Transparency scenario playbooks

How to use these playbooks

Each scenario is a short path through IRIS with transparency checks (timestamps, modes, limits). They are educational—not trade instructions.

1. New cash to invest

1. Build or refresh your watchlist and confirm batch analysis is recent where it matters — Batch analysis: what just happened?.
2. Spot-check two or three names on symbol pages — Reading a symbol page in three minutes.
3. Open Cash Hunt — read cards with Reading Hunt and Cash Hunt results.
4. If the list is empty or tiny, verify deployable cash after the cash buffer — Hunt, Cash Hunt, and optimization.
5. Optionally compare to Optimize portfolio if you are rebuilding the whole book — Hunt vs optimization.

2. Weak holding (replace mode)

1. Open the symbol page for the holding; note timestamp, stage, SATA, AI Signal — When panels disagree if needed.
2. Run Hunt in replace mode for that line — compare reasoning on candidates to your thesis (TRINITY does not read your thesis).
3. If a candidate looks wrong on the symbol page, run the disagreement checklist — When your symbol page and Hunt disagree.

3. Thinking about adding one name (interest flow)

1. Complete your usual symbol page review — Analysis & symbol pages.
2. Use Hunt interest / fit mode (wording varies by screen) to see portfolio-aware reasoning — How Hunt and Cash Hunt fit your process.
3. Check concentration and risk settings before sizing — Risk management.

4. “Is my portfolio late-cycle?” (general Hunt)

1. Run Hunt in general mode for book health and swap ideas — Hunt, Cash Hunt, and optimization.
2. Pair qualitative read with stage-based framing — A stage-based investing approach.
3. Remember general vs replace may use different candidate breadth — same article, section Replace vs general mode.

5. After automation runs

1. Open the automation decision log for the run — Reading automation decision logs.
2. Compare log time to symbol page timestamps — How ATHENA fits your trading process.
3. If policy skipped early-stage cash buys, confirm that matches your intent — FAQ.

6. Hunt said one thing; optimization said another

1. Confirm you are comparing same timestamp era — When your symbol page and Hunt disagree.
2. Read solver vs targeted ideas — Hunt vs optimization and Hunt, Cash Hunt, and optimization.
3. Adjust risk settings only if your plan changes — Policy and constraints in plain language.

Further reading

• Learning Center home — Transparency & trust step in the Start here — learning path section (same page as the guide grid).
• Emails and alerts in TRINITY — portfolio email toggles, digests, and what to expect in your inbox.
• Audit mindset for investors

Educational disclaimer

TRINITY provides tools and education, not personalized investment advice. Consult a qualified professional before making financial decisions.