How It Works
1
Portfolio Setup
Define archetype and objects. Create portfolio group and initialize wallet.
Setup & configuration
Portfolios & Portfolio Groups
Funding & Wallets
Agents
Setup & configuration
Portfolios & Portfolio Groups
Funding & Wallets
Agents
2
Strategy & Research
Daily and periodic market research. Portfolio strategy and watchlists. Equity and ETF research.
Market Assessments
Strategy Memos
Watchlists
Equity and ETF Research Reports
Agents
Market Assessments
Strategy Memos
Watchlists
Equity and ETF Research Reports
Agents
3
Management & Execution
Convert strategy and research to portfolio creation, rebalance, and trading decisions. Measure and analyze performance.
Holdings
Decisions & rationale
Transactions
Metrics & benchmarks
Agents
Holdings
Decisions & rationale
Transactions
Metrics & benchmarks
Agents
Agents
Each agent specializes in a different layer of the investment stack. Together they continuously analyze, plan, and execute on your behalf—every decision logged and auditable.
Market Analyst
Reads global markets and distills macro context
Analyzes market conditions and sector performance to provide actionable intelligence for portfolio decisions
Monitors market trends and economic indicators
Tracks sector rotation and momentum
Identifies macro themes and market regime
Provides market context for portfolio decisions
Context
Outputs
Portfolio Strategist
Designs the risk-aware portfolio and allocation plan
Develops high-level portfolio strategy and allocation approach aligned with market conditions and objectives
Defines investment thesis and strategic objectives
Sets risk/return targets and constraints
Determines sector and asset class allocations
Establishes portfolio construction guidelines
Context
Outputs
Equity Researcher
Deep-dive analysis on individual securities
Conducts comprehensive research on individual securities to support informed investment decisions
Analyzes financial statements and valuation metrics
Evaluates competitive positioning and growth prospects
Assesses management quality and capital allocation
Generates investment recommendations with rationale
Context
Outputs
Portfolio Manager
Oversees construction and position sizing
Translates strategy into actionable portfolio positions with optimal sizing and risk management
Translates strategy into specific portfolio positions
Determines optimal position sizes and weights
Balances risk concentration across holdings
Ensures portfolio aligns with strategic objectives
Context
Outputs
Portfolio Analyst
Monitors performance and risk metrics
Continuously tracks portfolio performance, risk exposures, and identifies opportunities for optimization
Calculates returns, volatility, and risk-adjusted metrics
Tracks factor exposures and sector concentrations
Identifies performance attribution and contributors
Flags portfolio drift and rebalancing opportunities
Context
Outputs
Trader
Executes trades and manages logistics
Handles all trade execution and transaction logistics with full audit trails and compliance checks
Validates trade feasibility and cash requirements
Executes buy and sell orders at market prices
Records transactions with full audit trail
Manages cash flows and portfolio liquidity
Context
Outputs
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This platform is for research and informational purposes - not investment advice.