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Operator's guide · founder edition

How to run Satis Omnibus
the platform and the company.

You run two things: the trading product your customers use, and the company behind it. This is the day-to-day of operating both, solo, with your 15-agent AI team doing the heavy lifting. Every agent is read-only or draft-only — none can move money or trade for you.

2
things you run: product + company
15
AI agents across both
3
brokers connectable (IBKR, Swyftx, XRPL)
0
agents that can move money
Human-led — it proposes, you act Assisted — acts in limits, you review Autonomous — read-only, unattended
Get in

01Log in and find everything

Everything runs from the dashboard. As the founder account (ADMIN_EMAIL), you see the full toolkit.

Log in as the founder

Go to satisomnibus.com and sign in with your ADMIN_EMAIL account. Public sign-ups are closed — only you and allowlisted testers can get in until you're licensed.

Open the dashboard

Signals, positions, portfolio, scanner, balances, settings — the trading cockpit. Toggle ☾ dark mode top-right; it remembers your choice everywhere.

Open the Assistant (🤖) and Treasury (🏦)

In the sidebar: Assistant opens your AI team; Treasury (founder-only) reads your XRPL balances and drafts payments to sign in Xaman. Founder agents appear automatically because you're the ADMIN_EMAIL.

The product

02Run the trading platform

This is what customers pay for. The engine scans, signals, and — if enabled — executes on the customer's own broker. You keep no custody of funds.

Connect a broker (paper first)

Account → Broker Keys. Paste trade-only API keys (Swyftx, XRPL) or run the IBKR relay. Use an Interactive Brokers paper account for testing.

Watch the signals

The scanner runs the strategy (STRICT / DIP / SCALP / POSITION) across the universe and posts signals. Ask the Signal Explainer to unpack any of them in plain English.

Trade manually to verify the path

Place one small manual trade end-to-end — it opens, shows in Positions, and closes with P&L booked. Manual trades work regardless of the auto-trade switch.

Enable auto-trade (when ready)

Auto-trade is off platform-wide until AUTO_TRADE_LICENSED=true. Even then it's opt-in per account: accept Terms + Risk + suitability, toggle it on, smallest size. Flip the env var back to false to disarm instantly.

◆ The safety interlock

No agent can trade or move money. Auto-trade is gated by a fail-safe kill-switch that defaults closed; the Treasury only ever drafts an unsigned payment that you approve on your phone in Xaman. Real money never moves without you.

The company

03Run the business with your AI team

These founder-only agents run the company around the product. Open the Assistant, pick one, and ask — here's what each does and a prompt to try.

Finance & Admin

Treasuryhuman-led
Reads your business XRPL balances (XRP/RLUSD); drafts an unsigned payment you sign in Xaman.
Show treasury balances
Bookkeeperassisted
Subscription revenue (MRR/ARR by plan) + your own trading P&L, from the platform's records.
What's our MRR and ARR?
Runway & Cashflowassisted
Net monthly burn, months of runway from cash on hand, and breakeven in subscribers.
How much runway do we have?
NZ Tax Prephuman-led
Drafts an annual GST + company income-tax working for your accountant. Files nothing.
Draft our tax working

Compliance

Auto-Trade Gatekeeperhuman-led
Reports whether auto-trade is armed platform-wide and what a user must complete to qualify.
Is auto-trade armed platform-wide?

Operations

Uptime Sentinelassisted
Process uptime, memory, and event-bus activity — is the server alive and busy?
Is the server healthy?
Log Analystassisted
Reads the error log, clusters issues by type, surfaces what's new or repeating.
Summarise recent errors
Broker Link Monitorassisted
Broker/connection errors + recent trade activity from the logs and event bus.
Any broker connection issues?

Support · Development · Intelligence

Support Triageassisted
Classifies complaints by severity, flags escalations, drafts replies for you to send.
Triage the complaints queue
Bug Triageassisted
Ranks issues from the error log + Technical complaints so you know what to fix first.
What are the top bugs?
Backtest Reporterautonomous
Surfaces your backtest runs and the latest completed summary (profit factor, win rate).
Show the latest backtest
Feedback Analystassisted
Mines complaints/feedback for product themes and recurring keywords.
What are users asking for?
The customer

04What every user gets

Bundled into the subscription. All read-only, all scoped to the user's own account, none give advice — they explain, describe, and inform. This is how a trader, investor, sole trader, or employee uses it.

Signal Explainereveryone
Explains why a signal fired and what the indicators mean.
Explain the latest BTC signal
Knowledge Boteveryone
How the platform works + the Way-of-the-Turtle lessons.
How do STRICT and DIP differ?
Onboarding Guideeveryone
Step-by-step broker connection with trade-only keys.
How do I connect Swyftx?
Research Analysteveryone
Neutral summary of what the engine is seeing across the market.
What is the engine seeing?
Portfolio Reviewerinvestor
Read-only view of your own exposure and concentration.
Review my portfolio
Risk Radartrader
Informational flags on your own account — concentration, streaks, day P&L.
Any risk flags on my account?
NZ Tax Helperemployee
General NZ tax info for trading income + a summary of your own result.
My NZ tax on trading income
Business Assistantsole trader
Simple cashflow/bookkeeping view of your own trading income.
My trading cashflow
Operating rhythm

05A week of running it solo

You don't watch dashboards all day — you ask the team. A realistic cadence:

Each morning · 5 min

Is it healthy?

  • Uptime Sentinel → server OK?
  • Broker Link Monitor → feeds connected?
  • Log Analyst → anything new overnight?
As it happens

Handle the queue

  • Support Triage → what needs a reply, what to escalate
  • Bug Triage → top issue to fix
Weekly · 15 min

Money & direction

  • Runway → months left, breakeven
  • Bookkeeper → MRR/ARR
  • Feedback Analyst → what to build next
Monthly / quarterly

Books & treasury

  • NZ Tax Prep → draft GST/income-tax working
  • Treasury → reconcile, draft any payments (sign in Xaman)
  • Backtest Reporter → strategy check
Where you are

06Go-live checklist

Platform & 15-agent fleet built, tested, and deployed — live at satisomnibus.com.
Private mode on — public sign-ups closed; only you + allowlisted testers.
Env set in Render — ADMIN_EMAIL, SIGNUP_ALLOWLIST, AUTO_TRADE_LICENSED.
Prove one manual trade — paper account or smallest real size, end-to-end.
Test one auto-trade cycle — paper/tiny, watched, ready to disarm.
Obtain FMA licensing — then open sign-ups and go public.
Optional: set ANTHROPIC_API_KEY — switches agents from structured answers to conversational.
Non-negotiables

07The guardrails that keep you safe

Money is hard-locked

No agent can trade, send, sign, or move funds. Treasury drafts; you sign in Xaman. Auto-trade defaults off.

◆ Not advice, until licensed

Every agent is educational and non-advisory and labelled AI-generated. They explain and describe; they never tell anyone what to buy, sell, or size. Advice-mode is a post-licence feature — a disclaimer doesn't substitute for an FMA licence.

◆ Private until licensed

Keep sign-ups closed and don't publicly advertise the service as a financial product until your FMA licensing is confirmed. Confirm the perimeter with your adviser.

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