| Agent | What it does | Schedule | State | Last run | 30d runs | Cost (30d) | Controls |
|---|---|---|---|---|---|---|---|
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Portfolio Strategy
Agentic · Sonnet/Haiku
|
RETIRED 2026-08-11. Was a multi-step daily reasoning loop that read active themes, narratives and holdings, updated conviction and wrote the daily Strategy Memo (run history only). | Daily ~6:45 AM ET | off | no runs (30d) | — | $0.0000 | |
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View this agent's runs →
Daily ~6:45 AM ET · background loop. OFF = won't run on schedule.
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Theme Discovery
Agentic · Sonnet
|
Weekly multi-step tool-use run: clusters recent evidence, then splits / merges / kills investment themes and writes a discovery memo. | Weekly · Sun ~6 PM ET | on | success · 7h ago | 5 4✓ 1✗ | $0.6146 | |
|
View this agent's runs →
Weekly · Sun ~6 PM ET · background loop. OFF = won't run on schedule.
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Theme Lifecycle
Agentic · Haiku
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Refreshes strength / velocity / stage on active themes, logs lifecycle events, and generates the daily theme summary. | Daily ~5:30 AM ET | on | success · 8h ago | 22 22✓ | $0.9314 | |
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View this agent's runs →
Daily ~5:30 AM ET · background loop. OFF = won't run on schedule.
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Narrative Classifier
Heuristic + Haiku
|
Reads incoming news / filings / mover notes, classifies category + materiality, and routes them to narratives (Haiku, with a keyword fallback when no key). | Hourly | on | success · 6h ago | 22 21✓ 1✗ | $0.9010 | |
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View this agent's runs →
Hourly · background loop. OFF = won't run on schedule.
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Daily Article Search
Pipeline + Haiku
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Runs the RSS + Finnhub article pipeline for held tickers, persists results, and triggers the Daily Article Digest email. | Daily ~5 AM ET | on | success · 7h ago | 22 22✓ | $0.9566 | |
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View this agent's runs →
Daily ~5 AM ET · background loop. OFF = won't run on schedule.
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RSS Article Feed
Pipeline
|
Ingests RSS feeds for held tickers and generates short stock-note summaries. | On demand + daily | on | success · 11h ago | 30 30✓ | $0.0000 | |
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View this agent's runs →
On demand + daily · background loop. OFF = won't run on schedule.
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Movers Analysis
Perplexity Sonar
|
Explains every ±3% daily mover in 1-3 grounded sentences (Perplexity, tiered sonar → sonar-pro by move size). | Daily ~4:30 PM ET | on | complete · just now | 23 23✓ | $0.5636 | |
|
State
current: on
Actions
Configure (full settings) →
on the agent runs and records its artifacts (read them on the Feed; nothing an agent writes reaches the trade queue) · off it doesn't run, no spend. Per-knob settings (thresholds, models, schedules, caps) live on the Configure page. |
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Earnings Intel
Perplexity Sonar
|
Refreshes the earnings calendar + consensus and writes pre/post-earnings analysis for held names. | Daily 7 AM ET | on | complete · 10h ago | 22 22✓ | $0.4313 | |
|
State
current: on
Actions
Configure (full settings) →
on the agent runs and records its artifacts (read them on the Feed; nothing an agent writes reaches the trade queue) · off it doesn't run, no spend. Per-knob settings (thresholds, models, schedules, caps) live on the Configure page. |
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|
Drivers
Quant + Haiku/Sonnet
|
Daily macro-driver z-scores + flags on mapped tickers, and the scenario hot zones the Drivers page shows. | Weekday close + Fri review | on | complete · just now | 23 23✓ | $0.4559 | |
|
State
current: on
Actions
Configure (full settings) →
on the agent runs and records its artifacts (read them on the Feed; nothing an agent writes reaches the trade queue) · off it doesn't run, no spend. Per-knob settings (thresholds, models, schedules, caps) live on the Configure page. |
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|
Pipeline Summaries
Haiku + Sonar fallback
|
Backfills 5-8 word company descriptions for every Research Pipeline row (yfinance → Haiku, Sonar only when no summary). | Hourly | on | complete · 13h ago | 8 6✓ 2✗ | $0.1300 | |
|
State
current: on
Actions
Configure (full settings) →
on the agent runs and records its artifacts (read them on the Feed; nothing an agent writes reaches the trade queue) · off it doesn't run, no spend. Per-knob settings (thresholds, models, schedules, caps) live on the Configure page. |
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|
Market Sensors
Tier 1 · Haiku
|
news_scanner (Finnhub headlines → materiality) + watchlist_monitor (rule-based watchlist triggers). Dormant — group is off. The rest of the Tier 1-4 stub fleet was deleted 2026-07-17 (never ran). | 30m – 6h cadences | off | no runs (30d) | — | $0.0000 | |
|
State
current: off
Actions
Configure (full settings) →
on the agent runs and records its artifacts (read them on the Feed; nothing an agent writes reaches the trade queue) · off it doesn't run, no spend. Per-knob settings (thresholds, models, schedules, caps) live on the Configure page. |
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|
AI Catalyst Detector
Haiku + Perplexity
|
Scans watchlist catalyst entries and auto-promotes confirmed ones to the Research Pipeline with AI-written notes + sources. | Twice daily · 12 + 23 UTC | on |
complete
· 4h ago
rate_limitHTTP 429: rate_limit - retry later
|
— | $0.0000 | |
|
Watches Watchlist
kind='catalyst' entries and auto-promotes confirmed ones to the
Review Board with AI-written notes + sources.
