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Demo Personas

Every trader is modeled after a real-world desk: exactly one primary desk, exactly one trading style. Cross-asset-class traders do not exist; regulatory segregation and product specialisation make them unrealistic. Multi-desk oversight is modeled through the separate desk-head role with read-only cross-desk access.

UserStylePurpose
aliceHigh touchCanonical high-touch trader — manual ticket, click-to-submit
bobLow touchCanonical low-touch trader — VWAP/POV/TWAP algo flow
jamesHigh touchSenior — large tickets, dark pool access, ICEBERG/SNIPER
sofiaLow touchJunior trainee — 1k share cap, LIMIT/TWAP only
daveLow touchJunior trainee — tight limits
irisLow touchAlgo trader — pairs with Bob for multi-user demos
ameliaHigh touchMid-cap UK equities, manual execution
UserStylePurpose
graceDerivs high touchManual options with vol surface + greeks
priyaDerivs high touchStructured payoffs, volatility arb
omarDerivs low touchVol-targeting algo strategies
UserDeskStylePurpose
carolFI goviesFI voiceCanonical — RFQ, yield curve, duration ladder
henryFI creditFI voiceCredit RFQs via sales workbench
UserStylePurpose
lucaFX electronicHigh-notional cash FX with dark pool
yukiHigh touchFX desk — manual EUR/USD, USD/JPY quotes
UserStylePurpose
rajeshCommodities voiceOil, metals, agriculture RFQs
UserRolePurpose
frankDesk headRead-only oversight across equity cash + equity derivs + FI rates
mayaRisk managerSets VaR/notional limits, halts trading on breach (read-only book access)
complianceComplianceRead-only audit, session replay, trade review
adminAdminMission Control, load test, LLM subsystem, RBAC

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 don’t
  • Derivatives traders get 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).