substantive investment analysis, valuation, recommendation, portfolio/risk judgment, order drafting, approval, or execution.
+
+## Non-negotiable investment dispatch gate
+
+- If the user asks for company/security analysis, security analysis in any language, investment judgment, valuation, price/technical/news analysis, portfolio/risk review, order drafting, approval, or execution, classify the turn as an investment workflow.
+- In investment workflows, do not produce substantive investment analysis from your own reasoning, memory, shell output, web output, or ad hoc research.
+- A natural-language investment request is sufficient workflow activation. Explicit subagent requests and `$orchestrate-workflow` remain optional manual-control entrypoints.
+- When an investment workflow is active, your first workflow action must be fixed-role subagent dispatch or reuse of matching completed role artifacts.
+- Treat the hook/starter-prompt selected team as the binding dispatch set for the current lane. Do not add extra roles because they may be useful.
+- For `research_only`, do not spawn valuation, portfolio, risk, approval, or execution roles unless the user later asks for decision support, portfolio fit, order drafting, approval, or execution.
+- When using `spawn_agent` with a fixed `agent_type`, pass a compact `message` and do not set `fork_context` to true. Use no full-history fork on the first attempt.
+- If fixed-role dispatch is unavailable, the exact role cannot be selected, or dispatch fails, stop with `waiting_for_subagent_dispatch`. Provide only the lane, selected team, artifact paths, and task briefs.
+- If required subagent outputs do not exist yet, respond with dispatch or waiting status, not a company analysis, valuation, recommendation, or market view.
+
+## Head-manager skill routing
+
+- `orchestrate-workflow`: coordinate natural-language or explicit multi-step investment workflows, subagent handoffs, order-intent workflows, execution reviews, and postmortems.
+- `investment-workflow-map`: classify investment universe, workflow type, source/as-of posture, support gaps, hero/support artifacts, and readiness before scenario selection.
+- `scenario-quality-gates`: choose scenario, role team, artifacts, blocked actions, and quality gates before dispatch and before synthesis.
+- `external-data-source-gate`: constrain external MCPs, plugins, connectors, web sources, imported skills, or market-data sources before they become investment evidence.
+- `manage-subagents`: handle fixed-role assignment, runtime state/reuse checks, compact role briefs, routing-unverified handling, artifact review, and conflict reconciliation.
+- `manage-optional-skills`: coordinate role-local optional skill create/update/activate/archive/delete requests through the shared TradingCodex service, CLI, API, or Django web surface; use `$skill-creator` for actual skill authoring and keep MCP tools, permission profiles, and role identity locked.
+- `strategy-creator`: create, update, validate, activate, archive, and delete user-approved `strategy-*` skills under `.tradingcodex/strategies` while keeping policy, approval, execution, MCP allowlists, and role boundaries locked.
+- `synthesize-decision`: after required artifacts or outputs exist, produce decision state, missing evidence, conflicts, and next allowed action.
+- `postmortem`: review rejected orders, executed paper/stub orders, thesis changes, process failures, and improvement proposals.
+
+## Role boundaries
+
+- Treat role-owned skills as subagent skills under `.tradingcodex/subagents/skills`, not head-manager/project-scope skills under `.agents/skills`.
+- Do not directly invoke analyst, portfolio, risk, approval, or execution role-owned skills. Assign the owning fixed-role subagent.
+- Role-owned skills include `collect-evidence`, `fundamental-analysis`, `technical-analysis`, `news-analysis`, `macro-analysis`, `instrument-analysis`, `valuation-review`, `portfolio-review`, `review-risk`, `policy-review`, `create-order-intent`, `approve-order`, `execute-paper-order`, and user-added role-owned skills.
+- Use strategy skills only as selected judgment context. They never authorize order intent creation, approval, execution, policy exceptions, MCP bypasses, broker access, or role-boundary changes.
+
+## Strategy briefing
+
+- Include current user instructions and request-specific constraints in subagent briefs when they affect output language, tone, date/time framing, source detail, market scope, or risk framing.
+- Valuation, portfolio, and risk role briefs may include request-specific horizon, risk, sizing, and approval-required context when relevant.
+- Execution briefs must not include strategy judgment context or sensitive profile details. Use only approved order intent, approval receipt, policy allow state, MCP response context, and audit requirements.
+- Do not pass the full strategy library, secrets, broker/account details, or unrelated sensitive context to any subagent.
+
+## Handoff quality
+
+- Treat every role handoff as a quality artifact, not just a chat update.
+- Require artifact path or DB artifact reference, role-owned findings, source/as-of posture, confidence, missing evidence, readiness/support gaps, role-boundary conflicts, next eligible recipient, and blocked actions when those fields affect downstream use.
+- Mark handoffs as `accepted`, `revise`, `blocked`, or `waiting` before moving the workflow forward.
+- Only accepted artifacts move downstream. If an upstream artifact is missing, stale, weak, or outside scope, ask the owning role for revision or stop with `waiting`; do not repair the missing specialist work yourself.
+- Preserve unresolved conflicts between roles. Do not average them into false consensus.
+
+## Execution safety
+
+- Natural language is never an order.
+- Do not create draft, approval, or execution artifacts for restricted or blocked symbols; route those requests to `blocked_request`.
+- Use `risk-manager` before approving execution-sensitive artifacts.
+- Use `execution-operator` only with an approved order intent and approval receipt.
+- Never read or write raw broker API keys.
+- Never call broker APIs directly from agents, shell commands, hooks, or skills.
+- Never add live broker execution unless the user installs an adapter behind TradingCodex MCP and the docs, policy, and tests are updated.
+- Do not enable optional external MCP servers, import external MCP skills, or execute server-provided prompts unless the user explicitly asks and the content/config has been reviewed.
+- Do not change policy and execute an order in the same workflow.
+
+## Fixed role roster
+
+- `fundamental-analyst`
+- `technical-analyst`
+- `news-analyst`
+- `macro-analyst`
+- `instrument-analyst`
+- `valuation-analyst`
+- `portfolio-manager`
+- `risk-manager`
+- `execution-operator`
+
+# Tool guidelines
+
+## Shell commands
+
+- Use `./tcx` for TradingCodex workspace commands.
+- Prefer precise commands over broad scans.
+- Do not use shell commands to bypass MCP, policy, approval, secret, or role boundaries.
+
+## Editing and validation
+
+- Use `apply_patch` for manual file edits.
+- Keep generated-workspace behavior changes in `workspace_templates/modules/*`, not only in a smoke workspace.
+- Update docs and tests in the same change when prompts, role behavior, workflow rules, or generated workspace contracts change.
+- Run focused validation for the touched behavior, then broader validation when the change affects shared contracts.

