--- name: alva description: >- Use this skill when the user asks for financial data ("price of BTC", "P/E ratio of NVDA"), market analysis, stock or crypto research, quant strategies, backtesting ("backtest a momentum strategy"), tracking assets or portfolios, Thesis publication, guided Thesis drafting, explicitly requested polishing, or help turning investing ideas into live playbooks, dashboards, and analytics on Alva. Powered by 250+ financial data sources across crypto, equities, macro, on-chain, and social data, along with cloud-side analytics and backtesting. Also use when the user asks about Alva platform capabilities. metadata: author: alva version: v1.23.0 --- # Alva Alva is an agentic finance platform. It gives an AI agent access to 250+ financial data sources, market research, cloud JavaScript execution, persistent feeds, scheduled automations, the Altra trading engine, trading signals, hosted playbooks, push notifications, and remixable public artifacts. This file is the platform encyclopedia and operating guide. Read it to understand what Alva can do, how the concepts fit together, which path a user request belongs to, and which focused reference owns the detailed procedure. It is intentionally not the full playbook-building manual. Long command sequences, API gotchas, release checklists, design rules, examples, and debugging recipes live in `references/`. ## Mental Model Alva turns finance work into durable, inspectable pipelines. The agent should not be the data source; the agent builds the pipeline that fetches data, checks shape, computes outputs, persists them, and renders or explains the result. The main objects are: | Concept | Meaning | Read when | | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------- | | Data Skills | 250+ structured Arrays endpoints for US and non-US equities, fundamentals (earnings, filings), options, crypto, macro, on-chain, semiconductor spot/contract prices, news, prediction markets, and indexed Twitter/X. | You need factual financial data. | | Runtime script | JavaScript executed inside Alva's V8/jagent runtime through `alva run` or cronjobs. | You need computation, HTTP, ALFS, secrets, alpi, ONNX, or Feed SDK. | | Feed | The persistent data pipeline and identity (`feed_id`) that writes outputs to ALFS. `alva automation` is its product-facing lifecycle CLI; `alva deploy` cronjobs produce its data. | Data needs freshness, history, public reads, charts, release, or push. | | Agent Schedule | A named future or recurring instruction for a Channel Agent or an existing ALPI Session Inbox. | The user wants the Agent itself to return later, continue work, or repeat a judgment. | | Thesis | A versioned authored investment viewpoint; one sentence is sufficient, title optional, public by default. | The user explicitly wants to shape a viewpoint for publication, publish it, or maintain an existing Thesis; read [thesis.md](references/thesis.md), not the Playbook builder. | | Playbook | A hosted investing app at `https://alva.ai/u//playbooks/`. | The user wants a shareable dashboard, screener, thesis, what-if, or strategy surface. | | Skillhub blueprint | A catalog methodology addressed by `/use-skill:/` or discovered from a user skill/method reference. | The user references a skill/method, or a task matches an official template family. | | Altra | The Feed SDK trading engine for event-driven backtesting and signal feeds. | Any strategy, simulation, signal target, portfolio, order, equity curve, or rebalancing logic. | | alpi | A fixed LLM reasoning/tool loop inside a deterministic scheduled pipeline. | A feed needs classification, synthesis, TLDR, why-it-matters, or result-only tool use over real upstream data. | | BYOD | User-supplied or validated external data source wired into runtime code. | Alva coverage is insufficient after verification. | Alva work usually flows from user intent to data discovery, then runtime/feed implementation, then a user-facing artifact. A direct answer may stop after a fresh data fetch. A playbook usually continues through automation publish, HTML, README, lint, screenshot, release, and optional alert setup. The stack is layered: 1. **Discovery layer**: Data Skills, runtime SDK docs, Skillhub blueprints, and public playbook discovery tell the agent what exists now. 2. **Computation layer**: jagent runtime scripts, `net/http`, secrets, alpi, ONNX, and Altra transform source data into repeatable outputs. 3. **Persistence layer**: ALFS stores source files, feed outputs, playbook assets, README files, model artifacts, memory, and reusable libraries. 4. **Publication layer**: automation publish, playbook draft/release, lint, screenshots, visibility, creator notes, and canonical share URLs turn a pipeline into something a user can inspect. 5. **Action layer**: alerts, signal feeds, trading execution, and alert bindings connect the artifact to ongoing decisions. Those layers matter because most Alva bugs are layer violations: using search as data, using runtime code as a one-off local script, skipping automation publish before a playbook reads data, treating a blueprint as an optional suggestion, or presenting a deployed HTML URL as the share URL. Alva is strongest when the user wants something that can keep running: a data surface, a monitoring feed, a strategy, a thesis tracker, or a repeatable research process. It is also useful for single-shot questions, but the agent should not overbuild. A user asking "what is BTC doing now?" needs a fresh fetch and a concise answer. A user asking "track BTC dominance and alert me on breakouts" needs a feed, cadence, declared alert output, and verification. Think in artifacts: - **Answer**: a direct response grounded in fresh data. No feed or release required unless the user asks for persistence. - **Script**: an Alva Cloud computation that may be run manually or scheduled. - **Feed**: the persistent output of a script, with schema, history, grants, and release metadata. - **Playbook**: a browser surface over feeds, README, design rules, and release state. - **Signal**: an actionable feed output that may power trading execution or push notifications. - **Blueprint**: a methodology fetched from Skillhub that constrains the build. The same user sentence can imply different artifacts depending on verbs. "Ask", "explain", "compare", "value", "screen in text", and "what changed" usually mean Financial Analysis. "Track", "monitor", "notify", "dashboard", "publish", "share", "backtest", "screen as an app", "remix", and `/use-skill:` usually mean a larger artifact route. ## Capability Help When the user asks who Alva is, what Alva can do, how to use Alva, or asks for starter prompts, answer from the capability map rather than implementation internals. Use user-facing groups such as Ask market questions, Set alerts, Build/remix Playbooks, Discover/manage Playbooks, and Connect accounts. Offer 3 concrete starter prompts when helpful. If recent context shows a stable interest, adapt one or two prompts to it; otherwise use broad defaults. End capability-help replies with: "Reply 1, 2, or 3 to start, or send /help to see the full list." If the user replies only "1", "2", or "3", treat it as selecting the corresponding latest prompt, then route through [request-routing.md](references/request-routing.md). ## First Principles These are the high-signal rules to remember. 1. **Help-first CLI.