Layered: price/earnings free; Haiku triage → Sonar research → Haiku verdict only when needed.
API key test
Anthropic ():
✓ ok
Perplexity ():
✓ ok
Today's spend
$0.0000 / $1.00
Last scan
4h ago · complete
Last result
scanned 4 · promoted 0
Next auto-scan
23:00 UTC (in 5h04m)
Watchlist
2 due · 2 open catalysts
Last check error
HTTP 429: rate_limit - retry later
|
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|
Narrative Daily Delta
Haiku
|
Recomputes narrative trajectories and writes the day's delta row (updated narratives, inflections, new candidates) plus its email. | OFF — manual only | off | no runs (30d) | n/t | n/t | |
|
Open Narratives →
Haiku · OFF — manual only · per-run cost not tracked here
|
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Holding Enricher
Perplexity Sonar + Haiku
|
Fills business tags, segments, competitors, thesis summary and buy-reasons for each holding (auto-fires on import; supersedes the legacy Segments agent). | On every ticker import + semi-annual | on | no runs (30d) | n/t | n/t | |
|
Open Holdings →
Perplexity Sonar + Haiku · On every ticker import + semi-annual · per-run cost not tracked here
|
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|
Stock KPI AI
Perplexity Sonar/Sonar-Pro + Sonnet
|
Generates, curates, refreshes and back-fills thesis-relevant KPIs per stock (generator + curator + updater + history backfill). | Daily post-close (values) + on-demand | on | no runs (30d) | n/t | n/t | |
|
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GICS AI Classifier
Perplexity Sonar + Haiku
|
Classifies sector / industry for the long tail (J-codes, CUSIPs, ETFs) the static map can't resolve. | On-demand | on | no runs (30d) | n/t | n/t | |
|
Open Exposure →
Perplexity Sonar + Haiku · On-demand · per-run cost not tracked here
|
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|
Country Macro Signals
Perplexity Sonar-Pro
|
Per-country macro brief (bias / headline / FX / equity / policy) shown on the Country Map. | Mon/Thu + manual | on | no runs (30d) | n/t | n/t | |
|
Open Country Map →
Perplexity Sonar-Pro · Mon/Thu + manual · per-run cost not tracked here
|
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|
Strategy Map Weekly Research
Claude Sonnet + web search
|
Per-theme thesis refresh (catalysts / headwinds / conviction) on the Strategy Map, using Claude's native web-search tool. Runs synchronously (1-3 min) so it's triggered from the Strategy Map page, not one-click here. | Weekly · Fri 3 PM ET | off | no runs (30d) | n/t | n/t | |
|
Open Strategy Map →
Claude Sonnet + web search · Weekly · Fri 3 PM ET · per-run cost not tracked here
|
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|
Portfolio Chatbot
Claude Haiku / Sonnet / Opus
|
On-demand portfolio Q&A assistant — the third 'team member' (model selectable in Settings). | Interactive | on | no runs (30d) | n/t | n/t | |
|
Open chat →
Claude Haiku / Sonnet / Opus · Interactive · per-run cost not tracked here
|
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|
Research Ladder
Agentic
|
(unregistered agent kind — discovered from run history) | — | scheduled | success · 2d ago | 24 24✓ | $5.3360 | |
|
View this agent's runs →
— · background loop. OFF = won't run on schedule.
|
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-
#1077
pipeline_summaries
rate_limit
2026-10-05T04:11
HTTP 429: rate_limit - retry later
-
#71
narrative_classifier
abandoned
2026-09-29T11:12
Abandoned: status=running for >30min. Likely the worker thread died mid-run.
