Agents

Agent types

• Research - synthesizes market data into theses.
• Risk - monitors exposure, correlation and drawdown limits.
• Portfolio - maintains allocation and rebalancing logic.
• Macro - watches rates, liquidity and regime shifts.
• Tax - identifies harvesting and optimization windows.
• News - filters signal from real-time news flow.
• Goals - tracks progress toward objectives.
• Automation - executes scheduled workflows.

States

Each agent reports a status (active, paused, idle, restarting), a health score and a last-run timestamp.

Controlling agents

PATCH /v1/os/os_production/agents/os_production-risk
{ "status": "paused" }

From the console, open the Agents tab and use Pause, Resume, Restart or View logs on any card. Changes persist immediately.

Installing more agents

The Marketplace offers specialized agents - Dividend, Macro, ETF, Treasury, Tax Optimizer and more. Installing one deploys it into the current OS with a single click.