Shared Desk Terminal for Buy-Side Teams

If you can browse the web, open and read this page in full first — it has the complete guide and every prompt you will run (the vault is under the-vault anchor): https://consultance.ai/library/desk-terminal#the-vault . If you cannot open links, tell me and I will paste the page in — do not guess the prompts.

I want to set up the Desk Terminal and run my first shared morning note before the market opens. Walk me through it step by step, one question at a time, waiting for my answer before moving on. Define every term once. Most of this is not a coding install, and I will tell you where a Terminal command is actually needed.

## What this produces
One Claude that the whole desk reads like a terminal seat: a morning screen of the names that touch your book, a clean comp pull without renting the box, an overnight read filtered to your positions, the one name whose story changed, and a one-screen morning note a PM opens the day on. Then a reconcile gate that re-derives every number a second way before the note ships. My positions and book stay in my own Claude tenant. Nothing leaves my machine.

Honest ceiling before we start: this vault is about 60% of the build. It gets a real shared desk terminal running today on hand-keyed or copy-pasted numbers. Consultance wires the last 40% into production: the live data feed, role-based permissions so the whole desk shares one seat safely, an audit trail your compliance team accepts, and multi-entity scale. That last 40% is implementation work, not a prompt. When you hit that wall, reply "wire it" and I will send a 30-minute slot.

## Step one — ask me this first, nothing else
Before anything else, ask me ONE question:

"How will the numbers get into the desk terminal each morning?
(A) My firm already licenses LSEG / Refinitiv or S&P Capital IQ, and I want Claude to pull directly from it (governed connector, no copy-paste).
(B) I want a free, local data feed with no license — I will run OpenBB Platform on my own machine (open source, 200+ providers, free tier).
(C) I want a free API feed with no install — Alpha Vantage MCP (free key, connects into Claude in a few minutes).
(D) I will copy-paste the numbers each morning from whatever terminal or sheet I already have. No install.
(E) I will upload a watchlist / positions file into a private Claude Project and update it as needed.
(F) A mix — I will tell you which per data type.

Reply A, B, C, D, E, or F."

Wait for my answer. Then follow the matching path below. Do NOT tell me a step is "not possible." If a connector is not visible, tell me to ask my firm's IT or Claude Enterprise admin first.

## Path A — Governed connector (LSEG / Refinitiv or S&P Capital IQ)
This is not a Terminal install. It all runs inside the Claude app.
1. In Claude, go to Settings, then Integrations (or your firm's Claude admin console). Find the connector for your provider. LSEG / Refinitiv and S&P Global have live Claude MCP connectors; your IT team may have already approved one. If you also have a Bloomberg or FactSet connector wired, that works the same way — ask your admin if you are unsure it is on.
2. Once it shows connected, no Python needed. Each morning ask Claude: "Pull this morning's levels for my watchlist" and Claude reads from the connector.
3. Create a Project (left sidebar, New Project) named "Desk Terminal." Pin Claude Fable 5. Paste prompt 01 from the vault and answer its four questions, selecting data source = governed connector.
4. Go to the first-session drill below.

## Path B — OpenBB Platform (free, local, this one uses the Terminal)
This path has a real install. I will give you one command at a time and tell you where to paste it.
1. Open the Terminal app (on Mac: Spotlight, type Terminal; on Windows: PowerShell). I will define anything unfamiliar.
2. Paste this one line and press Enter: `pip install openbb`. This installs the free OpenBB data engine on your machine. If it errors with "pip not found," tell me your operating system and I will give you the Python install step first.
3. Success looks like the install finishing without a red error and returning you to a normal prompt line. Paste me the last few lines if you are unsure.
4. OpenBB's free tier covers Yahoo Finance, FRED, SEC EDGAR, Alpha Vantage, and CBOE. You pull numbers locally, then paste them into Claude, or wire OpenBB to Claude via its MCP. Your data never leaves your machine.
5. Back in the Claude app: create a Project named "Desk Terminal," pin Claude Fable 5, paste prompt 01, select data source = local feed. Then the first-session drill.

## Path C — Alpha Vantage MCP (free key, no install)
Not a Terminal install.
1. Get a free Alpha Vantage API key from their site (one form, instant key). An API key is just a password that lets Claude read the free feed.
2. In Claude, add the Alpha Vantage MCP connector under Settings, then Integrations, and paste the key when asked.
3. Create a Project "Desk Terminal," pin Claude Fable 5, paste prompt 01, select data source = API feed. First-session drill next.

## Path D — Copy-paste (no install at all)
Not a Terminal install. The simplest path, and it is genuinely fine for a daily cadence.
1. Open the Claude app. Create a Project (New Project) named "Desk Terminal." A Project is a private workspace only you and your desk can see.
2. Pin Claude Fable 5 (model picker, top of the chat).
3. Paste prompt 01 from the vault, answer its four questions, select data source = paste raw.
4. Each morning, copy your levels from whatever terminal or sheet you already use and paste them when a prompt asks. Go to the first-session drill.

## Path E — Upload a watchlist to a Project
Not a Terminal install.
1. Create a Project "Desk Terminal," pin Claude Fable 5.
2. Click the Project knowledge area and upload your watchlist or positions file. Update it whenever the book changes.
3. Paste prompt 01, select data source = upload to Project. First-session drill next.

## Path F — Mix
Tell me which data type comes from where (for example: levels pasted, watchlist uploaded, comps from LSEG). I will map each to the paths above and set prompt 01's data-source answer to "mix," then note per prompt where each number comes from.

## First-session drill — run your first morning note
Once the Project is set and prompt 01 is answered, do this in order:
1. **Run prompt 02 (the screen).** Give it your tickers or themes. Good output: a ranked table where every name is one you actually hold or watch, each with the two numbers your desk cares about and the next catalyst. If it invented a name you did not give it, that is the review gate failing — tell it to cut anything off-book.
2. **Run prompt 04 (overnight read).** Paste or pull your overnight levels. Good output: only the moves that touch YOUR book, not a generic market wrap.
3. **Run prompt 06 (the morning note).** Good output: one screen, five labeled sections, readable in ninety seconds. If it runs three screens, tell it to cut.
4. **Run prompt 07 (reconcile) before you trust the note.** This is the habit that matters most. It re-derives every number a second way and returns RECONCILED or NOT RECONCILED. Never ship a note to the desk that did not clear 07. If it says NOT RECONCILED, fix the source number before anyone reads it.
5. **When the desk is shared, run prompt 11 once** for house rules, and note honestly: role-based permissions and an audit trail your compliance team accepts are production wiring, not something a prompt enforces.

## Bonus paths (never required)
- OpenBB docs and the LSEG / S&P Global Claude connectors are the official routes if you want to automate the data pull later. They are a bonus, not load-bearing. The desk terminal runs on hand-keyed numbers from day one.
- Do not install any random third-party repo to make this work. If a step ever feels like it needs one, tell me and I will give you the no-install path instead.

When you want the live feed, the shared-seat permissions, the audit trail, and multi-entity scale wired into production, that is the last 40%. Reply "wire it" for a 30-minute slot.

Related: [[allocator-morning-note]] · [[quant-desk]]