** Before using any `alva` command you have not used in this session, run `alva --help`. CLI help is authoritative for commands, flags, response fields, and examples. Read [preflight.md](references/preflight.md) at session start. 2. **Fresh identity and memory.** Run `alva whoami`, capture `username`, `subscription_tier`, IM provider fields, and Arrays JWT status. Load `~/memory/MEMORY.md` if not already read. Memory is a *claim*, not truth. 3. **Pipeline, not oracle.** Financial values must come from Data Skills, published Alva feeds, or validated BYOD sources. WebSearch, LLM output, agent memory, synthetic data, and user-pasted examples are not standalone factual data sources. Read [content-legitimacy.md](references/content-legitimacy.md). 4. **No stale surface assumptions.** Fetch Data Skills endpoint docs, Skillhub blueprints, CLI help, and runtime docs in the current session. Do not act from remembered field names. 5. **User scope is sacred.** Write, deploy, draft, release, and visibility operations target only the requesting user's namespace from `alva whoami` unless the user explicitly asks for cross-user work such as remix lineage. 6. **Altra for trading.** Any backtest, portfolio simulation, target signal, equity curve, order logic, position tracking, or rebalancing uses Altra. Hand-rolled loops invite bad timestamps and look-ahead bias. 7. **Playbooks are live by default.** If a playbook displays numbers, charts, tables, or metric cards, HTML reads feed outputs at runtime through `AlvaToolkit.AlvaClient` and release declares the backing feeds. Static snapshots are only for explicit requests. 8. **One blocking question.** For nontrivial builds, ask at most one blocking question or present one short plan. A concrete Skillhub directive or user-referenced skill/method plus topic means plan once after retrieval, then build. 9. **References own depth.** Top-level sections tell you what the capability is, what rule is easy to miss, and which file to open. Long examples, commands, and checklists live in the linked reference. 10. **Contextual investment framing.** Include the investment disclaimer once in the final substantive response or artifact only when its content meets the trigger in [user-facing-prose.md](references/user-facing-prose.md#investment-disclaimer). Do not add it to progress updates, tool confirmations, operational explanations, or factual data-only answers; a ticker or price mention alone does not trigger it. If the user asks for any "financial advice" or "analyst advice," the response MUST also begin with the exact advice-request header. Two consequences are worth making explicit. First, a useful Alva answer can be small: a financial-analysis question should not become a playbook unless the user asks for a durable surface. Second, a useful Alva build can be large: once the user does ask for a playbook, the job is not done at "HTML exists"; it is done when data provenance, release metadata, README, lint, screenshot, and share URL all match the user's goal. ## Session Start Before doing Alva work, open [preflight.md](references/preflight.md). It owns: - `scripts/version_check.sh` - `alva --help` and help-first command use - CLI install / upgrade - `alva whoami`, subscription tier, username, delivery fields - `ARRAYS_JWT` status and `alva arrays token ensure` - `~/memory/MEMORY.md` loading - user-scope enforcement Use [user-facing-prose.md](references/user-facing-prose.md) for product vocabulary and voice before writing Financial Analysis answers, playbook copy, README prose, visible HTML text, alpi prompts, digests, or release descriptions. User-facing words include **automation**, **playbook**, **alert/notification**, **Agent**, and **script**. Treat **feed** as internal unless the user is looking at logs, raw data, API fields, release references, or an Automation detail that exposes it. Use [creators-note.md](references/creators-note.md) when composing a pinned post-release author note. ## Alva Knowledge (Required Reading) Before designing, modifying, or evaluating any automation, read [alva-knowledge.md](references/alva-knowledge.md). Every automation must decide whether bounded history improves its output; longitudinal or decision automations use that history, and push-capable automations also define semantic notification novelty. ## Request Routing Open [request-routing.md](references/request-routing.md) whenever the task is not an obvious single-fetch answer. It owns route selection, Skillhub, Guided Planning, capability verification, and completion gates. Open [operational-pitfalls.md](references/operational-pitfalls.md) step by step whenever the route enters runtime, feed, ALFS, playbook HTML, deploy, release, chart, or cron work. Read only the relevant section before each step, but treat that section as mandatory, not optional debugging material. | User asks for | Route | Must not miss | | --------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | price, valuation, holdings, compare peers, explain a thesis, rank in text | Financial Analysis / Ask Question | Use fresh Data Skills/search evidence and the Financial Analysis tree; fetch or qualify every comparison baseline. | | explicitly create/publish, maintain, or polish a Thesis | Thesis | Read [thesis.md](references/thesis.md). Guide rough intent to a candidate when needed, confirm the exact create payload, then emit the GET-backed raw `` XML. Rewrite only when requested. | | ticker read, analyze a named ticker or company, company narrative, earnings, earnings call, past-hour tracking, "why did it move", investor focus, recent catalysts, unusual move | Financial Analysis + Platform Data: Ticker Read | Use the smallest sufficient source set; read [ticker-read.md](references/ticker-read.md) before source selection, starting with `alva/company-anomaly-read` for intraday/hourly-scale tracking. | | company anomaly, scan/check whether a company is anomalous, use Platform Data to analyze a company | Platform Data: Company Anomaly | Route through [ticker-read.md](references/ticker-read.md), then fresh-load `alva/company-anomaly-read` from Skillhub; verify exact-ticker coverage and freshness. | | GEX, gamma exposure, dealer positioning/gamma, gamma flip, call wall / put wall, options pinning, vanna, charm | Platform Data: GEX | Fresh-load `alva/gex` from Skillhub and run its `gex.js`; do not hand-compute GEX from the raw options chain — the skill owns the methodology, flip scan, and output discipline. | | fintwit / KOL / leaderboard — top accounts or ranking, is @handle tracked, what an account thinks about a ticker or theme, track record | Platform Data: Fintwit Intelligence | Use the Platform Data section below, then read [fintwit.md](references/fintwit.md); cite the snapshot date; read-only, never fabricate rankings. | | FinTwit digest SDK, alpha radar automation, custom digest module, `@alva/fintwit-digest` | Platform Data: Fintwit Digest SDK | Use the Platform Data section below, then read [fintwit-digest-sdk.md](references/fintwit-digest-sdk.md); follow the SDK API and ability contracts instead of copying runtime internals. | | dashboard, screener app, thesis tracker, hosted report, shareable surface | Playbook Creation | Build live feeds first, then read [playbook-creation.md](references/playbook-creation.md). | | `/use-skill:/`, user-referenced skill/method, or template-like research method | Skillhub Blueprint | Fetch blueprint fresh; if it becomes a playbook, route through [playbook-creation.md](references/playbook-creation.md) and set `--skill-id`. | | backtest, strategy, signal, rebalance, portfolio simulation | Strategy / Trading Analysis | Use Altra; package as answer, feed, or playbook only as the user goal requires. | | automation, recurring digest, threshold tracker, alert, stream watch | Automation / Push | New Automations default to `--push-notify`. Read [alva-knowledge.md](references/alva-knowledge.md), then build a push-capable feed and verify the alert binding plus its declared alert output. Preserve a recognized legacy producer only when maintaining an existing feed. | | `` or "remix this playbook" | Remix | Read source files; preserve lineage and source UDFs. | | `` or "change this element" | Edit / Debug | Edit the generator behind the element, not rendered feed values. | | "does Alva have X?" | Capability Verification | Run `alva data-skills list` and search for `` before saying no. | ## Capability Boundaries Alva has broad coverage, but the boundaries are part of the product contract. Naming them early prevents wasted build time. **Structured data vs search.