Video · 1:14
The morning brief in Trading Desk, and how its numbers are checked
How Trading Desk 1.1.1 writes the morning brief on a fictional demo portfolio: the Bottom line with numbered sources, the pack of facts the AI gets, the check each percentage and price has to pass, and the whole brief as written in History.
Step by step, with screenshots: The morning brief, and how its numbers are checked.
Also on YouTube: The morning brief in Trading Desk, and how its numbers are checked (the link opens YouTube, which has its own privacy terms).
Transcript
- 00:03 The morning brief, on Trading Desk's fictional demo portfolio.
- 00:07 Today opens with its Bottom line: one to three bullets about markets, holdings and rules.
- 00:12 Each bullet ends with numbered links to the sources of its facts.
- 00:16 Under it: where the brief ran and which model wrote it.
- 00:21 Run brief now writes a fresh one with the model picked beside it.
- 00:26 The AI gets one pack of facts: prices, macro figures, news, filings, dates and holdings.
- 00:32 For your holdings it gets percentages only, never share counts or money amounts.
- 00:37 Code rejects a draft if a percentage or price isn't backed by a cited fact.
- 00:42 A rejected draft goes back once; if it fails again, a code-written digest replaces it.
- 00:48 History keeps every brief exactly as written, section by section.
- 00:52 Its Rules section repeats your rule results, such as R5 review for ETH.
- 00:57 Data health says plainly what is stale or missing: here, a snapshot 32 days old.
- 01:03 A brief reports what the data says; code rejects drafts that use banned phrases.
- 01:10 Trading Desk.