Governed portfolio research and trade planning — risk-bounded allocation for public markets.
Most trading tools are either simple screeners or fully automated black boxes. Rally occupies the middle ground: it researches candidates using multiple signal sources, solves for constrained allocations that respect hard limits, and submits trades only after an eleven-point safety gate passes. Failed runs don't lose your planned rebalance — the pending-action queue picks it up next time.
Skill packages follow the agentskills.io open standard and are compatible with OpenClaw, Hermes Agent, Claude, and any agentskills.io-compliant client.
# Research pipeline
"Do a full research run tonight"
# Check pending trades
"What trades are ranked?"
# Get candidates
"Rank candidates in the current universe"
Rally auto-initializes on first use. Broker credentials required for execution.
Rally turns public-market research into explainable, risk-bounded allocation and trade plans. The automatic execution path is gated by eleven safety clauses. Every target carries rationale and evidence references. Research dossiers accumulate per-ticker, long-term knowledge is emitted to Elephas, and daily reports are consumed by Vesper.
| Command | Description |
|---|---|
rally.research |
Full overnight research pipeline |
rally.healthcheck pre_open |
Pre-market: pending sweep, stops, order submission |
rally.healthcheck pre_close |
Pre-close: stops, emergency sells, daily report |
rally.candidates.rank |
Ranked candidate list with scores |
rally.plan.allocation |
Constrained allocation plan |
rally.plan.trade |
Trade plan from current-vs-target deltas |
rally.execute.trades |
Submit trades via safety gate |
rally.pending.list |
List pending actions |
rally.report.daily |
Daily PortfolioOutcomeRecord |
rally.status |
Portfolio summary, pending queue |
rally.journal |
Write journal |
rally.update |
Self-update |
- Sift — sentiment enrichment, news pulse
- Elephas — consumes Thing and Event signals
- Vesper — reads daily reports
- Brokerage API (Alpaca, IBKR, or similar)
| Job | Schedule (PT) | Command |
|---|---|---|
rally:research |
0 2 * * 1-5 |
Full pipeline |
rally:healthcheck-pre-open |
30 5 * * 1-5 |
Order submission |
rally:healthcheck-pre-close |
0 12 * * 1-5 |
Stops, sells, reporting |
rally:update |
0 3 * * 0 |
Weekly self-update |
- Pending-action queue, per-ticker dossiers, schedule gap detection
- 3-job schedule, 11-clause execution safety gate
- Initial release
Rally is part of the OCAS Agent Suite.