New Feature Discovery — Trading

Conduct an in-depth interview to explore, challenge, and document a new trading feature. Uses interactive questions and codebase exploration.

Sby Skills Guide Bot
DocumentationAdvanced
007/24/2026
Claude Code
#feature-discovery#specification#trading#interview#requirements

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name: nf description: >- Conduct in-depth feature discovery interview to explore, challenge, and document a new trading feature. Use when asked to 'detail a feature', 'explore a new feature', 'feature discovery', 'interview about feature', or 'spec out a feature'. NOT for quick brainstorming, NOT for implementation tasks (use /ct). argument-hint: "[feature-name]" user-invocable: true

New Feature Discovery — ETNA_TRADER

Objective

Conduct a comprehensive interview to fully understand and document a new trading feature using collaborative brainstorming, then create a formal specification. Trading features carry significant business and regulatory implications — challenge assumptions rigorously.

Guidelines

  • Use AskUserQuestion tool for ALL clarifications — provides interactive options for user to choose from
  • Never assume behavior: if any behavior is unclear/ambiguous (order routing logic, risk rules, regulatory constraints, error states), you MUST ask
  • Ask non-obvious, thought-provoking questions — especially about edge cases in financial workflows
  • Actively challenge assumptions; do not be a yes-bot
  • Offer alternatives, shortcuts, and "go deeper" paths
  • Continue until the feature is fully understood
  • Document everything in the specification file

Workflow

Platform Skill Gate (MANDATORY when feature touches UI/screens)

Trigger: If the feature will create or modify screens, components, grids, or styles in the ACAT frontend.

MANDATORY steps (do BEFORE writing recommendations in the discovery/spec):

  • Read .claude/rules/trading-component-patterns.md
  • Explicitly state in the discovery/spec that the rule was read and will be applied
  • Extract relevant UI/component rules and record them under a "Skill Compliance" section

Step 1: Codebase Exploration

Launch 1-3 parallel Explore agents based on feature complexity. Use Task tool in single message.

Agents:

  1. Existing feature code and patterns in frontend/ACAT/src/ and relevant backend API projects
  2. Domain models, contracts, existing repositories: src/Etna.Trading.Contracts/, DAL projects (if 2+ agents)
  3. Docs, existing tests, DB schema in db/, qa/, docs/ (if 3 agents)

Synthesize findings, then proceed to design exploration.

Step 2: External Research (Optional)

Default: skip for token efficiency.

Run only when:

  • User explicitly asks for deeper/strict discovery
  • Internal codebase context is insufficient
  • Decision depends on external constraints (regulatory, exchange protocols, financial standards)

Step 3: Design Exploration Phase

With gathered context:

  • Ask questions to refine the idea (batch related questions)
  • Propose 2-3 different approaches with trade-offs
  • Present design incrementally for validation
  • Consider ETNA_TRADER architecture constraints:
    • Which layer does this belong to? (Contracts → Services → DAL → API)
    • New service or extend existing? (IOrderService, IPositionService, etc.)
    • Backend-only, frontend-only, or full stack?
    • Database schema changes? New SSDT objects or alter existing tables?
    • EF or NHibernate for data access in this area?

Step 4: Challenge & Deep-Dive

After design exploration, run one structured challenge pass:

  • Identify assumptions and question each one
  • Suggest 2-3 alternative approaches (including a lean/shortcut path)
  • Flag potential risks, hidden costs, or complexity traps

Technical Implementation:

  • Edge cases and failure scenarios specific to trading (partial fills, market closes, order expiry)
  • Performance implications (high-frequency order flow, real-time position updates)
  • Integration points with existing services (clearing, risk engine, market data feed)
  • Security implications (account authorization, order tampering, privilege escalation)
  • Concurrency and race conditions (double-click order placement, position race on close)

Trading Domain Specifics:

  • Order lifecycle: New → Partially Filled → Filled / Cancelled / Rejected
  • Position impact: long/short, cost-basis, unrealized P&L
  • Account impact: buying power, margin, balance
  • Market data dependencies: quotes, depth, halt status
  • Regulatory / compliance considerations (e.g., pattern day trader rules, short-sale restrictions)

Business & Product:

  • Success metrics and how to measure them
  • MVP vs future scope boundaries (e.g., just Market orders first, Limit/Stop later)
  • Multi-account / multi-user implications

Step 5: Specification Writing

After design exploration and interview completion:

  1. Read template: Read docs/product-docs/templates/discovery-template.md (if exists), otherwise use standard structure below
  2. Create task directory: tasks/task-<date>-[feature-name]/
  3. Write specification with at minimum these sections:
    • Feature Summary: one-paragraph description
    • Business Context: why this feature matters, who uses it
    • Trading Domain Concepts: orders/positions/accounts/market-data involved
    • Acceptance Criteria: numbered, testable
    • Architecture Impact: layers touched, new files/projects, DB changes
    • Skill Compliance (if UI): rules from trading-component-patterns.md that apply
    • Open Questions: unresolved items needing product/business decision
    • Out of Scope: explicit exclusions to prevent scope creep
    • Risks: technical and business risks
    • Output file: discovery-[feature-name].md
  4. Present summary to user for confirmation

If design exploration reveals the feature is not viable: Document reasons in discovery-[feature-name]-rejected.md with rationale, and stop here.

Output

tasks/task-<date>-[feature-name]/discovery-[feature-name].md

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