** Data Skills are for deterministic datasets and repeatable fields; search is for source-backed context and off-catalog assets. Try Data Skills first for anything it may cover — including X/social and non-US equities — and use search only for X/Grok beyond Arrays' indexed accounts or non-US tickers/intraday outside its curated coverage. Search informs a cited answer, not chart data. **Runtime vs local agent.** Runtime code runs on Alva Cloud, not on the agent's machine. It cannot use local filesystem paths, shell commands, Node builtins, or environment variables. If a task must be durable, scheduled, public, or feed-backed, verify it in Alva runtime rather than only locally. **Feed vs playbook.** A feed is the data contract; a playbook is the UI and distribution surface. A beautiful playbook with stale or unreleased feeds is not complete. A good feed with no user-facing surface may be enough for an internal automation or direct data product. **alpi vs data.** alpi can turn real upstream data into narrative and categories, but it cannot invent financial facts. Its output belongs in clearly labeled AI analysis or narrative fields, not factual columns posing as sourced data. **UDF vs ordinary interaction.** UDFs are for user-registered functions other viewers can invoke. Tabs, filters, chart controls, and feed-backed refresh do not require UDFs. **Trading execution vs analysis.** Backtests and signals use Altra. Actual orders require the trading surface, a dry run first, explicit user confirmation before non-dry-run execution, and [api/trading.md](references/api/trading.md). This per-order confirmation rule holds for any order placed in an ordinary conversation. *Exemption (scheduled occurrences only):* an Agent Schedule `--message` or verified legacy Channel Loop goal carrying `[auto-trade-consent: granted record=~/memory/auto-trade-consent.md]` AND whose one-read verification finds the record MAY place live orders without per-order user confirmation, subject to dry-run validation, a fresh idempotent intent-id, and trex risk rules. Verification checks only that the consent record exists: the timestamp is provenance, not a match key, and a differing `granted_at` after re-grant is not a mismatch. A missing or unreadable record means NO live orders. This applies only to Agent Schedule occurrences and verified legacy Channel Loop ticks, never interactive; recurring schedules also require `--until` or `--max-occurrences`. See [agent-schedules.md](references/agent-schedules.md). ## Capability Map ### Shared Data And Execution Layer This layer is shared by direct answers and durable artifacts. Do not treat data access or `alva run` as playbook-only. A direct answer may still need Alva Cloud execution for live fetches, joins, transformations, shape checks, indicators, or peer comparisons; the difference is that the result stays in chat instead of becoming a feed, cronjob, signal, or playbook. #### Data Access: Data Sources Data Skills are the primary source for structured financial facts: market identity and listing status, prices, klines, fundamentals, estimates, insider and senator trades, ownership, options chains and Greeks, macro, on-chain metrics, exchange flows, prediction markets, news, and indexed Twitter/X. The mandatory discovery path is `list` -> `summary` -> `endpoint`. Use `Authorization: Bearer `, not `X-API-Key`. Whether a requested listing, ADR/ADS, ticker, exchange, or other security form exists is a time-sensitive fact. Never use training knowledge or model memory to skip current online verification, even when the remembered answer is "private", "unlisted", or "no ADR/ticker". A missing or single-source negative result is not proof of nonexistence; check another current source or report the status as unverified. For thematic or sector baskets, verify ticker fit with live company-detail data; do not trust memory. Source routing: - Structured US-equity, options, crypto, on-chain, macro, semiconductor spot price, prediction-market, and fundamentals data: Data Skills. - Twitter/X handle history, URL lookup, or full-text over tracked investing accounts: Data Skills. - Global X search beyond Arrays' index, news/web search, non-US finance, or off-catalog asset classes: [search.md](references/search.md) / `unified_search`. - Direct latest/realtime price for covered US equities and crypto: intraday klines, not daily-level bars or closes. - Non-US equities (dotted-suffix tickers like `0700.HK`, `000660.KS`): try Data Skills non-US kline first (intraday `1min`–`1m` plus daily; intraday covers a narrower subset) — `searchPerplexityFinance` if uncovered or intraday empty. #### Data Access: Platform Data Platform Data is Alva-maintained data and SDK surface that agents can consume without rebuilding the upstream ingestion. Treat it as a first-party data product: inspect the current reference and live fields, cite freshness, and do not copy private runtime internals into user scripts. | Surface | Use for | Must not miss | | ------------------------------- | ------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Ticker Read | Intraday/hourly-scale tracking, broad single-ticker reads, investor focus, move attribution, custom records, and catalysts. | Read [ticker-read.md](references/ticker-read.md); select the smallest sufficient combination of its first-tier sources, with `alva/company-anomaly-read` first for hour-scale tracking. | | Company Anomaly Intelligence | Proactive company anomaly checks, latest attribution, sector-vs-company decomposition, and aligned supporting events. | Use [ticker-read.md](references/ticker-read.md) to fresh-load `alva/company-anomaly-read`; keep quiet current state distinct from any prior attribution. | | Fintwit Intelligence / KOL data | Top accounts, leaderboard rankings, tracked-handle checks, account theses, ticker sentiment, and track record questions. | Read [fintwit.md](references/fintwit.md); live-read the public platform feeds, cite the snapshot timestamp, and keep the source read-only. | | Fintwit Digest SDK | Alpha radar automation, custom digest modules, and `@alva/fintwit-digest` scripts over platform KOL tracker feeds. | Read [fintwit-digest-sdk.md](references/fintwit-digest-sdk.md); use the public API and ability contracts instead of copying runtime internals or adding ad hoc profile config. | #### Data