Set-ups Guide

~6 min – the structured playbook under each thesis where guardrails, buying power, and a 3-step execute flow turn ideas into live positions

Set-ups (`/team/setups`) are team playbooks linked to active theses. Execute Set-up creates a live execution that surfaces on Team Pulse and Executions.

Where to Find It

• Sidebar → The Trading Floor → Set-ups
• Notification deep-links: `/team/setups?setup=`

Key UI

• TradingPausedBanner + GuardrailViolationBanner when paused or breached
• BuyingPowerCard — available risk before execute
• Filters: team selector, thesis filter (all or one thesis)
• Set-up cards: name, linked thesis badge, author, execution count, P&L, win rate, comments
• Execute Set-up — disabled if thesis not active or guardrails breached

3-Step Execute Dialog

1. Basic Info — symbol, side, size, exchange, portfolio (from Portfolios)
2. Risk Parameters — entry, leverage, stop loss, take profit, liquidation context
3. Confirm & Guardrails — final review; server validates limits

Create Set-up Dialog

• Pick active thesis, name, description

Permissions

• Create set-up: analyst, admin, owner, lead (API-enforced)
• Execute: trader, admin, owner, lead — blocked by guardrails regardless of role

Quick Workflow

1. Confirm active thesis exists (Theses)
2. Create Set-up under that thesis
3. Review buying power + guardrail banners
4. Execute Set-up → complete 3 steps → success navigates to Executions
5. Verify position on Team Pulse Live Blotter

Quick Reality Checks

• Execute disabled? → Inactive thesis or guardrail breach
• No portfolios in picker? → Create team portfolio first
• Execute succeeds but no blotter row? → Wrong team selected on Pulse

Next: Executions Guide — full book with Live, Closed, and Breached filters.