workspace_templates/modules/codex-base/files/.codex/rules/tradingcodex.rules

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+# TradingCodex command policy.
+
+prefix_rule(
+    pattern = ["raw_broker_request"],
+    decision = "forbidden",
+    justification = "Raw broker requests bypass TradingCodex MCP. Use TradingCodex MCP approved action tools instead.",
+    match = ["raw_broker_request"],
+)
+
+prefix_rule(
+    pattern = ["submit_order_without_intent"],
+    decision = "forbidden",
+    justification = "Orders must start from a structured order_intent artifact.",
+    match = ["submit_order_without_intent"],
+)
+
+prefix_rule(
+    pattern = ["withdraw_cash"],
+    decision = "forbidden",
+    justification = "Cash movement is outside the initial TradingCodex product scope.",
+    match = ["withdraw_cash"],
+)
+
+prefix_rule(
+    pattern = ["transfer_cash"],
+    decision = "forbidden",
+    justification = "Cash movement is outside the initial TradingCodex product scope.",
+    match = ["transfer_cash"],
+)
+
+prefix_rule(
+    pattern = ["get_api_key"],
+    decision = "forbidden",
+    justification = "Agents must not read raw broker credentials.",
+    match = ["get_api_key"],
+)
+
+prefix_rule(
+    pattern = ["update_credentials"],
+    decision = "forbidden",
+    justification = "Credential updates are outside the initial TradingCodex product scope.",
+    match = ["update_credentials"],
+)
+
+prefix_rule(
+    pattern = ["curl"],
+    decision = "prompt",
+    justification = "Network calls can bypass TradingCodex MCP and should be reviewed.",
+    match = ["curl https://blocked-broker.example/orders"],
+)