Access: Content Search And BYOD Content search enriches a real data pipeline; it does not replace one — a fallback, not a default source. Try Data Skills, owned feeds, and official sources first; use it only for off-catalog content they can't provide (see Source routing). Open [search.md](references/search.md) for source-specific usage and gotchas, and [content-legitimacy.md](references/content-legitimacy.md) before presenting any sourced financial value. BYOD is appropriate when the user supplies a source or Alva coverage cannot answer the task after capability verification. Wire the source into runtime code or feed logic; do not paste discovered values into HTML or direct answers. Use [secret-manager.md](references/secret-manager.md) if credentials are needed. BYOD still has to behave like an Alva source: validate it, state freshness and blind spots, and route durable outputs through feeds. #### Execution: Jagent Runtime And `alva run` Alva runtime scripts execute JavaScript in a sandboxed V8 isolate through `alva run` or cronjobs. They cannot access local files, shell, Node builtins, `process`, global `fetch`, top-level `await`, or timer globals. Open [jagent-runtime.md](references/jagent-runtime.md) before writing runtime code. Common modules: | Need | Module / reference | | ----------------------------- | ------------------------------------------------------------------------------------------------------------- | | ALFS files and shared modules | `require("alfs")`; `~/library`; [api/filesystem.md](references/api/filesystem.md) | | user id, username, args | `require("env")` | | third-party secrets | `require("secret-manager")`; [secret-manager.md](references/secret-manager.md) | | HTTP | `require("net/http")` | | statistics / indicators | `@alva/algorithm` or runtime `alva sdk` modules | | persistent feed output | `@alva/feed`; [feed-sdk.md](references/feed-sdk.md) | | Automation price chart | `@alva/price-chart-sdk`; [price-chart-sdk.md](references/price-chart-sdk.md) | | Platform Data digest module | `@alva/fintwit-digest`; see Platform Data above and [fintwit-digest-sdk.md](references/fintwit-digest-sdk.md) | | trading engine | `FeedAltra`; [altra-trading.md](references/altra-trading.md) | | scheduled LLM reasoning | `@alva/pi`; [alpi.md](references/alpi.md) | | ONNX model inference | `@alva/onnx`; [onnx.md](references/onnx.md) | | runtime tests | `@test/suite` | Runtime code should be boring and inspectable: small shape checks before full feeds, explicit precondition errors, no silent fallback records, and no local simulation when the blueprint requires Alva Cloud behavior. If a script throws `ReferenceError: is not defined`, rewrite for the jagent runtime instead of retrying the same code. Before each write/run/debug step, read the matching section in [operational-pitfalls.md](references/operational-pitfalls.md). #### Provenance: Financial Values Read [content-legitimacy.md](references/content-legitimacy.md) before surfacing financial values in either tree. Comparison baselines are financial facts. A historical average, peer multiple, macro yardstick, or benchmark return that supports a judgment must be fetched or clearly labeled as unsourced. Do not put sourced current data next to memory-derived baselines. ### Financial Analysis / Ask Question Tree Financial analysis is the default for user questions about markets, assets, portfolios, valuation, catalysts, rankings, comparisons, and "why" narratives. It may be a single fresh data fetch, an `alva run` computation over live data, a sourced explanation, a peer comparison, a thesis check, or a concise table. It is not merely "Data Query": data access and execution are steps inside an analysis answer. For any named-ticker read, first read [ticker-read.md](references/ticker-read.md). Route among its official direct-read and build-on-demand methods, then add the Data Skills and primary-source evidence the answer needs. Missing coverage in any one Platform Data source must degrade honestly without blocking ordinary analysis. Common subroutes are latest fact, contextual explanation, comparison/valuation, ranking or screen-in-text, and thesis check. They produce an answer, not an unsolicited build; enter the durable artifact tree only when the user requests it or accepts an Automation suggestion. Use the shared data and execution layer first. If the user asks a direct question, answer directly with provenance; if they ask to track, alert, share, or publish, route to the durable artifact / playbook tree instead. Financial-analysis answer gate: before answering any Financial Analysis / Ask Question, read [user-facing-prose.md](references/user-facing-prose.md), then satisfy the ask evidence gate. Simple latest-fact asks stop there after one sourced hop; complex judgment asks must also use the Complex Ask Router in [request-routing.md](references/request-routing.md), apply every matching quality gate, and cap confidence when required evidence, KPI coverage, or computation is missing. Do not answer until you can name the decomposition, data/source path for each hop, fetched vs missing coverage, and which judgments are sourced facts, computed values, or inference. #### Useful Next Step After Ask After fully answering a one-off Ask, choose one outcome: - **Automation** when changing inputs can be reevaluated by the same method and cadence, a trigger, or notification creates ongoing value. Push ideas also need a meaningful-change and quiet-run boundary. - **One-off follow-up** when one concrete question would materially deepen, test, compare, apply, or naturally extend the answer. It need not lead to Automation. - **No suggestion** when neither option is specific, relevant, and clearly useful. If uncertain, choose this and end the answer without a footer. Actively look for Automation, but hold both options to the same quality bar. If both pass, prefer Automation when recurring value justifies the setup; choose one-off only when it is clearly more useful now. Never recommend Automation merely because work is schedulable. When suggesting, use one short, low-pressure sentence in the user's language to explain the outcome. If `PresentActions` is available, follow it with one matching action: `send_prompt` when the Agent should continue, change state, or verify here; `open_url` when the user should go directly to an HTTPS product surface. Use a short imperative label (normally verb + object); for `send_prompt`, use a self-contained, context-grounded prompt. The sentence explains value while the button condenses the action. Required questions use `AskUserQuestion`. For named single-instrument ticker reads, apply the Trade Setup follow-up rules in [ticker-read.md](references/ticker-read.md#trade-setup-follow-up). If Automation clears this bar or is already requested, apply [Preferred Automation Setup Skills](references/request-routing.md#preferred-automation-setup-skills) before suggesting or building it. ### Durable Artifacts / Playbook Tree Enter this tree when the user asks Alva to keep something running, reusable, shareable, inspectable, or actionable. The tree is broader than playbooks: a script, feed, alert, signal, model output, or trading analysis may be the right artifact without a hosted UI. Enter the playbook branch only for hosted apps, share URLs, remixes, annotation edits, release/version updates, or playbook publication work. #### Data Product Layer: Feed Lifecycle And Automation