Pilot Financial Trading Desk Setup

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name: pilot-financial-trading-desk-setup description: > Deploy a financial trading desk with 4 agents.

Use this skill when: 1. User wants to set up coordinated market analysis, sentiment, risk management, and execution agents 2. User is configuring an automated or semi-automated trading workflow 3. User asks about trade signal pipelines, risk checks, or execution management

Do NOT use this skill when: - User wants a single market data feed (use pilot-stream-data instead) - User wants to send a one-off price alert (use pilot-alert instead) - User only needs a webhook to an exchange API (use pilot-webhook-bridge instead) tags: - pilot-protocol - setup - trading - finance - risk-management license: AGPL-3.0 metadata: author: vulture-labs version: "1.0" openclaw: requires: bins: - pilotctl - clawhub homepage: https://pilotprotocol.network allowed-tools: - Bash

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Financial Trading Desk Setup

Deploy 4 agents: analyst, sentiment, risk-mgr, and executor.

Roles

| Role | Hostname | Skills | Purpose | |------|----------|--------|---------| | analyst | -analyst | pilot-stream-data, pilot-metrics, pilot-cron, pilot-alert | Monitors markets, identifies trading opportunities | | sentiment | -sentiment | pilot-stream-data, pilot-event-filter, pilot-archive | Scans news and social media for sentiment signals | | risk-mgr | -risk-mgr | pilot-event-filter, pilot-audit-log, pilot-alert | Evaluates trades against portfolio risk limits | | executor | -executor | pilot-task-router, pilot-receipt, pilot-webhook-bridge | Executes approved trades, reports fills |

Setup Procedure

Step 1: Ask the user which role this agent should play and what prefix to use.

Step 2: Install the skills for the chosen role:

# For analyst:
clawhub install pilot-stream-data pilot-metrics pilot-cron pilot-alert
For sentiment:
clawhub install pilot-stream-data pilot-event-filter pilot-archive
For risk-mgr:
clawhub install pilot-event-filter pilot-audit-log pilot-alert
For executor:
clawhub install pilot-task-router pilot-receipt pilot-webhook-bridge

Step 3: Set the hostname and write the manifest to ~/.pilot/setups/financial-trading-desk.json.

Step 4: Tell the user to initiate handshakes with the peers for their role.

Manifest Templates Per Role

analyst

{
  "setup": "financial-trading-desk", "role": "analyst", "role_name": "Market Analyst",
  "hostname": "-analyst",
  "skills": {
    "pilot-stream-data": "Ingest real-time market data feeds (price, volume, order book).",
    "pilot-metrics": "Track signal accuracy, win rate, and Sharpe ratio.",
    "pilot-cron": "Run scheduled scans for technical setups across watchlists.",
    "pilot-alert": "Emit trade signals when high-confidence setups are detected."
  },
  "data_flows": [
    { "direction": "send", "peer": "-risk-mgr", "port": 1002, "topic": "trade-signal", "description": "Trade signals with entry/exit levels" }
  ],
  "handshakes_needed": ["-risk-mgr"]
}

sentiment

{
  "setup": "financial-trading-desk", "role": "sentiment", "role_name": "Sentiment Scanner",
  "hostname": "-sentiment",
  "skills": {
    "pilot-stream-data": "Ingest news feeds, social media streams, and earnings data.",
    "pilot-event-filter": "Classify content as bullish, bearish, or neutral.",
    "pilot-archive": "Store historical sentiment data for backtesting."
  },
  "data_flows": [
    { "direction": "send", "peer": "-risk-mgr", "port": 1002, "topic": "sentiment-score", "description": "Sentiment scores with source attribution" }
  ],
  "handshakes_needed": ["-risk-mgr"]
}

risk-mgr

{
  "setup": "financial-trading-desk", "role": "risk-mgr", "role_name": "Risk Manager",
  "hostname": "-risk-mgr",
  "skills": {
    "pilot-event-filter": "Correlate trade signals with sentiment for confirmation.",
    "pilot-audit-log": "Log all risk decisions with full reasoning for audit.",
    "pilot-alert": "Emit alerts on exposure limit breaches or drawdown warnings."
  },
  "data_flows": [
    { "direction": "receive", "peer": "-analyst", "port": 1002, "topic": "trade-signal", "description": "Trade signals from analyst" },
    { "direction": "receive", "peer": "-sentiment", "port": 1002, "topic": "sentiment-score", "description": "Sentiment scores from scanner" },
    { "direction": "send", "peer": "-executor", "port": 1002, "topic": "approved-trade", "description": "Approved trades with position sizing" },
    { "direction": "receive", "peer": "-executor", "port": 1002, "topic": "execution-report", "description": "Fill reports for P&L tracking" }
  ],
  "handshakes_needed": ["-analyst", "-sentiment", "-executor"]
}

executor

{
  "setup": "financial-trading-desk", "role": "executor", "role_name": "Trade Executor",
  "hostname": "-executor",
  "skills": {
    "pilot-task-router": "Route orders to optimal execution venue.",
    "pilot-receipt": "Generate trade confirmations and settlement receipts.",
    "pilot-webhook-bridge": "Interface with exchange APIs for order placement."
  },
  "data_flows": [
    { "direction": "receive", "peer": "-risk-mgr", "port": 1002, "topic": "approved-trade", "description": "Approved trades to execute" },
    { "direction": "send", "peer": "-risk-mgr", "port": 1002, "topic": "execution-report", "description": "Fill reports with price and slippage" }
  ],
  "handshakes_needed": ["-risk-mgr"]
}

Data Flows

analyst -> risk-mgr : trade signals with entry/exit levels and rationale (port 1002)

sentiment -> risk-mgr : sentiment scores with source attribution (port 1002)

risk-mgr -> executor : approved trades with position size and risk parameters (port 1002)

executor -> risk-mgr : execution reports with fill price and slippage (port 1002)

Workflow Example

# On analyst -- detect setup and publish signal:
pilotctl --json publish -risk-mgr trade-signal '{"symbol":"AAPL","direction":"long","entry":187.50,"stop_loss":184.00,"confidence":0.82}'
On sentiment -- publish corroborating sentiment:
pilotctl --json publish -risk-mgr sentiment-score '{"symbol":"AAPL","score":0.74,"classification":"bullish"}'
On risk-mgr -- approve with position sizing:
pilotctl --json publish -executor approved-trade '{"trade_id":"TRD-4821","symbol":"AAPL","direction":"long","qty":150,"order_type":"limit"}'
On executor -- report fill:
pilotctl --json publish -risk-mgr execution-report '{"trade_id":"TRD-4821","fill_price":187.55,"slippage_bps":2.7,"status":"filled"}'

Dependencies

Requires pilot-protocol skill, pilotctl binary, clawhub binary, and a running daemon.