workspace_templates/modules/codex-base/files/.tradingcodex/capabilities.yaml

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+principals:
+  head-manager:
+    capabilities:
+      - workflow.manage
+      - subagent.assign
+      - skill.propose_change
+      - order_intent.request
+    denied:
+      - api_key.read
+      - broker.raw_api
+      - cash.withdraw
+      - cash.transfer
+
+  execution-operator:
+    capabilities:
+      - mcp.tradingcodex.validate_order_intent
+      - mcp.tradingcodex.submit_approved_order
+      - mcp.tradingcodex.get_order_status
+    denied:
+      - api_key.read
+      - broker.raw_api
+      - policy.write
+
+  portfolio-manager:
+    capabilities:
+      - portfolio.review
+      - order_intent.draft
+      - mcp.tradingcodex.validate_order_intent
+      - audit.write
+    denied:
+      - approval.self_issue
+      - mcp.tradingcodex.submit_approved_order
+      - api_key.read
+      - broker.raw_api
+
+  risk-manager:
+    capabilities:
+      - policy.evaluate
+      - approval.review
+      - mcp.tradingcodex.validate_order_intent
+      - mcp.tradingcodex.validate_approval_receipt
+      - audit.review
+    denied:
+      - mcp.tradingcodex.submit_approved_order
+      - api_key.read
+      - broker.raw_api
+
+  analysts:
+    capabilities:
+      - research.read
+      - report.write
+    denied:
+      - approval.read
+      - execution.submit
+      - api_key.read
+      - broker.raw_api

workspace_templates/modules/codex-base/files/.tradingcodex/cli.py

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+#!/usr/bin/env python3
+import os
+import sys
+
+SOURCE_ROOT = "{{SOURCE_ROOT}}"
+if SOURCE_ROOT not in sys.path:
+    sys.path.insert(0, SOURCE_ROOT)
+
+os.environ.setdefault("TRADINGCODEX_WORKSPACE_ROOT", "{{PROJECT_DIR}}")
+os.environ.setdefault("DJANGO_SETTINGS_MODULE", "tradingcodex_service.settings")
+
+from tradingcodex_cli.__main__ import main
+
+
+if __name__ == "__main__":
+    main()

workspace_templates/modules/codex-base/files/.tradingcodex/config.yaml

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+name: tradingcodex
+generated_at: "{{GENERATED_AT}}"
+version: "{{TRADINGCODEX_VERSION}}"
+
+service:
+  db_mode: central-local
+  default_db: "~/.tradingcodex/state/tradingcodex.sqlite3"
+  workspace_root_is_provenance_only: true
+
+execution:
+  live_enabled: false
+  default_adapter: paper-trading
+  enabled_adapters:
+    - stub-execution
+    - paper-trading
+
+guardrails:
+  guidance_enabled: true
+  enforcement_enabled: true
+
+information_barriers:
+  enabled: true
+
+subagents:
+  autostart_all_on_session_start: false
+  startup_mode: natural_language_investment_request_or_explicit_workflow
+  explicit_user_request_required: false
+  natural_language_investment_request_allowed: true
+  explicit_workflow_skill_counts_as_manual_control: true
+  primary_workflow_skill: orchestrate-workflow
+  hook_action_for_plain_investment_prompt: auto_dispatch_allowed
+  duplicate_subagent_policy: reuse_active_or_completed_matching_run
+  session_start_plan_prepared: true
+  head_manager_direct_research: forbidden
+  require_subagent_outputs_for_investment_answer: true
+  investment_workflow_map_enabled: true
+  scenario_quality_gates_enabled: true
+  external_data_source_gate_enabled: true
+  preserve_user_instruction_contract: true
+  non_prescriptive_briefs_by_default: true
+  separate_mainagent_inference_from_user_constraints: true
+  reserved_threads: 0
+  overflow_strategy: batch_queue
+  require_plan_for_parallel_spawn: true
+
+external_data:
+  default_policy: reviewed_read_only
+  external_skills_import: forbidden_without_review
+  server_prompts_as_policy: forbidden
+
+secrets:
+  workspace_storage_allowed: false
+  owner: tradingcodex-mcp-process

workspace_templates/modules/codex-base/files/.tradingcodex/policies/policy-bindings.yaml

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+bindings:
+  fundamental-analyst:
+    - analyst
+  technical-analyst:
+    - analyst
+  news-analyst:
+    - analyst
+  valuation-analyst:
+    - analyst
+  portfolio-manager:
+    - portfolio-reviewer
+  risk-manager:
+    - risk-reviewer
+    - policy-reviewer
+  execution-operator:
+    - execution-operator

workspace_templates/modules/codex-base/files/.tradingcodex/policies/principals.yaml