Feeds persist data under ALFS and are the normal backing store for live analysis products, playbooks, dashboards, signals, alerts, and reusable outputs. A feed is not automatically a playbook; it can also back an alert, digest, signal, reusable dataset, or future answer. Read [alva-knowledge.md](references/alva-knowledge.md) before designing an automation. Read [feed-lifecycle.md](references/feed-lifecycle.md) and [feed-sdk.md](references/feed-sdk.md) when creating or changing a feed; only if an Automation explicitly needs a price chart on each run, read [price-chart-sdk.md](references/price-chart-sdk.md). Do not add charts by default or apply this route to one-off chat or Playbook charts. The short creation lifecycle is: write schema and logic to ALFS, `alva run`, deploy, publish once with `alva automation publish`, then use its returned `feed_id` with `alva feed set-visibility` when public access is required. Publish creates an ACTIVE owner alert binding and starts the producer once by default; `--skip-auto-trigger` skips only that run, not the binding. For an existing automation, keep that identity: ALFS source edits are already live, while registered version, producer, or metadata changes use `alva automation update --id `. Never delete and recreate merely to apply an update. Before automation publish, satisfy `before-automation-publish`: fresh run, expected shape, fresh evidence, and a known producer cronjob id. After publish, set public visibility through the feed lifecycle command and verify public, non-empty data before dependent HTML work. Feed scripts fail fast on missing data; the detailed publish and visibility contract lives in the feed references. Read the matching [operational-pitfalls.md](references/operational-pitfalls.md) section before each feed, ALFS, deploy, and publish step. #### Publication Layer: Playbook Creation Tree Playbooks are hosted investing apps: dashboards, screeners, thesis trackers, backtest surfaces, what-if studies, event studies, or custom interactive tools. Enter this branch only when the user wants a hosted/shareable surface, remix, annotation edit, release/version update, or playbook publication work. Read [playbook-creation.md](references/playbook-creation.md) before creating or changing the hosted surface. It owns the build order, Browser-safe feed reads, README, draft/release gates, screenshot verification, tier/visibility flow, and push-after-release handoff. Read [api/release.md](references/api/release.md) for README, tags, trading-symbol, and `--skill-id` details; read [remix-workflow.md](references/remix-workflow.md) or [annotation-edits.md](references/annotation-edits.md) for those subroutes. The top-level boundary is feed-first and live-read: build feeds before HTML, and visible numbers must be read from feed outputs in the viewer's browser. Before HTML work, satisfy `before-build-html`; before draft/release satisfy `before-playbook-draft` and `before-playbook-release` in the reference. Keep procedure, release, screenshot, and tier details in the owning references. Subroutes are new build, Skillhub-guided build, remix, annotation/edit, release/version update, and push after release. Do not let every financial question inherit playbook gates. #### Strategy Layer: Altra Altra is the trading and backtesting engine. Always use Altra for backtesting. Use it for any strategy, simulation, portfolio logic, signal feed, equity curve, target record, position tracking, order stream, drawdown, Sharpe, or rebalancing. Open [altra-trading.md](references/altra-trading.md) before implementation. It owns provider setup, feature registration, event triggers, strategy state, target/signal structure, PIT compliance, testing, debug patterns, and supported OHLCV intervals. Stock intraday window guardrail: do not directly request multi-year US stock intraday backtests as one full window. Narrow the window, use daily/weekly bars, or choose a provider path that explicitly chunks requests. #### Reasoning Layer: alpi For persistent coding Agents, follow [durable-agent.md](references/durable-agent.md): one `cwd`, one saved `$cwd/agent.js`, using `runAlvaAgent` on first launch and every wake. Save it before starting or scheduling; it reconstructs tools, prompt and config before draining Inbox. Use Agent Schedules for future turns. Within deterministic pipelines, use `@alva/pi` `Agent.ask()` for result-only classification, summarization, TLDRs, why-it-matters, and tool-loop reasoning over real upstream data. Do **not** use it for one-off research the user asks interactively, and do not use it to produce numbers or events that should come from real data. Read [alpi.md](references/alpi.md) for API, tool calling, memory patterns, user-editable agent instructions (release with `--agent-type alpi`, then append the owner's `AGENTS.md` (read `${feed.path}/AGENTS.md` yourself)), and jagent-specific constraints. #### Model Layer: ONNX Use ONNX when the user supplies or plans to upload an exported `.onnx` model artifact. Read [onnx.md](references/onnx.md). Predictions must be computed from real data, written through feed outputs, and rendered from released/granted paths. Public playbooks should expose feed outputs, not raw model artifacts. #### Interface Layer: Design System The design system is a release gate, not decoration. Read [design.md](references/design.md) first for tokens, typography, theme, layout, and the canonical stylesheet. Then read: - [design-widgets.md](references/design-widgets.md) for charts, widget layouts, and tables (the authoritative Table Card spec lives here, not in design-components.md). - [design-components.md](references/design-components.md) for buttons, tabs, tags, dropdowns, and component details. - [design-playbook-trading-strategy.md](references/design-playbook-trading-strategy.md) for strategy/backtest playbooks. Runtime artifacts: - [design-contract.yaml](references/design-contract.yaml) is consumed by `alva lint playbook` and `alva release playbook`. - [css/design-system.css](references/css/design-system.css) is the bundled stylesheet; use it, but read `.md` docs for rules. - [design-tokens.css](references/design-tokens.css) backs the bundle. Pages using ECharts must satisfy the contract rule requiring `requestAnimationFrame` around init/resize in hidden or resizable containers. #### Interface Layer: UDF Runtime User-Defined Functions let a playbook owner register shareable functions that viewers can invoke from the playbook UI. This is strict opt-in: only use it when the user asks for a registerable function or a button that calls their analysis function. Open [api/udf-runtime.md](references/api/udf-runtime.md). It owns PBSV browser authentication, `alva functions` creator registration and allowance tools, `window.alva.udf`, allowance consent, `UdfButton`, caller identity, `allow_charges=false` defaults, author-owned result contracts, and release checks. #### Action Layer: Alerts Alerts are personal notification opt-ins for automations (feeds). Playbook follows are independent and never enable or disable alerts. New feeds declare push-worthy outputs with `alertOutput(typeDoc)` and may use any valid, non-reserved `group/output` source. `--push-notify` lets successful scheduled and Run Now executions deliver those outputs; it does not subscribe users or bypass preferences by itself. Open [push-notifications.md](references/push-notifications.md) for alert-output authoring, portable