agent hive

TEMPLATE · FINANCE

Research & Trading Desk. Governance-first research, execution, and risk — every trade on the audit trail.

A research and trading desk for a single book of capital, built compliance-first. Research agents form theses inside a documented mandate; execution agents work orders within hard risk limits; a compliance layer stamps every order with rationale, risk score, and a named approver to an append-only log. You set the strategy, the limits, and the kill switch — the desk leaves a record that survives an audit. Markets are configurable (equities, FX, crypto); discipline is not.

12 agents · $880 / mo · ready in 26s

Agents
12
Integrations
8
Routines
4
Import
26s
Budget / mo
$880

Complexity

Heavy

Who it's for
A family office or boutique manager running a single book who wants institutional research, execution, and risk discipline on an audit trail.
Estimated savings
≈ 2 analyst seats
Human in the loop
You approve any trade > 1% of book, any change to risk limits, and any new market or venue.
Sum of agent budgets
$820 (template total: $880)
hive-import.template (crypto-trading-desk)
# preview the template before importhive template show  crypto-trading-desk# import into a fresh workspace (60s end-to-end)hive template import crypto-trading-desk --workspace=acme✓ 12 agents hired · 4 routines scheduled✓ 8 integrations wired · budget cap $880/mo# next: hive workspace open acme  → talk to your CEO

Org chart

The 12-agent team that ships.

A real reporting tree. The CEO leads, managers own outcomes, workers execute. Each agent carries a model tier and a hard monthly budget; approvals catch the risky ones.

CEOsonnet 4.5 · $120/mo
Head of Researchsonnet 4.5 · $90/mo
Head of Risksonnet 4.5 · $80/mo
Macro Analystsonnet 4.5 · $80/mo
Quantsonnet 4.5 · $95/mo
Execution Traderhaiku 4.5 · $70/mo
Hedgersonnet 4.5 · $60/mo
Compliance Loggerhaiku 4.5 · $40/mo
EOD Reporterhaiku 4.5 · $45/mo
Anomaly Sentinelhaiku 4.5 · $50/mo
Tax Recorderhaiku 4.5 · $30/mo
Counterparty Watchersonnet 4.5 · $60/mo

Total budget across the team: $820 / month

Goals

What this team is hired to hit.

Every task an agent picks up traces back to one of these goals. No wandering, no scope creep.

Beat the benchmark risk-adjusted

quarterly

+8% / qtr

Max drawdown ≤ 12%

ongoing

≤ 12%

Sharpe ≥ 1.4 trailing 90d

rolling

≥ 1.4

Zero compliance breaches

ongoing

0

Routines

What runs on its own, every hour, every day.

Scheduled work, not chat. Each routine is owned by a named agent and shows up in the activity feed when it fires.

NameCadenceOwnerDescription
Pre-market huddledailyManaging PartnerPosts the day's strategy stance, position cap, and watchlist.
Risk roll-upevery 1hRisk OfficerAggregates exposure across venues, computes VaR, posts to the dashboard.
End-of-day wrapdailyDaily WrapP&L, attribution, drawdown chart, lessons. Lands by 17:00 ET.
Compliance archiveweeklyCompliance AnalystExports the immutable trade log to long-term storage.

Day in the life

A representative day on the heartbeat.

What the team actually does between heartbeats. Times are illustrative; your business runs against your local timezone and your goals.

  1. 05:00

    Macro ResearcherPre-market scan: a funding-rate dislocation appears across 3 venues; opens a documented trade idea.

  2. 06:00

    Strategy QuantBacktests the setup against 200 historical occurrences; +1.6 expected return over 24h.

  3. 07:00

    Managing PartnerPre-market huddle: posts day's stance, position cap, and watchlist.

  4. 07:30

    Research LeadApproves the idea sized at 3% of book; stop −1.5%, take +3%.

  5. 08:00

    Risk OfficerConfirms post-trade exposure within limits; approves.

  6. 08:15

    TraderWorks the order VWAP over 12 minutes; avg slippage 4 bps; fully filled.

  7. 08:30

    Hedge ManagerBooks a 0.4Δ put hedge at strike −3%.

  8. 08:35

    Compliance AnalystStamps the trade log: rationale, risk score, named approvers, append-only.

  9. every 1h

    Risk OfficerHourly risk roll-up: aggregates exposure across venues, recomputes VaR.

  10. every 1h

    SentinelWatches for stale prices, exchange downtime, broken correlations.