-
#56
theme_discovery
rate_limit
2026-09-24T10:40
Error code: 429 - rate_limit_error: request rate exceeded, retry later
-
#1043
watchlist_catalyst_ai
rate_limit
2026-09-22T13:12
HTTP 429: rate_limit - retry later
-
#1031
pipeline_summaries
rate_limit
2026-09-17T04:23
HTTP 429: rate_limit - retry later
| Started | Kind | Status | Steps | Tools | Tokens | Cost | Summary |
|---|---|---|---|---|---|---|---|
| 2026-10-08T11:34 | narrative_classifier | success | 5 | 6 | 32855 | $0.0375 | Routed 18 articles to narratives; 2 new candidates. |
| 2026-10-08T10:32 | daily_article_search | success | 4 | 4 | 20729 | $0.0260 | 24 queries, 18 articles persisted. |
| 2026-10-08T10:13 | theme_discovery | success | 5 | 7 | 33819 | $0.1328 | Clustered the week's evidence into 6 candidate themes. |
| 2026-10-08T09:34 | theme_lifecycle | success | 4 | 5 | 26033 | $0.0306 | Refreshed strength and velocity on the emergent themes; 24 stage changes. |
| 2026-10-08T06:06 | rss_article_feed | success | 4 | 4 | 0 | $0.0000 | Pulled 12 feeds; 39 new items after dedupe. |
| 2026-10-07T11:35 | narrative_classifier | success | 5 | 6 | 32115 | $0.0378 | Routed 21 articles to narratives; 2 new candidates. |
| 2026-10-07T10:05 | daily_article_search | success | 6 | 6 | 36121 | $0.0473 | 24 queries, 24 articles persisted. |
| 2026-10-07T09:44 | theme_lifecycle | success | 6 | 7 | 43813 | $0.0507 | Refreshed strength and velocity on the emergent themes; 9 stage changes. |
| 2026-10-07T06:09 | rss_article_feed | success | 4 | 4 | 0 | $0.0000 | Pulled 12 feeds; 30 new items after dedupe. |
| 2026-10-06T12:52 | research_ladder manual | success | 5 | 5 | 26311 | $0.0460 | Short report written for CAT. |
| 2026-10-06T11:25 | narrative_classifier | success | 4 | 5 | 28753 | $0.0350 | Routed 15 articles to narratives; 2 new candidates. |
| 2026-10-06T10:03 | daily_article_search | success | 7 | 7 | 48814 | $0.0575 | 24 queries, 12 articles persisted. |
| 2026-10-06T09:45 | theme_lifecycle | success | 4 | 5 | 33557 | $0.0404 | Refreshed strength and velocity on the emergent themes; 23 stage changes. |
| 2026-10-06T06:40 | rss_article_feed | success | 4 | 4 | 0 | $0.0000 | Pulled 12 feeds; 25 new items after dedupe. |
| 2026-10-05T11:23 | narrative_classifier | success | 5 | 6 | 32733 | $0.0421 | Routed 8 articles to narratives; 2 new candidates. |
| 2026-10-05T10:35 | daily_article_search | success | 6 | 6 | 42655 | $0.0511 | 24 queries, 25 articles persisted. |
| 2026-10-05T09:50 | research_ladder manual | success | 7 | 7 | 70960 | $0.3710 | Deep report written for MSFT. |
| 2026-10-05T09:36 | theme_lifecycle | success | 4 | 5 | 21161 | $0.0284 | Refreshed strength and velocity on the emergent themes; 37 stage changes. |
| 2026-10-05T06:00 | rss_article_feed | success | 3 | 3 | 0 | $0.0000 | Pulled 12 feeds; 25 new items after dedupe. |
| 2026-10-04T14:50 | research_ladder manual | success | 7 | 7 | 85380 | $0.4090 | Deep report written for JPM. |
| 2026-10-04T06:27 | rss_article_feed | success | 4 | 4 | 0 | $0.0000 | Pulled 12 feeds; 13 new items after dedupe. |
| 2026-10-03T06:32 | rss_article_feed | success | 4 | 4 | 0 | $0.0000 | Pulled 12 feeds; 16 new items after dedupe. |
| 2026-10-02T11:02 | narrative_classifier | success | 3 | 4 | 15289 | $0.0209 | Routed 31 articles to narratives; 2 new candidates. |
