Life Lenz Finance

How to reach the workflow desk

Questions about a stage, a handover, or where your review sits in the queue go to the same inbox. Replies come from the analyst who owns that stage, not a shared mailbox.

Most workflow questions are answered within one business day. Requests that need a chart pulled or a stage re-checked take longer, and we say so up front rather than leaving you guessing. If your question is already covered in the FAQ, you will usually get a link back to the exact answer instead of a fresh write-up.

Written requests get a written answer, so there is a record you can keep. Phone calls are fine for anything time-sensitive, but we still follow up in writing.

What the workflow actually gives you

Six working advantages that shape how a trading week runs here, from the first macro read to the point where a position gets closed. Each one has a defined place in the process, not a slogan on a landing page.

How the Work Actually Moves

Every stage below is a checkpoint, not a promise. We publish the sequence, the inputs each stage needs, and where a review can stall if the data is thin or the market is mid-event.

Stage 01: Mandate and Scope

We start by mapping what you actually trade — Austranext equities, index futures, AUD pairs, or a mix — and which sessions you can watch. That scope decides the review cadence and the indicators we track. If the mandate is vague, we stop here until it isn't.

Stage 02: Data Intake

Price history, position records, and any existing risk rules get pulled together. We check for gaps in the series and inconsistent timestamps before anything is modelled. Bad intake is the most common reason a review gets pushed back a week.

Stage 03: Macro and Technical Read

RBA cycle positioning, iron ore forward curves, and index breadth get laid against your instrument set. Technical levels are marked on the same chart so the macro view and the entry zones are not arguing with each other.

Stage 04: Risk Framework

Fixed-fractional sizing, drawdown cut-offs, and session-based exposure limits are written down as rules, not guidelines. We test them against your last two quarters of activity to see where they would have triggered.

Stage 05: Review and Handover

You get the written framework, the indicator set, and the conditions that would invalidate it. Follow-up reviews sit on a fixed schedule unless a market event forces an earlier one. Nothing is handed over without the invalidation criteria attached.

How work moves from a market question to a usable answer

Every request that lands here follows the same route. It starts with a specific instrument or macro question, passes through data checks and indicator work, and ends with something you can act on during a live session. No step gets skipped because a chart looks convincing.

  1. 01
    Define the question and the instrument

    You name the market: an Austranext bank, an index, a currency pair, or a commodity. Broad requests like "what is the market doing" get narrowed to a timeframe and a decision you actually need to make. This step usually takes one exchange of messages.

  2. 02
    Pull the data and check it against the source

    Price series, forward curves, and rate expectations get pulled and cross-checked. If the iron ore forward curve disagrees with the spot print, that gap is noted rather than smoothed over. Data that cannot be verified does not move forward.

  3. 03
    Run the technical and quantitative read

    Indicators are applied to the verified series, not to a cleaned-up version that flatters the setup. Support and resistance levels, momentum, and volatility bands get reviewed together. Where the technical read and the macro read conflict, both are documented.

  4. 04
    Size the position and set the limits

    Position sizing follows a fixed-fractional approach tied to session volatility, with explicit rules for cutting size after consecutive losses. Stop placement and maximum drawdown per position are decided before entry, not after the market moves against the trade.

  5. 05
    Write the review and hand it over

    You receive the analysis with its assumptions stated, the levels that matter, and the conditions under which the read stops working. Daily market reviews follow the same format so you can compare one session against the next without re-learning the layout.

Practical limits worth knowing up front: analysis covers Australian capital markets and the major pairs and commodities that trade against them. Turnaround depends on how many instruments are involved and whether the data needs manual verification. Nothing here is a signal service, and no output promises a result.

New to the platform? Start with the overview of how the analysis desk works, or read a worked example on reading the RBA cycle through Austranext banks.