/AI Agents

AI Agents

Autonomous agents that monitor markets, research investments, and generate insights

Agent Control Center

0 running · 0 items in library
Market Data Agent
Daily at 5:00 PM ET
Idle

Fetches and analyzes market data from Yahoo Finance

Last run: NeverActions today: 0Est. cost: $0.00
Research Agent
On demand + pre-meeting
Idle

Conducts investment research using Perplexity AI

Last run: NeverActions today: 0Est. cost: $0.00
FRED Economic Agent
Daily at 6:00 AM ET
Idle

Monitors 35+ Federal Reserve economic indicators

Last run: NeverActions today: 0Est. cost: $0.00
Signal Scoring Agent
Daily at 5:30 PM ET
Idle

Calculates composite signal scores for all 14 asset classes

Last run: NeverActions today: 0Est. cost: $0.00
Regime Detection Agent
Daily at 5:35 PM ET
Idle

Classifies current market regime with confidence scores

Last run: NeverActions today: 0Est. cost: $0.00
Portfolio Optimization Agent
On demand
Idle

Runs mean-variance and Black-Litterman optimization

Last run: NeverActions today: 0Est. cost: $0.00
Report Generation Agent
Monthly + on demand
Idle

Generates formatted board and client reports

Last run: NeverActions today: 0Est. cost: $0.00
Compliance Monitor Agent
Daily at 8:00 AM ET
Idle

Monitors positions and flags compliance issues

Last run: NeverActions today: 0Est. cost: $0.00
Deep Research Agent
On demand only
Idle

Multi-step deep research on complex investment topics

Last run: NeverActions today: 0Est. cost: $0.00
Orchestrator Agent
Always active
Idle

Coordinates all agents and powers the MaxPortfolio chatbot

Last run: NeverActions today: 0Est. cost: $0.00

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Coordinates all agents — best for complex questions
Conducts investment research using AI
Analyzes asset class performance and trends
Monitors 35+ Federal Reserve economic indicators
Scores all 14 asset classes on 6 factors
Suggests optimal portfolio weight adjustments
Checks positions against IPS policy constraints
Multi-step comprehensive research reports

Agent Activity Log

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