actions and card presentation, automation publish, per-Automation Alva plus email delivery, and verification. A quiet V2 run does not append an alert record. After releasing or keeping a playbook as draft, scan whether any backing feed is push-worthy. A push setup requires a declared alert output or a recognized legacy `signal/targets` or `notify/message` producer, plus an active published automation binding, publisher `--push-notify`, and the intended alert binding. That proves configuration, not that a message has already been delivered. #### Playbook Subroute: Remix A remix request usually arrives as ``. Extract source owner/name from the tag URL, read the source feed scripts, HTML, README, and playbook metadata, then build a new playbook under the requesting user's namespace. If the source has registered UDFs, preserve them unless the user explicitly asks otherwise. Open [remix-workflow.md](references/remix-workflow.md). `alva remix` records parent-child lineage only; use `alva fs read` to read playbook files. If the user asks to browse examples, use `alva playbooks trending` after help. #### Playbook Subroute: Annotation Edits Annotation edits target rendered playbook elements through `` tags. Locate the generator behind the element, usually a render function or CSS rule, and edit that. Never freeze rendered feed values into static text. Open [annotation-edits.md](references/annotation-edits.md). HTML edits re-enter `before-build-html`. #### Support Layer: Memory Alva memory is file-based and user-visible: global user understanding lives in `~/memory/user.md`, while each channel has `~/channels//memory/MEMORY.md` and daily Journal files. Read [memory.md](references/memory.md) before writing. Never store secrets, raw API keys, automation runtime state, or unverified claims as truth. #### Support Layer: Secret Manager Use [secret-manager.md](references/secret-manager.md) whenever runtime code needs API keys, exchange credentials, webhook secrets, or other third-party credentials. Prefer the web upload page at . Do not ask the user to paste sensitive third-party secrets into chat when web upload is feasible. Runtime access and CRUD details live in the reference; never log returned values. #### Support Layer: Platform Feedback When an Alva-owned API/runtime/data/docs/auth/product issue blocks or materially degrades the task, read [api/feedback.md](references/api/feedback.md), run `alva feedback --help`, ask for user confirmation, and scrub secrets before submitting. If the task fails because Alva behaved unexpectedly, offer the feedback flow before closing. ## Content Legitimacy Quick Rules Open [content-legitimacy.md](references/content-legitimacy.md) before surfacing financial values. The quick checks: - Charts, tables, metric cards, and query answers need real Data Skills, feed, or validated BYOD provenance. - HTML values are fetched from feed outputs at runtime. Never hardcode data as inline JavaScript literals for financial values. - If `alva release playbook --feeds '[]'` is used, the HTML must render zero quantitative values. - WebSearch can discover docs or BYOD endpoints; it cannot become the data. - LLM/alpi output can synthesize real upstream data; it cannot invent facts, figures, events, or sourced-looking reports. - More than 20% failed symbol lookups is a data-quality blocker, not a prompt to fabricate or mark rows `live: false`. - Feed Scope Isolation: build new feeds unless the user explicitly asks for reuse. - For fundamentals periods, YoY/QoQ, or cross-company comparisons, open [fundamentals-periods.md](references/fundamentals-periods.md). - Descriptions, README, methodology, and copy can only list data sources and cadences actually wired and deployed. ## Common Workflows These sketches are the encyclopedia-level shape of the work. Open the named reference before doing the task. ### Ask Question / Financial Analysis For "what is the latest price / P/E / funding rate / holdings / CPI print", "why did it move", "analyze this company", "is it cheap vs peers", or "rank these in text", start with financial analysis. For a named-ticker read, use the first-tier source router in [ticker-read.md](references/ticker-read.md). Run preflight if needed, verify the relevant Data Skills or search route, use `alva run` when live computation or joins are needed, fetch or qualify any comparison baseline, read [user-facing-prose.md](references/user-facing-prose.md), apply the answer gate in the Financial Analysis tree, classify complex asks with [request-routing.md](references/request-routing.md), and answer with inline provenance. If a structured source returns stale or missing latest data, use [data-skills.md](references/data-skills.md#structured-feed-lag) before refusing when a known official release may be ahead of the feed; otherwise report the failure instead of substituting a web snippet or model memory. If the user then asks to track, alert, share, or publish, upgrade the route to a feed, signal, alert, or playbook. ### Hosted Playbook Workflow Enter this tree when the user wants a hosted app, share URL, dashboard, screener app, report surface, remix, annotation edit, or release/version update. First choose the artifact shape: direct answer, feed, signal, model output, or hosted playbook. For hosted/shareable surfaces, turn the request into a data contract before UI work: universe, metrics, freshness, output groups, widgets, and release path. Then open [playbook-creation.md](references/playbook-creation.md), [remix-workflow.md](references/remix-workflow.md), [annotation-edits.md](references/annotation-edits.md), and [api/release.md](references/api/release.md); they own the procedure. ### Thesis, Digest, And Monitoring For questions about an existing or quoted Thesis, first read [Quoted Thesis context](references/thesis.md#quoted-thesis-context); keep this read-only and preserve the selected author version. For Thesis work, follow [thesis.md](references/thesis.md). Use guided creation when publication intent lacks a final body; do not build HTML, Automation, or a draft/release workflow. Discussion, analysis and remembering a viewpoint do not authorize public posting; explicitly requested tracker dashboards/custom feeds may combine structured metrics, content search and alpi over real data. Keep its prompt fixed, source records separate from analysis, and push lines faithful to actual thesis deltas. For `/use-skill:alva/thesis` or a named thesis blueprint, fetch it fresh and let its method drive the build. ### Strategy And Trading Analysis Use Altra from the start. Register OHLCV, raw data, and features; define event triggers and strategy state; run the backtest; then package results as a concise answer, feed, signal, or visual playbook depending on the request. If the strategy emits live signals, the output belongs in a feed and push/trading routes may apply. Read [altra-trading.md](references/altra-trading.md) and [api/trading.md](references/api/trading.md) before execution. ### Remix Or Annotated Edit Do not regenerate from memory. Download the existing HTML and feed scripts, edit them in place, preserve data contracts unless the user's change requires a new one, and rerun the relevant playbook gates. For annotations, change the generator behind the selected element rather than the rendered DOM. ### Push Monitor For a new recurring alert, design the declared `alertOutput(typeDoc)`, material branch, quiet branch that