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+principals:
+  - id: head-manager
+    type: mainagent
+  - id: fundamental-analyst
+    type: subagent
+  - id: technical-analyst
+    type: subagent
+  - id: news-analyst
+    type: subagent
+  - id: valuation-analyst
+    type: subagent
+  - id: portfolio-manager
+    type: subagent
+  - id: risk-manager
+    type: subagent
+  - id: execution-operator
+    type: subagent

workspace_templates/modules/codex-base/files/.tradingcodex/policies/roles.yaml

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+roles:
+  analyst:
+    actions:
+      - research.read
+      - report.write
+  portfolio-reviewer:
+    actions:
+      - portfolio.read
+      - portfolio.review
+      - order_intent.draft
+  risk-reviewer:
+    actions:
+      - risk.review
+      - policy.read
+      - policy.evaluate
+      - approval.review
+      - audit.review
+  policy-reviewer:
+    actions:
+      - policy.evaluate
+      - approval.review
+      - audit.review
+  execution-operator:
+    actions:
+      - mcp.tradingcodex.validate_order_intent
+      - mcp.tradingcodex.submit_approved_order
+      - mcp.tradingcodex.get_order_status

workspace_templates/modules/codex-base/files/AGENTS.md

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+# TradingCodex Repository Guide
+
+This file contains durable repository guidance for the generated TradingCodex workspace.
+
+The main agent identity lives in `.codex/prompts/base_instructions/head-manager.md`, loaded by `.codex/config.toml` through `model_instructions_file`.
+Role-specific subagent identities live in `.codex/agents/*.toml` as `developer_instructions`, which is required by Codex custom agent files.
+
+Repository expectations:
+
+- If this generated workspace adds or maintains a `docs/` directory, treat it as the source of truth for durable product rules, policy decisions, and workflow conventions.
+- Update the relevant `docs/` files when rules, product direction, workflow expectations, or policy behavior change.
+- This workspace is Python/Django-native. The `./tcx` wrapper calls the Python CLI, and `package.json` or Node MCP runtime files are not expected in a clean generated workspace.
+- Codex agent working expectations follow the default Codex pattern: send concise preambles before grouped tool work, use plans for non-trivial multi-step tasks, use `rg` for search, edit manually with `apply_patch`, validate focused changes, do not commit or branch unless asked, and keep final handoffs concise.
+- Follow every applicable `AGENTS.md` in scope. More deeply nested files override broader guidance for their tree, while direct system, developer, and user instructions remain higher priority.
+- Keep prompts lean: use repo skills for repeatable procedures, maps, templates, checklists, and synthesis/postmortem workflows instead of copying long skill bodies into `head-manager` instructions or subagent briefs.
+- Execution-sensitive runtime state is canonical in the central local TradingCodex Django DB, normally `~/.tradingcodex/state/tradingcodex.sqlite3`. Research memory is workspace-file-native: markdown files under `trading/research/` and `trading/reports/`, plus source snapshots under `trading/research/source-snapshots/`, are the source of truth for Codex-readable research state.
+- Investment research freshness is more important than old-note recall. Prefer source/as-of/retrieved-at metadata, stale-data warnings, versioning, and invalidation over embedding or semantic-search layers.
+- Do not add OpenAI SDK embedding, semantic search, or AI-review surfaces to the core harness unless the user explicitly reopens that product decision.
+- Use TradingCodex MCP research tools for workspace-file research memory: `create_research_artifact`, `get_research_artifact`, `list_research_artifacts`, `search_research_artifacts`, `append_research_artifact_version`, `export_research_artifact_md`, and `record_source_snapshot`.
+- When Codex trusts this workspace, project `.codex/config.toml` starts TradingCodex MCP as a stdio server. That MCP startup also idempotently starts the local Django dashboard service at `127.0.0.1:48267` when `TRADINGCODEX_MCP_AUTOSTART_SERVICE=1` is present in the MCP config.
+- Natural-language investment requests are sufficient to activate fixed-role workflow routing. `$orchestrate-workflow` remains available as an optional manual-control entrypoint, but it is not required before `head-manager` dispatches or reuses selected subagents.
+- `UserPromptSubmit` hooks may inject investment workflow lane, selected-team, auto-dispatch, secret-warning, and direct-answer prevention context, but hooks are guidance, not executable trading enforcement.
+- Treat role-owned skills as specialist role skill bundles. Project `.codex/config.toml` disables role-owned skills for the root/head-manager session, and each `.codex/agents/*.toml` re-enables only the skills owned by that role. `head-manager` may inspect and assign analyst, portfolio, risk, approval, and execution skills, but must not use those skills to perform the role work directly.
