Demo Personas
Every trader is modelled on a real-world desk: one primary desk, one trading style. Cross-asset-class traders are not modelled, because regulatory segregation and product specialisation make them unrealistic. Multi-desk oversight is represented through the separate desk-head role, which has read-only cross-desk access.
Each persona signs in to a different default workspace. The four main workspace types:
Trader workspace
Section titled “Trader workspace”Used by high-touch equity traders: alice, james, amelia.
Algo workspace
Section titled “Algo workspace”Used by low-touch and algo traders: bob, sofia, dave, iris, omar.
Fixed-income workspace
Section titled “Fixed-income workspace”Used by FI voice traders: carol, henry.
Options workspace
Section titled “Options workspace”Used by derivatives high-touch traders: grace, priya.
Equity cash traders
Section titled “Equity cash traders”| User | Style | Purpose |
|---|---|---|
| alice | High touch | Canonical high-touch trader: manual ticket, click-to-submit |
| bob | Low touch | Canonical low-touch trader: VWAP/POV/TWAP algo flow |
| james | High touch | Senior: large tickets, dark pool access, ICEBERG/SNIPER |
| sofia | Low touch | Junior trainee: 1k share cap, LIMIT/TWAP only |
| dave | Low touch | Junior trainee: tight limits |
| iris | Low touch | Algo trader, pairs with Bob for multi-user demos |
| amelia | High touch | Mid-cap UK equities, manual execution |
Equity derivatives traders
Section titled “Equity derivatives traders”| User | Style | Purpose |
|---|---|---|
| grace | Derivs high touch | Manual options with vol surface + greeks |
| priya | Derivs high touch | Structured payoffs, volatility arb |
| omar | Derivs low touch | Vol-targeting algo strategies |
Fixed income traders
Section titled “Fixed income traders”| User | Desk | Style | Purpose |
|---|---|---|---|
| carol | FI govies | FI voice | Canonical: RFQ, yield curve, duration ladder |
| henry | FI credit | FI voice | Credit RFQs via sales workbench |
FX traders
Section titled “FX traders”| User | Style | Purpose |
|---|---|---|
| luca | FX electronic | High-notional cash FX with dark pool |
| yuki | High touch | FX desk: manual EUR/USD, USD/JPY quotes |
Commodities traders
Section titled “Commodities traders”| User | Style | Purpose |
|---|---|---|
| rajesh | Commodities voice | Oil, metals, agriculture RFQs |
Oversight and support roles
Section titled “Oversight and support roles”| User | Role | Purpose |
|---|---|---|
| frank | Desk head | Read-only oversight across equity cash, equity derivs, and FI rates |
| maya | Risk manager | Sets VaR/notional limits, halts trading on breach (read-only book access) |
| compliance | Compliance | Read-only audit, session replay, trade review |
| admin | Admin | Mission Control, load test, LLM subsystem, RBAC |
Trading style enforcement
Section titled “Trading style enforcement”Trading style is enforced at the panel level:
- Low-touch traders cannot open the manual Order Ticket; they use the Algo Monitor workspace.
- High-touch traders cannot open the Algo Monitor; they use the Trading workspace.
- FI voice traders see yield curve, duration ladder, and spread analysis panels that equity traders do not.
- Derivatives traders see vol surface, greeks, option pricing, and scenario matrix panels.
- Default workspaces follow the style: high-touch lands on Trading, low-touch on Algo, FI voice on FI Trading, derivatives on Options.
The default demo passcode is veta-dev-passcode (configurable via OAUTH2_SHARED_SECRET).