Automated Financial Trading Workflow

A Automated Financial Trading Workflow is a financial trading workflow that uses automation processes to execute and manage financial transactions (with varying degrees of human intervention in trading decisions).

• AKA: Algorithmic Trading Workflow.
• Context:
  • It can often include Automated Trade Execution Process through order automation processes.
  • It can often include Automated Trade Recording Process through logging workflows.
  • It can often include Automated Risk Control Process through monitoring processes.
  • ...
  • It can range from being a Partially-Automated Trading Workflow to being a Fully-Automated Trading Workflow, depending on its automation level.
  • It can range from being a Rule-Based Trading Workflow to being a Learning-Based Trading Workflow, depending on its decision approach.
  • It can range from being a Single-Asset Trading Workflow to being a Multi-Asset Trading Workflow, depending on its asset coverage.
  • ...
  • It can include Automated Position Management Process through portfolio processes.
  • It can include Automated Compliance Check Process through rule validation processes.
  • It can include Automated Performance Monitoring Process through analytics workflows.
  • It can include Automated Market Analysis Process through data processing workflows.
  • It can include Automated Trading Strategy Process through decision execution workflows.
  • It can integrate with Market Feed Process for price monitoring.
  • It can connect to Trading Network Process for order submission.
  • It can support Risk System Process for risk monitoring.
  • It can interface with Compliance Process for rule checking.
  • ...
• Examples:
  • Partially-Automated Trading Workflows, such as:
    • Human-Supervised Trading Processes, such as:
      • Advisor-Assisted Trading Process for portfolio adjustment.
      • Trader-Approved Trading Process for order execution.
    • Semi-Automated Trading Processes, such as:
      • Alert-Based Trading Process for opportunity identification.
      • Signal-Based Trading Process for entry timing.
  • Fully-Automated Trading Workflows, such as:
    • Autonomous Trading Processes, such as:
      • Self-Directed Trading Process for market making.
      • AI-Driven Trading Process for systematic trading.
    • Automated Strategy Processes, such as:
      • Adaptive Trading Process for market response.
      • Learning-Based Trading Process for strategy evolution.
  • Technology-Specified Trading Workflows, such as:
    • AI Agent-Based Trading Workflows (AI agent-based workflow).
    • Workflow Engine-Based Trading Workflows (workflow engine-based workflow).
  • ...
• Counter-Examples:
  • Manual Trading Workflow, which lacks automation processes.
  • Trading Support Workflow, which lacks execution capability.
  • Market Analysis Workflow, which lacks trading processes.
  • Research Workflow, which lacks execution workflows.
• See: Trading Process System, Order Management Process, Portfolio Management Process, Risk Management Process, Compliance Process System.

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