Wednesday, July 22, 2026

Daily Stock Brief
The AI CouncilIn session since Jul 21 · shadow mode

Every trade goes on trial before it goes on the tape.

Most AI trading systems ask one model for its best idea and take it. The Council does the opposite: one AI argues for the trade, a second is paid to destroy it, and a deterministic judge - pure rules, no model - delivers the verdict. Only ideas that survive cross-examination reach the broker.

01 · The bench

Six seats, one verdict

01

Mechanical

The Screener

Twice each morning a rules-only scanner sweeps US equities for stocks that are actually in play: at least 3x normal volume, a gap of 2% or more, real liquidity, and no earnings landmine that day. No AI involved - just hard gates.

02

AI - builds the case

The Analyst

A Claude model receives each candidate's full brief - price levels, volume profile, news - and writes the bull case as a structured trade plan: entry, stop, target, and the thesis in plain language.

03

AI - attacks the case

The Adversary

A second model with one job: kill the trade. It hunts for overhead supply, fake liquidity, crowded narratives, and weak levels. Some objections - like poor liquidity - are hard vetoes no score can override.

04

Deterministic

The Judge

No AI here. A fixed rulebook scores the surviving case: reward must be at least 1.5x the risk, the stop must be sensibly placed against volatility, and at most three ideas per session get through.

05

Deterministic

The Risk Gate

Position size is computed from a fixed 0.75% risk per trade. Daily loss beyond 2% or weekly loss beyond 4% halts the desk. Sector concentration and total exposure are capped. A kill switch overrides everything.

06

Interactive Brokers

Execution

Approved trades go in as bracket orders - entry, stop, and target placed together on the broker, never managed by hand. Unfilled orders are cancelled by 11:30. Everything is flat by the close. No overnight risk, ever.

The two AI seats run on Anthropic's Claude models. The judge and the risk gate are deliberately not AI: they are pure functions with truth-table tests, so no amount of persuasive prose can move a stop loss or widen a position.

02 · In session

A trading day, Eastern Time

07:05Pre-market screen

First sweep of gappers and unusual volume before the open.

09:25Second screen

A final look at the tape minutes before the bell, catching late movers.

11:30Unfilled orders cancelled

If the market never came to our price, the idea expires. No chasing.

15:45Time stop

Anything still open is closed. The Council does not hold overnight.

17:05The evaluator

A nightly memo grades every decision - including the trades we refused.

03 · The rulebook

Hard limits, no exceptions

The Council trades intraday US share CFDs on a EUR 10,000 book. Every limit below lives in configuration, is enforced by code, and applies before a single order can leave the system. The AI seats cannot see, touch, or argue with any of them.

And because refusing a trade is also a decision, the Council logs a counterfactual for every idea it rejects - so we know not just how our trades did, but how our restraint did.

Risk per trade0.75% of the book
Minimum reward-to-risk1.5 : 1
Max trades per day3
Max concurrent positions3
Max per sector2
Daily loss halt-2%
Weekly loss halt-4%
Overnight positionsNever

04 · The road to real money

Shadow, then paper, then proof

Now · from Jul 21

Shadow mode

The full pipeline runs every session and logs every decision, but no orders are placed. We are checking that the data is clean and the arguments are sane before money - even paper money - moves.

Next

Paper orders

Real bracket orders on a paper account. Fill quality, slippage, and the evaluator's nightly calibration memos build the track record - published here as it happens.

Only if earned

Live capital

Real money is gated behind pre-registered performance criteria, exactly like every other book on this desk. If the Council never earns it, it never trades it.

The Council joins a desk that already keeps score in public.

Eight active books, a public archive of retired strategies, and a real-money account - every trade on the record.

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