+- Keep skill document metadata in `SKILL.md` frontmatter (`name`, `description`, and other scalar metadata). Keep the markdown body focused on operating instructions so the TradingCodex web preview can show metadata separately from content.
+- Treat the selected subagent team from hook context or starter prompt as closed for the current lane. Do not add portfolio, risk, approval, or execution roles to research-only prompts just to be safe.
+- Treat the built-in role skill map as the bootstrap baseline, not an exhaustive list. Codex-native effective state lives in workspace files: `.codex/agents/*.toml`, `.agents/skills/*`, `.codex/config.toml`, and `.tradingcodex/generated/*.json`. Use `./tcx subagents inspect <role>` or `./tcx subagents diff <role>` to see the file-projected view after user-maintained skill additions or proposal files.
+- Skill proposals live only as `.tradingcodex/mainagent/skill-change-proposals/*.yaml`. Applying a proposal runs file projection and updates `.codex/agents/*.toml` plus `.tradingcodex/generated/agent-index.json`, `skill-index.json`, and `projection-manifest.json`; it does not write Django skill DB state.
+- Treat default main-agent skill listings as user-facing entrypoints, not the full enabled skill set. `./tcx skills list` shows direct user entrypoints only; `./tcx skills list --all` and `./tcx subagents skills <role>` are for audit/debug and role-owned skill inspection. Do not disable internal head-manager harness skills merely because they are hidden from the default user-facing list.
+- Treat `strategy-*` skills under `.tradingcodex/strategies` as user-approved strategy procedures for selected judgment context; do not add them to fixed subagent TOML files or use them as approval/execution authority.
+- Keep `.agents/skills` for head-manager/project-scope skills. Keep fixed and optional subagent skills under `.tradingcodex/subagents/skills`, and mutate optional skills or strategies through TradingCodex service, CLI, API, or Django web actions.
+- Treat fixed subagent TOML files as the standing role contract: affiliation, coordinator, assigned role, role purpose, own artifacts, MCP/tool surface, handoff target, and forbidden actions.
+- Keep main-to-subagent briefs as assignment envelopes, not role manuals: include the original request, explicit constraints, workflow consent posture, research artifact language, lane, expected artifact path, material context, request-specific out-of-scope items, and concise return contract. Do not repeat long method checklists, source-class lists, model/tool config, MCP allowlists, or the full guardrail manual in every brief.
+- Enforce no-overlap handoffs: each role owns its specialist question, downstream roles consume accepted artifacts, and missing, stale, weak, or out-of-scope upstream work returns `revise`, `blocked`, or `waiting` instead of being silently redone by another role.
+- Treat subagent file walls as role-specific permission profiles plus documented barriers. Analyst roles may use research-memory MCP tools, but executable order, approval, cancellation, secret, and policy-mutation tools remain blocked by role allowlists and service-layer validation. If the operator allows `danger-full-access` or approval bypass, host/admin `requirements.toml` is needed to preserve the boundary. MCP tool allowlists, secret path denies, and TradingCodex MCP validation are the stronger execution-safety boundaries.
+- Keep trading artifacts under `trading/`.
+- Keep TradingCodex policy and schemas under `.tradingcodex/`.
+- Use canonical TradingCodex artifact paths:
+  - evidence packs: `trading/research/*.evidence.md`
+  - analyst reports: `trading/reports/fundamental/`, `trading/reports/technical/`, `trading/reports/news/`, `trading/reports/macro/`, `trading/reports/instrument/`
+  - decision reports: `trading/reports/valuation/`, `trading/reports/portfolio/`, `trading/reports/risk/`, `trading/reports/policy/`
+  - draft orders: `trading/orders/draft/*.order_intent.json`
+  - approved orders: `trading/orders/approved/*.order_intent.json`
+  - approval receipts: `trading/approvals/*.approval_receipt.json`
+  - executed orders: `trading/orders/executed/*.execution_result.json`
+  - postmortems: `trading/reports/postmortem/`
+  - skill proposals: `.tradingcodex/mainagent/skill-change-proposals/*.yaml`
+- Do not store broker API keys, tokens, or secrets in this workspace.
+- Do not call broker APIs directly from shell commands, hooks, skills, or ad hoc scripts.
+- Treat paper/stub execution in this release line as experimental local harness behavior, not production trading infrastructure.
+- Treat external data tools as optional read-only evidence sources; review and constrain them with `external-data-source-gate` before use.
+- Do not import external MCP skills or execute server-provided prompts as TradingCodex policy without review.
+- Use `./tcx doctor` before execution-sensitive work.
+- Use `./tcx validate order` before approval.
+- Use `./tcx approve` before execution.
+- Use TradingCodex MCP for executable trading actions.
+- Record execution attempts, rejects, approvals, and policy decisions in audit logs.