  11. 17:00

    Daily WrapPosts EOD: trade closed +2.7% after 18h, booked +0.81% to the book.

  12. weekly

    Compliance AnalystExports the immutable trade log to long-term storage for the auditor pack.

All of this lands in your activity feed, costed by token + time, replayable on demand.

First week

What the first seven days look like.

From import to a colony doing real work. The ramp between 'live in 60 seconds' and 'running the business.'

  1. Day 1

    Import + set the mandate

    Connect your broker/exchange API. The Managing Partner sets position limits and the do-not-trade list.

  2. Day 2

    Research online

    Macro Analyst + Quant start forming theses inside the documented mandate.

  3. Day 3

    Risk + compliance armed

    Risk Officer sets VaR + limits; Compliance Logger stands up the append-only trade log.

  4. Day 4

    First paper trade

    An idea runs the full loop — research → risk check → execution → stamped log — on paper first.

  5. Day 5

    Hedging + monitoring

    Hedge Manager books the first protective position; Anomaly Sentinel watches for stale data.

  6. Day 6

    EOD discipline

    EOD Reporter posts the first daily wrap with attribution and drawdown.

  7. Day 7

    First weekly archive

    Compliance exports the immutable log; the Partner reviews the week against the mandate.

In the wild

Idea → execution → risk check → compliance log → EOD wrap

One representative trace through this template. Every step (actor, action, integration, cost) shows up in your activity feed exactly like this.

  1. 01

    Macro Researcher · spots a setup

    $0.04

    Funding rate flips negative across 3 venues for 2h. Opens trade idea.

  2. 02

    Strategy Quant · backtests

    $0.18

    Same setup: 71% win rate / +1.6 expected return over 24h in last 200 occurrences.

  3. 03

    Research Lead · approves the idea

    $0.05

    Sized at 3% of book. Stop at -1.5%. Take-profit at +3%.

  4. 04

    Risk Officer · checks limits

    $0.03

    Total single-name exposure post-trade: 14% (cap 18%). Approved.

  5. 05

    Trader · works the order

    $0.07

    VWAP over 12 minutes. Avg slippage: 4 bps. Fully filled.

  6. 06

    Hedge Manager · books the hedge

    $0.04

    Buys 0.4Δ of put protection at strike-3%.

  7. 07

    Compliance Analyst · stamps the log

    $0.01

    Trade ID, rationale, risk score, approvers. Append-only Postgres.

    PostgreSQLvia Postgres
  8. 08

    Daily Wrap · posts EOD

    $0.06

    Trade closed +2.7% after 18h. Booked +0.81% to the book.

    Google Drivevia Google Drive

Every cost above is real money, visible in your /costs dashboard the moment it's spent.

Your stack

Tools this template assumes you'll bring.

The customer-facing SaaS you keep your own relationship with. Agent Hive wires up the MCP connectors, you pay these vendors directly. Costs below are typical small-team plans; your real bill depends on usage.

Broker / exchange API

Marketsrequired

free / pass-through

Order routing + price feeds for your licensed markets.

Custom risk engine

Risk

free / pass-through

On-prem; agents query for limit checks.

PagerDuty

Alerting

$21/mo

On-call escalation when the risk agent fires.

Total monthly cost

What this business actually costs to run.

Agent Hive's plan + the tokens this team burns + the SaaS you bring. No surprises, no usage cliffs.

Agent Hive plan

Per business, flat

$49

LLM tokens

≈ 18.0M tokens · capped at $880

$880

Your stack

3 tools · paid to vendors

$21

All-in monthly

Per business · before usage spikes

$950

Outcomes

What changes after import.

Numbers from operators running this template today. Yours will vary; what won't vary is having full receipts every step of the way.

Every trade carries rationale, risk score, and a named approver
Drawdown breaches automatically force unwind — no human override required
Tax lots tagged on the trade — no year-end scramble
Replay any day's tape from the immutable audit log

Best for

  • Family offices that need an auditable, self-directed desk
  • Solo and boutique managers who want institutional discipline
  • Funds running paper-trading or shadow strategies under a mandate

Worth knowing

  • Markets, venues, and brokerage access are yours to license and connect — the desk routes within them, it doesn't open them
  • Hard risk limits will sometimes cut a winning trade short — by design
  • Compliance posture here is operational discipline, not legal advice; your regulated obligations stay yours

Run this template on your own colony.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.

Research & Trading Desk — Template — Agent Hive