Ready-Made Report Workflows and Resources

Two of the eight ready-made workflows tradeSteward gives your assistant turn your results into something to share: Build a report makes a page, dashboard, Claude Doc or deck, and Build a portfolio by size makes a page or a Dashboard that shows how the tested cells of one strategy share a chosen number of contracts. This article explains both, and the two resources an assistant can read. How to start a workflow, and the bot and Backtick workflows, are in Ready-Made Skills and Prompts for AI Assistants.

The plan and the connection you need are in Connect tradeSteward to Claude, ChatGPT or Codex.

Report workflows

Build a report build-report / build_report

Turns your bot or Backtick results into a page, dashboard, Claude Doc or deck that looks like tradeSteward.

What it does

1. Reads your account context and asks when your request leaves out what the report is about or what to make.
2. Gathers the data with the read tools the connection has, and leaves out any part of the report that would need a tool it is not offered. For bots it lists them, then reads each bot's performance and the trades of all the bots in one request; for Backticks it lists them, then reads each one and its results.
3. Reads the report style guide and follows it. The guide's core part has the dark look, the attribution line, the disclaimer, the links and the privacy rules; the skeleton part is a starter HTML page; the charts part has the chart colors and examples.
4. Builds the report in the format you asked for: the answer to your question first, then the figures, with the number of trades behind each one. It never compares live profit and loss (before commissions) directly with a Backtick figure (after commissions).
5. Draws charts from the Backtick's equity series as the charts part shows, or gives you a chart link when your connection offers chart links. It never embeds a chart link as an image.
6. Offers the portfolio builder when the data covers one strategy across several cells and you are deciding how many contracts to run.
7. Checks the finished report against the style guide's attribution, disclaimer, links and privacy rules.
8. Presents results as what happened, never as a forecast or advice. A report creates no bot and no Backtick.

Arguments: subject (optional): what the report is about, which bots or Backticks, the strategy and the period. format (optional): a page, a dashboard, a Claude Doc or a deck. Leave either out to be asked.

Permissions: View bots or View Backticks and results; one of the two is enough. Any Trader plan or Backtick Professional.

Tools it uses: get_account_context, get_report_style, and whichever of list_bots, get_bot_performance, get_bot_trades, list_backtests, get_backtest, get_backtest_results and create_backtest_chart_link the connection offers. The style guide tool and its parts are described in AI Assistant Tools: Backtick Results, Charts and Portfolio Links.

Example: "Build a one-page dashboard of my three SPX bots for the third quarter: monthly P/L, win rate and the five worst trades."

Build a portfolio by size build-portfolio / build_portfolio

Builds a page that shows how the tested cells of one strategy share a chosen number of contracts, with buttons that test the portfolio or create its bots on tradeSteward. A cell is one tested combination, such as an entry time, often with another swept setting such as the short delta or the stop.

What it does

1. Reads your account context and asks when your request leaves out which Backtick or SweepTick the portfolio is for, or whether to make a page or a Dashboard.
2. Finds the source: one completed Backtick or SweepTick. A portfolio is built from one Backtick; if the cells you want live in several, it says one Backtick has to hold them all first and offers to make that as its own request.
3. Agrees with you which cells and rows of cells are in scope, leaving out the cells the style guide's portfolio part lists as not usable.
4. Checks that the source is per contract: normalized to one contract, or every cell sized as a fixed quantity. If it is sized by percent, leverage or dollars, it tells you a per contract copy has to be run first and offers to do that as its own request.
5. Reads the daily results of the cells in scope.
6. Reads the core, charts and portfolio parts of the report style guide, one at a time. The portfolio part has the data recipe, the allocation rule, the grid, the buttons, the copy rules and tested code to paste into the page.
7. For a page, makes the portfolio link first, when the connection offers portfolio links, and takes each cell's index, variant and maximum contracts from its answer. Without the link it builds the page without the Test this portfolio and Create bots buttons.
8. If you want the portfolio in the chat rather than as a page, chooses the contracts for each cell by the portfolio part's rule, makes one link with that allocation and gives you the test link and the bots link exactly as returned, with the time the link stops working, in US Eastern time.
9. Builds the page as the portfolio part says: the controls, the allocation, the grid, the figures and, when it has the link, the two buttons. It says once that the allocation rule is a stated choice, not a Backtick result, and presents figures as what happened in the test.
10. Checks the page against the style guide's attribution, disclaimer, links and privacy rules and the portfolio part's copy rules.
11. Tells you when the link stops working and that it can be ended at any time, and what the buttons do: Test this portfolio queues a Backtick, and Create bots saves bots switched off, both in the account of whoever opens the link, who must sign in and confirm on tradeSteward. It ends a link when you ask.

Arguments: subject (optional): which Backtick or SweepTick, the strategy and the cells to include. format (optional): a page or a Dashboard. Leave either out to be asked.

Permissions: View Backticks and results. Needs Backtick Professional.

Tools it uses: get_account_context, get_report_style, get_backtest_results, and list_backtests, get_backtest, create_portfolio_link and revoke_portfolio_link when the connection offers them. Portfolio links are described in AI Assistant Tools: Backtick Results, Charts and Portfolio Links.

Example: "Build a portfolio page from my 'SPX put spread entry-time sweep' SweepTick for 10 contracts, using only the entries between 9:35 and 11:00."

The two resources an assistant can read

Besides tools and prompts, the connector offers two resources: documents a client can read and attach to a conversation without calling a tool. Claude Code lists them when you type @ and choose the tradesteward server; other clients that support resources show them in their own way. A client that does not read resources loses nothing, because the same content comes from the tools get_bot_settings_schema and get_report_style.

Bot settings dictionary tradesteward://schema/bot-settings

Every bot and Backtick position setting with its type, allowed values, units, description and when it applies, as JSON. It is the same data as get_bot_settings_schema, and the connector offers it to a connection that holds View bots or View Backticks and results. Attach it when you want the assistant to reason about settings before it calls anything, for example "Using the bot settings dictionary, which stop types can I combine with a trailing stop?"

Report style guide tradesteward://style/report

The core text of the report style guide, as plain text: how to make a page, dashboard, document or deck from tradeSteward data look like tradeSteward, with the attribution line, the disclaimer, the links and the privacy rules. It is the same text get_report_style gives when it is asked for no part, and it holds no account data, so every connection is offered it. The skeleton, charts and portfolio parts are available only through the tool.

In Build a report and Build a portfolio, get_report_style is the step that makes the result look like tradeSteward: the assistant reads it before it writes a line of the page and checks the finished page against it. AI Assistant Tools: Backtick Results, Charts and Portfolio Links describes its four parts.