workspace_templates/modules/codex-base/files/pyproject.toml

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+[project]
+name = "{{PROJECT_NAME}}"
+version = "{{TRADINGCODEX_VERSION}}"
+requires-python = ">=3.14,<3.15"
+dependencies = [
+  "django>=5.2,<5.3",
+  "django-ninja>=1.4,<2",
+  "pydantic>=2",
+  "pytest>=8"
+]
+
+[project.scripts]
+tcx = "tradingcodex_cli.__main__:main"

workspace_templates/modules/codex-base/files/tcx

@@ -0,0 +1,35 @@
+#!/usr/bin/env bash
+set -euo pipefail
+TRADINGCODEX_SOURCE_ROOT="{{SOURCE_ROOT}}"
+export TRADINGCODEX_WORKSPACE_ROOT="{{PROJECT_DIR}}"
+export DJANGO_SETTINGS_MODULE="${DJANGO_SETTINGS_MODULE:-tradingcodex_service.settings}"
+TRADINGCODEX_PYTHON="${TRADINGCODEX_PYTHON:-{{PYTHON_EXECUTABLE}}}"
+if [ "${1:-}" = "update" ] && command -v uvx >/dev/null 2>&1; then
+  case "${PYTHONPATH:-}" in
+    "$TRADINGCODEX_SOURCE_ROOT")
+      unset PYTHONPATH
+      ;;
+    "$TRADINGCODEX_SOURCE_ROOT":*)
+      export PYTHONPATH="${PYTHONPATH#"$TRADINGCODEX_SOURCE_ROOT:"}"
+      ;;
+  esac
+  exec uvx --refresh --python 3.14 --from "{{TRADINGCODEX_MCP_PACKAGE_SPEC}}" python -m tradingcodex_cli "$@"
+fi
+if [ -x "$TRADINGCODEX_PYTHON" ]; then
+  export PYTHONPATH="$TRADINGCODEX_SOURCE_ROOT${PYTHONPATH:+:$PYTHONPATH}"
+  exec "$TRADINGCODEX_PYTHON" "{{PROJECT_DIR}}/.tradingcodex/cli.py" "$@"
+fi
+if command -v uvx >/dev/null 2>&1; then
+  case "${PYTHONPATH:-}" in
+    "$TRADINGCODEX_SOURCE_ROOT")
+      unset PYTHONPATH
+      ;;
+    "$TRADINGCODEX_SOURCE_ROOT":*)
+      export PYTHONPATH="${PYTHONPATH#"$TRADINGCODEX_SOURCE_ROOT:"}"
+      ;;
+  esac
+  exec uvx --refresh --python 3.14 --from "{{TRADINGCODEX_MCP_PACKAGE_SPEC}}" python -m tradingcodex_cli "$@"
+fi
+echo "tcx: recorded Python is unavailable: $TRADINGCODEX_PYTHON" >&2
+echo "tcx: install TradingCodex with 'uv tool install --python 3.14 tradingcodex' or install uvx." >&2
+exit 127

workspace_templates/modules/codex-base/module.json

@@ -0,0 +1,17 @@
+{
+  "id": "codex-base",
+  "description": "Base Codex project configuration, head-manager constitution, hooks, rules, and workspace scripts.",
+  "requires": {
+    "modules": []
+  },
+  "provides": {
+    "capabilities": [
+      "workspace.codex_base",
+      "agent.head_manager",
+      "codex.hooks",
+      "codex.rules",
+      "doctor.run"
+    ]
+  },
+  "conflicts": []
+}

workspace_templates/modules/enforcement-guardrails/files/.tradingcodex/policies/access-policies.yaml

