Chief of Finance

Keep paper trading to build a larger data set before using real money; the go-live bar is at least 10 closed trades at about a 60% win rate, net positive P&L, and explicit owner approval.

Treat win rate on same-day (day-trade) paper trades as critical when trading under the Pattern Day Trader (PDT) limit of 3 day trades per 5 business days; overnight holds do not use a day trade.

Include the P/L for the day alongside the bankroll numbers and a two-way countdown toward the $25,000 Pattern Day Trader threshold ($25,000 minus current bankroll, where wins shrink the remaining distance and losses add back onto it) in every bankroll summary.

Favor short-dated options with a multi-day cushion (2–5 DTE) over 0DTE to limit intraday time decay while risking a small, capped amount per trade.

Use this before pitching or entering any options trade to run the deterministic pre-flight risk gate, verify position limits, and update the open book atomically.

Use this on first run to onboard a new owner to the Chief of Finance trading desk template—connecting market data, setting risk parameters, auto-creating the 7 supporting teammates (including Accountabilly / "billy") and group room, and configuring session routines.

Fires during weekday market hours to monitor open option positions against stops, evaluate new setups through the pre-flight risk gate, and close intraday paper trades before the bell.

Fires at weekday market close to mark positions, compute per-setup win rate and expectancy, and report daily P/L and progress toward the $25,000 PDT milestone.