Install

For normal use, attach TradingCodex to the folder where you want research to live. Do not clone this source repository into that workspace.

You need Git, uvx, and an installed, authenticated codex CLI.

On macOS/Linux:

cd /path/to/an/empty-workspace
uvx --refresh --from tradingcodex tcx attach . && ./tcx doctor
./tcx service ensure

On native Windows PowerShell:

cd C:\path\to\an\empty-workspace
uvx --refresh --from tradingcodex tcx attach .
.\tcx.cmd doctor
.\tcx.cmd service ensure

After installation, fully restart Codex, reopen and trust the workspace, and trust every TradingCodex hook when Codex prompts you. If hooks are presented one at a time, approve each project hook before starting a new task. The viewer URL is printed by ./tcx service status; the release default is http://127.0.0.1:48267/. End users do not need Node, npm, or a separate frontend server.

The Head Manager inherits the active Codex model and reasoning setting. For full research workflows, we recommend gpt-5.6-sol with high or xhigh reasoning.

The workflow is a loop

question
  -> Head Manager
  -> smallest useful specialist wave
  -> accepted evidence and artifacts
  -> follow up / add a role / request review / synthesize / stop
  -> next question or decision

The next agent is chosen by the next useful question, not by a preset research DAG. A narrow question can stay direct. A high-consequence recommendation can expand to independent portfolio, risk, and judgment review. There is no execution agent.

The team changes with the question

TradingCodex does not send every ticker through the same checklist. Head Manager reads the mandate, chooses the smallest useful group of agents, runs independent work in parallel when useful, and revises the team when accepted evidence exposes a new gap or conflict.

<p align="center"> <img src="assets/tradingcodex-dynamics.svg" alt="Head Manager dynamically coordinates nine investment specialist agents in a research loop" width="100%"> </p>