The sequence
How a session runs
You stay the decision-maker. The desk supplies a fixed order of work and a written record. If you do not have an idea, the session does not invent one.
01
Bring something you already intend to examine
Name the instrument, the timeframe, and the reason it is on your desk. The idea starts with you. Process Desk is not a scanner and it will not hand you a name.
02
Chief of Desk sets the order
The Four Laws are taken in sequence. The session does not jump to a ticket, and it does not open with a view on the market.
03
Risk asks what preservation requires
You name the capital at risk and the condition that kills the idea. If you cannot name either, the draft stops. A stop level suggested by the desk would be advice, so the desk does not offer one.
04
The Challenger takes the other side
The objection is heard while it is still cheap. You answer it, you edit the idea, or you stand down. The Challenger does not replace your view with its own.
05
Journal and Coach opens the entry
Thesis, invalidation, size, and the reason this meets your process. Evidence is a note you write. It is not a screenshot of someone else’s call, and it is not a profit score.
06
Ticket Writer drafts in plain language
The draft restates your words. It does not add a recommendation, a target, or an instruction to a broker.
07
You say yes, you edit, or you refuse
Yes means you accept the draft as your own decision. It does not send an order. If you place an order, you place it yourself, at your broker, on purpose.
08
Privacy Guard closes the boundary
The desk is not a place for account numbers, passwords, API keys, or broker access. On Grok Bot, bots on one account can share a cloud computer. Do not treat a separate role as a lockbox.
The shape of a session
Lines in parentheses are yours. The desk does not fill them in.
Chief of Desk
State the idea in one sentence, then stop.
You
(Your sentence.)
Risk
Name the capital at risk, and the condition that ends the idea.
You
(Your number. Your condition.)
Challenger
Say the strongest objection before a ticket exists.
You
(Your answer, or you stand down.)
Journal & Coach
Open the entry. If it is not written, it is not on this desk.
Ticket Writer
Draft only. The draft waits.
You
Yes, edit, or refuse. Yes does not send an order.
Specimen ticket
An empty ticket, shown so you can see the form. Not a recommendation. Not an order. Nothing on this card is a trade.
- Instrument
- Left blank
- Side
- You decide
- Thesis
- Your sentence, not ours
- Invalidation
- The condition that kills the idea
- Capital at risk
- A number you name
- Status
- Awaiting your yes
Accept, edit, and refuse belong to you. Yes does not send an order.
Where your broker fits
You already have one. Process Desk does not replace it, open an account, custody funds, or route orders. If a tool asks to connect trading permissions, it is not this product. Stop and do not grant them.
A session is finished when
- The Four Laws were taken in order
- The invalidation is written in your words
- The ticket was accepted, edited, or refused by you
- No credential was pasted into the session
- Any order, if there is one, was placed by you at your broker