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Supervisor Agent

Status: Verified against code Last Updated: 2025-12-11

Role in Plain English

The Supervisor Agent is the final decision maker. It takes all the verdicts from Technical, Macro, and Wild Card agents and produces the complete trade plan:

"Given everything we know, what's the trade and how do we execute it?"

What It Does

1. Synthesizes Agent Verdicts

The Supervisor receives:

  • Technical Verdict: Direction, confidence, entry type, S/R levels
  • Macro Verdict: Market regime, cross-asset alignment, economic assessment
  • Wild Card Verdict: Risks identified, contingencies, timing considerations
  • VWAP Context: Today's VWAP extracted from snapshot (for intraday bias)

VWAP in Supervisor Prompt: The Supervisor extracts VWAP from the snapshot and includes it in its synthesis:

  • Price above VWAP = favor longs
  • Price below VWAP = favor shorts
  • Used as dynamic support/resistance for entry zone decisions

2. Resolves Conflicts

When agents disagree:

ScenarioResolution
Technical says LONG, Macro says LONGStrong agreement → High confidence trade
Technical says LONG, Macro says SHORTTechnical wins (has actual price data)
Technical says LONG, Macro says NEUTRALTrade the Technical direction
Both say NEUTRAL <40%No Trade

3. Makes Trade/No-Trade Decision

TRADE when:

  • Both agents agree (any direction)
  • ONE agent is directional with >50% confidence
  • BOTH agents have ANY directional opinion

NO TRADE only when:

  • BOTH agents say "neutral" with <40% confidence EACH
  • Market is completely closed
  • Critical system error

4. SHORT Trade Safety Checks (CRITICAL)

When the Technical Agent recommends a SHORT trade, the Supervisor applies extra validation:

CheckAction
Macro is risk_on (bullish)REDUCE overall confidence by 15%, add warning
Macro is neutralAdd note "extra caution advised"
Macro is risk_off (bearish)Full confidence, conditions aligned
Pattern not yet brokenFlag as "anticipatory signal - wait for breakdown"
Entry type mismatchFlag if Technical used wrong vocabulary for shorts
Confidence capNEVER issue SHORT with >80% confidence unless Macro confirms bearish

This does NOT apply to LONG trades — Technical Agent has full authority for longs.

5. Calculates Position Details

For the trade plan, Supervisor determines:

ElementHow It's Determined
Entry ZoneFrom Technical Agent's support levels
Position SizeAccount size × Risk % ÷ Stop distance
Stop LossBased on trade style + support levels
Profit TargetsBased on trade style + resistance levels
Time StopBased on trade style (minutes to weeks)

6. Selects Options Contracts (If OPTIONS)

For OPTIONS trades, the Supervisor uses a three-phase filtering process:

Phase 1: Strict Delta (0.30-0.55)

  • Filters contracts with delta between 0.30 and 0.55
  • This is the ideal range (balance of leverage vs risk)

Phase 2: Expanded Delta (0.20-0.65)

  • If Phase 1 finds ZERO contracts, expands to 0.20-0.65
  • Catches more contracts while still avoiding extremes

Phase 3: Valid Pricing Fallback

  • If Phases 1 and 2 both fail, accepts contracts with NULL delta but valid bid/ask
  • Must have bid > 0 AND ask > 0
  • Adds note: "Delta unavailable from API - use caution"

Phase 4: No Trade

  • If ALL phases fail, returns NO TRADE
  • Reason: "No suitable options contracts found"

Mike's Top 5 Criteria (Selection Priority)

PriorityCriteriaWhat to Look For
1PriceMust fit risk budget ($200-$1000 per contract typical)
2VolumeHigher is better (easier entry/exit)
3ThetaLower absolute value (less daily decay)
4DeltaTarget 0.30-0.55 (balance leverage vs risk)
5Open InterestMinimum 100, prefer 1000+