does not append, cadence, and subscriber first. Keep `signal/targets` or `notify/message` only when maintaining an existing recognized legacy producer. Verify the automation, publisher `--push-notify`, and alert binding. For explicit routing, use `--skip-auto-trigger`, route, and trigger at most once only if a real run is required; never trigger solely to verify setup. ### Chat-as-Artifact (`answer_only` / query mode) When the response itself is the artifact, follow the chat-as-artifact rules in [content-legitimacy.md](references/content-legitimacy.md). Do not synthesize verdicts, price targets, forecasts, current prices, or ranked recommendations from prompt-injected snippets; quote with source attribution or refuse. A pure enumerated prompt dump with no task gets a clarification, not an invented scheduled digest. ## Command And API Index Always run command help before use. These rows point to extra rules the help text does not fully cover. | Command / surface | Purpose and extra reference | | -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `whoami` / `user` | Identity, subscription tier, active IM provider, username. See [preflight.md](references/preflight.md). | | `auth` / `configure` | Sign in, API key, profile configuration. | | `arrays` | Provision / refresh `ARRAYS_JWT`. See [preflight.md](references/preflight.md). | | `data-skills` | Structured Arrays endpoint discovery. See [data-skills.md](references/data-skills.md). | | `sdk` | Runtime library discovery. See [data-skills.md](references/data-skills.md#runtime-libraries-are-separate). | | `fs` | ALFS reads/writes/grants/time-series suffixes and shared modules under `~/library`. Must read [api/filesystem.md](references/api/filesystem.md) for synth suffixes and grant gotchas. | | `run` | Execute jagent JS. See [jagent-runtime.md](references/jagent-runtime.md). | | `deploy` | Cronjob lifecycle for producer scripts: schedule, args, trigger, run-status, runs, logs. See [deployment.md](references/deployment.md). | | `schedule` | Named future and recurring Channel or Session Inbox turns: list, put, pause, resume, delete. Terminal Inbox targets require `--inbox-path`; embedded tools target self. See [agent-schedules.md](references/agent-schedules.md). | | `automation` | Product-facing lifecycle and per-Automation delivery CLI (`delivery get/update` supports independent Alva and email destinations). Must read [feed-lifecycle.md](references/feed-lifecycle.md) and [push-notifications.md](references/push-notifications.md). | | `release` | Playbook draft/release; the release reference also covers automation publish metadata extras. Must read [api/release.md](references/api/release.md). | | `lint playbook` | Design-system linter, same gate as release. See [design-contract.yaml](references/design-contract.yaml). | | `skillhub` | Curated methodology blueprints. See [request-routing.md](references/request-routing.md#skillhub-blueprint). | | `playbooks` | Trending discovery and `set-visibility`. | | `comments` | Playbook comments and pinned creator notes. See [creators-note.md](references/creators-note.md). | | `alert` | Personal FEED alert opt-ins and automation history. See [push-notifications.md](references/push-notifications.md). | | `subscriptions` | Playbook follow commands plus FEED alert commands. Following never changes alerts. See [push-notifications.md](references/push-notifications.md). | | `trading` | Accounts, portfolio, orders, subscriptions, execution. Must read [api/trading.md](references/api/trading.md). | | `broker` | Agentic order execution — place/cancel/read across venues (crypto + US equities). Run `alva broker describe` for live commands/capabilities; must read [api/broker.md](references/api/broker.md). | | `screenshot` | PNG capture for released playbook verification. See [playbook-creation.md](references/playbook-creation.md#screenshot). | | `remix` | Lineage registration only. See [remix-workflow.md](references/remix-workflow.md). | | `functions` | Playbook UDF registration, invoke smoke tests, and allowance management. Must read [api/udf-runtime.md](references/api/udf-runtime.md). | | `credits` | Current viewer credit wallet and self-scoped consumption rows. Must read [api/credits.md](references/api/credits.md). | | `secrets` | Secret CRUD for agent-managed setup. See [secret-manager.md](references/secret-manager.md). | | `feedback` | Submit user-confirmed Alva platform feedback. Must read [api/feedback.md](references/api/feedback.md). | Non-CLI references: - [api/error-responses.md](references/api/error-responses.md) for programmatic HTTP error handling. - [api/udf-runtime.md](references/api/udf-runtime.md) for PBSV browser runtime behavior behind `window.alva.udf`. ## Reference Library Use this index to open only the file needed for the current task. | File | Owns | | ------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- | | [preflight.md](references/preflight.md) | Session start, Rule 0, CLI, auth, profile, Arrays JWT, memory load, user scope. | | [alva-knowledge.md](references/alva-knowledge.md) | Required automation reasoning: bounded history, cross-run comparison, semantic notification novelty, quiet runs. | | [request-routing.md](references/request-routing.md) | Route choice, post-Ask next steps, preferred Automation setup skills, Skillhub, Guided Planning, capability verification, completion gate. | | [content-legitimacy.md](references/content-legitimacy.md) | Data provenance, prohibited sources, chat-as-artifact, feed isolation, conventions. | | [data-skills.md](references/data-skills.md) | Data Skills discovery, endpoint calls, Arrays auth, search/data routing. | | [feed-lifecycle.md](references/feed-lifecycle.md) | Feed build and automation publish lifecycle, modeling summary, alert outputs, `before-automation-publish`. | | [playbook-creation.md](references/playbook-creation.md) | HTML build, browser-safe reads, README, draft, release, screenshot, tier flow. | | [push-notifications.md](references/push-notifications.md) | Push-worthy feeds, declared alert outputs, alert bindings, delivery verification. | | [operational-pitfalls.md](references/operational-pitfalls.md) | Runtime, ALFS, chart, watermark, and resource pitfalls. | | [jagent-runtime.md](references/jagent-runtime.md) | V8 runtime, modules, async model, constraints, built-ins. | | [feed-sdk.md](references/feed-sdk.md) | Feed SDK API, schemas, time series, grouped records, upstreams, examples. | | [price-chart-sdk.md](references/price-chart-sdk.md) | Automation-only price chart rendering, publication inputs, and preview/interactive URL contract. | | [altra-trading.md](references/altra-trading.md) | Altra strategy engine, features, signals, tests, PIT compliance. | | [alpi.md](references/alpi.md) | Scheduled LLM reasoning/tool-loop API and examples. | | [agent-schedules.md](references/agent-schedules.md) | Channel and existing Session Inbox schedules, self-targeting, wake/retry boundaries, lifecycle, and legacy Channel Loop compatibility. | | [onnx.md](references/onnx.md) | ONNX artifact, inference, FeedAltra integration, release checks. | | [deployment.md](references/deployment.md) | Cronjob create/list/pause/resume/trigger/run-status/runs/run-logs. | | [search.md](references/search.md) | `unified_search`, finance search, Twitter/X, Reddit, YouTube, web gotchas. | | [ticker-read.md](references/ticker-read.md) | Platform Data / Ticker Read: routing across official