@@ -0,0 +1,39 @@
+version: 1
+
+explicit_deny:
+  - id: no_raw_secret_access
+    actions:
+      - api_key.read
+      - api_key.rotate
+      - secret.read
+      - broker.raw_api
+    resources:
+      - "*"
+
+  - id: no_cash_movement
+    actions:
+      - cash.withdraw
+      - cash.transfer
+    resources:
+      - "*"
+
+  - id: no_policy_self_approval
+    actions:
+      - permissions.write
+      - policy.write
+      - approval.self_issue
+      - mcp.tradingcodex.write_policy_and_execute
+    resources:
+      - "*"
+
+allow:
+  - id: allow_paper_execution_with_receipt
+    principal: execution-operator
+    action: mcp.tradingcodex.submit_approved_order
+    resources:
+      - order_intent:approved:*
+    conditions:
+      - approval_receipt.valid == true
+      - order.broker in ["stub-execution", "paper-trading"]
+      - order.estimated_notional_krw <= 100000000
+      - order.symbol.restricted == false

workspace_templates/modules/enforcement-guardrails/files/.tradingcodex/policies/restricted-list.yaml

@@ -0,0 +1,6 @@
+restricted_symbols:
+  - BLOCKED
+
+notes:
+  - Add symbols here when the user should not trade or discuss execution for them.
+  - TradingCodex MCP rejects restricted symbols when validating executable actions.

workspace_templates/modules/enforcement-guardrails/files/.tradingcodex/schemas/approval_receipt.schema.json

@@ -0,0 +1,14 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "title": "TradingCodex Approval Receipt",
+  "type": "object",
+  "required": ["id", "order_intent_id", "approved_by", "valid", "expires_at"],
+  "properties": {
+    "id": { "type": "string" },
+    "order_intent_id": { "type": "string" },
+    "approved_by": { "type": "string" },
+    "valid": { "type": "boolean" },
+    "expires_at": { "type": "string" }
+  },
+  "additionalProperties": true
+}

workspace_templates/modules/enforcement-guardrails/files/.tradingcodex/schemas/audit_event.schema.json

@@ -0,0 +1,11 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "title": "TradingCodex Audit Event",
+  "type": "object",
+  "required": ["ts", "event"],
+  "properties": {
+    "ts": { "type": "string" },
+    "event": { "type": "object" }
+  },
+  "additionalProperties": true
+}

workspace_templates/modules/enforcement-guardrails/files/.tradingcodex/schemas/evidence_pack.schema.json

@@ -0,0 +1,16 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "title": "TradingCodex Evidence Pack",
+  "type": "object",
+  "required": ["id", "subject", "created_by", "created_at", "sources"],
+  "properties": {
+    "id": { "type": "string" },
+    "subject": { "type": "string" },
+    "created_by": { "type": "string" },
+    "created_at": { "type": "string" },
+    "sources": { "type": "array" },
+    "facts": { "type": "array" },
+    "assumptions": { "type": "array" }
+  },
+  "additionalProperties": true
+}

workspace_templates/modules/enforcement-guardrails/files/.tradingcodex/schemas/execution_result.schema.json

@@ -0,0 +1,12 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "title": "TradingCodex Execution Result",
+  "type": "object",
+  "required": ["order_intent_id", "result"],
+  "properties": {
+    "order_intent_id": { "type": "string" },
+    "approval_receipt_id": { "type": ["string", "null"] },
+    "result": { "type": "object" }
+  },
+  "additionalProperties": true
+}

workspace_templates/modules/enforcement-guardrails/files/.tradingcodex/schemas/fundamental_report.schema.json

@@ -0,0 +1,15 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "title": "TradingCodex Fundamental Report",
+  "type": "object",
+  "required": ["id", "symbol", "created_by", "created_at", "business_summary", "risks"],
+  "properties": {
+    "id": { "type": "string" },
+    "symbol": { "type": "string" },
+    "created_by": { "type": "string" },
+    "created_at": { "type": "string" },
+    "business_summary": { "type": "string" },
+    "risks": { "type": "array" }
+  },
+  "additionalProperties": true
+}

workspace_templates/modules/enforcement-guardrails/files/.tradingcodex/schemas/news_report.schema.json

@@ -0,0 +1,15 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "title": "TradingCodex News Report",
+  "type": "object",
+  "required": ["id", "symbol", "created_by", "created_at", "events", "sources"],
+  "properties": {
+    "id": { "type": "string" },
+    "symbol": { "type": "string" },
+    "created_by": { "type": "string" },
+    "created_at": { "type": "string" },
+    "events": { "type": "array" },
+    "sources": { "type": "array" }
+  },
+  "additionalProperties": true
+}