| 2026-10-02T10:52 | research_ladder manual | success | 5 | 5 | 26424 | $0.0490 | Short report written for GOOGL. |
| 2026-10-02T10:04 | daily_article_search | success | 4 | 4 | 26124 | $0.0319 | 24 queries, 40 articles persisted. |
| 2026-10-02T09:31 | theme_lifecycle | success | 5 | 6 | 34420 | $0.0435 | Refreshed strength and velocity on the emergent themes; 33 stage changes. |
| 2026-10-02T06:35 | rss_article_feed | success | 4 | 4 | 0 | $0.0000 | Pulled 12 feeds; 25 new items after dedupe. |
| 2026-10-01T11:52 | research_ladder manual | success | 5 | 5 | 30065 | $0.0510 | Short report written for XOM. |
| 2026-10-01T11:50 | research_ladder manual | success | 7 | 7 | 75549 | $0.3880 | Deep report written for CEG. |
| 2026-10-01T11:21 | narrative_classifier | success | 6 | 7 | 49133 | $0.0593 | Routed 8 articles to narratives; 2 new candidates. |
| 2026-10-01T10:01 | theme_discovery | success | 5 | 7 | 42189 | $0.1467 | Clustered the week's evidence into 29 candidate themes. |
| 2026-10-01T10:00 | daily_article_search | success | 6 | 6 | 41994 | $0.0515 | 24 queries, 4 articles persisted. |
| 2026-10-01T09:21 | theme_lifecycle | success | 6 | 7 | 48676 | $0.0567 | Refreshed strength and velocity on the emergent themes; 21 stage changes. |
| 2026-10-01T06:29 | rss_article_feed | success | 4 | 4 | 0 | $0.0000 | Pulled 12 feeds; 6 new items after dedupe. |
| 2026-09-30T14:50 | research_ladder manual | success | 7 | 7 | 77286 | $0.3810 | Deep report written for CAT. |
| 2026-09-30T13:50 | research_ladder manual | success | 7 | 7 | 77544 | $0.3900 | Deep report written for TSM. |
| 2026-09-30T11:07 | narrative_classifier | success | 7 | 8 | 52268 | $0.0627 | Routed 29 articles to narratives; 2 new candidates. |
| 2026-09-30T10:39 | daily_article_search | success | 7 | 7 | 44005 | $0.0518 | 24 queries, 11 articles persisted. |
| 2026-09-30T09:25 | theme_lifecycle | success | 5 | 6 | 33292 | $0.0386 | Refreshed strength and velocity on the emergent themes; 31 stage changes. |
| 2026-09-30T06:34 | rss_article_feed | success | 3 | 3 | 0 | $0.0000 | Pulled 12 feeds; 37 new items after dedupe. |
| 2026-09-29T16:52 | research_ladder manual | success | 5 | 5 | 21864 | $0.0440 | Short report written for CEG. |
| 2026-09-29T16:52 | research_ladder manual | success | 5 | 5 | 28044 | $0.0480 | Short report written for NVDA. |
| 2026-09-29T11:12 | narrative_classifier | incomplete | 3 | 4 | 13586 | $0.0175 | — |
| 2026-09-29T10:27 | daily_article_search | success | 7 | 7 | 60511 | $0.0698 | 24 queries, 29 articles persisted. |
| 2026-09-29T09:03 | theme_lifecycle | success | 6 | 7 | 46233 | $0.0535 | Refreshed strength and velocity on the emergent themes; 39 stage changes. |
| 2026-09-29T06:13 | rss_article_feed | success | 4 | 4 | 0 | $0.0000 | Pulled 12 feeds; 24 new items after dedupe. |
| 2026-09-28T11:52 | research_ladder manual | success | 5 | 5 | 23693 | $0.0450 | Short report written for ETN. |
| 2026-09-28T11:11 | narrative_classifier | success | 4 | 5 | 20777 | $0.0276 | Routed 24 articles to narratives; 2 new candidates. |
| 2026-09-28T10:28 | daily_article_search | success | 5 | 5 | 40343 | $0.0485 | 24 queries, 19 articles persisted. |
| 2026-09-28T09:17 | theme_lifecycle | success | 7 | 8 | 63536 | $0.0729 | Refreshed strength and velocity on the emergent themes; 21 stage changes. |
