PHALANX [NERD MODE]03FOR POWER USERSBYO
Phalanx [Nerd Mode] is the same multi-agent trading stack we run on a live brokerage account — exposed at the level we ourselves work at. Eleven engines, eight agents, four-model consensus AND-gate, editable SOUL files for every agent. For the buyer who reads every prompt.
BYO · FULL STACK · PROMPT-LEVEL
BYO brokerage account (IBKR or thinkorswim) + model API keys
→ Every agent has its own SOUL file · edit, restart, ship
Live config view · you own the prompts at this tier
NERD MODE VS DESKTOP
What you get that Desktop doesn't have
Every prompt is yours
SOUL files for each agent — plain text, versioned in git, hot-reloaded on restart. Change how the Analyst thinks. Change what the Trader looks for.
Every threshold is tunable
Regime-gate conviction thresholds, position sizing rules, loss circuit breakers — all in plain JSON. Edit in production without a deploy.
Self-improving layer
The Builder agent monitors underperformance, drafts upgrade proposals, and waits for your sign-off before anything ships. The system learns to be better at your direction.
Full observability
QuestDB, Langfuse, and Grafana if you want them. Every agent call logged, every debate threaded in Discord, every signal traceable to the exact prompt that fired it.
What it costs you
Requires an AI coding agent to install
We don't recommend attempting the setup without Claude or Codex walking you through it. Point your coding agent at the repo and tell it to install Phalanx Nerd Mode — it populates the .env, registers the cron jobs, and handles the broker gateway config. Plan for half a day the first time.
You own the ops
The system runs on your hardware. If your machine sleeps, the system sleeps. If TWS disconnects, you're the one who gets paged. Engineer will catch it — but you're the operator.
You pay for inference
BYO API keys means BYO model spend. Typical usage runs $100–250/month across Anthropic, Google, xAI, and OpenAI. You see exactly what you're spending.
Optional: Docker for full observability
QuestDB + Langfuse + Grafana require Docker. Without it, the system falls back to JSON-based local storage. Functional, but less instrumented.
If you want the system working tomorrow morning — use Phalanx Desktop. Same engines, same agents, five-minute setup. Free.
If you use Claude Code or Codex and want to own every file — read on. Point your coding agent at the repo and it will walk you through the install. Plan for half a day the first time. Worth it.
We don't recommend attempting setup without an AI coding agent. The dependencies are manageable — the orchestration across them is not.
WHAT'S INCLUDED / VIII
Every capability we run on our own live brokerage account is in the box. Configuration exposed at the prompt level. Discord integration included. The defaults work; the knobs are yours.
Wolf (mean reversion), Slipstream (momentum), Tango (pairs), Phoenix (options), Raven (macro), Owl (ensemble · β — fires when ≥3 signals agree), and Condor (long-term accumulation). Each has its own client, snapshot, and risk profile. All read the strategic regime file every tick.
Chief, Scanner, Analyst, Researcher, Trader, Engineer, Evaluator. Each with a distinct SOUL file, its own prompt, its own tool set. Edit them; restart; ship.
Claude + Grok + Gemini + GPT at T=0.20 on every high-conviction trade. You see all four votes in the Discord thread, every time. Disagreement is logged, not hidden.
Agent chatter, threaded debates per signal, slash commands for what-ifs and snapshots, paid-tier channels separated from public. The system communicates the way trading desks already do.
Stand Down → Bear Attack → Bear → Neutral → Bull → Stampede. Engines size, gate, and trail differently in each. Auto-set by 2-of-3 vote on VIX, SPY trend, and tape. Manual pin from the orb.
The signal ledger feeds realized-alpha back into agent prompts nightly. You see your own grades. The system reads them too — before deciding again.
Subscription includes publication to the Phalanx Signal network — every signal your stack fires is POSTed to api.phalanxai.io and shows up on the public Phalanx leaderboard. Your track record is auditable by anyone, alongside ours and every other Pro subscriber. Subscription lapses → producer token revoked → off the network.
git pull stable to take the latest release while your subscription is active. Two-layer config means the upstream never overwrites your .env, your SOUL.md customizations, or your strategy.json. Dial knobs in production; updates land cleanly on top.
A TYPICAL PRO DAY
Eleven engines plus eight agents is abstract. Here's the same fleet rendered as a trading-day timeline so you know exactly what runs when on your machine.
All times US Eastern · cron-driven · editable
07:30
ET
ENGINEER
Health-check sweep across gateways, data feeds, and the broker session. Anything degraded pages you before the open.
08:15
ET
CHIEF
Morning agenda is set. Tasks routed to the analyst, scanner, and researcher. The day's plan is written to the agent log.
09:00
ET
ANALYST
Regime recommendation published — RISK-OFF · DEFENSIVE · NEUTRAL · RISK-ON · CATALYST-WATCH. Every engine reads it on the next tick.
09:30
ET
SCANNER + ENGINES
Market opens. Engines spin up under the regime gate. Scanner watches for flow anomalies, premarket movers, unusual options activity.
11:30
ET
RESEARCHER + DEBATE
First scheduled debate threads convene. The researcher delivers dossiers; the trader proposes; the chief gates. Visible in Discord.
12:30
ET
CONSENSUS GATE
Midday high-conviction trades go through the four-model AND-gate — Claude, Grok, Gemini, GPT at T=0.20. All four votes logged.
16:00
ET
ENGINES
Close. Engines flatten or hold per their strategy. Open positions reconciled against the regime state.
16:50
ET
EVALUATOR
Audit window. The independent evaluator scores every signal fired today on isolated infrastructure. Verdicts to operator only.
21:00
ET
LEDGER + CRON
Realized alpha vs SPY computed for the day's closed signals. Grades written back into agent prompts for tomorrow.
BYO STACK / 6
Pro is software you run on your own infrastructure with your own accounts. We never touch your money or your credentials. Four required dependencies, two optional.
IBKR or thinkorswim — live or paper. API access enabled. Phalanx connects via the local broker gateway on whatever machine you run it on.
Anthropic (Claude), xAI (Grok), Google (Gemini). BYO keys — your tokens, your usage, your bill. Cost roughly $100–250 / month for typical usage.
Python 3.11+. Setup script provided; standard pip install. Runs comfortably on a Mac mini, M-series Mac, or any reasonable Linux box.
A server you administer. We provide the bot config; you invite it. Channels for the agent fleet, debate threads, alerts, and the audit log get created automatically.
$79/month for the Options Starter feed — required for the Pan-Poteshman signal and sweep detector. Skip-able if you don't want options-flow signals firing.
Optional, but recommended if you want the full observability stack — QuestDB, Langfuse, Grafana. Without it, the system falls back to JSON-based local storage.
WHO PRO IS FOR
WHO PRO IS NOT FOR
SUBSCRIBE
FLAGSHIP · BYO BROKER + KEYS
Eleven engines · eight agents · prompt-level configurable
