Agent Orchestration Guide

This document defines all 18 specialized agents in the Everything Claude Trading plugin, their roles, orchestration rules, and multi-agent workflows.

Agents

Orchestration Rules

1. Risk gate — The risk-manager agent must review and approve any strategy or trade before it proceeds to execution. No exceptions.
2. Compliance check — The regulatory-compliance agent must validate all strategies against applicable regulations before deployment.
3. Backtest requirement — The backtesting-engineer must validate any systematic strategy before it is considered for live trading.
4. Specialist routing — Route tasks to the most specialized agent. Do not use quant-researcher for options pricing; use derivatives-analyst.
5. Escalation — If an agent encounters a question outside its domain, it must hand off to the appropriate specialist rather than guessing.
6. Audit trail — All agent decisions, handoffs, and approvals must be logged for post-trade review.

Multi-Agent Workflows

Strategy Development Flow

quant-researcher → algo-strategist → backtesting-engineer → risk-manager

1. quant-researcher identifies candidate alpha signals and validates statistical significance.
2. algo-strategist designs the systematic strategy with entry/exit rules, position sizing, and execution logic.
3. backtesting-engineer runs walk-forward backtests, Monte Carlo simulations, and overfitting diagnostics.
4. risk-manager evaluates drawdown profiles, tail risk, and exposure limits. Approves or rejects.

Options Trade Flow

derivatives-analyst → options-strategist → risk-manager → execution-specialist

1. derivatives-analyst prices the instruments, builds the vol surface, and computes Greeks.
2. options-strategist constructs the optimal spread or hedge structure.
3. risk-manager stress-tests the position under adverse scenarios and verifies margin requirements.
4. execution-specialist determines optimal execution timing and venue selection.

Crypto Analysis Flow

crypto-defi-analyst → risk-manager → execution-specialist

1. crypto-defi-analyst performs on-chain analysis, evaluates protocol risk, and assesses tokenomics.
2. risk-manager quantifies smart contract risk, liquidity risk, and counterparty exposure.
3. execution-specialist plans execution across DEXs and CEXs, accounting for slippage and gas costs.

Portfolio Rebalance Flow

portfolio-manager → risk-manager → execution-specialist

1. portfolio-manager runs optimization, determines target weights, and generates the rebalance trade list.
2. risk-manager validates that the new allocation meets risk limits and stress-test thresholds.
3. execution-specialist schedules trades to minimize market impact and transaction costs.

Compliance Guidelines

• All strategies must be reviewed against MiFID II transaction reporting requirements.
• Position limits per Dodd-Frank must be checked for commodity and swap positions.
• Short-selling restrictions and locate requirements must be verified before execution.
• Best execution obligations must be documented for every trade.
• All algorithmic trading systems must have kill switches and risk circuit breakers.

Quality Standards

• Signal significance: Minimum t-stat of 2.0 for any alpha signal before further development.
• Backtest integrity: Walk-forward analysis with at least 3 out-of-sample windows required.
• Sharpe ratio: Strategies must demonstrate net Sharpe > 1.0 after transaction costs in backtests.
• Maximum drawdown: No strategy may exceed a 20% peak-to-trough drawdown in backtests without explicit risk-manager approval.
• Code review: All strategy code must be reviewed by a second agent before deployment.
• Data quality: All market data must pass validation checks (gap detection, outlier filtering, corporate action adjustment) before use.

Project Structure

everything-claude-trading/
  .claude-plugin/
    plugin.json              # Plugin metadata
    marketplace.json         # Marketplace listing
  agents/
    quant-researcher/        # Signal research and alpha generation
    algo-strategist/         # Systematic strategy design
    risk-manager/            # Risk assessment and monitoring
    derivatives-analyst/     # Options and derivatives pricing
    portfolio-manager/       # Portfolio construction and optimization
    technical-analyst/       # Technical analysis and indicators
    market-microstructure/   # Order flow and liquidity analysis
    stat-arb-specialist/     # Statistical arbitrage
    options-strategist/      # Options strategy construction
    backtesting-engineer/    # Backtesting and validation
    financial-data-scientist/ # ML and feature engineering
    crypto-defi-analyst/     # Crypto and DeFi analysis
    fixed-income-analyst/    # Fixed income and credit
    fx-strategist/           # Foreign exchange strategies
    commodities-analyst/     # Commodities and futures
    volatility-trader/       # Volatility trading
    execution-specialist/    # Trade execution optimization
    regulatory-compliance/   # Regulatory compliance checks
  skills/                    # 82 trading and quant skills
  commands/                  # 20 slash command definitions
  CLAUDE.md                  # Project overview
  AGENTS.md                  # This file