LunarEcho
Launch console
Stage 01: Inception
CX DesignInteractiveLiving doc

Customer Experience Flow

From inception through trading through reflection — across four market lanes riding one shared autonomous core. Watch how the operator, the asset desks, and the multi-agent research pipeline interact at every stage of the loop. Click any stage. Press play to walk the full cycle. Paper-first: live money stays hard-gated behind you.

Four market lanes, one autonomous core

paper-first · live hard-gated
Crypto
Autonomous · paper
Coinbase

Accumulation, regime, and strategy bots decide and place paper trades on their own — every 30 seconds to daily.

Futures
Autonomous · paper + demo
Tradovate

Arm the Arrowhead cockpit once; the NQ/MNQ bracket trades itself on paper and a Tradovate demo account.

Stocks
Same engine · ready
Alpaca · Public

The same autonomous engine runs US equities with market-hours awareness — spin up an equity bot to switch it on.

Options
Signals · your approval
Public · Tradier

Scans unusual options activity and surfaces signals; every options order routes to you for approval.

Underneath all four: one shared core — research → Decision Desk → risk-gated execution → reflection → learning. Auto-approve automates only the approval of a proposal you or the desk created, and only on paper; live trading is hard-gated behind you.

Stage 01 · Inception
01Inception02Brokersetup03Strategyauthoring04Bottick loop05Researchcycle06DecisionDesk07Execution08Positionmanagement09Reflection10LearningloopThe loop10 stages · 5 human gateseverything else autonomous
Stage progress1 / 10
01 · Operator input

Inception

Signup, 2FA, Home dashboard, default watchlist + paper account.

Operator input

First five minutes

  1. 1Lands on /signup, enters email + password (or OAuth)
  2. 2Verifies email, then enrolls a 2FA factor (required for the app)
  3. 3Lands on the Home dashboard (/app): portfolio, desks, to-review, health
  4. 4A paper account + default watchlist are seeded — no broker needed to start
  5. 5Picks an asset desk (Crypto / Futures) or the Terminal to begin
/app · Home (first paint)
welcome@operator — your command center is live
next stepOpen a desk, or connect a broker to go beyond paper →
navHome · Desks (Crypto · Futures · Terminal) · Intelligence
agentspaper bots idle until you arm one

Actors

User · Operator
Single user. Decides strategy, approves first-N trades + learning proposals.
Web · apps/web
Next.js 16 on Vercel. Server actions for all writes. Renders the asset desks, research, admin, chat.
Worker · apps/worker
Node + setInterval on Railway. Bot ticks, broker polls, reconcile, ingest, research.
Agents · Claude
Up to 6 analysts (+ macro context), bull/bear, research_manager, trader, 3-way risk debate, portfolio_manager + chat.

Notifications fan-out

In-app feed (AlertsPanel)
Every event, deduped by hash
Discord webhooks
#trades · #alerts · #summary
Engineering depth: see docs/research/tradingagents-integration-plan.md, docs/research/agentic-workflows-plan.md, docs/ARCHITECTURE.md, and docs/RUNBOOK.md.
Hands-on testing: docs/testing/TESTING_PLAN_AND_FEATURE_INVENTORY.md for the per-feature operator checklist; docs/testing/CX_FLOW_E2E_TEST_PLAN.md for the 10-stage E2E walkthrough + per-PR shipped ledger.
Live workstreams: docs/research/asset-lane-architecture.md (the lane restructure: Crypto → Futures → Stocks → Options desks over one core), docs/research/research-loop-and-active-bots-spec.md (calibration + attribution + retrieval-memory overhaul), and docs/research/calibration-portfolio-progress.md. Each has a per-row status: ⬜ pending · 🟡 in flight · ✅ shipped.