DTE by Trade Style

StyleDTE RequiredNote
SCALP0DTE when available (otherwise nearest expiration)Index ETFs (SPY/QQQ/IWM) can have daily expirations. Individual stocks typically only have true 0DTE on Fridays — otherwise use the nearest expiration and label it clearly (not true 0DTE).
DAY3-7 DTEMatches 1-5 day holding period
SWING8-30 DTE2-3 week positions
INVESTMENT30-60 DTELonger term holds

7. Post-LLM Contract Validation

After the LLM selects a contract, the Supervisor validates the response to prevent hallucination:

Validation CheckRequirement
Symbol formatMust start with "O:"
Expiration formatMust be YYYY-MM-DD
Bid/AskBoth must exist and be positive
StrikeMust exist and be positive
Cross-referenceSymbol must be in the original contract list

If validation fails, the trade is REJECTED with reason "Contract validation failed."

Trade Plan Output Structure

The Supervisor produces a complete trade plan:

Synthesis Section

- Technical confidence: 0-100%
- Macro confidence: 0-100%
- Wild card risk: low/moderate/high
- Agent agreement: full/partial/conflict
- Conflict resolution: how resolved

Entry Section

- Direction: LONG or SHORT (explicit)
- Recommendation: specific entry trigger
- LONGS: "buy_support_bounce", "buy_pullback_after_breakout"
- SHORTS: "short_resistance_rejection", "fade_bounce"
- Ideal zone: low/mid/high prices
- Wait for: explicit directional instruction
- LONGS: "Wait for price to pull back DOWN to $X support, then BUY"
- SHORTS: "Wait for price to bounce UP to $X resistance, then SHORT"

Position Section

- Size recommendation: full/half/quarter
- Quantity: number of shares/contracts/coins
- Unit type: "contracts" (OPTIONS/FUTURES), "shares" (STOCK), "coins" (CRYPTO)
- Total cost: dollar amount
- Max risk: dollar amount (% of account)

Exit Section

- Stop loss: price range + total loss
- Target 1: price range + 50% position
- Target 2: price range + 50% position
- Time stop: when to exit regardless of price

Options Section (If Applicable)

- Recommended contract: full symbol (O:SPY...)
- Type: CALL or PUT
- Strike: price
- Expiration: date (YYYY-MM-DD)
- Greeks: delta, theta, gamma, vega
- Bid/Ask: current quotes
- Volume and Open Interest
- Selection rationale: Mike's Top 5 scores

Stop/Target Guardrails by Trade Style

StyleTypical Stop GuardrailTarget 1Target 2Time Stop
SCALP$0.50-$1.00 (STOCKS)$1.00-$1.50 (50%)$2.00-$2.50 (50%)15-30 min
DAY$1.00-$2.00 (STOCKS)$2.00-$3.00 (50%)$4.00-$5.00 (50%)Market close
SWING$2.00-$3.00 (STOCKS)$4.00-$6.00 (50%)$8.00-$10.00 (50%)3-5 days
INVESTMENT1.5-2x ATR (wide, anchored to major structure)Based on resistanceBased on trendNone

Important: These are guardrails, not fixed presets. The Supervisor is instructed to place stops using support/resistance structure and adjust the buffer based on the Technical Agent’s volatility regime. If market structure requires a wider stop than the guardrail for that style, the plan should clearly flag that the style is not ideal (or recommend no trade / different style).

CRITICAL: CRYPTO Time Stops

Crypto trades 24/7 — no market close. Use hour-based time stops:

  • DAY: "Close within 8-12 hours"
  • NOT: "Close by 4:00 PM ET"

Crypto time-stop rule:

  • Crypto trades are 24/7 (no market close)
  • Never use “Close by EOD” / “4:00 PM ET” language for crypto
  • Use hour-based time stops instead (e.g., “Close within 8 hours”)

Probability Ranges

The Supervisor is instructed to provide RANGES, not single values:

  • Entry zone: low/mid/high with confidence
  • Targets: ranges with probability of reaching
  • Confidence: explanation of what % means

Example: "75% confidence means Technical and Macro align with moderate conviction. There's a 25% chance the trade fails due to unexpected news or failed support."

Implementation details are intentionally omitted from public documentation.