Case study Β· AI agents

The 7-day challenge method, to study β€” not to copy

How someone built agents with routines, handoff and an executor to trade $10,000 in stocks. I don't trust this to trade; here we learn from what he did.

Trade com Agentes banner: routines, handoff, strategist and executor
⚠️ Disclaimer

This is a study text, not a recommendation

⚠️ I don't trust this to trade

Trading is high risk, has too many variables, and there is always someone on the other side with information we don't have. This is not financial advice, not a validated strategy, and not an invitation to put money into a robot. The challenge itself ended up losing to the S&P 500. The goal here is to learn how the agents were built, where they got stuck, and what changed along the way.

Source: YouTube video β€œI Gave GPT 6 Astra $10,000 to Trade Stocks...And This Happened”. Everything is a paraphrase; numbers are β€œas reported in the video”, unaudited.

What it is

The challenge in three points

$10,000 of real money, 7 trading sessions, goal of beating the S&P 500. The author could make up to two changes per day, but could not shut the system down.

⏰ Scheduled routines

Seven wake-ups per session, each with a single question: what to watch, whether to enter, whether to exit, whether everything is closed out.

πŸ“ Handoff between agents

Each routine reads the note from the previous one and leaves another for the next. All in the same thread: it looks like a single agent.

🀝 Strategist + executor

When the model refused to execute orders, it became only a strategist and started emailing its recommendations to a bot that trades on Alpaca.

How it works

One session, from pre-market to the log

Times in Central Time (session from 8:30 to 15:00 CT). On each wake-up: reads the handoff β†’ checks the account β†’ decides β†’ writes the next handoff.

07:45 pre-market→ 09:30 first entry→ 11:00 last entry→ 13:00 manage→ 14:15 close out→ 14:45 confirm→ 15:15 notice
Codex + GPT-6 Astra→ email with recommendations→ executor bot (webhook)→ Alpaca
What he used

The parts of the system

None of this comes with code in this repository. The templates explain the architecture; if you test it, only on a simulated account.

🧠 Codex + GPT-6 Astra

High effort. Research, news, asset selection and decisions. During setup, it delegated research to several subagents.

πŸ“… Routines in the same thread

Seven fixed times, switched off on days without a session. A single conversation keeps the history of the whole day.

πŸ“¨ Executor bot + Alpaca

A bot with its own email and webhook: it wakes up on the strategist's message and sends the orders to the broker.

Study guide Β· step by step

How to read the method in the repository

A reading order that goes from the rules to the lessons. Each step points to a real file in the repo (the method files are in Portuguese).

1

Understand the rules and the parts

Capital, deadline, goal relative to the S&P, the two changes per day and the final architecture.

git clone https://github.com/inematds/trade-com-agentes
cat metodo/01-visao-geral.md
2

See the routine schedule

The seven times, what each routine does and how the schedule changed over the week.

cat metodo/02-rotinas.md
cat templates/rotinas.yaml   # schedule + gates before and after day 1
3

Study the handoff

The piece that provides continuity: what the note must contain and why the balance should come from the broker, not from the note.

cat metodo/03-handoff.md
cat templates/handoff.md     # reconstructed template (the video doesn't show the original)
4

Separate who thinks from who executes

Why the model refused to trade, how the email became the contract and what the executor should refuse.

cat metodo/04-estrategista-executor.md
cat templates/recomendacao.json   # fixed format strategist β†’ executor
5

Follow the loosening of the gates

From 2:1 risk/reward and hard filters to 100% invested and overnight positions.

cat metodo/05-portoes-de-risco.md
cat templates/prompt-rotina.md   # routine prompt with the gates spelled out
6

Read the diary and the lessons

What happened in each session and what can be reused in other agents.

cat metodo/06-diario-7-dias.md
cat metodo/07-licoes.md
Diary

The 7 sessions, as reported

Approximate figures stated in the video, unaudited. The transcript is automatic: names like β€œFPS” and β€œGrokBot” were not verified.

1

β‰ˆ $9,991

Bought Tesla and the stop triggered right away. Author asks for a more active plan and 1.5:1 risk/reward.

2

β‰ˆ flat

Change of β‰ˆ $0.21. The model refuses to execute; the executor bot steps in via email β†’ Alpaca.

3

β‰ˆ $10,018

First positions (HPE, Exxon, Apple). Still β‰ˆ 60% in cash.

4

β‰ˆ $9,800

β‰ˆ 80% invested. Day of β‰ˆ βˆ’2.26% versus β‰ˆ βˆ’0.5% for the S&P.

5

β‰ˆ $9,833

Almost 100% invested. β‰ˆ +0.37% versus β‰ˆ βˆ’0.45% for the S&P.

6

β‰ˆ $9,759

Fed raises rates; market falls. The agent sells part and buys back. β‰ˆ βˆ’0.87%.

7

β‰ˆ $9,900

Best day: β‰ˆ +1.87% versus β‰ˆ +1.14% for the S&P. It wasn't enough.

=

S&P won

System β‰ˆ βˆ’1.0%; same money in the S&P β‰ˆ βˆ’0.2%. Difference of β‰ˆ 0.8 points.

Lessons

What to learn β€” and why I wouldn't copy it

The architecture has good ideas for any agent. The part about trading money is a different conversation.

Reuse
Short routines + handoff + one threadEach wake-up with one question, written memory between runs and history in one place. Works for any scheduled agent.
Reuse
Strategist separated from the executorWith a fixed message contract and an executor that refuses orders with no stop, outside the limit or expired.
Careful
The dial that was turned was riskTight gates: nothing happens. Loose gates: a lot happens, and worse than the index. Deadline pressure and an audience pushed the human, and the agent obeyed.
Careful
The model's refusal was a brakeWorking around it with another agent removed the last β€œare you sure?” question. And rules changing every day make it impossible to know what worked.
If you test
Paper trading, fixed rules, monthsSimulated account, rules defined beforehand, comparison with the index over the same period, and limits in the executor that the strategist can't switch off.