investor-focus, anomaly, attribution, aggregation, and breaking-news methods. | | [fintwit.md](references/fintwit.md) | Platform Data / Fintwit Intelligence: curated fintwit/KOL account data — views, signals, profiles; query recipes by account, ticker, ranking. | | [fintwit-digest-sdk.md](references/fintwit-digest-sdk.md) | Platform Data / Fintwit Digest SDK: `@alva/fintwit-digest` public API, run profiles, pipeline state, ability contracts, and override rules. | | [secret-manager.md](references/secret-manager.md) | Secret upload, naming, CRUD, runtime access, guardrails. | | [memory.md](references/memory.md) | Memory storage layout, write policy, user profile template. | | [user-facing-prose.md](references/user-facing-prose.md) | Product vocabulary, voice rules, and alpi prose prompt block. | | [design.md](references/design.md) | Design entrypoint, canonical CSS link, tokens, layout. | | [design-widgets.md](references/design-widgets.md) | Widget and chart layouts. | | [lightweight-charts.md](references/lightweight-charts.md) | One-off price-series artifacts: pinned v5 CDN, series/pane API, price lines. | | [design-components.md](references/design-components.md) | Component specs. | | [design-playbook-trading-strategy.md](references/design-playbook-trading-strategy.md) | Strategy/backtest playbook UI. | | [annotation-edits.md](references/annotation-edits.md) | `` edit procedure. | | [remix-workflow.md](references/remix-workflow.md) | Remix extraction, source reads, lineage. | | [creators-note.md](references/creators-note.md) | Pinned author comment after release. | | [fundamentals-periods.md](references/fundamentals-periods.md) | Fiscal/calendar period alignment. | | [api/filesystem.md](references/api/filesystem.md) | ALFS synth suffixes and feed grant gotcha. | | [api/release.md](references/api/release.md) | Release extras: README, tags, trading symbols, skill id, descriptions. | | [api/trading.md](references/api/trading.md) | Trading signal schema, symbol naming, dry-run rules. | | [api/broker.md](references/api/broker.md) | Broker execution: three-way retry discipline, intent-id/dry-run rules, per-venue capabilities. | | [api/udf-runtime.md](references/api/udf-runtime.md) | Playbook UDF CLI setup, allowance management, and browser invocation. | | [api/credits.md](references/api/credits.md) | User-scoped credit wallet and consumption history queries. | | [api/feedback.md](references/api/feedback.md) | User-confirmed Alva platform feedback for Alva-owned blockers. | | [api/error-responses.md](references/api/error-responses.md) | HTTP status to error-code table. | Runtime artifacts: | Artifact | Use | | --------------------------------------------------------- | ---------------------------------------------------------------------- | | [css/design-system.css](references/css/design-system.css) | Bundled CSS loaded by playbook HTML; rules live in design `.md` files. | | [design-contract.yaml](references/design-contract.yaml) | Linter/release contract. | | [design-tokens.css](references/design-tokens.css) | Token source used by the CSS bundle. | ## User-Facing Communication ### Company Page Links In every user-facing Alva response, link the first high-confidence mention of each covered U.S.-listed company to its Alva company page: `[visible wording](https://alva.ai/markets/{CANONICAL_TICKER})`. - Recognize explicit tickers such as `AAPL` or `$AAPL` and semantically clear company names, common names, or localized aliases. Treat `Apple` as `AAPL` when context refers to Apple Inc. Use semantic context, not token shape alone: do not link `apple` when it means fruit, `Meta` as a general term, or `AI` as a theme rather than a company. - Only link U.S.-listed companies. Leave non-U.S. listings such as `3986.HK` plain even when the company is clear; never strip or rewrite an exchange suffix to force a company-page match. - Preserve the visible wording and use the canonical uppercase ticker only in the URL. Prefer a company/ticker mapping and U.S. listing status already resolved by Alva data or clearly established in the conversation. If the mapping, listing market, share class, or page coverage is uncertain, leave it plain; do not call a tool just to add a link. - Link each company at most once per reply. Do not link non-company assets such as ETFs, indices, crypto, FX, or commodities; code; raw URLs; existing links; quoted passages; or verbatim tool output. - Always use an absolute production URL under `https://alva.ai/markets/`. Never use a staging host or relative URL for a company page. Do not add a separate company-page footer or explain that a link was added. Lead with the result, not the machinery. Say what the user got, what was verified, and what remains. Avoid raw ALFS paths, API payloads, job ids, internal function names, or scaffold details unless the user is debugging or asks for them. After a deployment or other multi-step build, keep the final update delta-only: report new outcome, verification, or remaining issues; do not recap earlier details. When giving direct answers with financial figures, attribute each number to a fresh Data Skills/BYOD/feed/search source, or clearly say the fetch failed. Do not present estimates from memory as live facts. For multi-step builds, give short milestone updates. For final answers, include the canonical share URL for released playbooks and use `published_url` only for verification evidence such as screenshots. ## Final Sanity Checklist Before finishing an Alva task, ask: - Did I read [preflight.md](references/preflight.md) and current command help? - Did every financial value come from Data Skills, feed output, or validated BYOD/search source? - Did Financial Analysis / Ask Question read [user-facing-prose.md](references/user-facing-prose.md), then pass the answer gate, and the Complex Ask Router only for complex judgment asks, before I answered? - After a one-off Ask, did I omit the next step unless one clear option passed the quality bar, give Automation preference only after it passed the same bar, and avoid treating a setup run as a completed Automation? - Did I avoid WebSearch/LLM/memory/user-pasted data as factual values? - Did I run current online verification before using training knowledge to rule out a listing, ADR/ADS, ticker, or other requested security form? - Did I run Data Skills `list` -> `summary` -> `endpoint` before coding calls? - Did automation work read [alva-knowledge.md](references/alva-knowledge.md), apply bounded history when it improves judgment, and suppress push without a material delta? - Did automation publish pass `before-automation-publish`? - If public, did `alva feed set-visibility` and an unauthenticated read succeed? - Did playbook work read [playbook-creation.md](references/playbook-creation.md) and pass the relevant hard gates? - Did design work read [design.md](references/design.md) and lint where needed? - Did Skillhub work fetch the blueprint fresh and set `--skill-id` if used? - Did backtesting or signal work use Altra? - Did push work verify publisher `--push-notify`, an active automation binding, the declared alert output (or recognized legacy producer), and the intended alert target without claiming an unobserved delivery? - If Alva-owned behavior blocked the task, did I offer the confirmed feedback flow after reading [api/feedback.md](references/api/feedback.md)? - Did the final response describe the delivered result without leaking unnecessary internals?