Inputs
The systems and standard your team chooses
- Runbook, source material, and definition of done
- Records from Snowflake, Tableau, Slack
Portfolio analysis
Performance & risk attribution
What it does
- Explains performance down to the factor
- Attributes risk and return across the book
- Flags concentration and drift
How it works
- 1Pulls positions and market data
- 2Runs attribution and risk decomposition
- 3Surfaces the drivers and outliers
Deployment contract
What goes in, what comes out, and where people review.
Outputs
A finished artifact with its work attached
- Explains performance down to the factor
- Attributes risk and return across the book
Approvals
Human control at the steps that matter
Route exceptions and controlled actions to the designated reviewer before anything is committed.
Evals
Quality measured against your rubric
Score completed runs against accepted examples and task-specific criteria. Review failures with the source trace before changing the runbook or model.
Example result
The result is reviewable, not a black box.
A completed run keeps the task, sources, actions, approvals, and eval result together. Open any step to inspect what happened or send it back with a correction.
RUN
Portfolio analysis
- Pulls positions and market dataSource trace saved
- Runs attribution and risk decompositionSource trace saved
- Surfaces the drivers and outliersOutput prepared
Rubric score, sources, and action log travel with the result
Related agents
Deploy in days, not months.
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