| 2026-09-28T06:15 | rss_article_feed | success | 4 | 4 | 0 | $0.0000 | Pulled 12 feeds; 39 new items after dedupe. |
| 2026-09-27T06:12 | rss_article_feed | success | 3 | 3 | 0 | $0.0000 | Pulled 12 feeds; 9 new items after dedupe. |
| 2026-09-26T10:50 | research_ladder manual | success | 7 | 7 | 75276 | $0.3880 | Deep report written for GOOGL. |
| 2026-09-26T06:02 | rss_article_feed | success | 4 | 4 | 0 | $0.0000 | Pulled 12 feeds; 15 new items after dedupe. |
| 2026-09-25T14:52 | research_ladder manual | success | 5 | 5 | 30695 | $0.0510 | Short report written for COST. |
| 2026-09-25T12:52 | research_ladder manual | success | 5 | 5 | 28613 | $0.0490 | Short report written for LLY. |
| 2026-09-25T11:20 | narrative_classifier | success | 6 | 7 | 40430 | $0.0489 | Routed 6 articles to narratives; 2 new candidates. |
| 2026-09-25T10:52 | research_ladder manual | success | 5 | 5 | 20163 | $0.0410 | Short report written for MSFT. |
| 2026-09-25T10:12 | daily_article_search | success | 4 | 4 | 24880 | $0.0301 | 24 queries, 39 articles persisted. |
| 2026-09-25T09:08 | theme_lifecycle | success | 3 | 4 | 15494 | $0.0194 | Refreshed strength and velocity on the emergent themes; 12 stage changes. |
| Run | Pod | Trigger | Status | Cost | Started |
|---|---|---|---|---|---|
| #1086 | movers_analysis | schedule | complete | $0.0282 | 2026-10-08 21:39 |
| #1089 | drivers | schedule | complete | $0.0123 | 2026-10-08 21:06 |
| #1090 | watchlist_catalyst_ai | schedule | complete | $0.0189 | 2026-10-08 13:31 |
| #1087 | earnings_intel | schedule | complete | $0.0160 | 2026-10-08 07:10 |
| #1088 | pipeline_summaries | schedule | complete | $0.0269 | 2026-10-08 04:08 |
| #1085 | drivers | schedule | complete | $0.0173 | 2026-10-07 21:38 |
| #1083 | movers_analysis | schedule | complete | $0.0247 | 2026-10-07 21:07 |
| #1084 | earnings_intel | schedule | complete | $0.0197 | 2026-10-07 07:05 |
| #1081 | drivers | schedule | complete | $0.0140 | 2026-10-06 21:35 |
| #1079 | movers_analysis | schedule | complete | $0.0311 | 2026-10-06 21:33 |
| #1082 | watchlist_catalyst_ai | schedule | complete | $0.0215 | 2026-10-06 13:37 |
| #1080 | earnings_intel | schedule | complete | $0.0199 | 2026-10-06 07:24 |
| #1078 | drivers | schedule | complete | $0.0120 | 2026-10-05 21:17 |
| #1075 | movers_analysis | schedule | complete | $0.0252 | 2026-10-05 21:15 |
| #1076 | earnings_intel | schedule | complete | $0.0258 | 2026-10-05 07:17 |
| #1077 | pipeline_summaries | schedule | failed | $0.0000 | 2026-10-05 04:11 |
| #1073 | drivers | schedule | complete | $0.0444 | 2026-10-02 21:36 |
| #1070 | movers_analysis | schedule | complete | $0.0225 | 2026-10-02 21:09 |
| #1074 | watchlist_catalyst_ai | schedule | complete | $0.0167 | 2026-10-02 13:12 |
| #1071 | earnings_intel | schedule | complete | $0.0146 | 2026-10-02 07:35 |
| #1072 | pipeline_summaries | schedule | complete | $0.0136 | 2026-10-02 04:25 |
| #1069 | drivers | schedule | complete | $0.0170 | 2026-10-01 21:39 |
| #1067 | movers_analysis | schedule | complete | $0.0277 | 2026-10-01 21:33 |
| #1068 | earnings_intel | schedule | complete | $0.0232 | 2026-10-01 07:23 |
| #1063 | movers_analysis | schedule | complete | $0.0293 | 2026-09-30 21:33 |