Runs & the approval gate

This page is the field reference for the two screens you act on. Keep it open the first few times you review a trade.

The Runs screen

A single form: a Symbol box and a Run Agents button. Type a ticker as the exchange knows it (RELIANCE, INFY, TCS) and click the button.

• The run executes stages 1–7 and stops at the approval gate.
• You are redirected to the approval queue.
• The symbol must be in your mandate universe or it is rejected at stage 4.

You can also trigger a run straight from the bottom of the Approvals page — same form, fewer clicks.

The approval queue (/approvals)

A table of everything waiting for your decision. Columns:

Click Review to open the full proposal.

The approval detail screen, field by field

Order block

The exact thing that would be traded:

• Direction — LONG or SHORT.
• Quantity — share count, chosen by the deterministic risk engine, not the AI.
• Entry / Target / Stop — the three prices. Target is shown green, stop red.
• Notional — quantity × entry, i.e. the position's rupee size.
• Risk amount — how much you lose if the stop is hit (the real risk of the

trade, and what sizing is built around).

• Horizon — how many sessions the thesis expects to hold (e.g. 5d).
• Conviction — the debate's confidence, 0–100%.

Risk decision

A green APPROVED or red REJECTED pill, then a table of every check:

• Each row is one cap (per-trade risk, position size, portfolio exposure, etc.).
• ✓ means it passed, ✗ means it failed.
• If the decision is REJECTED, the reject reason is shown and you should not

approve — the trade breaks a risk limit.

This is pure code. The AI cannot soften or skip a risk check.

Analyst notes

One row per analyst (news, sentiment, technical, fundamental):

• Stance — a number from −1.00 to +1.00. Positive (green) is bullish, negative

(red) is bearish, near zero is neutral. This is the analyst's lean.

• Confidence — how sure that analyst is, 0–100%.
• Summary — one-line conclusion.
• Key points — the supporting bullets.

Reading four stances quickly tells you whether the agents agree or are split.

Research debate

• Winner pill — which side the debate favored (LONG/SHORT) and the conviction.
• Bull case — the argument for buying, its supporting points, and its risks.
• Bear case — the argument against, its supporting points, and its risks.
• Manager rationale — how the research manager weighed the two sides.
• Trade rationale — the trader agent's reasoning for the specific entry/exit plan.

The action bar — your three options

Only shown while the request is PENDING.

Approve

1. Enter a Trader ID (any identifier for who you are — it is recorded).
2. Tick I confirm this order.
3. Click Approve Order.

This mints a signature and runs stages 9–12. You are taken to the portfolio.

Modify quantity

Same as approve, but you set a New Quantity first. The order executes with your size instead of the engine's. Use it to trade smaller than the model suggested.

Reject

Enter a Trader ID and click Reject Order. The request is closed and nothing trades. Use this freely — rejecting costs nothing in paper mode.

Forgot to set the token in the header? Any of these buttons will return a 401. Set it once (see Getting started) and retry.

After you decide

• Approved/Modified → the request leaves the queue and a position shows up in the

Portfolio.

• Rejected → the request leaves the queue with no position.
• Already-decided requests show their final status and the action bar disappears.